Configuration and Installation
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other onfiguration questions
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Acumatica, a powerful cloud-based ERP software, provides businesses with the tools to manage finances, inventory, sales, and more. As with any software, it's crucial to upgrade your Acumatica version to ensure optimal performance and keep up with evolving business needs. In this article, we will explore the reasons why, when, and how to upgrade your Acumatica version.Part 1: Why upgrade your Acumatica version: Unlocking New HorizonsWHY? Upgrading your Acumatica version offers several compelling benefits:1. Access to New Features: Upgrading allows you to leverage the latest features and functionalities introduced in newer versions, empowering your business with enhanced automation capabilities, improved reporting tools, streamlined workflows, and advanced analytics. These new features can significantly enhance productivity and competitiveness.2. Performance Enhancements: Software updates often include performance optimizations that enhance the speed, stability, and overall performance o
Does anyone know how to get the “System will go into maintenance mode” message on the login screen to display a Time Zone other than UTC? I did the following: 1. Scheduled a Lockout for 6:00pm on 6/13/2023 using the Apply Updates (SM203510) screen (1st screenshot below)2. The Login Time Zone on the Site Preferences (SM200505) screen is set to (GMT-05:00) Eastern Time (2nd screenshot below)3. But the message on the login screen only shows 10:00pm UTC; it doesn’t show 6:00pm Eastern Time (3rd screenshot below) Is there a way to get the message on the login screen to show 6:00pm Eastern Time?
I have to create an approval map where one of our salespeople is in charge of the East United States and the other is in charge of the other half. I’m opening with the first condition being the lead class starting with DC (one of our brands) and then the states in parenthesis with all OR conditions:Any help making this work would be appreciated, I’m probably having an OR too many or too few, maybe not enough parenthesis?Thank you!
Hi,In this topic, i want to talk about an open source tool that i have developed for my own use but it may be useful for acumatica community. The tool is named AcuWebSiteManager and it is just a wrapper over ac.exe acumatica command line with some custom enhancements.When i install and/or uninstall acumatica sites with the wizard provided by acumatica, i m doing some boring manual tasks :Put the same infos again and again in wizard when i install a site Delete files, database, app-pool, etc keeped when i uninstall a siteSo, i developped the tool that help me to avoid those repetitive tasks. The tool is developped as a global net tool and is published to nuget.org so you can install it by running this command in your terminal :dotnet tool install -g AcuWebSiteManager --ignore-failed-sourcesAfter installation, you can follow the instructions in installation guide in order to play with the tool :Create a site Delete a site List sites Export database to bacpac file Import database from bac
This is my least preferred method of communicating but Acumatica’s support team has time and time again shown that they will listen to our valid concerns and then take absolutely no action. We are in year 3 of a nightmare implementation. Our reseller completely botched discovery and sold us an initial product that did not meet our needs. We have since added modules and customized and are now stuck in July with no financials for calendar year 2022. Our reseller has failed and despite recent positive efforts from a new analyst we seem to be nowhere closer….We don’t even have a functioning CRM module, nor do our executives have dashboards and KPI reports. The most communication we get from Acumatica is about paying for the license. We estimate to have lost 100k+ in unbillable work orders due to a poor migration and lack of transparent processes. Does anyone have a line to someone that cares? We are too committed to start over, not to mention I will have a staff mutiny on my hands if we ab
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?
I have removed some snap shots from our production instance and ran the “Optimize Database” operation. However I am still seeing space being occupied by the snap shots. Has anyone else seen this? How can i keep up with the Whitespace usage and Acumatica.
Invoice Notification is sent out twice back to back to customer even activities on customer record says only one time
Hi All,I wonder if anybody is having the same issue. two copies of email sent out:we use the standard out of box notification templates InvoiceNotification (screen name: invoice, screen id: so303000) to send email to customers through “Print Invoices and Memos”(AR508000) manually. Customers receive two copies of the same email back to back. I check the activities on the customer record and all emails, Both places show only one copy sent out. Anybody seen something like this? any ideas where to go to fix it? we are on 2022R1 build 22.118.0022appreciate any help/ideas. Thanks.
Hi Everyone, I am trying to figure out where I could set the revoked access to user access rights by role for current cost in the stock item screen. I revoked this in the inventory item and item/warehouse setting but it seems reflected again on the screen. Is there a field that I missed? Noted: I already tagged the access to specified users and set it as a view on the above setup (Inventories and Stock Items). Stock Item Screen Set up: Inventory Iten Set up in Item/Warehouse Settings
Consolidated Customer statement defaults to branch sorting. Removing branch group breaks statement footer.
We opted to use branches because we are technically a two branch company internally, however, as far as our customers are concerned we are one company, one branch. Because we opted for branches, the default customer statement (consolidated included) form wants to group AR documents by branch but this confuses our customers who expect all their documents in order by document date. This in spite of the AR Preferences consolidation setting set as below: I attempted to remove the Branch group in the report designer, and while this fixed the sort order, the “...AgeBalance00-05” fields started calculating as though only for the first branch.Further testing suggests the report was using the groupOrganization footer which does use the OrganizationAgeBalance00-05 fields rather than the customer equivalents, but both customer and organization are higher level groups than branch, so I don’t know why they would be recalculating as though per branch. Does anyone know how to keep branch configurati
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
I installed Acumatica framework v: 20.2/20.210.0044, but there are not pages with project, payables, etcIs it possible to add these pages to the solution? If yes, can anybody help me - how I can do it? May be it is available for another version of framework..
To whom it may concern, I received an email saying "Welcome to Acumatica Community"With Username: michaels@digitalplanet When I recover password I receive the following message, " Sorry, that email address is already used! " It could only be this email address that you are receiving this email firstname.lastname@example.org The users that have the duplicate Emails are as follows, michaels@digitalplanetmikeslabdp or mikeslab Please remove user mikeslabdp as it is the duplicate.
Does anyone know if the issue below has been resolved?I am getting this error when preparing snapshot for export…."Denial Code 502- System was unable to process your request due to resource constraints. Please try a smaller operation or contact your provider for further assistance. CorrelationID: 8DABE265E36E957; Timestamp: 2022-11-04T05:35:22.5038167Z"
I have a custom user role that is not allowing the users to send emails for RFI’s or Submittals. I have added delete privileges to this role under Hidden->Email Activity but I still get the following error when attempting to send emails. You have insufficient rights to access the object (PJ661000). Is there a way to set object permission by using the object ID?
Hi Everybody,I know Acumatica is designed for cloud environment which I assume it means it is built for virtual environments. Now… I have customers running Acumatica on physical servers who want to virtualise their Acumatica environment. I’ve never thought of the following question:Are there any drawbacks/limitations to doing this virtualisation, I mean moving Acumatica to virtual machines?Many thanks for your thoughts and recommendations.
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