Configuration and Installation
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other Configuration Auestions
- 381 Topics
- 1,388 Replies
Found in Sale Demo 2022R1:An Opportunity with an approved Sales Quote does not have the option to Create Service Order (or Sales Order) in More / Actions, but same Opportunity with same quote in draft status allows action to create Service OrderWhat am I missing ?
Is there an Acumatica method to merge two tenants into one which are currently in the same database?Client has multiple companies and multiple branches in two separate tenants, is it possible to merge the two tenants into one, if they share the same Chart of Accounts and same periods? If not, Is there a script that can be run to bring the master records together with just the settings without transactions?
Hi,We have a Sandbox Tenant in the same instance as Production. I want to create a snapshot of the sandbox, but it needs to be in maintenance mode to ensure that data will not be corrupted. Actually, I tried creating snapshot NOT in maintenance mode, but when I import it, it fails.So may question is, will the Production be affected when I schedule System Lockout on the Sandbox while I am exporting snapshot? Are there any risks when I do that?Thank you
Hi guys,If I have a company structure like the picture below with 3 layers (note that A and F have more than one locations), how should I create them in Acumatica system?I was thinking 2 ways.1. if I create A-G as ‘companies’ and for the locations of A and F I create branches, the question is: where do I generate the consilidated financial statements?2.If I create A as ‘company’ and B-G as branches, how do I create 3 layers? I mean, if B-E are branches, I don’t see a way to generate a ‘subbranch’ for F and G.Could anyone help me here? Thanks!
We’ve recently ran into an issue with trying to exclude non-stock items from our export on Sales Orders (SO301000). These non-stock items are populated in the Details tab of the Sales Order page. We’ve tried several different approaches to this and still have turned up no results. Right now, we are using this export restriction and this export mapping All we need it to do is not include any Inventory lines that are not non-stock for this export. The value is ultimately stored as ‘N’ when I try to map the export to a location and see what it looks like. However, when using the restrictions, it does not want to exclude these lines with that value.The restrictions we have tried so far have been Details > [InventoryItem.ItemType] > Does Not Include/Does Not Equal > NDetails > Inventory-Type > Does Not Include/Does Not Equal > N/’N’Details > Inventory-Type > Does Not Include/Does Not Equal > Non-Stock ItemAny help would be appreciated.
We’ve developed a webhook that receives push notifications and does entity creation work. All has been working fine until we moved to 2022R1, where we’re seeing odd behavior during the process that is kicked off by the webhook event.The web hook kicks off a custom long running process before returning to the caller. The webhook returns correctly, but shortly after, the site goes down and we find a PXNotLoggedInException in our Windows event logs. This feels like an instance or installation related issue, rather than a code issue. Has anyone experienced this before?PXNotLoggedInException Detail
Trying to import snapshot into a test environment and getting Error: The file is not found, or you don't have enough rights to see the file.
This file is under 20 mbs as a binary and just over 20 mbs as xml. No where near the 1gb limitation i have seen documented. This is not an on prem so no restores are possible. This happens when I try to import the snapshot into the test Tenant that was created and exported in the live enviroment on the Tenant screen. Any thoughts? I have tried without attachements (it was only 6 mbs)
After upgrade to 2022 R1, get error that Employee is not a user when trying to create a timecard. Is the requirement not that we have to create an user for all Employees?
After our upgrade to A2022 R1, users are cannot create a Timecard for employees that are not setup as users. We have the delegate assigned. Error:Error: An error occurred during processing of the field Employee value 000001562 EP Error: The employee record is not associated with a user.IF this is the requirement, then this seems will cause major business process changes to enter time for employees associated to projects that are not users.
Hello,Looking to initiate approval maps for AP and PO’s under certain conditions.Documentation indicates that a notification will be sent, but I don’t see how I link the notification template to the approval rule? Do I set up a notification template like this then Acumatica sends an email every time any document is created that needs approval?
Has anyone run into the following: We have configured MS Exchange with Modern Azure Authentication - that’s working fine except for emails that are triggered via a business event or an automation schedule. These are triggered using the admin user and without an Owner attached: This was fine when using Standard email accounts, but when we specify the account to send from on the Notification template, we get this warning - and true enough, the email generates but is never picked up in the Synching of Exchange and actually sent. It’s status stays as Pending Processing. I have tried using an assingment map to assign an owner, but the owner field is non-editable at the time the email is generated so it never updates. I have also tried Linking it to an employee/contact/Entity - but this doesn’t seem to work either? Any ideas?
Hello Team! Currently, we have a default email setup in the system.We are trying to see if it is possible to assign another system email for a specific transaction document type - while keeping the default email as is. For example, our default email is set to “firstname.lastname@example.org”, and we would like to keep it as the default while being able to send AR Invoice using “email@example.com” We would like to be able to use the “Email Activity” email functionality (See Diagram C ) to send the email, so we can review the email body and the documents being attached. When we were testing it, the Email Activity window still keeps on selecting the default email address.Is this possible to set up this way? Please see screenshots below of our current config On the “Mail & Printing” tab of the customer profile, we have set the “rma” email for “Invoice” So far no template set yetDiagram A On the “Mail & Printing” tab of the Customer Classes screen. We selected the class for that particular customer.
Is there a tool or integration to allow you to have a form on your company website that will feed into leads in Acumatica? We have Hubspot and have that integration for syncing leads but wondering about capturing leads from our website. Acumatica says it can be done but I haven’t found if there is an integration directly into Acumatica from a web form on the website.
We install 2020 R1 and ran into a security issue with the release. Users did not have to enter passwords to enter the site, also they could enter anyone’s id in the user field and get in as that person.Acumatica has a suggestion about turning off the “Guest Account” in AD. They also have produced a Hot Fix for us that we are implementing 106.0010. Anyone using Windows AD in 2020 Rx, may want to check out if they have a similar issue. Then if so get together with your VAR to address it.
Use case :User wants to delete an attribute, ‘Delete’ is greyed out on CS205000 screen User wants to know if the attribute was ever used on an Entity class or an Entity profileSteps to find required information:Here are the steps to find out if an attributeID was ever linked to an Entity class and also on what Entity profiles is this attribute used.To find Entity class profile linked to an attribute:When you select an attribute on an Entity class profile ( say an Item class or Customer class etc.) an entry gets added to CSAttributeGroup table Create a GI and pull all records from CSAttributeGroup table, filter by AttributeID, you can find Entity classes with specific AttributeID.To find Entity profiles linked to an attribute:When user adds a value for an attribute on an Entity profile ( Say select a value for an attribute on a customer profile or an item profile), a line gets added to CSAnswers table Create a GI on CSAnswers table and set a filter based on AttributeID, you can find li
Hello, I wanted to change about 1000 of our vendor’s from one vendor class to another using the Mass Update function of the standard Vendor GI. When I go to do it it fails with an “Error: Update button disabled”. Any chance someone here has run into (doing any function) that or do I need to open a support ticket? I am on 2020R2 with the following build and customizations. Build 20.200.0077 Customization: AIAHotfixCase161515,ASGClientForLifeDashboard,PVAULT[20.201.0051][2020.0.1.10],PVAULT[20.101.0032][2020.0.1.5] Thanks
I haven’t been able to find any articles about this issue so I hope it is OK to ask a question here. I have a sandbox running 2019 R1 19.120.0012. I updated this site a few weeks ago using the Apply Updates option in the System Management area. When I try to use the Configuration Wizard to update the database it gives me the following error: Upgrade process has been interrupted. The database cannot be upgraded because your current build (19.120.0012) is incompatible with the build (20.200.0077) you want to install. Wait for the next update package that will be compatible with your current build.The call stack indicates that the installer doesn’t seem to know about 19.120 release. at PX.BulkInsert.Installer.InstallationCommon.IsAllowToUpgrade[t](String currentPrintVersion, String installerPrintVersion, List`1 KnownVersions) This seems to validate what the 2020 R2 release notes say about the direct upgrade path from 2019 R1 to 2020 R2:Acumatica ERP 2020 R2 can be upgraded from the f
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