Configuration and Installation

Hi everyone,I’d like to share a simple but useful branding customization tip for Acumatica:changing the background images on the Acumatica login screen.This is a small change, but it helps reinforce company branding and improves the first impression for users logging into the system every day.Below is the practical step-by-step approach we usually follow.1. PrerequisitesBefore making any changes, make sure you have: Administrator access to the Acumatica server (IIS) Background images in JPG format, recommended size 1500 x 1000 px Access to the Acumatica instance folder on the server Default image location:C:\Program Files\Acumatica ERP\{instance_name}\Icons (Replace {instance_name} with your actual instance name.)2. Steps to change the login background

Expand below for Table of Contents.Overview Getting Started  Capabilities and Limitations  Technical Architecture and Security  Troubleshooting and Best Practices    Acumatica 2025 R2 introduces AI Automation with AI Studio as an Experimental Feature, a secure and c

 Why do I receive this error when patching 25 R2?[13:16:35 ERR] Could not find file 'Y:\Sites\*site*\Bin\Addon.csproj'.System.IO.FileNotFoundException: Could not find file 'Y:\Sites\*site*\Bin\Addon.csproj'.File name: 'Y:\Sites\*site*\Bin\Addon.csproj' at System.IO.__Error.WinIOError(Int32 errorCode, String maybeFullPath) at System.IO.FileStream.Init(String path, FileMode mode, FileAccess access, Int32 rights, Boolean useRights, FileShare share, Int32 bufferSize, FileOptions options, SECURITY_ATTRIBUTES secAttrs, String msgPath, Boolean bFromProxy, Boolean useLongPath, Boolean checkHost) at System.IO.FileStream..ctor(String path, FileMode mode, FileAccess access, FileShare share) at Patch.Common.CryptographyWrapper.SHA256CheckSum(String filePathName) in C:\code\UpdateService\Patch.Common\CryptographyWrapper.cs:line 13 at PatchTool.Wrappers.AcumaticaPatch.FetchAndDownloadPatchedFiles(AcumaticaPat

Hi everyone, We gt files from a remote server with syncronisation feature of Acumatica.But we need to also export this same files we import in application to an other serveur destination.The same fields in sm202510 Screen (file maintenance) are used to store the information serveur.Is this any way to perfom this?Thanks a lot.Cécile

Something that might not be obvious to everyone:A tip for anyone using the PatchTool for Acumatica 25R1+ patches: When you download the latest PatchTool zip file, it could be tagged as "blocked" by Windows because it came from another computer. If you just use Windows to extract it, all of the extracted files will also be blocked. As a result, when running the PatchTool, it may not use the correct .dll version needed and throw an error due to incompatibility of binaries. To avoid this issue, options are:Unblock the .zip file after downloading through the file properties dialog checkbox before extracting files, Unblock the contents of the .zip file after extracting the files Use a 3rd party compression tool like 7zip to extract the files., Modify Windows group policy to unblock files from the download folder.

I could very well be missing a basic setting. My company utilizes the following workflow:Customer requests a new workstation We go to our vendors and find the best cost We decide internally what we want the markup to be and estimate our services price We send a quote to the customer with our internally agreed upon price. After the customer signs, we convert to a sales order and select “Mark For PO” We then follow the PO process as is. When we create a quote, we want to be able to set the cost and price manually and review our margin details on the Totals tab. For larger purchases, we typically require pre-payment and we definitely don’t stock those kinds of items. Almost all items are purchased to fulfill customer requests. Because of this, we can’t adjust the cost for Lot/Serial tracked items with Specific valuation via inventory adjustments because we don’t have the item yet and wouldn’t be ordering until the cu

 Import by Scenario Hi. I need your help regarding importing the withholding tax. It says “The system failed to commit the TaxRevisions row.” I have unchecked the commit box for the taxes ID and still no result. What should be the solution for this one? Import Scenario 

Hi, I’m setting up a automation schedule for recalculate customer balances. I have about 1000 customers, but the schedule only run for two customers all the time. I have tried the same schedule setup in a local environment which runs for all customers without any issues. Below is the schedule I have added. Trying to figure out why it is limited to two customers all the time. No conditions are available and here are the other settings. Thank you,Dulanjana

The system was unable to connect to RabbitMQ on the current server. Try the Connect to an existing RabbitMQ instance option; thesystem will attempt to connect using the connection settings you provide.

Hi I have one well configured Construction tenant with one company with 15 branches. We are taking over another company that also does construction that has different chart of account. I think I can get everything setup by using access and restriction groups. But it will a pain sharing vendor amongst other things. If it helps one is 4 digit and one is 5 digits. Is this a bad way of thinking? Should I just stand them up as a different tenant? Help appreciated!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Hello, with Entra ID SSO, if a user attempts to log into a tenant they don't have access to, Acumatica will create a record in the Users table for that user with no roles assigned.  They will receive an error and are unable to log in, but the user creation is a compliance issue for some clients.  Is there a way to prevent this from happening?For clients with SOC 2 Type 2 and other security certifications, how are you managing this?Thank you,

Good morning!I was asked to edit our Sales Order Email template so that the customer can reply to the salesperson for a more targeted communication. I can pull the sales persons name without issue, however how would I like their email address as well? I’m not sure where to find that. Is there a way to reply to the email and automatically have it go back to the sales person on the order? Thank you!Brent

Is anyone aware of a way to specify Favorites as the Home Page on a user profile (SM203010)?  Since the Favorites functionality behaves like a pop-up and not a full-fledged screen there doesn’t seem to be a way to select it.  Any ideas?Thanks!Laura

In Classic UI, I could duplicate Site Map records by assigning different Screen IDs and pointing them to the same URL. When I attempt to switch one of these duplicated records to Modern UI, I get the error below:I have one client in particular who leans extensively on the ability to duplicate out-of-box screens in order to assign them as unique Entry Points in GIs.

Hi Community, We are planning to rework our Acumatica Global Search (or Universal search) and now we are collecting requirements for this feature. The most popular ideas like categories and including attributes have been already included, but still, we would like to ask for your opinion about any ideas and problems related to global search, feel free to write it here.

Hello Everyone, So one of my client want to have a bidding notifications in Acumatica if the request up to 20 million, so it will directly go to bidding even if they are already input the vendors name. Please help us to solve about this. But is it available in Acumatica, i mean without need like a special customization for this notifications biddings.Please help us about this, i really appreciate it.

Happy Monday!Our Purchasing department is looking to open Requisition Details from the request screen. However upon opening the new screen, it’s blank. This works for me as an admin so I know it is permissions related.  I currently have delete permissions set to all requests. I want the users to see the requisitions but not create them so I have that set as view only. However I’ve had that set as delete as well with the same result.  Brent

I’m not entirely clear on what license is needed for what with regards to SSO.  What are the different use cases for the “Google and Microsoft SSO” license and the “Active Directory and other external SSO”?  Also, now that Acumatica has switched over to OpenID integration for SSO is there a specific license needed to enable the “OpenID Connect” feature and are the other SSO licenses still needed?

Hello,       We are planning to upgrade our server from Windows Server 2016 to Windows Server 2019 and deploy Acumatica on the new server. After all tests are passed, the final step is to install the license on the new instance.     My question is, if I delete the license on the old server instance and install the same license on the new server instance, this should be OK, right? This should not bring any issues?

The client would like to set the “Reply Address” to default to the email address of the user that created the document being sent. So if the account is “purchasing@email.com” and the receiver replies to the sent email, the reply would go to “person@email.com” who had created the purchase order that was sent. If there was an additional field on the Email Template form for it would be easy: Unfortunately that doesn’t exist, so I went to the System Email Accounts form, but the “Reply Address” field will only allow a valid email address. I haven’t found any info on coding that field so not sure if it’s even possible. 

Hi All,I encountered an error when opening certain invoices from the Invoices and Memos GI.The error message is:"Cannot open this record for editing: The form AR301000 does not contain it."However, these invoices open without any issue directly from the Invoices screen. The problem occurs only when opening them through the GI.I also verified the navigation settings, and both DocType and RefNbr are correctly assigned.Please advise if there are any known issues or if anything else needs to be checked.Regards,Lalith

Is there a dark mode setting, or a change-the-colors setting, that will only affect one user?

Hi peeps,The Automation Schedule is setup with the branch to run with:But this is not being “applied” when running. How do I know?Because the Autom. Schedule History tells no records processed and if I open the screen with the default branch, it doesn’t show the NZ records.But if I change the branch on the top menu, open the screen and apply the filters it does have records to process:This is happening to any Automation Schedule that we have to set the Branch as different that the default one.There’s currently Automation for G

I am trying to set up my AP Bill Approval Map to ignore all of our vendors that are carriers. They come through via EDI and have a separate process that they must go through. When I turn on the Bill Approval, my EDI invoices receive an error. How can I code my map to ignore these vendors?   

Hi there, I am searching for any available in depth training materials, webinars or Acumatica university materials covering Business events and Automation Schedules. Unfortunately, I could not locate anything apart from the online help.