Configuration and Installation

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

  • 640 Topics
  • 2,331 Replies

640 Topics

N
Freshman II
nhatnghetinhFreshman II
asked in Configuration and Installation

How to increase the length of Attribute ID & Value ID in Attributes screen (CS205000) ?

Dear Team,How to increase the length of Attribute ID & Value ID in Attributes screen (CS205000)Currently the default length of Attribute ID & Value ID is 10 characters.  Best Regards,NNT

1
Laura02
Captain II
1 day ago
J
Freshman II
jddonnell55Freshman II
asked in Configuration and Installation

Public IP

One of our clients has changed internet providers.  The new company has asked us:“We will need the public IP of the site where the Accountig software is.  We will have to create a connector to accept connections from that IP.”The original internet provider set things up fine and never asked for this.Where do we get this?Thanks.

4
J
Freshman II
3 days ago
ljohnson14
Freshman I
ljohnson14Freshman I
asked in Configuration and Installation

Device Hub Print Inconsistencies

What would cause the following behavior? Everything prints except the document details (Customer details, line items, etc.). It started occurring after a recent update to 2022 R2 Build 22.218.0023. We are using Device Hub when processing the print. The printers are set in the users profile. 

2
ljohnson14
Freshman I
4 days ago
M
Freshman II
mganjiFreshman II
asked in Configuration and Installation

How to Restrict Shipped Quantity to be equal or less than Total Order Quantity

I am looking for an option within Acumatica that could restrict users from shipping more  than  the open quantity/order quantity. If we do not introduce such restriction there will always be possibility of shipping wrong quantity; more than what is in the actual order.Following is a shipment with total quantity of 25 Shipment with 25 QuantityFollowing is Shipment Line Details with more than 25 Quantity though the detail quantity is 0 but it creates confusion and errors by users.Shipment Line Details Allowing to enter more than 25 serials 

0
M
Freshman II
5 days ago
rcreasy
Jr Varsity III
rcreasyJr Varsity III
asked in Configuration and Installation

How to give a role access to Contacts and Notification Recipients

I need to give one of our roles access to add contacts, and to add contacts as a recipient to emails (such as Order Confirmation), while having view only for everything else regarding customers.If I give the role edit access on the Customer node, the role gets the access I want. So, I am assuming the access is somewhere within the customer node.But, I can’t find which sub-node or nodes needs to be set.Can anyone give guidance? 

4
Chris Hackett
Community Manager
6 days ago
Y
Freshman I
yansiongyu54Freshman I
asked in Configuration and Installation

Email template: Email template: send email to multiple approvers

Hi all, I need to create an email template, which will send the email to the created by and all approver when the CA being rejected or approved.I already created a business event, and the process is successful, but the problem is, not sure why the email will only send to 1 approver.For example: below transaction need 3 approver to approve,After rejected, email should be sent to the document creator and 3 of these approvers.But the result only sent to the creator and the approver in the first line.why will this issue appear?

5
di93
Varsity I
7 days ago
S
Jr Varsity II
sheilao08Jr Varsity II
asked in Configuration and Installation

How to enable users to login to sandbox restored in pcs environment

Our production is hosted in Acumatica SAAS environment and users login using Active Directory.  We created a new instances in our PCS environment for Testing purposes and restored  a snapshot of production.  Can someone please share how I change our sandbox to enable the users to login using their existing user ids so they still maintain all their previous roles and have their favorites, dashboards etc.    

0
S
Jr Varsity II
7 days ago
A
asnell64
asked in Configuration and Installation

External Guest User Roles Not Working

Hi, In Acumatica, we have created a guest role and a corresponding contact user type. The goal is to create users linked to Vendor contacts to allow them to login and see a few inquiries and be able to upload some documents.If I use Login as User to see the what access they have, it works exactly as I intend. However, it is impossible to try and login as these users. We always receive an invalid credentials error. Even if we use reset password, the reset password ends up saying invalid credentials as well somehow. I know it’s trying to log the correct user in because the failed password attempt counter does increment in the database. Equally, login via email address does not work at all. It says invalid credentials as well and doesn’t increment the failed password counter in the database (and yes, I did create the user after enabling login via email setting) Failed login with external user If I compare the setup I did to say the standard portal user role and type and read through the d

0
A
7 days ago
J
Varsity I
jeffgrammer69Varsity I
asked in Configuration and Installation

Time Card processing over Financial periods question

I am still learning what Time & Expense actually does.  One question comes up.  If I have a time card where part of the time entries are in, (for example), the month of November and the others are in the month of December, (or even if part of the time entries are in Fiscal Year 2023 and the others are in Fiscal Year 2024), how does Acumatica process those split entries when we want to close our Financial periods at the end of every month and the end of every year?Thank you,

1
Robert Sternberg
Pro III
8 days ago
Foujan
Jr Varsity II
FoujanJr Varsity II
asked in Configuration and Installation

How to add cumulative Ex Cost total in approval maps for purchase order lines?

I have an approval map for PO order total between 5K ad 50K for PO lines having “X” project code.But if there are multiple lines having different project codes, how can I just pick up my lines with “X” project code and add up Ext Cost Amount , if the total of these lines over 5000 then it’ll send it to approver, but if this total is less than 5k no need to go to approver.  

2
M
Freshman I
8 days ago
N
Jr Varsity III
nsmith51Jr Varsity III
asked in Configuration and Installation

How to configure User can restrict to see his only approval documents

Hello Community,We have configured the Approval Maps for the Bills and Adjustments screen and it is working fine. However, the Approver is currently able to see other documents as well. How can we configure it so that the Approver only sees the documents that require their approval? Any help highly appreciated!!

6
A
Freshman I
8 days ago
Y
Freshman I
yuvalFreshman I
asked in Configuration and Installation

How to create a site-check appointment for quotation without opening a service order?

We are in the process of implementing Acumatica.Our workflow requires us, in many cases, to do a site-check for measurements etc. before we can generate a quote.We would like to keep things simple for our field technicians so that all they need to deal with in the app is the appointments section.The problem is that when an appointment is created from an opportunity, a service order is created automatically, which basically shifts the processes a step forward before a quote was created. Once the quote is created in the opportunity level (post measurement appointment), the quote details will not copy to the service order (since it is already open).In our case, if we use opportunities then we’re required to go back and fourth between services orders and opportunities, coping and pasting information from quotes to create invoices, and extend all companies to customers (while they might not be in the end).How can Acumatica be used correctly in this scenario without creating any awkward work

16
Y
Freshman I
8 days ago
B
bcampbell
asked in Configuration and Installation

Merging of Acumatica Licenses into one instance, limit on snapshot import

We are merging companies and two of the companies have Acumatica.  In order to properly test the two tenants together with the respective customizations, we need to have a full snapshot to import into the sandbox.  Unfortunately it stops due to the size restriction for the SAAS version of 1 GB.  

1
P
Acumatica Employee
13 days ago
G
Jr Varsity III
guslJr Varsity III
asked in Configuration and Installation

Acumatica Local Test Instance - Configuration Wizard Missing Buttons?

Hey everyone, I’m noticing while installing Acumatica on a local machine that the configuration wizard (i tried 2 different builds) are missing the buttons that are normally there. Any insight? Is it simply a compatibility issue? Missing buttons on the bottom right? 

3
G
Jr Varsity III
13 days ago
Freeman Helmuth
Varsity I
Freeman HelmuthVarsity I
asked in Configuration and Installation

Where is instance info in the configuration wizard stored

I have had to change the URL of our production instance, and now I have no way to update the URL in the configuration wizard. Does anyone know where the configuration wizard stores its data?

1
Freeman Helmuth
Varsity I
17 days ago
J
Varsity I
jeffgrammer69Varsity I
asked in Configuration and Installation

Preventing all SO or Time Card entry for Customer on Credit hold

I know how to set the flags for SO’s, Projects, Invoices, etc to keep them from being released when a Customer is on Credit Hold.  However, is there a way to keep a customer from even being “selected” for a SO, Project, or Invoice in some setting or configuration?Or does that require a customization?Oh, I was in the middle of writing a customization to extend and add more “customer status” codes to the basic drop-down values list in Customer; but is there a way to do that without a customization?  Not a big deal, just curious.Thank you, 

1
Laura02
Captain II
19 days ago
H
Captain II
HarshitaCaptain II
asked in Configuration and Installation

Error: Database could not be accessed

Hello Community,I just have installed a new Acumatica instance, but I am not able to login as it shows the following error messages: And the logs for this are: i tried to restart my DB, still not able to resolve the issue

11
BKasimov38
Freshman II
19 days ago
N
Jr Varsity I
nicolestantonJr Varsity I
asked in Configuration and Installation

How to Configure Acumatica Payments to Automatically Generate a Payment Link

Hi - we recently switched from Paya to Acumatica Payments/Fortis for our payment processor. With Paya, we could generate payment links automatically when the invoice is released. The team from Acumatica Payments said we could likely set up a business event to do this as well, but I’m not sure what all that would involve. Does anyone have experience setting this up themselves?

6
N
Jr Varsity I
20 days ago
N
Freshman II
nhatnghetinhFreshman II
asked in Configuration and Installation

How to remove red underlines while typing ?

Dear Team,How to remove red underlines while typing ?  Best Regards,NNT

2
N
Freshman II
20 days ago
darylbowman
Captain II
darylbowman
asked in Configuration and Installation

DeviceHub error: Failed to connect to http://localhost/siteName/signalr/hubs/deviceHub server

I’m trying to configure DeviceHub to connect to my local development instance and I’m getting this error: Failed to connect to http://localhost/siteName/signalr/hubs/deviceHub serverI can’t find any related posts or information.

2
JTang
Jr Varsity II
25 days ago
Vinay Koppula
Semi-Pro II
Vinay KoppulaSemi-Pro II
posted in Configuration and Installation

When to Upgrade Your Acumatica Version?

Part 2: Determining the Right Time for Your Acumatica Version UpgradeIn our previous blog post, "Why Upgrade Your Acumatica Version," we explored the compelling reasons to keep your Acumatica software up to date. In this follow-up article, we delve into the critical question of timing. When should you embark on the journey of upgrading your Acumatica version? The answer lies in a thorough assessment of several key factors:1. Software Support: Start by evaluating the support lifecycle of your current Acumatica version. Acumatica typically offers support for the current and previous versions. To ensure continuous access to technical assistance and updates, aim to schedule your upgrade within this support window.2. Feature Relevance: Analyze the new features and functionalities introduced in the latest Acumatica version. Assess how these align with your organization's operational needs and objectives. If the new features offer substantial benefits, like enhanced automation, improved repor

5
M
Jr Varsity II
25 days ago
KVGLIA
Freshman II
KVGLIAFreshman II
asked in Configuration and Installation

MOBILE APPLE VS ANDROID

I am extremely disappointed with the Apple smartphone application, is this normal? Are any updates planned? Update button  ANDROID - we have the good buttonAPPLE - we have a text “EntryeditingView..UpdateButton.Title New DACANDROID - When we push create butoon, the new screen (container) open correctly APPLE - When we push create butoon, the screen stay and we must to fresh to see the new record, and we must to click top open What do you think ?

0
KVGLIA
Freshman II
25 days ago
A
Freshman I
atobeFreshman I
asked in Configuration and Installation

User Access Restriction on Bills and Adjustments Screen

Hi - I am currently working on User Access and was wondering how you restrict access to the Delete Row Button on the Details section of the AP Bills and Adjustments Screen.  Below is a screen print of the button I am trying to limit.   Any help is appreciated - Thank you. 

2
A
Freshman I
26 days ago
C
Jr Varsity II
caseyh35Jr Varsity II
asked in Configuration and Installation

Help locating INUnit in access rights

Hello, I am having a hard time finding the location of a specific class so that I can tweak access rights. I am looking to edit the rights for the unit conversions section of the stock items page. I see that the data class is called ‘INUnit’, but I cannot find this on the ‘access rights by screen’ page. Can anyone please let me know where this class is nested so that I can edit the rights to it? Thanks, Casey  

3
C
Jr Varsity II
26 days ago
J
Varsity I
jeffgrammer69Varsity I
asked in Configuration and Installation

Can or does Acumatica apply tax at an invoice line item level?

We have a need to apply tax at a line item level from Projects when an invoice is created, and then add that to the invoice total.Is that a base functionality of Acumatica Projects or would that require a customization?I am new to using Projects so I am not sure how line item taxing works with Projects and project billing.If it is a base function of Acumatica Project and you know how that works, could you explain in some detail how that occurs?Thank you,Jeff

3
J
Varsity I
26 days ago

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