Configuration and Installation
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other onfiguration questions
- 437 Topics
- 1,612 Replies
ZOHO/GMAIL email setup issue
I am trying to config the email in my local system and it keeps on giving me this error for both my zoho account and my gmail account.This is the configuration. I have done based on this blog i found https://www.augforums.com/using-gmail-with-acumatica/. But it is not working for me.
Azure AD License surprise 2019 to 2020 upgrade
Hello,Just wondering if anyone else has been running Azure AD SSO since 2019 only to upgrade and now you have to pay for that feature. Guess I should have paid more attention that is on me. But to break our current setup after an upgrade and requiring a license that was not required before is bad form in my opinion. At the very least should have had access to this feature until my current licensed expired.-Matt
Enabling Project Accounting in multiple tenant instance
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!
Can you change the file path that acumatica downloads go to?
Hi,I know that browsers have an option to download files to a different folder other than Downloads, so I was wondering if Acumatica had an in-built function that allowed a user to choose where they want their acumatica files to download to?All good if there isn’t a setting for this, I was just curious.
Historical data migration with attachments
Hello Acumatica Community, We have a potential customer who requires data migration of their open and historical transactions. The biggest issue is they require all attachments on each open and historical order to come over as well. Due to the nature of their industry (fire safety) they must be able to store and maintain all of these attachments for life safety purposes should something ever malfunction. We recommended to archive these attachments in a linked folder or site, which was shut down. We also recognize we can use an API push for this which is very cost prohibitive for the customer. Does anyone have any other advice or recommendations?
Sales Order type TR default Ship Via
How do I set the default Ship Via for Sales Orders of type TR?Usually, we would use the Customer or Customer Class. This specific type of Sales Order doesn’t have a customer, it has two warehouses involved. I cannot find a default for this and I’ve checked the Order Types and the Warehouses screens.Any help is always appreciated. Thank you!
New Employee ID wasn't Add/Reflect on the Employee Generic Inquiry
Hi Everyone, I am adding a new employee in acumatica. After I saved the document, the system generate a new ref nbr.but, when I go back in the Employees Generic Inquiry. I didn't see any details for Employee E00424. Is there any set up I need to reflect the employee set up? Thank you !!!
PXNotLoggedInException during Webhook execution.
We’ve developed a webhook that receives push notifications and does entity creation work. All has been working fine until we moved to 2022R1, where we’re seeing odd behavior during the process that is kicked off by the webhook event.The web hook kicks off a custom long running process before returning to the caller. The webhook returns correctly, but shortly after, the site goes down and we find a PXNotLoggedInException in our Windows event logs. This feels like an instance or installation related issue, rather than a code issue. Has anyone experienced this before?PXNotLoggedInException Detail
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.
Show the tax rate without passing tax account entries
Hi, We need to enter the tax rate in the system when creating the tax and show the tax rate on the documents but no need to create entries for the tax amount in the system. The tax rate needs to act as a showcase. Is there any possibility to cater to this requirement in the system?Your kind attention is highly appreciated. RegardsAmanda
Removing the "Correct Invoice" Sercurity- Sales Orders and Receivable Module
Good day,I am have a trouble locating the AR Transaction: Correct Invoice security setting to revoke access to the process. I have can’t seem to locate it. Sales need to be able insert new invoices I checked to Roles and User settings. Any assistance would be greatly appreciated. Thank you
GeneralInfo.NotificationSiteUrl point to dev site
Hi Gurus of Acumatica out there,Question: i have a notification template, the link is point to dev, it is using link string: “((GeneralInfo.NotificationSiteUrl))/Main?ScreenId=AP302000&DocType=((Document.InternalDocType))&RefNbr=((CurrentDocument.RefNbr))”I don’t find much info for “GeneralInfo.NotificationSiteUrl” at all. Anybody know how to fix it so it will point to Production environment rather than Development? Thanks.
user restriction only master files
Hello everyone,A user in Acumatica tenant has been restricted to see only the master files. Everything was fine yesterday, when the user came today, upon login in the tenant, he could see only the master files.He could not see even a single transaction.What could be the issue or where exactly was the restriction made?Kindly helpUrgently need to help the user.
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