Configuration and Installation
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other onfiguration questions
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This is our first private cloud installation and though everything is accessible locally (the install was done on a virtual app server with a connection to a virtual db server), I am unsure of next steps to be able to access acumatica externally via chrome. What would the client or we need to provide/set up in order for the site to be accessible like this?I’m assuming they would need to provide certs for https, purchase a public IP address to bind the site to, and we would just need to configure the site under IIS with that information and the hostname (something like acumatica.customerdomain.com). But I’m unsure about all that and whether there needs to be something needed to be done with the domain. Can someone break this down for me? I don’t have too much experience with this sort of implementation. Thanks in advance!
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 ?
Docusign will not connect. Im in a test sandbox and I have Use Test API box checked off & API URL https://demo.docusign.net/restapi and I save and try to connect and get an error. I do have a docusign account and Ive provided the login info within the email & password fields. What am I missing?
I have taken a bunch of backups through the system over time for 2021R2. Now I want to upgrade to 2022 R1. My current version number of 2021 R2 is too high to be upgraded with 2022 R1. So I wanted to go back to a backup that was old enough to be supported by the 2022 R1 installer for upgrade.When I went to my list of backups, I noticed that almost all of them list the latest version of 2021 R2 as the version. However, that version didn’t come out until a few weeks ago, and most of the backups were from way before it came out.Can anyone explain (you will see there are a few backups in the list with a previous version….but not most of them)? How can backups taken before the latest version came out now have the latest version number?
An employee recently departed from our company. I need to know what unexpected / unintended consequences of disabling the departed employee as an Acumatica user. If the departed employee were to return can we “re-enable” him and he would have all of his histories, notes, set up? Can other employees access all of the departed employees work, notes, histories? Are we better off leaving the departed employee active and just change his Acumatica password?
I am trying to follow the guide for adding a filetype of .pfx for use with SFTP.I am able to view the screen 20.25.50, and can create a new line, but when I go to save, it refreshes and removes the new .pfx line. I do not get any errors or other pop ups; I’m at a loss! Has anyone seen this issue?
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.
This is a nitpick, since the Acumatica help correctly lists the available operating systems for running Acumatica 2021 R2 (including Win Server 2019). However, in the setup instructions for running Acumatica on Amazon EC2 (“Installing Acumatica ERP on Amazon Web Services”), under “To Launch an Amazon EC2 Instance”…..On the Select an Amazon Machine Image (AMI) page, select the Windows Server 2012 Base 64-bit AMI.Since Win Server 2012 is officially end of life about a year from now, it seems like this probably shouldn’t be the default suggestion for running Acumatica, unless I’m missing something.
Hi,I had a small customisation project which was working on 2020R2 but seems to have stopped working on 2021R1The workflow for Shipments (SO3020000) would change the shipment date on the shipment document to todays date when the shipment was confirmedAttached is screenshot of the workflow, I have tried with =Today() and checked the from schema box to use @Today but neither work. I would appreciate any suggestions
We have our production/testing tenant on the same instance, and we are wanting to enable project to test time tracking (internal projects) and also expense management.Would there be any issue with enabling in the TESTING tenant? Will enabling in one tenant (Testing) affect our Production Tenant since it is in the same instance? We don’t want to cause any issues with our sales team as we are configuring it and testing it.Or would it be best to do in stand-alone environment like another “Test” instance?Also, I haven’t come across any videos or training/configuration of internal projects, if you know any please let me know. We will probably do billing against projects later but initially we will be using for tracking internal projects and time for employees on those projects. Thanks!
Hello Community,I set up 2 FACTOR authentication to an Acumatica instance. The goal is to have an access code delivered by email. I found two troubles in using this feature: Although my intention is to use on email , the instance always sends a two factor authentication message for using push request method and the user has to click on “Use another authentication method” link which leads to another prompt where the user can click on “Receive code by email”. This is confusing for the user and is an unnecessary extra step. Really annoying if you need to do multiple sign-ins along the day. Another issue is the fact that two email are sent: one has for a Device Code and the other is for a Sign in Code. I do not understand this logic. Has anyone faced this issue out there? is there a workaround to eliminate those prompts and have a message confirming that an email was sent with the Sign in code to <email address>? It would be so much simpler and logical, in my opinion.
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
I’m looking for clarification on how to configure Field Level Auditing. How do you know which Tables and Fields to select on the Audit screen? Example:I wanted to audit changes to the SALESPERSONS tab of the Customers screen, which corresponds to the “CustSalesPeople” table. I tried to set up field level auditing by selecting the relevant Table and Fields on the Audit screen, as advised in the wiki. I only wanted to track changes to the Customer Salespersons table, so I only selected that Table. However, none of my changes were tracked with this config. Through some trial and error, I was able to get the audit working by also selecting the BACCOUNT and CUSTOMER tables.Can anyone explain why I needed to select these additional tables? Understanding this would make setting up auditing much simpler in the future. Thanks!
We run Acumatica 2020R2 and currently working on SQL Servers upgrade from 2012 to 2019. We have created new SQL Server 2019 and need to switch Acumatica production to it.I have successfully connected to new SQL Server (SQL2) from my local instance, now test it on DEV. Acumatica Configuration Manager have successfully updated database, but when trying to open website I receive error:Configuration ErrorDescription: An error occurred during the processing of a configuration file required to service this request. Please review the specific error details below and modify your configuration file appropriately.Parser Error Message: Login failed for user 'XXXXX\FEDXXX-DEV$'. User 'XXXXX\FEDXXX-SQL$' is <Domain>\<DEV Server name>$ This user was NOT created on SQL2 server during switch. Both DEV and SQL2 servers are internal and don’t have any restrictions.
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