I've done something similar to close expired quotes using a business event. I run mine on a weekly schedule and close them every Friday afternoon. ...

@mandreottola Hi Marissa, only what I've noted above. If you are using the primary table (i.e. using PMProject and filtering on PMProject.ContractCD...

Hey There,I finally figured out a way to get multiple approvals from the same group which I posted about on the Acumatica Community. Also, since this...

I wanted to add a bit more here, as I've found a few nuances to how this seems to work...I had a query that was using ARInvoice.ProjectID. With =null...

@michael-shirk Maybe check the settings on the "From Schema" selector on the Parameter tab? But I'm not 100% sure if that will resolve your issue. A...

@kimm I put in a ticket through the Partner Portal to get the license for our demo environment.

If you are just using projects and tasks (not on Field Services or Construction edition) have you checked out SmartSheet as an option? There's an old...

This was something that we were unable to resolve through our help tickets with Acumatica and ended up finding out a bit more by accident than anythin...

@robcushen I was doing it in 2020R2. In both 2020R1 and 2020R2 there were some pretty major changes to the Customer/Vendors/Contacts and Leads screen...

Add 2 tables to your GI: PX.Objects.CR.Address & PX.Objects.CR.Contact Link these 2 tables to your Vendor table (screen shots below) This...

These are the latest versions from 2020R2 AR631000 - AR Aging AR631100 - AR Aging MC AR631500 - AR Coming Due AR631600 - AR Coming Due MC

I am not as familiar with the MYOB set-up, but if you have the administrator role, you should be able to locate the screen in the "Access Rights by Sc...

Out of the box only users with the Acumatica Support and Administrator roles can access the "License Monitoring Console" screen so check with your sys...

Hi John, What version of Acumatica are you on? In Acumatica 2020R1 the AR aging reports were updated to be sensitive to the date put into the aging...

In newer versions of Acumatica, this option in the GL Preferences screen is called "Restrict Access to Closed Periods." Acumatica has also released a...

I've run into a similar issue looking at time entries as well because there is the time component to these entries as well, but when you pick a date f...

Are you just putting all the text in a single text box in the report? If so, under Properties in Report Designer, you will most likely need to select...

@p-bass - I think likely the reason you have SOInvoices and ARInvoices in Acumatica is to allow for segregation of duties so that users who should onl...

@wyatt-erp I've run into this before with trying to sort things by Project ID, Inventory ID, Customer ID, etc. and other fields and my problem was usu...

Hi Tim, There are a number of new customers. Some are construction related, but I think the overall idea from Acumatica was that they were trying t...

Hey there, Acumatica just released a Canadian Localization pack for 2020R1 (and 2020R2 is coming) soon that includes all the preconfigured Canadian sa...

@kingcarlos You could link up your "AccountsPayable@Company.com" email address to process incoming mail via Acumatica and there is an new option und...

@infosourcing We had to put in a ticket with Acumatica to get a license key for our demo environment for 2020 R2 to get the AP document recognition (a...

Hey Tim, We were really excited to hear from Acumatica that both the Expense Receipt recognition and the AP Document Recognition service are now avail...

@paulfoster Thanks. We were able to do it via a SQL script to force in the new passwords. It would be nice if you could do it using the built in imp...

On a related note, we've set up all our users in production and will force the user to change when they first log in. But, we've copied the productio...

Also, I should mention, that if you are on really early editions of 2020 R1 (if you were in the Beta program) and haven't upgraded to the official rel...

First, your company will need to enable the Image Recognition Service feature on the "Enable/Disable Features" screen. Within the existing Expense Ma...

There are a bunch of useful GI's that are part of the "default" dashboard package that is in the Acumatica Sales Demo environment. We tend to import ...

Hi, What I've noticed in this report is that it doesn't show all customers with $0, it just shows customers that had transactions during the period, s...

@myobadvanced The option is the same in Acumatica as well (also glad to see that in 2020 R1 the default AR aging reports are date sensitive finally!)&...

I would say it really depends on the type and volume of assets you have to determine if the FA module is worth it. In Basic Acumatica there's nothin...

@timrodman The issue that the prospect was looking at was that they might be replenishing multiple items (i.e. 20 of Item A, 30 of Item B, 40 of item ...

Velixo recently added a feature for this in the last release in June/July. I haven't tried this feature yet, but it was one we were requesting for on...

@michael-barker Thanks so much for your help!  This was great.  I had to remove a few columns and had to tweak a little bit to fit my data s...

On Employee A you can do a Credit Adjustment (Crediting AP, since they currently have a debit balance on AP) and match up the payment and the adjustme...

I'm still trying to get the hang of the "for each" set-up, but was wondering how to get this type of information to display in a table/grid format in ...

Have you tried setting up a separate Case Class and setting one to internal and deselect the "Require Customer" option? That might solve your problem...

@charlescrf The import scenario templates that Acumatica started providing with 2019 R2 are great and are definitely a huge time saver, even if you ne...

Have you checked the vendor profile record? Typically the address information should populate automatically from the vendor ID that you have populate...

When that happens for me, it's usually an issue with my parameters that are feeding from the main report to the subreport (usually something like the ...

Unfortunately there is no way that I know of in the system to change the vendor on a posted bill (the Reclassify function only allows changes to the e...

Have you checked the Freight Expense Account/Freight Expense Sub fields on the Purchase Order Preferences screen? The other place might be to check ...

Have you tried the transactions for Period report (GL633000)? It will give you the totals for each Account/Subaccount set.

Can you add a filter to your generic inquiry to reference PMForecast.RevisionID? I have only worked with the PMBudgetForecast items in a report, but ...

Following the topic as we have a potential customer who wants to do automated replenishment, but there is a minimum order dollar value and didn't want...