Configuration and Installation

We have a prospective client who has two companies that will be setup in the same tenant. Can they have separate URLs mapped to the different companies?(example: CompanyA.Tenant1.com mapped to CompanyA and and CompanyB.Tenant1.com mapped to CompanyB)

Hi i am trying to connect to my local sftp server from acumatica. i have followed the instruction provided herehowever. i am still getting error “Permission denied (publickey).”. i am very sure my stfp configuration is correct because i can connect to it using winSCP without any hitch. can someone please give me a more detailed way to sort this out. all the instruction i have found so far are vague and no response to follow up questions

I’m upgrading from 2024 R1 to 2024 R2.  ERP installation goes fine, and the database upgrade completes successfully.  However, the site upgrade fails. Full text from the window is here -Exception occurred while updating the site files. -------------------------------------- Inner Exception: Exception occurred while backing up the files from 'C:\Acumatica\Program Files\Instance\AcumaticaDB2023R1\' directory. Try to do it manually.  --------------------------------------  Inner Exception:  Could not find a part of the path 'C:\Acumatica\Program Files\Acumatica ERP\BackUp\Sites\AcumaticaDB2023R1_20241010_173255.zip'. This looks like some sort of permissions error, but I’m just guessing.  I am an domain admin, domain account explicitly in the Administrators group on the server, an

Kicking the tires on the Project Inventory support in 2024R2 as we’ve needed that capability for three years. So excited to see the progress. However the upgrade process seems to be losing/orphaning inventory records during the process.Background: our 22.117.0016 system has 9,000 inventory records with non-zero quantity, 6,000 records across projects, another 3,000 in ProjectX (e.g. unspecified, I think Acumatica is now calling that “free stock”). After upgrade to 24.201.0052 (by way of 23.119.0015), the Project Inventory Quantity and Cost GI shows just 2,677 records, only 300 of which are non-zero (which is particularly weird, as I wouldn’t generally expect qty on hand to be zero in the GI).My initial thought was the GI is just broken, but digging deeper it appears that there is something not working right with the conversion from the old project stock to the new concept of project stock.Is there documentation on how this conversion should work, and/or any

Hey there. The system I am working on is showing a number for the access rights on the “Access Rights by User” screen. Context: An accountant in AP expressed to me that they cannot create new bills on the bills and adjustments form. They are assigned several roles, some of which have “Delete” rights to everything in AP (the AP Admin role). However, the user cannot create or delete bills. I went to look at the user access rights and that is when I saw the “4” everywhere. I managed to fix it and give them access rights by manually changing the AP Admin access rights to the Bills and Adjustments form from “Inherited” to “Delete”. I am very confused though because it was inheriting delete, so I don't know why changing it from inherited fixed it. Furthermore, the numbers are confusing.Thanks!

Hello,We are trying to customize our Acumatica login page. We would like to hide the native login box from the main login page, create a separate page for this and have it as NativeLogin.aspx, we were able to do this in our testing environment and a login box popped up and it was working. When we replicated this in our production environment it was not.We are using SSO with Azure AD, our tenant url is https://erp.sitelogiq.comAny help to get this resolved is greatly appreciated. Having the login page simplified will greatly improve user experience.

Hey team, I have just update to the latest of 2023R1 build 23.120.0004. Now I have downloaded 2023R2  23.206.0006 and installed it on the server, however, trying to run the update via erp config wizard, but im getting error that this build is newer and is not supported. What am I doing wrong? Im trying to update to 2023R2 and after move to 2024r1. Upgrade process has been interrupted. The database cannot be upgraded because your current build (23.120.0004) is incompatible with the build (23.206.0006) you want to install. Wait for the next update package that will be compatible with your current build.

Hi AllIs there a way to configure Multifactor Authentication for Acumatica contacts on the Acumatica Portal?

Our client has SSO installed, and have more than 30 users with the SSO, but seems that 2 users are not receiving any emails, there is an error for Full mail box, but this is not the case for the 2 users that are having the issue. Acumatica emails are being sent and processed with no issues, our client reviewed the users and nothing seems to be out of order with those users. If someone has had a similar issue and was able to solved it let us know, I appreciate the help.Error: ‎554 5.2.2 mailbox full; STOREDRV.Deliver.Exception:QuotaExceededException.MapiExceptionNamedPropsQuotaExceeded; Failed to process message due to a permanent exception with message [BeginDiagnosticData]Cannot get ID from name.

I need to restrict purchase orders to only those a user created or owns. I’ve put conditions on PO primary list and restricted access to certain buttons on the PO entry screen. This works, but there are several loopholes. One is that user can still use search bar to find any PO. Is there a way to restrict access to search for certain user roles?Thanks in advance for input. 

Good day, I developed the the below approval condition and maps.The user enters the bill and then releases it and that point the Status should be pending approval.  It is not working.  I thought it was a timing issue related to the date but I tested that; still not working.  it is not inactive and put back the old version which did work.Your assistance is greatly appreciated. 

Hi, Client has raised a scenario where the current approval workflow is set to require approval by the project maanger. However, due to the high transaction volume, they are seeking an alternative solution. Specifically, they want a shared approval process where some AP bills can be approved by the Project Admin, while others can be approved by the Project Manager.Essentially, they are requesting a shared approval mechanism where either the Project Admin or the Project Manager can approve transactions.I have reviewed the system settings and, aside from the option to reassign approvals, I couldn’t identify any other configurations to accommodate this scenario. Is there a system setting or alternative approach we can implement to support this approval workflow?  

I am trying to set up the customer portal, however, I am getting the error: “The Base Currency of the Customer associated with your user profile differs from the base currency of the default portal branch” whenever I go to the catalog, (My orders works fine.) I have checked, and both the client and the company are both set to USD. What could be causing this issue?

Hi All,Is this possible to setup for user only see the transaction and info belonging to the company that they sign in to?There is 2 companies in my tenant, and user have access to both companies. When open the generic enquiry such as Sales Orders SO3010PL, I can see transactions of both companies in a place even I sign in to Company A.I expect that can setup for user to see only the transaction of the current company that they are working on.Are there any way to set it up?Thanks in advance.Yên Chi

Hi, We want to create a new Purchase Order type in the system i.e. Group Outlet PO, so instated of adding new PO type can we rename the existing PO type Standard to Group Outlet PO. Please find the below screenshot for reference and advice.  

I am assuming that this exists.

Hello! Is there a proper way for setting up Gmail as system email account in Acumatica? I followed the instruction here Using Gmail With Acumatica and read through this solved post Gmail setup issue | Community but was still unable to test connection successfully. We mainly want to be using this to process incoming documents for the AP document recognition service.    Thank you!!

Hello, is there anyone here who enabled there External File Storage in Acumatica SaaS?

We have incoming mail processing turned on to allow automated case creation when an email comes into our help account. This works great except when the contacts email does not exist in our system. What is the best way to handle these? It would be awesome if the system created the account based on domain and then still proceeded with case creation. We are currently having to monitor the inbox, create the contact and then create the case when this occurs. It also seems the case will not auto create after the fact once contact is in the system. Looking for ideas on how to make incoming mail more efficient for us. Thanks!

Is it possible to use google file storage bucks for external file storage in Acumatica SaaS like Amazon S3 or Microsoft Azure Blob storage.

Hello Community,I’m looking for a trial Acumatica Cloud instance, can anyone help with this?I tried downloading the trial instance but facing issues while connecting with SQL server, therefore if there is any way by which I can directly access the Acumatica trial account without downloading and setting up with the long process, it would be helpful.Your insights and experiences would be invaluable in helping me get started. Thank you in advance for your assistance!

Can someone elaborate on this step in the Avalara Implementation help guide: 13. Configure AvaTax for nexus states and map companies. Make sure the ID/Code are identical in both systems. What is meant by ID/Code?? I’m assuming it means the Companies, but Avalara is asking for Locations, so not sure where to enter the ID/Codes. As it stands these do no match because I’m not sure where the word “Primary’ is coming from.Acumatica ID’s:  Avalara Locatons: Thanks for any help.

Is external file storage can be enabled if you are using Acumatica SaaS?I’m planning to use it this year?

Hello community, I have setup a couple of restriction groups in the Row Level Security space, lets call one Group A and the other Group B. They both use group type A (direct). I have assigned User A to Group A and User B to Group B.In Group A, I have selected ALL of the available Item Classes and added them to it.In Group B I have selected a specific item in the Inventory Items tab. No Item Classes were selected. When I look at the Stock Items page, User A can see all the items as expected. However, when i look at the Stock Items pages as User B I do NOT see the Inventory Item I selected. Why is that?

Hi, So I try and stay up to date with release notes but there’s always a confusing part to some of it.For example, if the release notes mentions a bug fix but then mentions a workaround underneath, is it fixed for this build and the workaround is for older builds or was it just identified and do this workaround for now?Here’s a good example from 2024R1 build 115. A KB article from a while ago said this bug would finally be fixed finally in build 115. The release notes make mention to it but then put a workaround. So was it fixed or not?  Regards, Andrew