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Setup your Acumatica Integration

Create Connected Application. The first step to getting your Acumatica integration connected is creating a connected application within Acumatica. Navigate and Login to your Acumatica instance. Searc…

Inspection Schedules - Inspection Defaults - Add People

Suggested Prior Reading. Inspection Schedules - Add/Edit/View - Inspection Defaults Add People. People can be added to Inspection as Assignees, Points of Contacts or people that information is distri…

Email Notification - RFI Opened

The following is an example of the email that a Project Contact receives when they are assigned to a Task on the Project Schedule. This notification is turned on by default (but can be turned off by…

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Help describing how to navigate and move around Job Planner

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