Configuration and Installation

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,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 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?

Good day CommunityPlease can someone assist me in try to find the node in the role permissions that will enable me to display the field below for a user. The user has full Delete permissions for everything I can find for Time & Expenses. Some of the nodes can’t be changed from Inherited to Delete, but if they are inheriting from an upper tier there should not be a problem, should there? I just can’t find the right node to make this field visible. Any help would be gratefully received.RegardsBarbara

I upgraded to Acumatica 26R1 from 25R1. Executing the installer, if required us to make sure RabbitMQ is up and running and that I have an account which I can provide the installer with to authenticate. This post describes the problems I had and how I eventually had the messaging configured, Upgrading from 2025 R1 to 2026 R1 - RabbitMQ - Assistance Setting-up or Connecting to Existing Instance | Community. A consensus directs me to comment out RabbitMQ for messaging which I did.  When I follow these steps locally, my Acumatica instance starts and functions, but the messaging is failing: Page is not availableTo use the Business Events form, install MSMQ on the server and set the EnablePushNotifications key to true in the appSettings section of the web.config file of the application. Questions:What is the Acumatica 26R1 direction (and supported) for messaging? Is it MSMQ or RabbitMQ? We do have RabbitMQ up and running on our application server.

We currently have our main user node as well as a process node.  All is hosted by Acumatica.  We’re on 23R1 and in the process of an upgrade to 25R1.Currently (maybe default configuration, maybe this isn’t even configurable), if I restart one node, the other node restarts as well.  Officially if I publish customizations, they publish to both nodes at the same time (but I’ve had issues with this, so our publish process includes publishing on both nodes).I’ve been told that, in older versions, the nodes were managed separately and you had to publish to both nodes.  I’ve also heard that you had to restart the nodes separately.  I’d like to be able to do that on our current version--I already have to publish to both, and I’d like to be able to restart the process node without it impacting the main user node.  

Hi All,I need assistance with below:For one our clients, with regards to subaccount restrictions, we have already set and implemented the GL Account to subaccount pairing restrictions (through the GL Account Access) screen, and that works fine.Our subaccounts string are designed in such manner that they include ‘department’ segment specifications (as can be seen below first screenshot for the ENGINEERING department). So, now we want to restrict further using the ‘department segment’ in the subaccount string, such that when a User selects a DEPARTEMNT in the Requests screen (see 2nd screenshot), then on the subaccount column in the detail line, only subaccounts with the ‘ENG’ (Engineering) should show for the user to choose among them (i.e., automatically filter the subaccounts on the line by the department selected at the top). Is it possible to configure such restriction groups without using the GL Account itself/ the users themselves, through standard acumatica configuration?I have b

Hello,Could someone please help me understand why this screen is broken?There are no custom extensions or modifications applied to this screen, so I’m not sure what could be causing the issue.  

We confirmed ShipEngine is successfully returning valid UPS and FedEx rates outside of Acumatica using direct API testing.The ShipEngine /v1/rates response completes successfully with no errors and includes valid service codes such as: fedex_ground fedex_priority_overnight ups_ground ups_next_day_air However, Acumatica 2025 R1 still fails during Get Rates with:"The given key was not present in the dictionary"Stack trace:PX.ExternalCarriersHelper.SOShipmentEntryExtCarriersPXExt.ReplacePackagesWithActualPackagesAll returned ShipEngine rates contain:"package_type": nullPlease confirm whether there is a known 2025 R1 ShipEngine connector defect or hotfix related to package mapping/rate parsing within CarrierRatesExtension. Any assistance is greatly appreciated. 

We currently maintain separate Tenants within Acumatica for maintaining different testing environments, i.e., Production, UAT, DEV, etc. At this stage when we need to promote changes we have tested to either preferences, settings, other configuration, and customisation through code, we currently manually redo this in the target Tenant, thereby migrating the changes.Unfortunately, this obviously raises the risk of human mistake i.e., missing something, making wrong changes, etc and takes much longer than some other platforms I’ve worked with i.e., Salesforce where we could promote changes either via automated tooling like change-sets or a full CI/ CD pipeline connected to a repo.Does anyone know of a much better method for promoting changes between tenants, because from what I understand migrating via published customisation projects, or via setting only snapshots doesn’t cover all settings, etc.Disclaimer - My primary focus is about MYOB Acumatica - so single cloud environment, with li

Hi there,We’re on 25R2 and trying to use the Employees page’s History tab to track employee Position, Start and End Dates, Termination Reason, etc.For the Position field when I choose one of the available options it accepts it, but when I add a Start Date it throws and error about the Position field: “Error: An error occurred during processing of the field Job Title value Engraving Expo Error: Job Title 'Engraving Expo' cannot be found in the system.”It’s not the biggest deal in the world, but we would like to use this page if there’s an easy fix. I’ve tried in both Modern and Classic UI, fwiw.Thank you!Jon