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Configuration and Installation

Configuration and Installation

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

937 Topics
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937 Topics

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dskinconsulting36Freshman I

asked in Configuration and Installation

Is there a way to prevent specific users from being able to use the email functionality?

Only specific individuals should be able to email invoices from Acumatica. Is there a way within the user security or if by using the email account access to prevent certain users from emailing invoices?

1342

11 months ago

ngerstFreshman II

asked in Configuration and Installation

Local Tenant - Take Backup of Production and Deploy to Test

As a newcomer to the Acumatica environment, I'm currently navigating the process of transferring our locally hosted Acumatica Production data to our Test environment. The aim is to refresh the Test environment as part of our preparations for an upcoming upgrade. At present, the data in our Test environment is outdated, and we need to ensure that it aligns with the latest information from Production.While we have customizations in place, I'm seeking a comprehensive, step-by-step guide that can walk me through the backup and deployment procedures. My goal is to gain a clear understanding of the necessary actions to successfully transfer and deploy a fresh copy of data from our Production environment to our Test environment.Any guidance or insights into this process would be immensely appreciated.

1871

11 months ago

DhruvFreshman I

asked in Configuration and Installation

Numbering Sequence issue

Hi,I am facing an error in numbering sequence.Scenario :- I have created a snapshot from tenant screen in acumatica ( settings only snapshot). But when I restored this snapshot the numbering sequence gets reset to starting and the numbering sequence which was there in the instance while creating snapshot is been reset.Eg:- suppose I am using Bill of Material and my numbering sequence as :- Starting Number - BOM000001 to End Number - BOM999999and Last Number - BOM000037So, When I create a snapshot from settings only and when I restored this on new tenant or instance it reset my last number to BOM000000 and when I create Bill of material it creates duplicate.I have created CD field as my primary key in DAC and Database table. Then also getting same issue. Is there any way in acumatica to resolve this and also is there any function in acumatica as OnImport and if then how can we use and where we can use it.??Please suggest a solution for this.??Regards,Dhruv

1944

11 months ago

skumar98Freshman I

asked in Configuration and Installation

I am looking for Acumatica ERP Implementation Best practices . Where can I find this information ?

661

11 months ago

bstabiner95Freshman II

asked in Configuration and Installation

Demo Data for Version 23.112.0032

Does anyone know where I can find the demo data snapshot for version 23.112.0032? I tried at the link below but that version seems to be missing. https://acumatica-builds.s3.amazonaws.com/index.html?prefix=builds/zip/salesdemo/2023R1/

1693

11 months ago

AtiqJr Varsity III

asked in Configuration and Installation

Hi iam unable to access my Acumatica Portal Account For Learning And Certification

Hi, I have a acumatica Account in https://openuni.acumatica.com/, but when i try to access my account it denies even after entering email address, can any one help me out with this

1325

11 months ago

HarrySemi-Pro II

asked in Configuration and Installation

Creating parent Folder for Wiki page

Hello all,Is it possible to create a new parent folder so that we can create extra wikis for internal ops?

984

11 months ago

rcourtrightFreshman I

asked in Configuration and Installation

Disable VOID button for AP Clerk Role?

Hello, I’m trying to disable the VOID button for our AP Clerk Role in Checks & Payments screen. Does anyone know how to do this?

485

11 months ago

HarrySemi-Pro II

asked in Configuration and Installation

Where is the PROJECT segment key being used?

Hello all,I would like to know apart from the Projects screen, where is the PROJECT segmented keys being used in Acumatica? Recently I tried to import some of the project records but some of them weren’t imported. Upon analysing, i found out that the Project ID that I had been trying to import is of 11 characters whereas under the segmented keys form it is only set to 10. Now I deleted the project records and tried to change the character length to 11, but it throws the following error:

902

11 months ago

skumar98Freshman I

asked in Configuration and Installation

which document/course in acumatica university should I refer to , for upgrading from an older version of on premise Acumatica to the next version?

698

11 months ago

ljohnson14Freshman II

asked in Configuration and Installation

Device Hub Print Inconsistencies

What would cause the following behavior? Everything prints except the document details (Customer details, line items, etc.). It started occurring after a recent update to 2022 R2 Build 22.218.0023. We are using Device Hub when processing the print. The printers are set in the users profile.

1075

11 months ago

mjgrice32Varsity I

asked in Configuration and Installation

Cannot Deploy New Application Instance On Dev Laptop

I recently had to rebuild my development laptop. I am on Windows 10, running IIS (Version 10.0.19041.1) and Sql Server Development system.When I go to install a new 2022 R2 application, I am running into issues when I go to create the new Website. (It seems to be connecting to SqlServer just fine.)It sees no web site or application pool. I get these popups: And there is no website listed in the selection box: But there should be since it is in IIS: So… why isn’t it seeing the Default Web Site? It is there. I can browse it: What am I missing?

2063

11 months ago

hmukundanFreshman I

asked in Configuration and Installation

GoLive Checklist and Cutover Plan

Hello,I am looking for go live checklist and cutover plan for 2023 R1. Appreciate if anyone can point me to the resource.Thanks,Hari

3225

11 months ago

mcraig95Varsity I

posted in Configuration and Installation

Changes require to print Chinese characters in a pdf - Information Shared

If you are using Acumatica with a Chinese localization, you will need to make some changes if you intend to print via PDF. The symptom is that when you print Chinese characters and it is rendered into an external pdf. When you open the pdf the text is not viewable. In report writer there are a number of templates that supply the report you are editing with pre defined styles. You can load these into report writer as they are configured in a special report. Known as a template There are at least three that I have seen 1) Internal 2)external 3)report All these templates have default setting of Ariel The fix is to change these too Microsoft JhengHei You need to go into each template and adjust the style from Ariel to Microsoft jhengHei Once you change the templates you up load them a report versions to the tenant. Run the report. The report now with Chinese characters or English characters will properly be readable with an acrobat reader

431

11 months ago

kmckenzieJr Varsity III

asked in Configuration and Installation

Exchange On Premise and Emails - No Exchange Intergration

Over the weekend we upgraded from 2022 R1 to 2023 R2. Prior to this we were using IMAP to send emails through our Exchange server. We haven’t had any issues with this method until after the upgrade. Now we are getting an error “The remote certificate is invalid according to the validation procedure.”. Our certificate is not invalid. We have been told that Microsoft has deprecated Basic Authentication and they have, for Exchange Online. However Modern Authentication just became available in CU13 in May of 2023 and we were using it sucessfully in Acumatica until the upgrade.Has anyone else run into this issue and if so how did you fix it? Thursday is ACH day and we will have over 200 remittance advices to send out. We really don’t want to use the Exchange integration because we don’t want it that involved in our emails but we do need the ability to send out order confirmations, shipping confirmations, ACH notifications etc.

1181

11 months ago

HarrySemi-Pro II

asked in Configuration and Installation

Restriction groups Subaccounts - Not working as intended

Hello All,I have been trying to apply restriction groups on Subaccounts. When I created a restriction group with Group Type as A or B , it is not getting applied to any of the accounts. But when I try using A Inverse, it gets applied.Also, when I try to create one more restriction group with A, it still shows the same as it is showing for the above but when I try to create another restriction group with Group type A Inverse then it only shows me the subaccounts that I had restricted in the first one (of type A Inverse).How can I resolve this?

963

11 months ago

HarrySemi-Pro II

asked in Configuration and Installation

Business Event not triggering correct info

Hello All,We’ve setup a Business event that triggers the users for an AP check but currently it displays the info to whom the report is being sent instead of the vendor name in the report.The yello highlighted field displays the info of the receiver instead of the vendor. How can I resolve this? But when I run this particular report manually in the system, it displays the correct vendor info.

16417

11 months ago

yashodhalakshini85Freshman I

asked in Configuration and Installation

Segment Keys and Values with Number Sequences

Hi Team,We got the following error when creating the number sequence for customer ID.Number SequencesThe segment keys are defined as follows in the system.Segment KeysThe segment value of the key is as follows.Segment ValuesAppreciate if you can help to sort out this.Thanks/ Yashodha

2002

11 months ago