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Configuration and Installation

Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other onfiguration questions

  • 1,007 Topics
  • 3,702 Replies
1007 Topics
gmercede
Varsity I
gmercedeVarsity I
asked in Configuration and Installation
DeviceHub Printing using Business Events

Is there a way to fire a report triggered by a Business Events and sent to DeviceHub printer?

1242
L
Jr Varsity III
A
Freshman I
artFreshman I
asked in Configuration and Installation
PurchaseOrderDetail is empty in purchase order

Hello, i have a script to create purchase order inside acumatica the data i’m using to create purchase orders are from create purchase order but the issue is PurchaseOrderDetail tab is empty, nothing will be added to that tabi’m using this url: https://mytenant.acumatica.com/entity/myEndPoint/23.200.001/PurchaseOrder/Approve/ and this the json code:{"entity": {        "VendorID": {            "value": "V11110"        },                "Location": {            "value": "04"        },                "Type": {            "value": "Normal"        },        "OrderNbr": {            "value": "<NEW>"        },        "VendorRef": {            "value": "PO0000012"        },        "Description": {            "value": "Test"        },        "Owner": {            "value": "ART"        },    "Details": [         "InventoryID": {"value":"SD43RXWEPS-XL"},        "OrderQty": {"value": 2},        "UnitCost": {"value": "20" },        "POLineNbr": {"value": 1},        "POOrderNbr": {"value": "Or

330
A
Freshman I
S
Freshman I
sourabhcloverFreshman I
asked in Configuration and Installation
Menu Items Not found when adding into workspace

Hi I Have Follow T200 Maintaince Form Tutorials there a new form is created name Repair Service , I Have follow the same process but when after adding new workspace. I move on for adding menu there but , I was not able to find Menu Item named reapir Service , but in site map its showing there without any workspace attached to it . Now I am Unable to get Repair Service

2074
M
Freshman II
jionymacabuhay
Varsity I
jionymacabuhayVarsity I
asked in Configuration and Installation
Error when Upgrading Version : Invalid scriptType found: InitializePartitions

I just need some guidance regarding the application of the update.Recently, we updated our Sandbox environment to 2024 R1. Since we have a local copy from the local server, I'm also trying to apply the 2024 R1 version to it. This would be helpful as I can replicate and investigate some customizations in the local copy. I was able to download the package from builds.acumatica.com - /builds/ (acumatica-builds.s3.amazonaws.com). However, I encountered an error when installing the update: 'Invalid scriptType found: InitializePartitions'.  

130
jionymacabuhay
Varsity I
A
Freshman I
artFreshman I
asked in Configuration and Installation
how to connect purchase order to sales order in API

HelloI’m trying to submit special orders from API, once submitted special orders they should gone from Create Purchase Orders page screen ID PO505000, i’m creating purchase order with this json code:{"entity": { "VendorID": { "value": "V11110" }, "Location": { "value": "04" }, "Type": { "value": "Normal" }, "OrderNbr": { "value": "<NEW>" }, "VendorRef": { "value": "PO0000012" }, "Description": { "value": "Test" }, "Owner": { "value": "ART" }, "Details": [ "InventoryID": {"value":"SD43RXWEPS-XL"}, "OrderQty": {"value": 2}, "UnitCost": {"value": "20" }, "POLineNbr": {"value": 1}, "POOrderNbr": {"value": "OrderNbr-000001"}, "ReceiptQty": {"value": 2}, }, { "InventoryID": {"value":"SD43RWWEQS-2XL"}, "OrderQty": {"value": 3},

580
A
Freshman I
F
Jr Varsity II
fpantelidakis65Jr Varsity II
asked in Configuration and Installation
Canadian Client

We our implementing our first Canadian client. I have a question if a Canadian customer purchases the Canadian version and only really wants to work with Canadian currency -- do we just turn on the Canadian Localization and enter NO to Multi currency options? -- does the system know that they are Canadian currency by the version and Yes to localization?Thank you,Frances Pantelidakis    

1984
meganfriesen37
Captain II
G
Jr Varsity III
grillevanJr Varsity III
asked in Configuration and Installation
Outlook Plug-In - Standard of the box Acumatica

Good day,I want to make sure I am not crazy.  Is the Outlook Plug-in available out of the box for Acumatica.  I started working for a new business; they don’t have the plug-in activated on the license console.  The VAR is tell me that I have to purchase it..Has something changed.  We have Advanced Manufacturing.  2022R2.   We are moving to 2023R2 shortly.Thank you 

1163
G
Jr Varsity III
H
Captain II
HarshitaCaptain II
asked in Configuration and Installation
Organization Localization Code cannot be empty error

Hello all,I have been trying to create a new branch but whenever I try to save it, throws the following error: TraceHow can I resolve this issue?

538
H
Jr Varsity III
D
Jr Varsity III
DawoodJr Varsity III
asked in Configuration and Installation
Acumatica's adds Add-in for outloook

Hello, I am wondering if Acumatica’s add-in for Outlook will work on the Office 365 web base. Has anyone been able to install Acumatica’s add-in on Office 365 Web?

5634
jhouser
Captain II
T
Varsity II
tahayabaliVarsity II
asked in Configuration and Installation
Create Sand box

hi, Can anyone guide me how can i create sand box environment using my company portal? I want to test few things on my xx.acumatica.com but I want to test it in local sandbox with that data. Please guide me how can  i do that?

3543
Laura02
Captain II
A
Freshman I
artFreshman I
asked in Configuration and Installation
how to retrieve a removed EndPoint from web service endpoints

a webservice end point removed by accident, now I’m trying to bring that endpoint back, is there away to bring it back Thank you

953
RohitRattan88
Acumatica Moderator
D
Freshman II
dipalim18Freshman II
asked in Configuration and Installation
test instance snapshot restore

Hi, Can we restore the snapshot on test tenant without affecting on the live tenant of live instance.

431
Manikanta Dhulipudi
Captain II
A
Freshman I
azhangFreshman I
asked in Configuration and Installation
Invoice Notification is sent out twice back to back to customer even activities on customer record says only one time

Hi All,I wonder if anybody is having the same issue.  two copies of email sent out:we use the standard out of box notification templates InvoiceNotification (screen name: invoice, screen id: so303000) to send email to customers through “Print Invoices and Memos”(AR508000) manually.  Customers receive two copies of the same email back to back.  I check the activities on the customer record and all emails, Both places show only one copy sent out.   Anybody seen something like this?  any ideas where to go to fix it?  we are on 2022R1 build 22.118.0022appreciate any help/ideas.  Thanks.

37110
C
Freshman I
B
Jr Varsity III
brucewarrell96Jr Varsity III
asked in Configuration and Installation
User Inactivity Timeout

Using 2024R1 SaaS, we’ve set the user inactivity timeout to 3hrs in User Security>Security Preferences.  Users are experiencing timeouts of less than an hour.  Are there browser settings that also need to be changed?

1202
B
Jr Varsity III
C
Semi-Pro I
chidao
asked in Configuration and Installation
How to prevent users from editing Notes/ Files on Sales Orders

HI Team,There is any setting that we can lock the field Notes and File on Sales Orders after that SO is completed?

2095
GlenMartin34
Acumatica Employee
J
Freshman I
JoelGuayFreshman I
asked in Configuration and Installation
Is there an Audit History for Notes and File Attachments?

We would like to be able to see who is adding, changing and deleting Line and Header Notes to Sales Orders, Purchase Order, Stock Items, etc…We would also like to be able to see who is adding and deleting Files attached to Sales Orders, Purchase Order, Stock Items, etc…

1492
GlenMartin34
Acumatica Employee
L
Captain II
ltussing03Captain II
asked in Configuration and Installation
Default home page for user in 24R1

Hello,I created a new user and expected the home page to be the usual Acumatica page with links to university etc.Instead I get this: I did not set anything for this new user and really need the old standard default page. 

878
L
Captain II
W
Freshman II
wsobersFreshman II
asked in Configuration and Installation
Import to local Acumatica instance

                We are trying to restore some data from our snapshot going back to October 2023.We have built a local site (2022R20 in trial mode and started to import a snapshot.While the snapshot was being imported, I got the below displayed error.Any idea what might cause this problem? 

1162
W
Freshman II
B
Jr Varsity III
bclarkJr Varsity III
asked in Configuration and Installation
Multiple Order Types imported from Shopify

Hello, Is it possible to create an entity mapping for the Shopify store connector to create orders with different order types depending on certain criteria as it comes over from Shopify? I have the Shopify store set up with a default order type (WB), and then we also use the POS side. This has two order types for in store and ship to customer orders already set up.  However, we are starting to use other sales channels in our Shopify store and we don’t want all those orders from Shopify admin, online store, and other channels to ALL come through with the same order type. I’ve tried creating several different entity mappings to follow some logic with NO luck.    Any advice would be greatly appreciated!Thanks!

992
B
Jr Varsity III
H
Captain II
HarshitaCaptain II
asked in Configuration and Installation
Access Right issue

Hello all,I have been trying to revoke the RELEASE access right/button from the Reconciliation Statements form for the role of CA Clerk, but it is not getting implemented.What is it that I am missing?

636
H
Captain II
P
Semi-Pro I
ppowellSemi-Pro I
asked in Configuration and Installation
How can I determine why I get 'You have insufficient rights to access the object (Cst_CRTaskMaint)' when trying to create a new task on the tasks screen.

We are running into problems with creating a new task on the Tasks screen under Time & Expenses.From looking at the effective rights of the user in Access rights by user the user shows as having delete permission on the tasks screen. They can get to the screen and even click to add a task when an error message pops up saying ‘You have insufficient rights to access the object (Cst_CRTaskMaint).’How can I determine why this is failing?  Does this depend on the user being granted access to another screen first?  Has anyone else run into this issue?Thanks for any help,Phil

21487
B
Freshman I
dsimmerly
Pro I
dsimmerlyPro I
asked in Configuration and Installation
Device Hub and User connection timeout

If a customer has a low user timeout (30 min) for security reasons does this affect the ability for Device Hub to run for an extended time with no print jobs?Customer is having issues with only printing a few times per day on Device HUb and they feel like they need to restart DH to get the jobs to print?  Could this be the user timeout?Has anyone had this issues?  Is there a best practice to configure Device Hub that will only be used once or twice a day or so?  (note these are print jobs on daily automation schedule) Thank you 

731
Z
Jr Varsity II
B
Jr Varsity III
brucewarrell96Jr Varsity III
asked in Configuration and Installation
Lookup Box Support on Dashboard Parameter Field

Can Auto Suggestion be set up for a parameter linked to AR.Customer.AcctCD on a dashboard?

90
B
Jr Varsity III
F
Freshman I
FrankieDCFreshman I
asked in Configuration and Installation
Return Entity - Bigcommerce Connector

How can I ensure that return items in BigCommerce smoothly sync up with Acumatica? I tried to create a sample return order, but it didn't generate any return order.  

130
F
Freshman I
E
Varsity I
EvanGVarsity I
asked in Configuration and Installation
Mobile APP - User can't login but can login to website

Good day,One user has contact me that he can log on to the website but not on the mobile app.  I changed the password but he still getting the “server unavailable”  Is this a security issue?  He has been able to login the past.  I am able to login to the APP. Any ideas on how to fix the issue.Thank you. 

7558
meganfriesen37
Captain II

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