Configuration and Installation
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other Configuration Auestions
- 354 Topics
- 1,262 Replies
A specific user has full rights to go to a specific dashboard without issue, but when setting the dashboard (or a different dashboard) as user Home Page, upon login it just goes to generic Welcome to Acumatica page. The user has full Granted rights to these dashboards and can see the dashboards just fine when choosing them from the menus.
Since currently it is only a relationship 1 to 1 when assigning a Contact to a Business Account, is there a way to allow a contact to have access to the parent and all children accounts' information from the portal?In other words. I have Parent Business Account ID (PBA) assigned to a Contact (C) and PBA has multiple children (MC) associated to it.Can then C, have access to PBA and all MC's information on the portal by Business Account? Thanks
Hi,We are currently looking at moving forward with an implementation of Acumatica in our company but we are finding the demos are not detailed enough to drill down into some of the major things we are concerned about. Is there any way to get a copy of the installation software and maybe the demo database for us to install in a test environment and play around with different scenarios ourselves? It seems like the only way to download the software is through the Acumatica partner portal which we do not have access to.Thank You.
Have a customer who is asking about the role of the login user used in the Device Hub configuration site screen. I’ve looked around a bit but can’t seem to find anything that spells out any requirements, etc. for this login user. The customer would like to create a unique user to enter here, but are there any requirements for the user used in this screen? Security roles, etc. thanks.
Hi, i trust that everyone is well. We have a device hub setup for scanning documents, but all the documents keeps scanning in duplex but the config is set to 1 sided scanning Scanner: fujitsu sp1130Driver: Paperstream IP (TWAIN) Scanner is tested and working correctly on the Windows side and no duplex problem Any suggestions
We are a manufacturing company and deal with a lot of numbers! Actually, we all do in business! Zero’s and alignment issues cause a great amount of strain on the end-user..headaches a lot of them don’t realize they can fix with a monospace font! I’ve changed the ‘Editor Font’ settings under Site Preferences, both on Acumatica hosted and a site our Partner hosts for us, but it doesn’t seem to have any effect. Luckily Acumatica seems to include most Windows default fonts, which have a few monospace fonts, but how do we get them to display? They would be particularly useful on the default Generic Inquiry Entry Screens with tables of numbers and letters. Also, it seems in order to get custom fonts on Reports, the font must already be on the server? Things like Shipment Number SHI01125 are ripe for confusion with Arial. Luckily the default font choices do work on the Reports. The site is making this request (on both sites respectively):https://acumatica.SITE.com/SITE/fonts/acumatica-f
In 2020 R2, I can't figure out how to allow users to able to see Update History (Tools...Audit History) without also being able to click on the Enable Field Level Audit button. I would like users to see update history and not be able to do any Enabling. The Field Level Audit role allows the Audit History item to show on the Tools menu but I can't see where I can control the Enable button.
We upgraded to version 20.207.0012. The upgrade path was:from 19.205.0023 to 19.206.0036then to 20.201.0051then to 20.202.0043finally to 20.207.0012We did all of these update is one night and did not test inbetween updates.Testing seems to show most things are fine, however we now cannot open the Project Quotes listing page. We are able to open the Project Quotes form (PM304500) and we can open existing quotes using that form, but any attempt to visit the Project Quotes listing (PM3045PL) results in this error:A table with the alias Owner cannot be found. We have in the past applied a customization project pertaining to quotes, but we unpublished before the upgrade and have not yet republished. Those customization projects did not affect PM3045PL, but they did make changes to PM304500 and they did add a couple of columns to the CROpportunitiesProducts database table. Of course, those columns are still in the database.Any help sorting this out would be much appreciated.
Hello,A client requested autonumbering based on a inventory class.I adjusted Segmented Key to include the inventory class as Segment 1 (AAA format) and defined its keys. Added Segment 2 as numeric (6 digits) for auto-numbering.Also defined numbering sequence for the segment 2 and selected auto-number. The issue I have is auto-numbering is not sequential within an inventory class.So if I create item BBB<NEW> after AAA000001 it saves the item as BBB000002. How that can be set up so the numbering is sequential in each Segment 1 value? Best regards,Mike
On the Exchange Server Configuration screen I am getting the following error message: An exchange URL cannot be auto-discovered.An attempt to auto-discover the exchange URL by login failed. Please specify a correct exchange server URL.The remote server returned an error: (401) Unauthorized. Does anyone know why that error message occurs, and how it can be fixed?
I'm noting this here for some future reference. I've seen this on a couple of different environments in a few different ways from a few different screens, but each time it's been the same solution....Enable Multi-Currency Projects. This is the error I was getting when trying to release various financial transactions, all linked to projects.“Error: Inserting 'GL Transaction' record raised at least one error. Please review the errors. Denominated GL Account currency is different from transaction currency.” The error you get when releasing a document is a bit vague and other than the little red "X" at the top of the screen, there's no clear place to see the error as no tabs or cells are flagged. The error text is a bit misleading and could be clearer. It would be nice if the error message referenced that the “Project Currency is different from the Transaction Currency”The error message leads you to check the AP or AR account or maybe that the bank account is in the correct currency
Greetings,After downloading the most recent package on the Apply Updates screen, clicking Install Update throws the following error:The website contains a published customization. Click Customization Compatibility to validate the compatibility of the selected update with the customization.When I click Validate Customization (I do not see Customization Compatibility), I get the following error:There are no customizations, published or unpublished, showing on the Customizations screen.Does anyone know what I am missing?Thank you!Kimberly
We are trying to inactive a branch and cannot because of a warehouse error we're getting “The ‘XXXX’ branch of the company cannot be set as inactive because the following related warehouses exist: ‘XXXX’”. Is there any issues/ramifications if we move the warehouse to a different branch?
Hello Acumatica Community, I just started training in Acumatica University. I am running a local instance of 2020 R2 with Microsoft SQL Server Express. Everything seems to be working fine, but speeds on the local host are very slow. I have a brand new machine (i7 cpu, 16gb ram, SSD), but loading forms is still very slow. I configured IIS with the default settings outlined in the installation guide. Does anyone have a recommended configuration to optimize speed on a local instance? I do not see any forum discussion related to this topic. Also, is standard SQL Server recommended over SQL Server Express? Thanks!Andrew
Easy way for a field in a grid entry screen to prefill down from the prior row? For example user is entering PO items and would like the project ID to prefill down for each line after they select the project in the first row?
Hello Team,I need your help.We receive an error during read the data from ERP with ContactReader classI/O error on GET request for “https://rest.zuora.com/v1/files/2c92a0ab766fb5f90176711562961250”:The error has the following view:connection reset; nested exception is javax.net.ssl.SSLException: Connection resetWhat we should do to eliminate this error?Thank you!
Hi,Faced a teething problem. Uploaded client’s site logo and report logo in the Visual Appearance tab in Companies screen (CS101500). What appears on screen, is the Acumatica’s default logo. Cleared cache many times, log out and refresh website and site logo remains the same.Checked in the File Maintenance screen (SM202510) and access right is public.Where could we have gone wrong?
I cannot find anywhere how to set the default shipping carrier that is chosen on the Sales Order screen under the Shipping Settings tab under ‘Ship Via’ and also on the Shipment screen at the same place.We have implemented the FedEx carrier plugin, but not the UPS one. UPS Ground is on the Ship Via Codes, but there is no place to select the default. We have 6 FedEx Ship via Codes, from the plugin, and one UPS and UPS is defaulting on every document. Thanks, and this would be a good thing to include in the documentation on setting up carriers.
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