Discussions, Best Practices, and Product Feedback

Recently active
Forums
Help others

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?

just now

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.

5 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

15 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.

17 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

30 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!

33 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

38 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

40 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?

51 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

Discussion Forums

Get inspired and gain all the knowledge you need

Financials

1730 topics
5741 Replies

Distribution

1677 topics
6472 Replies

Manufacturing

594 topics
2223 Replies

Construction

568 topics
1913 Replies

CRM

154 topics
451 Replies

Field Service

275 topics
915 Replies

Retail

451 topics
1983 Replies

Payroll

212 topics
698 Replies

Low Code | No Code Customizations or Integrations

218 topics
790 Replies

Develop Customizations

2358 topics
9595 Replies

Develop Integrations with Web Services | APIs

560 topics
2294 Replies

ISV Solutions

120 topics
488 Replies

Configuration and Installation

748 topics
2720 Replies

Reports and Generic Inquires

1724 topics
6700 Replies

Import and Export Scenarios

662 topics
2731 Replies

System Health and Performance

131 topics
478 Replies

Community site discussions

225 topics
420 Replies

Community Introductions

95 topics
281 Replies

Everything Else

711 topics
2358 Replies

News & Announcements

Acumatica News & Updates

110 topics
155 Replies

Events & Meet-ups

132 topics
83 Replies

Developer Newsletter

19 topics
0 Replies

43 topics
0 Replies

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?

just now

rodolfobarrios52Freshman I

Develop Customizations

GLTran to FATran

5 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

15 minutes ago

wmatthews1877Jr Varsity III

Reports and Generic Inquires

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

17 minutes ago

abinayaa94

Distribution

Customers - Shipping Mail has to be Added in GI

30 minutes ago

DrewNisleyJr Varsity I

Field Service

Arrive action on appointments starts log for all techs

33 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

38 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?

51 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

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

AndreasKleinfeld72has earned the badge Manufacturing expert
leppleyhas 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