Configuration and Installation

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

We added a new branch and certain documents, such as Purchase Orders, are sending from the system email account instead of the user’s email account.   This causes issues with the buyer not receiving replies back from the vendor.   We have two other branches where this is not the case.   I cannot find a difference between the branches that are working and this one that is not.   Email settings and templates appear identical.Working example: Non-Working example: What am I missing??? Thanks,Brett 

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?

We installed the ShipStation customization for 24R2 into our client’s live tenant and when we process orders ShipStation is not pushing the shipment back into Acumatica.  Are we missing something in the mapping?  I am hoping this is a simple fix.Thank you for the help. Jason Rhodes

Hi everyone, Frequently we have a need to collaborate with Acumatica Support on cases where they require access to our private cloud environment & subsequently our client sites.Does anyone know what the IP addresses (ranges) are that Acumatica Support uses so that we can lock it down on our firewalls? It poses a risk to our infrastructure to just allow access from everywhere. Best,

Hi everyone, I configure an email account with google modern OAuth. The email sign in correctly and the Test run correctly but when I run Send/Receive all this error is showing, especially when I'm trying to process the receive mail.  also, if the incoming mail process is selected where do all the email receive should be found? 

Hello all,I am trying to setup the incoming mail processing where if a mail is received it should be forwarded to an employee.Under the Incoming Mail Processing tab, we have the option to Routing the mails. How to setup this?Thanks in advance.

We are busy with an implementation and in the test company I tried to delete subaccounts / Segment Value and Keys that I feel won't be necessary.No transactions were processed as yet, but now I am not able to post or create anything. Please guide me on how to fix this? I am getting this error:Error: INTERCO, REVENUE STREAM of [VDiscountSubID] do not exist in the system.