Discussions, Best Practices, and Product Feedback

Recently active
Forums
Help others

kurtwoesteFreshman II

Low Code | No Code Customizations or Integrations

Trigger By Record Change - Record Inserted

Is there a good resource to understand how a business event with “Trigger by Record Change” which is triggered by “Record Inserted” is suppossed to work? OR NOT WORK? I understand Record Inserted as - something happened for the record to appear on the GI.When that happens the trigger condition is met and the subscribers should fire.What am I missing?

1 hour ago

ifung

Financials

Entry Type Accidentally Deleted

Hi, We just went live to Acumatica, and we accidentally deleted the cash transaction entry type that we had already got some transactions. Now in the list of cash transactions, under the column “Entry Type”, there are “yellow warnings” for these transactions, saying “the record has been deleted”, probably the record on the “entry type” being deleted. We checked the GL side, seems like everything looks good. Can someone please advise whether there will have any significant impact? Thank you.

1 hour ago

apallawala21Freshman I

Financials

How to take the sales account from the posting class in an Invoice

Hi, When entering a direct sale through invoice I need to take the sales account from the posting class or from the warehouse (other than a stock item)I've tried changing ‘use sales account from the field’ of posting class but it has not worked for me. Is there any possible way to get this done?Regards Amanda

2 hours ago

Fiona KalinowskaFreshman I

Distribution

How to create a new task for several employees automatically?

My boss wants that when a new order is created in the system, a new task is automatically created for certain employees. However, I can only select one employee in the Task Templates screen, not several. Does anyone know if it's somehow possible to set this up to create a task for several employees at the same time? It should also be set up that if one of these employees is the one who created the order, the task will not be created for him.

3 hours ago

DjangoCaptain II

Develop Customizations

Strategy for having a specific on hold order type to be included in MRP

We’re using MRP for production. We don’t include On Hold sales orders in the calculation. But now we have a change in requirements so that we want to include orders in the Awaiting For Payment status - which has the order being on hold.The idea is that we want to prepare for the order to be placed but we don’t want to ship it until we’ve received a prepayment. But we do want to be able to plan our production around this order.So I figured there are two ways to tackle this:Via customized workflow. I create a custom field to indicate that we’re waiting on a payment for this order. That field will impact the visibility to the Create Shipment button. So the order will be officially “open” and thus included in MRP but, from the user’s standpoint, they cannot ship the order until a prepayment has been applied to the order. Adjust the MRP calculation to include this sub-set of orders similar to how Blanket Orders are added to the MRP calc. The concern is that MRP is a complicated set of calcu

3 hours ago

Discussion Forums

Get inspired and gain all the knowledge you need

Financials

1756 topics
5792 Replies

Distribution

1704 topics
6532 Replies

Manufacturing

597 topics
2247 Replies

Construction

573 topics
1935 Replies

CRM

160 topics
463 Replies

Field Service

279 topics
922 Replies

Retail

454 topics
1997 Replies

Payroll

213 topics
717 Replies

Low Code | No Code Customizations or Integrations

221 topics
798 Replies

Develop Customizations

2378 topics
9644 Replies

Develop Integrations with Web Services | APIs

578 topics
2343 Replies

ISV Solutions

120 topics
493 Replies

Configuration and Installation

755 topics
2753 Replies

Reports and Generic Inquires

1750 topics
6787 Replies

Import and Export Scenarios

669 topics
2759 Replies

System Health and Performance

132 topics
480 Replies

Community site discussions

228 topics
420 Replies

Community Introductions

95 topics
281 Replies

Everything Else

717 topics
2372 Replies

News & Announcements

Acumatica News & Updates

110 topics
160 Replies

Events & Meet-ups

136 topics
83 Replies

Developer Newsletter

19 topics
0 Replies

43 topics
0 Replies

salvarado23Freshman I

Manufacturing

How to Archive Sales Order -> Order Type -> QT - Qute

Can I archive Quotes in the SO module?If yes how can I do that?Current situation, I want to archive quotes from two years ago, Possible the SO to but for now just the Quotes.

2 minutes ago

tahayabaliFreshman I

Develop Integrations with Web Services | APIs

Adding records deletes old one

4 minutes ago

Sai ChettiarFreshman II

Distribution

Multiple UOM Shipment Issue

11 minutes ago

WoodyGilbertFreshman I

Construction

Create Fixed Asset from a Project

12 minutes ago

kurtwoesteFreshman II

Low Code | No Code Customizations or Integrations

Trigger By Record Change - Record Inserted

1 hour ago

ifung

Financials

Entry Type Accidentally Deleted

1 hour ago

Fiona KalinowskaFreshman I

Distribution

How to create a new task for several employees automatically?

3 hours ago

DjangoCaptain II

Develop Customizations

Strategy for having a specific on hold order type to be included in MRP

3 hours ago

ngerstFreshman II

Reports and Generic Inquires

Inventory Usage & Updates

I am looking for an Acumatica out of the box Inventory Usage report that will allow our organization to understand our usage of inventory to help us update our min., max, and safety stock levels. I saw Acumatica has a future consideration that was proposed for this but I don’t see any update on the item. We are on 2023 R2, and I have to think there is functionality to review, analysis, and update the min., max, safety stock levels, etc. based on usage. Can anyone help me out with this?

3 hours ago

mithray80

Retail

Handling mutiple selling prices for one product

HiFor an example if we purchase the same product (say a book with price tagged) in two different times with two selling prices.Product 1 | Purchased 5 books on January 01 | Tagged Selling Pirce 100Product 1 | Purchased 10 books on April 01 | Tagged Selling Pirce 120When entering a Sales Order how can we the select price of the book (either 100 or 120)?If we are using FIFO to issue the goods, is there a way to allocate the stock automatically when selling 8 books in the above example.Selling 8 books , 5 @100 and 3 @120

4 hours ago

New to the community?

Get Started HERE and be sure toIntroduce Yourself

Acumatica User Groups

Educational Resources

Community Library

Blogs

What you may have missed in the Acumatica Community! March, 2024

User leaderboard

Show full leaderboard

Acumatica employee leaderboard

Show full leaderboard

Badge winners

NicholasBova52has earned the badge Customizations expert
NicholasBova52has earned the badge Easy talker

Show all badges

Acumatica Community

New to the community?

User leaderboard

Acumatica employee leaderboard

Badge winners

Events Calendar

Latest Articles

Sign up

Social Login

Login to the community

Social Login

Scanning file for viruses.

This file cannot be downloaded