I am trying to add quoteNbr to my Opportunities screen. I made it to where you can see the column for quoteNbr but nothing populates. What am I missing on my generic inquiry to pull that over???
I am trying to make a generic inquiry of appointments for the current month and past months so I can add a widget to my dashboard of a bar graph on how many hours are being used with each of our customers. I still struggle with making GIs...
Is there a way to add a link to each appointment of to get back to the first appointment?Our techs want to be able to refer back to what was done on the first appointment because sometimes a different tech will be going out on the follow up appointments. This way they can get to the appointment faster.
Is there a way to see what Inventory Items are on order?
Can I make so a PO can’t be saved unless a Vendor Ref is used and there is a ship to address added? If so, how?
Is there a way that we can make it to where our techs can’t see the default warehouse when they go to job cost parts from their trucks. We are running into the techs choosing the default warehouse instead of selecting there truck as the warehouse so our inventory is getting very messed up. We want them to still have access to the main warehouse we just don’t want them to see that as an option when they go to job cost.
Is there a way to create an Approval process on a specific inventory ID and quantity. For example if I were purchasing apples but wanted to approve anything over a quantity of 50 before my purchases could create a PO or make a transfer.
We need help getting started using Amazon for more storage because we have used up our usage in Acumatica. Does anyone have experience with Amazon and the steps they had to take to use them?
How do I print employee W2s?
When we go to create an AP bill and error comes up because the project does not match. This was not an issue until we did the update. Does anyone have a work around so we can get vendors paid? Acumatica is saying it is a bug in the update and they do not have a fix for it yet… Hoping someone had this same issue because we can’t create any AP bills and it is not only affecting paying our vendors but also being able to bill our customers.
Is there a way to add the link of the screen you want to navigate to on the email notification that goes out when the event is triggered. For example: a business event goes to our dispatch team to create an appointment from a specific service order. Can we add a link to that email so they just click on that and it opens up the service order that needs the appointment made?
We have over 30 service techs and they all drive a van that is stocked with parts they may need. Is there a way to set a default so when they use one of those parts it auto populates to there warehouse(VAN) when posting it to their appointment?
We put all work done and materials to the wrong project. Is there a way to put it all to the correct project?
I am trying to make a generic inquiry to pull appointments that have inventory allocated to them. Does anyone know how to make this a generic inquiry?
Is there a way to change the vendor once the purchase order has already been received in?
We received a PO in completely but we received multiple invoices and there is one where one item was not fully received on the invoice so it is on multiple invoices. How can we make and AP bill for those items?
Is there a way to change the default project once the service order has been created? Sometimes the wrong project is selected and we need to update it for billing. Acumatica doesn’t seem to allow you to make any changes to the project once you have saved the service order.
Everyone just locked in their health insurance and when we try to run payroll the new deductions aren't calculating. Does anyone know why?
How do you get a PO status to say closed when you end up returning all items and canceling the PO?
I am trying to pull a report that shows me how much of each item under an item class cost and was used for a certain time frame. Can we do that in acumatica?
Is there a way to see everyone who has made edits to a service order in Acumatica?
I see there is an option under the customer to have a default project but when I add a default project I do not see where that comes into play anywhere when I create the service order. What is the purpose of having a field to select a default project for an individual customer if it doesn’t default to the service order being created?
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