Configuration and Installation

Hello All! I am looking to combine our current users' roles into singular roles. For example: I am part of 5 roles. I created a new role; I want to copy everything that I am a part of and move it into this singular role. Is this possible without having to go through and copy all permissions from each role? I hope that was clear…  Thanks,Brent

Hi, Is there a way to give rights to a user to just add/edit vendor item ID in the Stock items screen and save but not allow them to add/edit anything else on the stock items screen? 

Here’s the sample on youtubeI am having a hard time looking for a reference for proper setup.

Is there anyone here that can guide me how am I going to create an email notification when there is a new case created in Acumatica?

Do you have any suggestion what is the best option where to put the sharepoint link in Acumatica instead of the actual file? What I’m going to do is in order for us to lower the cost in terms of storage in Acumatica, my workaround is to put the files in sharepoint then get the link in the sharepoint and save it to Acumatica. Any suggestion where to put the sharepoint link?

I am currently configuring an Email Account with Office 365 OAuth.I also configure an Api on Azure, create an External application to authenticate the email account.When I Sign in there is no problem, but when I run the Test this is the error that keeps showing.IMAP and POP are also enabledAPI Permisssion is selected  What else can be? 

I’ve been considering the difference between setting up restriction groups for Customers and Vendors versus using the Restrict Visibility To field in Acumatica. My thinking is that restriction groups might be more useful when there’s only one company/branch.Personally, when restricting Customers or Vendors, I prefer using the Restrict Visibility To field and specifying the company or branch. This involves creating the necessary access roles and applying them to the relevant company or branch. When a user logs in, they’ll only be able to see the Customers or Vendors associated with their assigned company/branch.In comparison, I find that restriction groups are more complex to set up and maintain. They can be applied to all customers or vendors using the "Apply" button under the customer or vendor class, but it’s more tedious.In your experience, when do you choose one method over the other?

Hi Community, Seeking your assistance for reference to set up POWER BI in Acumatica

can not open multiply companies in Acumatica app for ios ?

Hi All, Sometimes I receive this error during authentication of system email. However, Sometimes, it works. Can you please help me to find the root cause of this error? I am trying to setup a system email. 

H there,I‘ve been giving some thought to Favicon’s (the little logo that appears in the tab bar of a site).I’m wanting the ability to make individual screens within Acumatica surface a different FavIcon, based on the tenant in use, or the screen selected, for example. I’m aware that you can customize the favicon for a whole siite by just replacing site.ico But I’m having trouble trying to figure out how to do this at a deeper level.I was looking into using TamperMonkey to override the favicon for specific sites without having to work with Acumatica code, but I’ve gotten blocked on that method. (Suggestions for how to do this would be appreciated.  I have scripts that work for _other_ sites, but while the header > icon link has been overridden with a new URL/encoded image, the page itself seems to

Is there a way to restrict users to only be able to edit activities created by them and not be able to edit ones created by colleagues i.e. you can only edit your own activities?

Acumatica and IMAPA few months back, IMAP stopped working, and I had to reconfigure the system email account set up in Acumatica to use POP3. We are using Acumatica version 2023 R1. Are there any issues I should know about with IMAP utilizing this version of Acumatica? If not, can anyone provide a link on how to properly set up IMAP to work with the 2023 R1 version of Acumatica? Thank you. 

Hi All, I have got in total 6 companies and currently any user that log ins has access to all 6 of them.  I want users to only have visibility of the company they belong to and restrict access to any other company. I know I will need to create a role, but not sure what settings to change about the role under Access Rights by Role. Thanks in Advance. 

We just updated our production instance to 24R2 over the weekend.I should have thought to check this, but we had a number of different Generic Inquires created by different users that didn’t have access rights set. Obviously, during the upgrade, all “Not Set” access rights were changed to “Delete”. There are about a dozen screens that I want to go through and set every role to “Revoked”,but we have a lot of user roles in the system. (Afterwards, I’ll manually grant access for roles that require it.)Is there any better way to do this than to manually go through every role for each screen? I would be very comfortable doing this via a database update, but I’ve tried finding the database table that stores this information with no success. 

Has anyone else had to add the shipping integration and have it cost $2400+ annually.  We never had to do this before but with the upgrade this is what we are being told.

I need to know how to give someone rights/access to delete uploaded files.For example, we upload item drawings to the item’s BOM and when we have a new/revised drawing, we want to delete the old drawing and upload the new drawing.Where do I go to give someone permission to delete the file attachment???

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 cu

When trying to create a new customer I keep getting this error message:“Customer ID is formatted incorrectly” Here is a screenshot:Creating this same customer works in our development environment which has the same version as our live environment.  Is there some configuration setting I’m missing somehow?Thanks!

Hi,I’m a beginner with generic inquiry configuration. I’m wondering what are all the available functions similar to @me, @monthend, etc. that we can use as a value in the parameters or conditions sections and that are not presented in the “Help” section of Acumatica. Is there a full list available somewhere other than those showed in the operators/functions below?  Thanks!

Hi All,I have 1 Tenant with 2 companies, with the master data (stock item info, warehouse info) are the same.I am doing Inventory Receipt IN301000. If the Warehouse are setup for specific Branch (as this is a required), it seems I cant use this warehouse for another Branch with feature Inter-Branch Transactions disabled?Current I always get the error message “Inter-Branch Transactions feature is disabled.” even I sign in the correct Company that I wanna create transactionAre there anyone knowledge in this can help me confirm if my concerns is correct?Thanks in advance,Yên Chi

I'm new here as our organization is transitioning to Acumatica!I'm trying to set up Acumatica in a way that allows our team to access instances to use snapshots and complete training courses. My main question is: What is the best approach for setting this up to support multiple users?Should I install Acumatica and the relevant snapshots individually on each team member's workstation, or would it be better to set up a shared environment, like a VM or server? I’d like to hear about your experiences with these setups, especially any pros and cons you've encountered.Thanks in advance for your help!

Hi Everyone,We are working with subaccount segments and row level security. Let’s say we have 2 segments in the subaccount , XX-XXX. Both of these segments have a 1 for 1 on row level security groups, group ABD and group IPE. Both groups are type A. Both segment 1 and 2 will have subaccounts in group ABD and group IPE.       What we are trying to achieve is if we select

I’m working on a PO approval map. There are many approvers with various approval limits. I need to require two approvers for PO’s over 50K. I understand that a specific number of approvers can’t be specified for a single step, it’s either 1 or ALL.So, I’ve created a 2nd step for PO’s over 50K. Needs to have the same group of approvers though. This presents a problem, because having the same approvers in both steps basically causes it to skip the second step. I thought I could solve this by using “Approver ID does not equal ___” in the rule conditions. But it doesn’t work. Wondering if I’m using it wrong, or if not, what is the point of the Approval entity in approval maps?Here is a dumbed down version I tested without success. Step 1: Two rules, CEO and CFO, both with specific employee specified. No conditions. Complete step on approval. Step 2: Same as above except each rule has a condition to require employee’s approval if they did not approve in step 1 (goal anyway)

Hi, When I go into Receivables→ Processes-->Print Invoices and Memos and try to email a sales order invoice it’s not picking up the same e-mail template that I linked under Sales Order Preferences Mailing & Printing called InvoiceNotification. I made changes to that e-mail template but why under Print Invoices & Memos it’s not picking up the correct template. Am I doing something wrong. Thanks, Frances