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Marketing Email Templates Design

Is there a design tool that can be used for building email templates for marketing campaigns in the CRM module? Customers can’t always write HTML / CSS, so wondering is there a design tool integration? Or perhaps they can create a design somewhere and copy paste the HTML / CSS into the Email Template?

10 minutes ago

jhouserVarsity III

Configuration and Installation

Outlook Add-in in web?

Has anyone had success using the Acumatica add-in with Outlook web version? It works great in the desktop Outlook, but haven’t had success in web version. A year ago I installed it and signed in, but could never get it to do anything. Now when reinstalling I can’t even sign in, just spins. The company I’m assisting has many employees that don’t have license to have Outlook installed, so they use web. Any insight appreciated!

1 hour ago

jib87Jr Varsity II

Retail

Mapping Acumatica Customer Attribute to Shopify Company Notes

Good day everyone,ShopifyxAcumatica connector only allows mapping of Company to only fields Name or Notes. Now, I am encountering issue with syncing using Attribute to the Notes field. It always provide an empty value.I mapped the attribute with Customer entity to a Shopify Customer tag - it worked, has value.I mapped another field in Company entity to a Shopify Company Notes - it worked, has value.But when I mapped the same attribute with Company entity to a Shopify Company Notes - it is empty. Does anyone encounter the same? I am using 23 R2 - Build 23.209.0023

1 hour ago

yaritzaandino37

Construction

Purchase Order Total with Tax in Project Screen

Our client needs the Purchase Order total that includes the tax to also be reflected on the Project screen (Cost Budget, Balance, etc.). On this screen the total appears without the tax. e.g. Purchase Order Detail Total 325.20 with tax 362.60 It is interesting that on the Project screen (Cost Budget, Balance, etc.). the total appears with the tax 362.60 Is there any configuration for this?

2 hours ago

ashleybJr Varsity III

Financials

Splitting multiple pdfs (AR Invs/CMs) to combine into 1 email

Hello! So I understand Acumatica can send out AR Invs/CMs in mass, by email, which sends 1 email per every 1 document. I also know if we multi-select and then go to Print, we can send out multiple documents combined into 1 pdf, with 1 email. These options are great, however there are certain clients who would instead prefer to see multiple documents split up into 1 email. Do anyone know if there is a way to do this?

3 hours ago

malinthawarnakulasooriya08Jr Varsity II

Reports and Generic Inquires

How to set the visibility of the Detail Section’s header?

Can I know if is there a way to set the visibility of the Detail Section’s header to appear on a page without keeping it as ‘Print on every page = True’ if only the Detail Section has been populated in that specific page? Please check the below attachments. It depicts the 2nd page of the report.Repot Preview

3 hours ago

ldjmarcogFreshman II

Distribution

Non-Stock Item lead times

Aside from the use of attributes in a nonstock item is there any functionality that lets us add lead times to a nonstock item?

3 hours ago

hayleehicksVarsity I

Retail

BigCommerce Integration: How to unmap variant price/weight from syncing?

We have template items setup with matrix items that map to the BigCommerce variants. Client does not want price or weight to populate BigCommerce from Acumatica. They want to maintain that in BigCommerce only. I’ve set in both the Stock Item and Template Item entity to unmap these fields yet the variant in BigCommerce is updating the price/weight based on what is on the variant in Acumatica. Is there a better way to accomplish this? This is 22 R1 for reference.

4 hours ago

donnadeskins55Varsity I

Reports and Generic Inquires

Report Designer - how to hide a field and not have the space for that field still show on the report

I have a Warranties section of a quote report that has static information on every quote. The customer also wants to be able to customize each section with additional information.I created attributes that allow the user to enter custom verbiage and I’ve added the attributes to the report: I also created a visible expression for those fields, as I don’t want them to print if the user hasn’t entered any text in those fields.The issue is that the space for those fields still prints (even with the visible expression).If you put a visible expression on the whole group, it won’t print and it won’t leave a space for the group. But I really don’t want to have to split each little section out to it’s own group.Is there a way to do what I’m asking?

4 hours ago

ajeeva

Payroll

Bulk Payroll

Hi, We have got a client switching to Acumatica and since their Go Live has been past the financial year, we have multiple payroll balances that needs to be brought forward to Acumatica before Go Live. We have been suggested to do bulk payroll upload. We are trying to understand is there a solution to just upload year end/month end balances without having to carry out bulk payrun? Regards,

4 hours ago

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eshahid05Freshman I

CRM

Marketing Email Templates Design

10 minutes ago

jhouserVarsity III

Configuration and Installation

Outlook Add-in in web?

1 hour ago

jib87Jr Varsity II

Retail

Mapping Acumatica Customer Attribute to Shopify Company Notes

1 hour ago

yaritzaandino37

Construction

Purchase Order Total with Tax in Project Screen

2 hours ago

ashleybJr Varsity III

Financials

Splitting multiple pdfs (AR Invs/CMs) to combine into 1 email

3 hours ago

malinthawarnakulasooriya08Jr Varsity II

Reports and Generic Inquires

How to set the visibility of the Detail Section’s header?

3 hours ago

ldjmarcogFreshman II

Distribution

Non-Stock Item lead times

Aside from the use of attributes in a nonstock item is there any functionality that lets us add lead times to a nonstock item?

3 hours ago

donnadeskins55Varsity I

Reports and Generic Inquires

Report Designer - how to hide a field and not have the space for that field still show on the report

4 hours ago

ajeeva

Payroll

Bulk Payroll

4 hours ago

rajeshmishra90Freshman II

Develop Integrations with Web Services | APIs

Denial Code 511: System was unable to process the request due to data size limits. REST API

We are trying to add a new record in Details tab of Appointment. We are getting error when the number of records under details tab are more than 600. If it is less than 200 or so, we not see any error, everything works as expected.URL:https://xxxxx.acumatica.com/entity/customendpointname/20.200.002/Appointment?$expand=DetailsRequest Body:{"AppointmentNbr":{"value":"PM004839-1"},"Details":[{"Description":{"value":"test"},"LineType":{"value":"Instruction"},"TargetEquipmentID":{"value":"CHAUD02/ECOL201"},"note":{"value":"string"}}],"ServiceOrderType":{"value":"PM"}}HTTP PUTResponse from Acumatica REST API:request entity too largeError in Acumatica website system monitor screen:ContextScreenId = ~/ENTITY/DEFAULTKOLOTECH/20.200.002/APPOINTMENTContextUserIdentity = mounish@Beaver - ProductionCurrentCompany = Beaver - ProductionEventID = ResourceGovernor_ApiRequestTerminatedEventIdSourceContext = ResourceGovernorCustomData =[ { "SqlRows": null, "CorrelationID": "", "ContextID": "", "S

4 hours ago

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