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Configuration and Installation

Configuration and Installation

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

922 Topics
3,382 Replies

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922 Topics

gysdebeer02

asked in Configuration and Installation

Step-by-Step guide to setting up a new company/tenant from scratch

I have searched, but suspect I’m not using the right terminology.Does anyone have access to, or know where I could find a step-by-step checklist / guide to setting up a new company from scratch. Eg. Start with Company, then create ledgers, then COA etc. all the way through customers and inventory.Many a time one will start configuring and we might start with trying to import a COA but find we didn’t set up Ledgers first, or try setting up AP Preferences but find we’ve not set up COA for default accounts. So to see things in the exact order in which to set them up would be super useful. TIA

5522

1 year ago

NoahSemi-Pro I

asked in Configuration and Installation

How to change the Font on Acumatica hosted site?

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

8083

1 year ago

RaphaelPfaff12

asked in Configuration and Installation

Include an Acumatica screen, without menu tree

I would like to display an Acumatica screen - or a wiki page (via the wiki widget the display is unfortunately not so nice) via an embedded page widget in the dashboard.This way I can also include input screens or the calendar boards from the service management as a side panel.Unfortunately, however, the Acumatica menu tree is also visible in the view. Does anyone have a trick how to hide this menu tree, e.g. via the link?

591

1 year ago

hthuy24Jr Varsity II

asked in Configuration and Installation

How do I set up conditions in the workflow to prevent preparing invoices on the SO301000 screen?

Hi there, I want to set up a condition in the workflow to prevent preparing invoice action when there are two types of tax as below. I am trying to figure out how to set up conditions to make it work.Thanks in advanced.

460

1 year ago

salvonashaiFreshman I

asked in Configuration and Installation

Making files publicly accessible?

Is there any ability to make a file publicly accessible? Allowing anonymous, unlogged, users to download a file? We are on a hosted Acumatica implementation and are looking to streamline documents that are uploaded to stock items that are then shared on our website. Thank you!

290

1 year ago

Sagar GreytrixCaptain II

asked in Configuration and Installation

"View Only" access for the Customization Projects

Hello Experts,I'd like to inquire about setting the Customization Projects and Customization Project Editor screens to "View Only" access.The objective is to prevent users from making any modifications to customization projects, including publishing and editing packages. While I have successfully set "View Only" access for the Customization Projects screen, I've encountered an "Access Denied" error when attempting to do the same for the Customization Project Editor screen.I'd appreciate any guidance on this matter and would like to know if I've overlooked any necessary steps or if there are any specific configurations that need to be addressed.Thank you for your assistance.Regards,Sagar

2183

1 year ago

VladyslavPoberezhetsFreshman I

asked in Configuration and Installation

Database could not be accessed

I created an instance based on SalesDemo and published the customization. Then, if you close the site and reopen it, you will get this error "Database could not be accessed". Has anyone encountered this? What can be wrong with customization?

2686

1 year ago

mdyerFreshman II

asked in Configuration and Installation

Email Admin - Oauth2 Credentials Failing

Hello - We are currently operating on the Office 365 w/ Azure using the Modern Authentication 0Auth2.0. We had followed the attached instructions and set up the azure portal, and the external application. Everything had been working fine without issue since we set it up. Yesterday, the secret key credentials expired, and we created a new one in our Azure portal, however, since doing that, we are not able to get the system to connect. When testing the “Sign In” feature, we continue to get an error stating that the Tenant ID is not found, even after following all of the steps in the instructions. Any ideas what may be causing this?Thanks!

2644

1 year ago

dcomerfordCaptain I

asked in Configuration and Installation

Setup Shared Folder in File Maintenance

Hi I am trying to configure the Path, Login and password for the Synchronization Type of Shared Folder and no matter what i try it gives me an invalid URL or a 1326 error. Can anyone help with the syntax of the Path/Login please. Does this only work if Acumatica is installed locally?

4996

1 year ago

cmanhoffJr Varsity I

asked in Configuration and Installation

Initial Login Error on Tenant

I just created a test instance for Acumatica for the first time. However, I cannot do an initial login in my tenat company as admin. The password I thought I set isn’t working and I have tried different multiple password combinations. I’ve also tried to searching numerous Acumatica docs and I cannot find any reference on how to login to a tenant for the first time. I did find a site on the web that said the initial credentials were “admin” and “setup”. However, this didn’t work eitherHow do you reset or change credentials in this case? Is there a different set of default credentials? Do I need to uninstall this instance and create a new one? Any help is appreciated.

2875

1 year ago

jhsia62Freshman I

asked in Configuration and Installation

How to change the logo of a branch

Hi all,I’m wondering that how do I change the logo of a branch.thanks for the help!

3423

1 year ago

matthewjames83Varsity I

asked in Configuration and Installation

Intercompany Drop Ship Order

We have a prospect that has two companies, one base in ROI and one based the UK. The 2nd ROI company does not hold any stock and all sales orders are supplied by the primary UK company. We’ve worked through using intercompany and believe it would work for them to a degree but ideally we would like the Intercompany Sales Order in the UK company to be dispatched to the customer address for the ROI company. If we select to raise the intercompany PO from the ROI company to the UK company as a drop ship PO, we cannot seem to generate the intercompany SO from the “Generate Intercompany Sales Orders” process within the UK company. This means the ROI company would have to theoretically “Receipt” the stock to their ROI warehouse to immediately despatch their customer sales order. This adds another level of admin the customer would like to avoid as they would like the paperwork from the UK company to have to delivery address of the ROI company customer. Any suggestions would be appreciated.

1654

1 year ago

rodrigocid34Varsity II

asked in Configuration and Installation

Access rights for users that can switch among companies

Hi,Does anyone resolved this access rights scenario without a customization? User A needs access to view Journal Transactions screen in Company AUsar A needs access to edit Journal Transactions screen in Company B. We have customer that has 17 companies and there are going to be in the same tenant and this type of access rights is very common and important. Thanks!

1284

1 year ago