Configuration and Installation

Hi everyone,We’re setting up a new 2026 R1 on-premise install on Windows Server 2022. It will have two instances, Production and Sandbox, and each needs its own hostname:https://erp.company.com → Productionhttps://erp-sb.company.com → SandboxBefore we build it, we’d like to follow the recommended IIS layout. These are the two options we see:Option 1: applications under Default Web Site (the Configuration Wizard’s default)The wizard deploys both instances as applications under Default Web Site (/Prod and /Sandbox).Both hostnames are bound to Default Web Site, and a URL Rewrite rule redirects each root to its application.The URLs become https://erp.company.com/Prod/....Option 2: a dedicated IIS site per instance, at the rootWe create a separate IIS site for each instance with a host-header binding, and run the instance at the site root.The URLs are clean: https://erp.company.com/....As far as we can tell, the wizard doesn’t create sites, so the sites would have to be set up by hand befor

Hello Community,I set up 2 FACTOR authentication to an Acumatica instance. The goal is to have an access code delivered by email. I found two troubles in using this feature: Although my intention is to use on email , the instance always sends a two factor authentication message for using push request method and the user has to click on “Use another authentication method” link which leads to another prompt where the user can click on “Receive code by email”. This is confusing for the user and is an unnecessary extra step.  Really annoying if you need to do multiple sign-ins along the day. Another issue is the fact that two email are sent: one has for a Device Code and the other is for a Sign in Code. I do not understand this logic. Has anyone faced this issue out there? is there a workaround to eliminate those prompts and have a message confirming that an email was sent with the Sign in code to <email address>? It would be so much simpler and logical, in my opinion. 

I have a question about conflicting role access. as far as I can tell from reading in the forums it doesn't seem like there should be any access that is able to be conflicting as it should default to whatever role has more access. All of that being said we continually have issues Where our roles are conflicting with each other and the access that they have. has anyone else had this issue? like i said reading through the forums it doesn't seem like it should be an issue. but we’ve seen it time and time again when assigning roles. 

Self-hosted 2025 R2, instance under C:\Program Files\Acumatica ERP\xxxx. Publishing projects with Modern UI files fails. I confirmed the cause: the npm process runs under the app pool identity, which has no write permission inside C:\Program Files, so webpack dies instantly with no error at all. Switching the app pool from ApplicationPoolIdentity to LocalSystem fixes it. Granting Modify to the virtual account does not.We publish only once or twice a year and we'd rather not create a dedicated service account on the OS. So what's the right way to handle this?Switch to LocalSystem  only during publish and switch back?Reinstall the instance to a non-protected path like C:\Acumatica? is there an official recommendation for the app pool identity and folder permissions when the instance is under C:\Program Files？

Any news on the 2025 R1 Service Pack 1 Build 25.101.0153.12 (patch 12) release that was postponed?

When we access an email inside of Acumatica and reply to it, our Logo gets attached as a file attachment multiple times (like 5 times in the screen shot example). It only happens when we reply.I have three copies of our logo attached in “Companies/Visual Appearance/Report Logo and in Site Logo. I’m afraid if I delete these it will impact our invoices or other forms that have our logo.Has anyone experienced this, or could anyone give me guidance on how to resolve this. 

hello all,Is there any option to setup a user role in the approval maps. So if any of the users have been assigned a specific role then they have the right to approve it. Or is it possible only via setting up the workgroups?

Hello all,I am trying to setup the incoming mail processing where if a mail is received it should be forwarded to an employee.Under the Incoming Mail Processing tab, we have the option to Routing the mails. How to setup this?Thanks in advance.

I have DeviceHub configured successfully with printers, but when I add a usb scale it exceeds the API request limit all on its own after a minute or two. Seems like devicehub is updating the SMScale table with the scale weight, but then forgetting to log itself out after??Does anyone have any ideas? TY!!  

How to install acumatica erp application in mac

I’m trying to log in with my user (or any user) but I keep getting “Invalid credentials. Please try again.” message.  I reset the password to “setup” in the Users SQL table but that doesn’t help.I even tried clicking “Forgot your credentials?” and filled out the form giving me: “An email with further instructions will be sent to this address if it matches an existing user. If you don't receive the email within a few minutes, try again or contact your system administrator.”No email is sent. How can I set the password and log in?

Hello all,I was curious to know if we can setup the project numbering seq based on the below format:Segment 1: YearSegment 2 - auto numbring sequence. For example: if I have a project to be created in the year 2026 then the ID should be 26-001, 26-002, 26-003 and so on. However when the 2027 year starts then the Project ID should continue as 27-004, 27-005 and so on..Is this possible? Or what could be other suggestions?

Using 26R1, I’d like to hide (Revoke) the Vendor tab on the Stock Items screen (IN202500).  Can this be done via role security?  If yes, ideas on the node that would control this tab?  I’ve tried the Stock Items and the Vendor Inventory nodes to no avail.

Understanding Alternate ID Resolution in Acumatica: Customer/Vendor Cross-References, SOLine.AlternateID, and INItemXRefAlternate IDs in Acumatica seem straightforward until an implementation has multiple customers, multiple vendors, historical SKUs, customer-specific part numbers, or reporting requirements.At that point, the important question is no longer:“Can Acumatica store a customer or vendor part number?”It can.The more useful question is:“Which alternate ID will Acumatica resolve for this transaction, and where should I retrieve that value later?”That distinction becomes important when troubleshooting Sales Orders, Purchase Orders, reports, imports, integrations, and conversions.Start With the Two Different Places Alternate IDs ExistThere are really two concepts to keep separate: The cross-reference master data associated with the inventory item The Alternate ID captured on a transaction line These are related, but they are not interchangeable.The item-level cross-references

I'm trying to set up an external application using Microsoft graph authentication in order to authenticate a shared mailbox in Microsoft.  In the external applications, there's an option to select Microsoft Graph, but in the email authentication drop-down when setting up a new email account the only options are OAuth.  Can anyone advise on this?

Have anyone can provide the Datawedge configuration to parse GS1 barcodes to Acumatica?

I’m assuming, but not certain, since there is no documentation I can find, that I could install a local instance of MYOB similarly to Acumatica. But how?

I am currently looking for the installer for Acumatica Version 20.208.0031 and was wondering if there is any person might still have a copy saved. If you do, would you mind sharing it with me when you have a moment?I would really appreciate your help.

Hi AllI have a question about PCS to SaaS migration.My scenario is this:I have a PCS deployment of Acumatica in which I have multiple tenants. One specific tenant would like to move out of my instance and have their own SaaS instance. They do not use any customizations. They would basically like to pick up where they left off from the PCS environment to continue operations in the new SaaS environment.My Question is:Can I take a full snapshot of their tenant and provide that to Acumatica to create the new SaaS environment or will they need the actual SQL DB to have it done?Thanks in advanceAmit

Hi,We have a business event on a custom data-entry screen. The requirement is to send one consolidated email per task when multiple detail records are changed and saved together.Business requirementProject 102030 contains seven detail records in a custom table. Each record is linked to a task, and each task is assigned to an employee:  Task A: Detail Lines 01–03, assigned to David@gmail.com. Task B: Detail Lines 04–07, assigned to Jon@gmail.com. When a user updates several detail records and saves once, the system should identify only the changed records, group them by Task ID, and email each task’s assigned employee.Example scenarioThe user makes these changes and saves the document once:Task Detail line Original weight New weight Task A Detail Line 02 110 130 Task A Detail Line 03 120 125 Task B Detail Line 06 150 155 Task B Detail Line 07 160 170 Expected behaviourThe system should generate exactly two emails: David@gmail.com: One email containin

Hi All, I need to get Email bounced backs and this setting which had been recommended in some related topics is not working. Anyone has any suggestion if this can be achieved in Acumatica? so these emails are not failing they are processed but due to incorrect email addresses they bounce back. and my client need tobe notified of these. Thanks for your help in advanced. Ghazal 

Hi Everyone,Anyone with an idea on how to prevent creation of duplicate customer profiles, I tried configuring the validation settings of Account to Account as shown in screenshot below, but it still allows users to create duplicates on the customer profile. 

We have an approval map associated with Expense Receipts and the first configured step is called “Supervisor” and others follow from there.  I am trying to skip that step in certain circumstances but regardless of what I add in, that rule is triggering.  I even set it to inactive and it is still triggering.  I also renamed the step to “Manager” and the “Supervisor Rule” is still triggering.  So now I am wondering if the Expense Receipt module triggers the document’s employee’s supervisor to approve all transactions if there is an approval map.  And then the approval map kicks in.  And up until this point, my first step and the default in Acumatica happened to be the same.  Does this make sense?  Is there a way to skip the Supervisor for Expense Receipt approval maps?  Thank you! 

The procedure  is from 4 years ago, and the screens for System Emails in Acumatica 2025R1 have changed, and is getting difficult to show this to clients, is there any new procedures or videos beside the help section below?https://help.acumatica.com/(W(6))/Help?ScreenId=ShowWiki&pageid=7ea4c814-8b24-4a77-9ae0-9596012fbfabThank you. 

Hi Acumatica Community,With Acumatica 26R2, I’m interested in hearing from other developers about their experience with the latest Modern UI changes and customization compatibility.For those who have already started working with 26R2:Have you experienced any breaking changes in existing customizations? Are there any changes in RowSelected, FieldSelecting, actions, or event handling that developers should be aware of? How are your existing Classic UI customizations behaving after upgrading to 26R2? Have you encountered any issues while publishing customization packages containing Modern UI files? Are there any recommended approaches for maintaining compatibility across 25R2 and 26R2?I would especially appreciate feedback from anyone who has already upgraded a development or test instance to 26R2.What are the major 26R2 customization challenges or changes you have encountered so far?