@timrodman - I've tabled the testing for this one as we went the route of managing user access within Acumatica and only using AD for authentication.

ACH payments are better managed via the batch payments screen. So long as your bills all have the correct payment method and cash account defined, you...

Doesn't hurt to have 2 support forums to ask for help/provide help where possible

Duplicate notifications have been a struggle for me. On one hand the managers find additional notifications annoying, however, the reason for a duplic...

Yes, you can create a user (with no access to any system screens). That USER account will then be able to be assigned on the notifications as a USER. ...

Hi Carlos - @czarinan - Essentially you should be using the same HTML text as what was pasted to get the foreach loop to pull invoice documents on a p...

We put a notification on the payment screen. I put the HTML code in a comment here that uses the FOREACH loop to pull in multiple invoices:

@avaladez - I'm also amazed with those documents! Great work Gustavo!

Import Scenario?

Couple points: Screen ID: Emails Pending Processing Action Name: Process All No Execution limit = TRUE Execution time every minute Filters: ...

Also, we added a filter to exclude any documents that are due past the aging date so reconciliation activities are more accurate to the supporting led...

@roycelithgo - That was it! Thanks so much 🙂

@msylvia - On the Cash Account Remittance Settings tab, the Company ID field is the last 9 digits of the 10 digit company code. The Company ID type is...

Hi Tim, I'm having trouble with the MasterFinPeriod.FinPeriodID schema as the database update removed the FinPeriod table. Now the FinPeriodID field...

Figured it out. Thanks for looking! FYI - Data Providers, Export Scenarios, Cash Accounts, Payment Methods are fun!

Might want to check the posting class and settings involved.

Further to what Ryan Brown mentioned. An exception report that is executed daily to show all pending approvals listed on the EPApproval table would wo...

@megan-friesen - We successfully created a notification email that uses the foreach loop quite nicely embedded within a table. Your view will depend o...

@timrodman - That does work in our test environment. Will have to verify if the approval stays attached to the document for audit purposes.   ...

2018 R1 - 18.114.0018 Some minor customizations...

Hey Kevin, I'm trying to notify a user that a PO is past due and still not received. I think we found a bug attempting to use the "Promised on" f...

Ensure Tax Zone is setup on the Customer --> Delivery Settings --> Default Location Settings.

Did you have troubles using workgroup/owner with multiple levels? The situation I'm dealing with right now is 4 levels of authority required and the t...