Configuration and Installation

User Role merging…..We have 53 roles mapped to AD Users - unfortunately each user has upwards of 15 roles and they obviously overlap; these haven’t been managed well and it’s time to take care of them; I would like to get this down to 15 roles, 3 or 4 roles per dept for base user, super user or manager and nothing overlapping. Therefore, each user only has one role.Does anyone know of an easy way to download the access rights from each role so that it shows individual field level access. I’m fully aware we have some user roles where field level access/blocks have been put in place; due to external tax providers and such.I’ve looked at this article: Importing Acumatica User Roles / User Security Permissions from Excel • Everything Else • Acumatica User Group Forums and this community forum Access Rights Update via Import Scenario | Community but it’s not any clearer on how to get the field level access downloaded to prepare for import scenario.

Hi Team,I am facing an error. Could not find a part of the path 'c:\temp\2e5c91c0-0311-4eb7-ae46-ce1b0e79796c.zip'. When creating a snapshot,.

I have a client who wants their monthly invoices sent to one email as an excel and another email as a PDF. I’ve tried to set this up on their Customer profile but it isn’t working - only the Excels are being received. What am I missing here? 

Hi!I have a specific scenario in MultiCompany/Branch environment related to access rights.Our customer has 3 different stores and each store has a warehouse related. A user of one store should only have access to warehouse inventory from another store but it should not be able to work in other branch than the one that has been assigned. I dont see a feature that could help me with this (access roles, restriction groups, restrict visibility). Does anyone have a configuration like this? Thanks.

I cannot find the appropriate configuration that would allow us to release invoices for sales orders that pre-dated the credit hold. We want to avoid fulfilling new sales orders entered against a customer with a credit hold, but we still want to bill them for product already provided. I have tried the this option in Accounts Receivable Preferences:Hold Document on Failed Credit CheckA check box that indicates (if selected) that new invoices and memos are placed on hold and cannot be released for customers that failed the credit check. If the check box is not selected, new documents can be saved and processed regardless of the credit check result, although the system warns users about customers that failed their credit check. I have tried this option in Sales Order Preferences:Hold Invoices on Failed Credit CheckA check box that indicates (if selected) that an edited invoice can be saved only with the On Hold status if the customer fails the credit check. Neither have allowed me to rele

Hello community,How can I setup and test an FTP connection in acumatica?Is this only via File Synchronization?

So it appears we have to create a fully licensed user in order to add an email account to Acumatica.  This seems to be a bit of a problem for us because who is going to manage the accounts password and MFA codes.  Especially the MFA codes.  I assume at some point Acumatica is going to lose authentication with the email account and want to authenticate again.  Who gets the MFA code? We were told that it should be an administrator, but what if that’s only one person? What if that person is sick or on vacation.  To me the right thing to do is to create a NoReply email and use a connector in exchange.  What are the rest of you doing?  IDK, the way Acumatica is doing this is weird to me.  I’ve never seen any of my other systems do it this way.

I have had some email accounts set up in the system for a while using OAuth with each email account using its own external application connecting the Acumatica instance to our Entra ID tenant. Soon we will need to set up business events to send email notifications out to users and so far they haven’t been sending the emails out. I’m not sure if it’s my email account configuration or my business event/automation schedule configuration. The only thing I’m not sure of that could be causing a problem on the email side is that I wasn’t sure if I needed to sign into the external applications using a 365 global admin account or a 365 user account and the same for signing into the email accounts.

Can someone direct me to where I’m supposed to go to add Statuses for Document Types (in Compliance)?  I’ve look everywhere that I could think of.  Thanks!

Hi Community,I often am asked as part of the approval process to prevent users from approving their own documents.This can be done by setting an approval rule that the current employee is not a specific employee ID, but then I am stuck maintaining a list of employees on the approval rules.I could also find a way to exclude a specific workgroup, but usually an employee has multiple workgroups.This feels like it should be out of the box approval process.How do most people handle this situation? 

I’m curious if there is a way to change the default form that a link to a transaction (ie, sales order, invoice, credit memo, etc.) links to?  I know I can override default navigation on a GI, but I’m curious if I can change what a stock screen opens if I click a link.Specifically, I’d like to change Credit Memos to open in Invoices and Memos, not in Payments.  If we’re opening a credit memo, we’re either checking balance or application (which are available in either screen), or we’re checking the line item details or financial configuration (which is only visible in Invoices and Memos).

By default Acumatica displays sent email as an envelope and received email as a paper airplane. Am I missing something or isn’t this the opposite of what one might expect? Or is there a way to change it? 

I have been unable to get Acumatica 24.209.0013 to work with SQL mirroring. All of our db’s including Acumatica are mirrored correctly. With mirroring off, everything works as it should. My connection string has both the Failover Partner and Initial Catalog keys defined, but something somewhere is ignoring them because I get the error: “Use of key 'Failover Partner' requires the key 'Initial Catalog' to be present.” when Acumatica tries to connect to the database. Has anyone successfully gotten this to work?

For some reason, the “Add Link” function is no longer working for me. I use this to pull the attachments/Files from the requisition to the Purchase Order. It is no longer giving me access to the requisitions when I click on it. When clicked, it takes me to “Approvals”. See screenshot.

I am having an issue just with my own account. I have full allowances in Acumatica, but for some reason, only I am unable to view this Tab. Please see the attached screenshot. This tab is used to compile detailed specs on the individual items being requested. This screenshot is a copy of a requisition. Not sure how my setup changed or how to fix it.

Hey there, The access rights for various forms, such as the Wiki form is showing numbers instead of "Granted” or “Edit” for example.  Here you can see that numbers should not be showing up. Thanks!

I recently got Microsoft Surface Laptop. I planned to install Acumatica local but then i started to see error messages when installing SQL server. I found that the process Snapdragon(R) X 10-core X1P64100 @ 3.40 GHz   3.42 GHz is not compatible to install SQL server. Any suggestion or alternate way to install Acumatica and SQL?

We recently switched to Acumatica Pay/Fortis and are now receiving an error for invoices that have >99 items.  We had a similar error with Avalara and they had to update their hardcode to Allow us more line items, is the solution with Acumatica similar? Please advise how we can resolve this. 

Does anyone have a matrix they’d like to share with me that deciphers what you can do with Single Tenant multi branch but cannot accomplish with Multi Tenant?  (and vice versa) Ex:  2 different tenants under the same URL (multi tenant); Company A enters ap bills; Company B cannot pay those bills that were entered in Company A. Ex:  2 different branches under the same tenant (single tenant); Branch A enters ap bills; Branch B can pay those bills that were entered in Branch A.  (and I think the same applies with single tenant using companies) Thanks 

how to install Acumatica ERP in Linux ?or how to setup acumatica ERP in Linux ?We use Ubuntu 22.04 version

Hello,I am currently using Duo and OpenID for user authentication into Acumatica. We are looking to go a step further and set up the User Creation Rules and Role Mapping Rules within Acumatica to help streamline user setup, onboarding, permissions, etc.Within the Role Mapping Rules section, there is a text box for “Claim Type” as well as Scope. Within Duo, we have the scope created, as well as Claims. However, there is nothing within the Duo OIDC application that mentions “Claim Type”.I’ve attempted to use sub and oid in that text box, as those are the only options for claim type for the user identity with Acumatica, but neither one work correctly in this case. Duo support doesn’t have anything documented on their end for “Claim Type” as well, so they couldn’t help me further.For my test user case, I am using an existing Acumatica user account and have checked the option for the account to Use Roles from Provider Settings.I’m crossing my fingers, hoping that someone using Duo has the R

Is it possible to rename a Acumatica Windows 2019 host server? My attempts break RabbitMQ. I get “PX.Data.PXException: Connection to RabbitMQ failed” error.  Commenting the line “<add key="QueueType" value="RabbitMQ" />” in Web.config allows the page to load but still throws errors retrieving data.

Hi,Since the 24R1 version, on screen SO301000, the Send Mail button uses Contact.DefContact as the recipient instead of Contact.PrimaryContactCurrent.Is there a way to change this behavior or configure the recipient to use PrimaryContactCurrent instead?Thank you,

Hi All,Is there way to implement product visibility for a particular company. I have 3 companies which share 600 products. I am creating a 4th company which will only have 5 products. I don’t want first 3 companies to see those 5 products. 

This seems like a basic question…In my site map, I have a number of screens that should be visible on my UI based on the defined workspace and category (and access rights by screen) but they do not show up for me and I cannot find them by a search or by entering the screen ID by itself.Specifically (today), I am looking for “Inventory Preferences”.  Is that something that is hidden based on my subscriptions?  We use “non-stock” inventory. Have any of you come across (or been unable to find) pages that you think you should be able to see but can’t? Thanks