Configuration and Installation

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

  • 491 Topics
  • 1,810 Replies

491 Topics

L
Freshman II
lightmanFreshman II
asked in Configuration and Installation

Hosting Acumatica PCS on local server

My company previously had Acumatica PCP license, and we had to change to PCS because acumatica stopped selling the perpetual license. Now, our acumatica country agent is insisting that we move to AWS because PCS cannot be hosted on local server. I found multiple online sources saying that both PCS and PCP licenses can be deployed anywhere, on-premises or in a private data center, depending on your preference. But I still wanted to confirm it Can we install acumatica PCS on our local server?

1
S
Jr Varsity III
5 hours ago
F
Freshman I
fcallegariFreshman I
asked in Configuration and Installation

My company home page is not showing up as the default home page for all users

When my company users login they get a home page that is not my company’s.  The company’s home page has been setup in site settings and in all users profiles.  However, it does not show up when login in. Instead a “generic” acumatica page shows up.  The user has to click on the company logo (Upper left corner) to launch my company’s page.  Users are finding this very invasive!  We need help asap!  

6
F
Freshman I
3 days ago
J
Freshman II
jeewanishalika20Freshman II
asked in Configuration and Installation

Upload xml file into drive location

Hi,I need to create xml file and then need to upload into drive location.Below code for creating xml file and download into local machine. #region Actions        public PXAction<POOrder> MyAction;        [PXUIField(DisplayName = "Export XML", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)]        [PXButton(CommitChanges = true)]        public virtual IEnumerable myAction(PXAdapter adapter){                     XmlDocument xmlDoc = new XmlDocument();          XmlDeclaration xmldecl;          xmldecl=xmlDoc.CreateXmlDeclaration("1.0", null, null);         // Create root node of XML file         XmlNode rootNode = xmlDoc.CreateElement("GridData");          foreach (InventoryItem dacRecord in dataview.Select())             {                      // Create an XML Element to represent the DAC row                XmlNode xmlDACRecord = xmlDoc.CreateElement("DACRecord");                          // Add desired DAC fields as child XML Elements of the DAC row

1
S
Jr Varsity III
4 days ago
G
Freshman III
Gerhard van den HeeverFreshman III
asked in Configuration and Installation

Assignment map for employees/users on leave

Is there a way to set up ‘proxy’ management to allow rerouting of requests/assignments to an employee’s proxy where the current employee is on leave/not available

2
L
Freshman II
5 days ago
K
Freshman II
kgartly83Freshman II
asked in Configuration and Installation

Partition Function Error Upgrading to 2023 R1

I am trying to do a test upgrade from 2021 R2 to 2023 R1 on a local VM to test some customizations and I get this error:  I am using SQL Server Standard 2016 with the latest CU.Is there any way around this, or do we need to use an Enterprise Version of SQL locally now as well?I should add that when I click Ignore to all the error messages it does seem to finish, but I am not sure of the state of the data.  Does it just mean that I cannot use the new archive feature on my local test VM but everything else will work?

5
K
Freshman II
5 days ago
PorchlightZach
Varsity I
PorchlightZachVarsity I
asked in Configuration and Installation

System email account not downloading every message

We’re running 21R1 with a system email account configured to use Azure Modern Authentication.  I’ve had users report a few instances of messages not being downloaded by Acumatica.  They’re finding this out when customers send follow up responses that quote their previously sent message.It appears that these emails are just being skipped for no reason I can discern. The system schedule history does not show any errors for processing during the time that message would have been downloaded.Each time I have confirmed that the message is in the inbox for the account Acumatica is configured to use.   These messages are marked as unread in the Outlook web UI and no one other than myself has the password to sign into this account directly.  None of the emails I’ve investigated were being marked as junk.The most recent instance of this happened last week and as far as I can tell, nothing is amiss with the message.  The end user did not modify the subject and the To address is correct.  I am not

10
V
Freshman II
6 days ago
T
Freshman I
tim50Freshman I
asked in Configuration and Installation

Google SSO - setup question

Good day all, I have a self-hosted public-dns trial version of a 22R2 setup Build 22.206.0035 and I’m trying to enable Google SSO following this guide, but after enabling the options in the features the Google option still does not show up for me at login. Is it because I’m using the trial version?  https://www.acumatica.com/blog/maintaining-acumatica-users-through-google-workspace/

2
T
Freshman I
6 days ago
M
Freshman II
manuelschulzeFreshman II
asked in Configuration and Installation

Problems with Microsoft Exchange / IMAP Email Synchronization

We’re trying to get the MS Exchange integration working. Part of it is working, calendar events and to-tos are being synced properly, and sending of emails works fine as well; however there are issues with syncing the email inbox.Our customer’s instance has two tenants, one for testing purposes and one that’s actually in use by our client (I’ll call it production).On the test tenant what happens is, I have to move emails from the inbox into a subdirectory of the inbox with the same name as is configured in the email section of the sync policy (SM204010). As far as I gathered, this is expected behavior.Whenever the sync process is executed, the emails from that subdirectory will show up in Acumatica, but on the exchange server the emails are automatically being moved back out of the subdirectory and into the main inbox folder.Is that also correct behavior? It seems strange to me. And if I manually move the emails back into the subdirectory and run the sync again, the emails do not appea

5
M
Freshman II
7 days ago
S
scottkahn
asked in Configuration and Installation

Upgrading from 2021r1 to 23r1

If you’ve done this upgrade…Does anything change about the underlying data structures, or does everything that is “native” continue to function properly? The upgrade itself seems quite simple, but I expect customizations to require updating/replacing or eliminating since some of our customizations are now native functionality. Do you have a general sense of how many of your customizations (by percentage) need to be updated/changed vs. any of them continue to work as they did previously? Just curious about your personal experience on this item #2.Thanks! 

5
T
Freshman I
10 days ago
J
Freshman I
jpeltackFreshman I
asked in Configuration and Installation

auto open certain screens during login process

is there a way to have certain screens automatically open upon signing into Acumatica?  Same situation as if you are logging into your computer, and automatically have teams, or another program open without actually having to manually open it.

4
Anacarina Calvo
Acumatica Moderator
10 days ago
development93
Jr Varsity III
development93Jr Varsity III
asked in Configuration and Installation

Violation of PRIMARY KEY constraint 'UPHistory_PK'.

Hello everyone,I’m trying to create a new instance of an existing database but I get an exception with the following error.Kindly assistViolation of PRIMARY KEY constraint 'UPHistory_PK'. Cannot insert duplicate key in object 'dbo.UPHistory'. The duplicate key value is (5).The statement has been terminated. -------------------------------------- Inner Exception: Violation of PRIMARY KEY constraint 'UPHistory_PK'. Cannot insert duplicate key in object 'dbo.UPHistory'. The duplicate key value is (5). The statement has been terminated. ​​​​From the database this is how the situation looks like; NB:database was moved to a different server.​​Any kind of response will be highly appreciated

3
manikantad18
Semi-Pro I
11 days ago
development93
Jr Varsity III
development93Jr Varsity III
asked in Configuration and Installation

can't establish connection to the database server

Hello everyone,I'm trying to connect Sql server in a DB server to App server so as to create the application ERP but i get this error.Kindly assist. A network-related or instance-specific error occurred while establishing a connection to SQL Server. The server was not found or was not accessible. Verify that the instance name is correct and that SQL Server is configured to allow remote connections. (provider: Named Pipes Provider, error: 40 - Could not open a connection to SQL Server) -------------------------------------- Inner Exception: The network path was not found

5
development93
Jr Varsity III
11 days ago
H
Freshman I
helpdesk37Freshman I
asked in Configuration and Installation

Changing profile for a user

How do we enable profile for a particular user?

3
manikantad18
Semi-Pro I
11 days ago
J
Freshman I
jsieberFreshman I
asked in Configuration and Installation

Multifactor Authentication with Authenticator App

I’d like to setup Multi-factor authentication for all users in our tenant. I see options for sending an email or SMS but I would prefer using an authenticator app such as Microsoft Authenticator. Is this possible and I’m just not finding how to set this up?

3
J
Freshman I
11 days ago
C
Freshman I
ctrabada28Freshman I
asked in Configuration and Installation

Need to add employee ID to project inquiry but keep getting a reference number

I need to add the project manager employee ID (AcctCD)  to the PM-Projects GI but keep getting the Account ID (BAccountID) instead. This is my setup. EPEmployee is linked to PMProject. How do I get the employee id that starts with “E”? 

4
M
Pro III
11 days ago
fosterjeff01
Freshman I
fosterjeff01Freshman I
asked in Configuration and Installation

Devicehub new scanner shows in Acumatica but errors "not configured" when used

When configuring a scanner in Devicehub on a workstation, the scanner shows up in Acumatica when you click “UPDATE SCANNERS LIST”, but in the Devicehub log it says “Scanner [scannername] is not configured on this Acumatica instance.  Please check configuration”.  It clearly is connected, as it will respond each time you click to update the list in Acumatica again, but if you try and use it you get “[Error] NT: Failed to scan [#] on [scannername]”, as well as “[Debug] [#] ScanJob Debug” ==Login - _screen” I’ve checked that the major/minor revs of the Devicehub match the Acumatica instance, as well as that the instance uses the correct capitalization of the instance name.  Logs show no further info about what the error issue is.  I see similar issue posted for Devicehub printers that were caused by those two issues, but they don’t seem related to this issue.  The Devicehub user has Administrator permissions. Anyone have any other thoughts on what would cause this?

2
fosterjeff01
Freshman I
11 days ago
R
Captain II
ray20Captain II
asked in Configuration and Installation

Is Inventory Migration after 2021R1 be different?

Hello,      In help doc before 2021R2, like in 2021R1 below. We are having a section called “implementing inventory” and it gave out the guide to do inventory migration.      However, after 2021 R2, like the recent 2023 R1, this section was deleted, and can not be found anymore.  Why, is the inventory migration way be changed?           Please advise.

3
Laura02
Captain I
12 days ago
Mike Gifford
Freshman I
Mike GiffordFreshman I
asked in Configuration and Installation

Is there a Timeline for 2023R1 official release?

I found an article pointing to February 2 release, which I dont think is accurate.  I have already installed the Previews/Betas. Just looking for the timeline on the official release. Thanks!

8
M
Jr Varsity III
12 days ago
P
Freshman I
paranthamanu84Freshman I
asked in Configuration and Installation

How to Edit Web.config file in Acumatica ERP Configuration installations?

Hi, Iam very new to Acumatica. I have Acumatica 2022 R2. Now My senior asked me to improve the speed to loading the Acumatica ERP Configuration installations via web,config, Any guidences will be helpful. Thanks

1
manikantad18
Semi-Pro I
13 days ago
Debbie Reed CLA
Freshman II
Debbie Reed CLAFreshman II
asked in Configuration and Installation

Sales Demo snapshot Build 22.212.0046 - Error importing data into the CROpportunity table

Has anyone else encountered this with Sales Demo snapshot Build 22.212.0046  

4
Debbie Reed CLA
Freshman II
13 days ago
C
Jr Varsity III
chidao
asked in Configuration and Installation

Disable Button Release on Landed Costs with conditions

Hi All,I got a case when the user always forgot to change the currency when typing in Landed Cost.Ex: Instead of 100,000 VND, they forgot to change the currency from USD to VND (the default currency from the vendor is USD).So, it causes a big problem for our business, to prevent this issue I create a condition as imageand apply to the fieldbut it does seem not the right way so the system doesn't work.Could you please advise how we can prevent the above issue?Thanks all,Yên Chi

3
darylbowman
Captain II
14 days ago
C
Jr Varsity III
chidao
asked in Configuration and Installation

Setup Kit Disassembly - Cost for component

Hi All,Business case: we have 1 container of chemicals. we will send it to the manufacturer to convert it into 3 bottles. The cost of bottles will include the cost of container chemicals divided into 3 plus the manufacturer's fee.Currently, I set up 1 Stock item (Finished Good) as a Kit and it’s included 3 components. I use the function Kit Disassembly to convert from 1 container to 3 bottles and add the cost of the manufacturer's fee. However, the original cost of material is not going to be the cost of the component as expected.Do you know any other flows that are more effective & meet the expectation?Our expectation is the cost of each bottle will be included the cost of container chemicals and the manufacturer's fee.Thanks in advance,Yên Chi  

0
C
Jr Varsity III
14 days ago
N
nagarajud64
asked in Configuration and Installation

An item with the same key has already been added when this is configured with Azure AD

Team, anyone have suggestions how to fix the below mentioned issue. This issue occurs when we configure Azure AD in 23R1. “An item with the same key has already been added”

0
N
16 days ago
O
Freshman I
osamaaslam49Freshman I
asked in Configuration and Installation

Authentication In Acumatica

I am having difficulty sending an authentication token in the headers while trying to populate fields in IN304000. I have obtained the token from the login API. However, when I set the token in the headers of the API to populate the fields in IN304000, I receive a "404 Not Found" error. Conversely, when I use the logout API and attempt to access the IN304000 API, I receive a "401 Unauthorized" error.

4
abhijit
Freshman I
16 days ago
C
Jr Varsity III
chidao
asked in Configuration and Installation

Select Multiple Invoices when creating Task

Hi All,Can we create a task link with multiple Invoices?Our cases: we use Task to implement for the receivable team. They will update the status of the invoice or customer on payment following the task. There are cases, multiple invoices will have the same notes, and it takes time if each invoice we create a task.Appreciated it if you have other advise on this case or knew how to set up multiple select.Thank you,Yên Chi  

4
C
Jr Varsity III
17 days ago

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