In some past release the ability to edit the Tax Zone on Business Accounts was apparently disabled. My “forever a prospect, never a customer” Business Accounts have the proper Tax Zone set (but now not editable) while new prospects stuck without Tax Zone. When creating the Opportunities for these extra care must be taken to set the Tax Zone there. As this is normally populated automatically, it is often missed. Quote (in our case Project Quote) generated before the missing taxes becomes evident.Was the Tax Zone disabled by design? ...and for what reason?If not, is there an easy fix?
We are currently running 2021 R2 Construction Edition.I was writing some Generic Inquiries to report on open Opportunities. Inspecting the “Total” field on the Opportunities CR304000 screen I found CROpportunity.TotalAmount as the value I wanted to report. The results looked erroneous and upon investigating I found the value being returned in the GI for CROpportunity.TotalAmount was NOT the value displayed in the Total field on the screen.After further investigation I found the “Standard” (without Construction enabled) has CROpportunity.CuryProductsAmount in the Total field. Rewriting the GI I found this to be the value displayed on the Construction Edition screen as well.Ran a quick GI to compare the values of TotalAmount and CuryProductsAmount and found many in disagreement, though the majority were the same. In all cases the CuryProductsAmount was confirmed correct while the TotalAmount could not be obviously derived from the supporting data.What is supposed to differentiate the
In the Acumatica produced YouTube video Set up Allocation Rules to Recognize Revenue - Acumatica Construction Edition from April of 2020 viewers are cautioned against using Auto Completion of the Cost Budget if there is more than one cost line per task: Is this still a limitation?If not, in which release was it resolved?If so, is it dependent upon the selection of Completion Method (Budgeted Amount or Budgeted Quantity)?
I have an Business Event looking for record changes in a simple Generic Inquiry, with an Import Scenario as the Subscriber. The intent was to record both the current and previous values with the Import Scenario. Having to choose either the Results or PreviousResults as the Provider Object seems to prevent access to the other. Is there a way to accomplish this?
Is there a place I can override the background color applied to an active Pivot filter. Acumatica default seem to be applying something derived from the primary color override for the active Company or Branch. In our case it makes the active filter indistinguishable from the non-active filter, causing much confusion with our users. I don’t need to match the theme, just need to know filter is active.Any alternative (i.e. changing color of text and/or funnel icon) would be acceptable also.
I have a Generic Inquiry that sums transactions over a date range specified by Required Parameters StartDate and ThruDate with Default Values of @YearStart and @MonthEnd-1 respectively:Generic Inquiry ParametersAs I needed the ThruDate in Excel exports of this GI, I added it to the Results Grid:Generic Inquiry Results GridThe unexpected result is the Parameter (Thru Date) and the Result column (Statement Date) get different values when the Inquiry is executed:ResultsIf the Parameter is manually changed in the results screen, the dates match.The value in the resultant column is the date being applied (not the defaulted date displaying at top) verified by the calculated values and manually entering the dates.
We recently upgraded from 2019R2 to 2020R2. We were utilizing the Hidden workspace a suggested the Technical Tuesday: Using Hidden Folders to Manage Access RightsFollowing the update, all Generic Inquiries that were in the Hidden Workspace show ffffffff-ffff-ffff-ffff-ffffffffffff as the workspace.Hidden is not and option in the Workspace lookup, and if manually entered saving fails with: Error: 'Workspace' cannot be found in the system.However, in Access Rights by Screen, the Hidden Workspace and it’s many members are present. Also, the Site Map SM200520 show these with an empty Workspace and Hidden not selectable.Do I only need to create a new Hidden Workspace? Doing so in our test bed did not hide items as before.
I have reports and dashboards that rely upon an Opportunity Stage being set to Won (along with the Opportunity Status) when the Opportunity is Won. I have hundreds of opportunities that did not end up this way. To change the Stage, I have to reopen the Opportunity, change the Stage, and Close as Won. Easy enough to do with an Import Scenario, but I really need to preserve the original Closing Date. Seems resetting the Business Date for each line of the import would do this for me if possible. Very open to alternatives (we are hosted).
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