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What's the process for bringing in an outside field to a customized GI?
Join the conversationFor example, in Generate Forecasts, AM502000, I need to bring in a cross reference to display since our reports all use cross refs for internal work. I’m comfortable enough with the no-code to bring in fields in “Add Data Fields”, but I’m stuck on th...
06/08/2026
Business Event to Trigger an Import Scenario
Join the conversationWhen a customer orders from our online store the sales order comes into our system sometimes before the payment. When the payment does come thru, because that payment can be for multiple sales orders it comes into Acumatica hitting our Unearned Reven...
06/08/2026
System not sending emails from default email accounts on SO/PO preferences
Join the conversationHello, We have an issue where default email accounts linked in preferences are not populating when emailing purchase orders and sales orders.The group purchasing and customer service email accounts are linked in the default sources under mailing and ...
06/08/2026
Prevent Users From Changing GI Column Visibility or Order?
Join the conversationI have a few GI’s that need to be locked down so users cannot reorder the columns or hide columns. I also would like to prevent them from making filters. Is it possible to lock them down for certain users so they cannot do these things, yet have th...
06/08/2026
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