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Configuration and Installation

Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other onfiguration questions

  • 1,005 Topics
  • 3,693 Replies
1005 Topics
Denham
Jr Varsity II
Denham
asked in Configuration and Installation
Gmail OAuth2 Token Expiration – Not Appearing in Refresh Application Access Tokens Screen

Hello everyone,I'm encountering an issue while setting up a Gmail account using OAuth2 authentication in Acumatica.I’ve followed the instructions provided in the official wiki/help article to configure everything correctly on both Google Cloud and within Acumatica. Everything appears to be working initially — I’m able to authenticate using the “Sign In” button under External Applications or Email Accounts, and outgoing emails are sent successfully.However, the problem is that the authentication only persists for about 8 hours. After that, the connection expires, and the account is no longer authorized to send emails. From what I understand, this is expected behavior with OAuth2 — the access token should be refreshed periodically.The issue is that the Gmail account/application does not appear on the Refresh Application Access Tokens screen in Acumatica. As a result, we’re unable to set up automatic token refresh, which means we have to manually re-authenticate every 8 hours.Has anyone e

303
Denham
Jr Varsity II
MichaelShirk
Captain II
MichaelShirkCaptain II
posted in Configuration and Installation
How to Refresh a Sandbox Instance with Production Data in 10 Minutes (No Snapshots)

It used to take hours to update my local Acumatica Dev/Sandbox environments with the latest data from our production instance.I would avoid it for as long as possible, then some urgent bug would arise that needed testing, so I would scramble to get it done. Our tenant snapshots are fairly large, so it would take a few hours upload and restore them. That was after fiddling with the web.config file to increase the snapshot size limits so I hopefully wouldn’t run into any issues. Then I discovered the process that I want to share with you today. Please note that this does require you to have access to backup files from the database that you wish to copy. We host our own Acumatica instance with frequent, full database backups, so this works really well. Here’s what I like to do. Publish any latest customizations to your production Acumatica instance. (If you want the backup that you restore to your local instance to have the latest customizations on it.) Ensure that you have a local (usern

210
MichaelShirk
Captain II
davecrewe17
Freshman I
davecrewe17Freshman I
asked in Configuration and Installation
Full-text search warning will not clear

Hi all,I have a local instance set up for training (Build 24.112.0026), and I am seeing the following message on the Transactions and Profiles tab after performing a Universal Search:The search by a phrase or a list of keywords might not work because the Full-Text Search feature is not enabled. Contact an administrative user to enable the feature.I have run ‘Process All’ on the ‘Rebuild Full-Text Entity Index’ screen, and I have also tried the ‘Restart Full-Text Search’ option, but I am still seeing the warning.Anyone seen this before or know how to deal with it?

32119
B
Freshman I
SergioSP
SergioSP
asked in Configuration and Installation
Removing "Create Payment" buttton

How can we remove the “Create Payment” button for Sales users while still allowing our users (Salespeople) to create pre-payments?   Our goal is to allow prepayments, but prevent the team from using the standard payment processing flow.Thanks!

677
D
Semi-Pro III
M
Freshman I
mpiersonFreshman I
asked in Configuration and Installation
Automated Tenant Creation

Hello,I am attempting to automate the creation of Tenants on an on--premise server. I found a PowerShell script that looked promising, but it is using PX.Data.Tools.Dll that I can’t find installed anywhere, even with the developer Debugging Tools installed. Does anyone know if automated tenant creation is possible? Thanks,Mark

151
M
Freshman I
K
Freshman I
kkrausFreshman I
asked in Configuration and Installation
Adding Shipments (SO302000) to the Moblie App

I’m trying to add the shipment page to the mobile app, by using this guide: however these steps don’t seem to be working. When I try to manage workspaces, the customization project gets an error. Without it, Shipments doesn’t appear. How can I get Shipments onto the Mobile App?Current Mobile Application 

335
K
Freshman I
S
Freshman II
swartzfegerFreshman II
asked in Configuration and Installation
Development sandbox issue

Hi all,Installing a local copy of Acumatica and it looks like I’m having a SQL login issue:Exception Details: Microsoft. Data SqlClient.SqlException: Login failed for user 'MIGNETISANDBOXS'.Are there any in depth walkthroughs you recommend for installing local copies? Thanks!I

616
R
Freshman I
B
Freshman I
bbonduraFreshman I
asked in Configuration and Installation
Limiting employees to single branch

Hello,We currently have Acumatica set up as a single company with multiple branches. We are looking to limit certain employees to a singular branch. I’ve set it so when they log into their account, it is set to their branch but they can change it easily. I’d like to set it so once it is set to their branch, that’s their home. Please help. Brent

396
B
Freshman I
suppal19
Freshman II
suppal19Freshman II
asked in Configuration and Installation
Customer Upgrade Pre/Post Check List

Hi All,I am just wondering if there is a resource/check-list out there for customers pre and post upgrade?For example, release all existing purchase returns, purchase receipts, related accounts payable bills and debit adjustments.I was unable to find something on the Acumatica forums regarding this, but we are trying to streamline our Client processes surrounding upgrades.Sincerely,Sid

8537
garrettrochell
Freshman I
F
Jr Varsity II
fmrubi11Jr Varsity II
asked in Configuration and Installation
Error Connecting after Upgrade from Acumatica 2022R1 to Acumatica 2023R2

Facing attached error after upgrading my enviroment from 2022R1 to 2023R2Database is MySQL 8.0, Windows 2019 server StandardInsufficient stack to continue executing the program safely. This can happen from having too many functions on the call stack or function on the stack using too much stack space. Any Help Appreciated

344
Nilkanth Dipak
Semi-Pro II
R
Varsity III
rhooper91Varsity III
asked in Configuration and Installation
Approve Button on Notification Template to External Entity

Hello,Before I go down this path, I wanted to know if it would be a viable solution to add a button in an email to approve or reject a document based on selecting the link. I have been able to get an elementary version of this to work through sending certain text in an email for intake but the client wants to get more sophisticated with an actual actionable button.I believe this would be possible with some variation of the portal- they click the link, brings them to the portal, they can approve- but not all customers will have an access. So ultimately I need to be able to get a response back without the need to authenticate.Any input or experience on this topic would be greatly appreciated! 

2666
E
Freshman I
S
sam64
asked in Configuration and Installation
Email Attachment

Adding files attached in header files section of the particular order in the Purchase order email template automatically and option to remove before sending the emailfor eg the PO has two files attached, but when we get into the email template, we are again forced to add the two attachments along with the PO document which is redundant.Anyways it can be done.

1822
L
Freshman I
A
Freshman II
adaughenbaugh95Freshman II
asked in Configuration and Installation
Sales Order - Pickup Ready Notification

My business has some customers that come and pick up their orders.  Shipping would like to automatically notify them once the order is picked and packed. Currently, we select Customer Pickup as ShipVia, it allocates, picks, packs, then sits in Shipping status until someone notifies Customer Service it is ready for pickup, then they contact the customer.  Once the customer picks up the product it moves from Shipping to Completed - for inventory and order tracking purposes.  I thought I just needed to create a conditional Automation Schedule based on Status and ShipVia for a Business Event for an Email Notification - (new type).It will not let me tie the Automation to the Business Event.  I get this warning on the Automation Schedule, but as you can see my Business Event is set as active, and it is saved.  

344
craig2
Pro I
R
Semi-Pro I
ranjithduraisamy72Semi-Pro I
asked in Configuration and Installation
External application expiry date

While create an external application with google account. Expiry date is automatically default to Current date. How to change the expiry date of an email account.  

312
R
Semi-Pro I
J
Jr Varsity II
jvarughese23Jr Varsity II
asked in Configuration and Installation
After Installing Report Designer from the new Build 24.204.0004/ Not able to connect to any databases

 

2924
J
Jr Varsity II
M
muhievloggerenberg83
asked in Configuration and Installation
Portuguese translation in Acumatica

Hi All Did anyone translated Acumatica in Portuguese yet?  RegardsMuhie 

100
M
B
Jr Varsity III
brucewarrell96Jr Varsity III
asked in Configuration and Installation
Email Security

Using 24R2.  I have a purchasing group who emails their POs to vendors via a Purchasing email account in Acumatica.  The purchasing group does not want the sales team to be able to open the purchasing emails.  The sales uses a different email account to send sales related emails.  The sales team does have view only access to vendor records.I’ve tried row level security to no avail.  If I could control (automatically) access to attachments, that would work, but it seems the access permissions are propagating from the email activity screen.Ideas?

120
B
Jr Varsity III
T
Freshman I
tonym68Freshman I
asked in Configuration and Installation
Upgrading from Retired Version to Current Version

Hi,We have an inherited client that is on 22.214 and needs to go to 24.210. I know there’s not a direct upgrade process and there will be a couple steps in between. I * think * the path is this: Current Version Build Update Intermediate Version Final Version 22.214.0019 22.223.0007 23.120.0004 24.210.0019  My questions are these:Do I create a sandbox for just the 24R2 version, or do we have to test in each? Does Acumatica process the upgrade sequentially in one evening, or will the client have to ‘live’ in each progressive version for a particular period of time?I haven’t processed an upgrade like this and want to be as efficient with the client as possible.Thanks!

263
P
Acumatica Employee
armand12
armand12
asked in Configuration and Installation
Acumatica Support - Public IP Addresses / Ranges

Hi everyone, Frequently we have a need to collaborate with Acumatica Support on cases where they require access to our private cloud environment & subsequently our client sites.Does anyone know what the IP addresses (ranges) are that Acumatica Support uses so that we can lock it down on our firewalls? It poses a risk to our infrastructure to just allow access from everywhere. Best,

350
armand12
nhatnghetinh
Captain II
nhatnghetinhCaptain II
asked in Configuration and Installation
How to enter Hours/Minutes with DateTime Control Type Attributes ?

Hi ALL,How to enter Hours/Minutes with DateTime Control Type Attributes ? Best Regards,NNT

90
nhatnghetinh
Captain II
U
URKIDDING
asked in Configuration and Installation
Turn legacy Exchange Online tokens on or off

where do I Turn legacy Exchange Online tokens on or off?

251
WillH
Varsity II
M
Freshman I
mlewis1Freshman I
asked in Configuration and Installation
Reverse (descending) requisitions in mobile view

All,I would like the GIs to come over in descending order as the GI does.  Is this a customization? Thanks,Melissa

497
dcomerford
Captain II
Naveen Boga
Captain II
Naveen BogaCaptain II
posted in Configuration and Installation
Outlook - System Email Account Setup Failed

Hello Everyone,We are facing an issue while conguring Outlook email account but getting error “The mail receive has failed. NO LOGIN failed.”.We have given valid credentials and other parameters but still getting this issue. Can anyone help me on this? Please find the screenshots for reference. 

441631
JamesMc
Freshman I
G
Freshman II
gparrales50Freshman II
asked in Configuration and Installation
Bills and Adjustment Acumatica 24R2

In Bills and adjustments, when an invoice is created and any supplier is selected, an item is automatically entered. What is desired is that a default item does not appear. Can you help me please? 

351
nhatnghetinh
Captain II
T
Varsity II
tahayabaliVarsity II
asked in Configuration and Installation
Acumatica INstance not running

Hi guys,  I have configure acumatica instance for the first time. everything goes smooth but when i tried to run the website its taking long long time to load and then this error and still loading sign.  What should i do in this case? Please guide 

513
T
Varsity II

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