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Outlook Add-in keeps spinning

Does anyone else’s add-in just spin unless you close Outlook and reopen? Not using a web browser, using the outlook app.Then you can use it once and have to close and reopen it every time you want to add something to Acumatica? At first I was told I have to have the Display settings in Outlook set to Optimize for compatibility but it was already set to that so I changed to Optimize for best appearance (application restart required) and it would work for one use. Switched back and of course had to restart and it worked for one use again. I now just close and reopen without changing the settings and can use it for one use. Getting tired of closing and reopening Outlook in order to get things attached in Acumatica.

4 minutes ago

emelda71Jr Varsity II

Financials

Customer journal from one customer in branch A to a customer in branch B

Good day. Is it possible to do customer journal from one customer in branch A to a customer in branch B like we do with journal transactions? So far all i can see is that you will have to do 2 separate transactions.I have tried to document the issue in the attached file, hope it’s clear.Thanks!

4 minutes ago

debbiereed72Jr Varsity II

Distribution

Shipping - Default checked (true) Use Customer's Account when customer has account

Is there any way to force the User Customer’s Account box to be checked, by default, when the Ship Via selected is related to the Carrier where the customer has an account setup?

21 minutes ago

lewisadFreshman I

Reports and Generic Inquires

Zero quantity items on Service orders and appointments

Is it possible to stop selection of all incl. serialized items with 0 balance on the SVO/Appt.. Or highlight that entry in red when someone picks that item on the Service Order or Appointment?

28 minutes ago

Chris HackettAcumatica Community Manager

Community site discussions

Ask a Question, Get an Answer - April 22 - April 26, 2024 - Need extra help this week!

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Upcoming May and June 2024 Acumatica User Group MeetupsCheck out these meetups happening in May and June. If you’re a customer in any of these areas, please think about joining in!Join the SE Acumatica User Group and then RSVP HEREJoin the S. Texas Acumatica User Group and then RSVP HEREJoin the NE Acumatica User Group and then RSVP HERE How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests. When more people participate, all members benefit - - we need diverse backgrounds, cultures, experiences, opinions, values a

1 hour ago

mnecaiseVarsity I

Reports and Generic Inquires

Report Not Found Error

I have a report that I created a couple months ago that I need to make some changes to. When I click on Edit Report, I get the normal Report Designer pop-up to login. However, as soon as I login I get the error message that the report does not exist. The report runs, so I know it’s there. I just can’t figure out why I’m not able to open it in Report Designer. I haven’t had any issues with opening other reports, so it’s something with this one specifically. Has anyone else run into this or have any suggestions? Thanks!

1 hour ago

SoniaEchols90Acumatica Moderator

Payroll

2024 Payroll Tax Updates

Please see attached for a list of 2024 Payroll tax updates. Please note that some changes may require an action to be utilized. They will be flagged with a Y in Action Required column.Update: April 25, 2024CanadaFederal Employment Insurance Tax – Effective 4/25/2024A new field, Custom Employment Insurance tax rate, has been added to Tax Maintenance ~ Company Tax and to Employee Payroll Settings ~ Tax Settings to support EI Premium Reduction Program. Optional: Employers that qualify can use this field to add the lower tax rate to be applied to the employer portion of the tax. United StatesWashington Paid Medical and Family Leave- Effective 4/25/2024Corrected an issue where the taxable wage for Washington PFML was doubling on Government Reporting using the WA PMFL Form. Update: April 5, 2024 United States – HSA – Action Required – Effective 3/19/24The Federal HSA family contribution limit has changed from $8350 to $8300.ACTION REQUIRED: Review employee HSA family contributions that m

1 hour ago

KarthikGajendranAcumatica Moderator

Retail

Shopify: Handling Restock item option while refunding the order.

IntroductionShopify provides Restock item option(as shown in the screenshot 1) when Refund is performed. When this is checked, it means that the returned items goes back to inventory.By default, the Restock item option is checked by Shopify. In some scenarios, the seller advises the buyer to keep the product or discard and not ship back the product because those are not resellable, return cost is higher etc.,In those cases, buyer would like to uncheck the Restock item option when refunding so that the item does not go inventory. ScenariosScenario Recommendation Buyer wants the seller to ship back the item that is returned. Check Restock item option Buyer while processing the refund, not sure what to do with Restock item option. Check Restock item option Buyer cannot resell the returned item so do not want the item to be shipped back. Check Restock item option and put this item in the garbage location in Acumatica based on the reason code for accounting purpose. The corre

1 hour ago

dsenevirathne54Freshman II

Financials

Payment/Credit Terms Based on Business Days

Hi,I want to calculate the payment/Credit terms based only on the working days. Better if it is based on the work calendar we define. Is it possible?Best Regards,Dulanjana

2 hours ago

tebogo37Freshman II

Import and Export Scenarios

Error during Stock Import: items have not been processed successfully. View name: Item.

Can someone please assist with this error. I get this error when trying to reimport file to update changes. Please check my XML file.

2 hours ago

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cwomack98Jr Varsity II

Everything Else

Outlook Add-in keeps spinning

4 minutes ago

emelda71Jr Varsity II

Financials

Customer journal from one customer in branch A to a customer in branch B

4 minutes ago

lewisadFreshman I

Reports and Generic Inquires

skumar98Freshman I

Reports and Generic Inquires

How to significantly speed up the performance of Reports ?

Any suggstions ?

2 hours ago

vannakheng66Freshman I

Reports and Generic Inquires

How to navigation to customer screen in report design

5 hours ago

brucewarrell96Jr Varsity III

Distribution

Credit Card Payment for Cash Sale Sales Order Type

In 2024R1, the help indicates that a credit card payment method can be used to with the Cash Sales sale order type. But when I add a credit card payment method to the order, I get a blocking error stating the credit card payment method is not supported by the Cash Sales order type. Is the help incorrect?

5 hours ago

donnadeskins55Varsity I

Distribution

Barcode commands in report designer

Many of our customers find it very annoying that they have to manually touch the “Set Qty” button on their mobile devices in order to set the quantity being picked/packed/shipped. We are trying to include the Set Qty command (*qty) as a barcode on the picklist report so that they can scan that command and then scan the barcode for the quantity (since there’s no way to set the mobile device to default to the shipping quantity).I can’t find the right way to format the command on the report so that the barcode scanner will read it and put the device in Set Qty mode.Does anyone know how to do this?

6 hours ago

jwarrenVarsity I

Field Service

When I complete a Comment or Instruction on an appointment, why does it remain as Requires Scheduling on the SOR?

See question above This seems to be causing issues with closing SORs since we have all these comments & instructions showing on SOR as Requires Scheduling but they are marked as Complete on the underlying appointment.

6 hours ago

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