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jsudakFreshman II

How do I send invoices and statements to multiple customer email addresses?

We have several customers that have 2 or more AP people and they want their invoices and statements emailed to multiple customer email addresses. How and where do we set this up?

6 minutes ago

rodolfobarrios52Freshman I

Develop Customizations

GLTran to FATran

I have a query regarding GLTran and how it relates to the FATran table. Initially, the first records had the TranLineNbr column, but after a configuration made by the Acumatica web, these stopped being created and appeared as null.The initial relationship I could make was from GLTran: CompanyID, RefNbr, TranLineNbr --> FATran: CompanyID, RefNbr, LineNbr.Is there another way to relate these two tables so that they have a 1:1 relationship?Or what configuration was made so that this field no longer appears correctly?Build 23.209.0023Thank you very much for your attention.

11 minutes ago

fmrubi11Freshman II

Reports and Generic Inquires

Journal Listing Generic Enquiry with company and or branch parameter

i want a generic enquiry that lists all journals filtering by Company and or branchChallenge is filter only showing branch level and no company level. Any help

21 minutes ago

wmatthews1877Jr Varsity III

Reports and Generic Inquires

Using SWITCH to use another field name if first field is null or empty

We have a Generic Inquiry that has the Customer.ParentAccountID and not all of the parent accounts have that that number all by itself (the account number also, in some cases, has the name of the customer). I was thinking in that case to use a SWITCH similar to the one here:=IIF([Customer.ParentBAccountID] = ' ', [Customer.AcctCD]) but that is not working also. Also I am not sure if the Customer.ParentAccountID is empty or NULL. I know that the Customer.ParentAccountID should be showing up because when I do a CRTL+ALT the Element property shows the field as Customer.AcctCD. I also thought about getting just the number portion of the AcctCD but that seems more work then necessary. I could use any suggestions that the Community may have.There are accounts whereby the Customer.ParentBAccountID is showing up correctly on that column.In this case the Customer.ParentBAccountID = ‘ ‘ or NULL and the customer.AcctCD is 16310 - Grainer.

23 minutes ago

abinayaa94

Distribution

Customers - Shipping Mail has to be Added in GI

In Customer Screen Will have mail In three tab whereas in General Tab , Billing Tab and Shipping Tab I have already fixed General Tab Mail and Billing Mail Tab as per the below screenshot Need help to fix the Shipping Mail in the Generic Enquiry Added Xml also - could you help me to add the shipping mail in GI

37 minutes ago

DrewNisleyJr Varsity I

Field Service

Arrive action on appointments starts log for all techs

We are having an issue where we have multiple technicians on an appointment, let’s say three for example, one departs (only selecting themselves to depart), then he arrives (again only selecting themselves), and the appointment moves to In Process. Once this happens, it starts logging time for all the technicians, even though there was only one selected and they are the only ones who have a travel time log. Obviously the other techs are not there, so they should not have their time being tracked. Here’s an example of what it looks like after arriving the one technicianAny help is appreciated, thanks!

40 minutes ago

jpaquetteFreshman I

Configuration and Installation

What are the datasets avalable

Are these the only Training Datasets T100 and U100… Where can i locate the latest copy and/or how do I find out if there is an update to a dataset

45 minutes ago

KarthikGajendranAcumatica Moderator

Retail

[23R1]-Import Matrix Items, Template Items using Import Scenario, Convert Stock/Non-Stock item to Matrix Item and vice versa and making the Matrix Item as Kit

In continuation with the below article, the current article explains how the same can be done in 23R1 and the difference between 22R2 and 23R1. Like in 22R2, in 23R1 there are out of box import scenarios for Template Item(Import Template Items), Matrix Item (Import Matrix Items). The Edit Template ID checkbox in the Item Class form which enabled the Template Item ID field in the Stock/Non-stock form is removed. The Is a Kit checkbox is enabled in the Matrix Item which allows the Matrix Item to be created as a Product Kit. Check All the above is done out of the box. Now to make the Template ID field editable in the Matrix item screen, the user has to publish the attached customization(“ImportMatrixItems2023R100.zip”) to this article. This customization package must be used only with 2023R1 and above. There is a customization package for users who do not have commerce module as well. Check the attachment: “ERPImportMatrixItems2023R1002.zip” For 22R2, check If the selected Templ

46 minutes ago

BHEDGEPETHSWK78

Financials

Customize AP dec req templates per vendor

Is a customer able to customize a template in AP doc recognition to make it specific to a particular vendor?

58 minutes ago

jpaquetteFreshman I

Configuration and Installation

Updates to Newest Version

What is the process on keeping customer current on the latest release we have 3 customers on 2023 R2 when will the update happen to move to 2024 R1?

1 hour ago

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jsudakFreshman II

Distribution

How do I send invoices and statements to multiple customer email addresses?

We have several customers that have 2 or more AP people and they want their invoices and statements emailed to multiple customer email addresses. How and where do we set this up?

6 minutes ago

rodolfobarrios52Freshman I

Develop Customizations

GLTran to FATran

11 minutes ago

fmrubi11Freshman II

Reports and Generic Inquires

Journal Listing Generic Enquiry with company and or branch parameter

i want a generic enquiry that lists all journals filtering by Company and or branchChallenge is filter only showing branch level and no company level. Any help

21 minutes ago

wmatthews1877Jr Varsity III

Reports and Generic Inquires

Using SWITCH to use another field name if first field is null or empty

23 minutes ago

abinayaa94

Distribution

Customers - Shipping Mail has to be Added in GI

37 minutes ago

DrewNisleyJr Varsity I

Field Service

Arrive action on appointments starts log for all techs

40 minutes ago

jpaquetteFreshman I

Configuration and Installation

What are the datasets avalable

Are these the only Training Datasets T100 and U100… Where can i locate the latest copy and/or how do I find out if there is an update to a dataset

45 minutes ago

BHEDGEPETHSWK78

Financials

Customize AP dec req templates per vendor

Is a customer able to customize a template in AP doc recognition to make it specific to a particular vendor?

58 minutes ago

jpaquetteFreshman I

Configuration and Installation

Updates to Newest Version

What is the process on keeping customer current on the latest release we have 3 customers on 2023 R2 when will the update happen to move to 2024 R1?

1 hour ago

jamestJr Varsity III

Reports and Generic Inquires

Power BI Connection

Hello all, Quick question. Can Power BI only connect to Generic Inquiries? Or is there a way to connect to the instance directly like you would a SQL Server connection? We’re on a cloud instance. Thanks!

1 hour ago

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