Configuration and Installation

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!

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 

I am trying to create a new Workspace. However, when I click the 3 dots on the left menu, the only option I have is to collapse the menu. Is there somewhere else I can access creating workspaces, or is this a permissions issue for my user role?

Hello All! I am looking to combine our current users' roles into singular roles. For example: I am part of 5 roles. I created a new role; I want to copy everything that I am a part of and move it into this singular role. Is this possible without having to go through and copy all permissions from each role? I hope that was clear…  Thanks,Brent

Hi, Is there a way to give rights to a user to just add/edit vendor item ID in the Stock items screen and save but not allow them to add/edit anything else on the stock items screen? 

Is there anyone here that can guide me how am I going to create an email notification when there is a new case created in Acumatica?

Do you have any suggestion what is the best option where to put the sharepoint link in Acumatica instead of the actual file? What I’m going to do is in order for us to lower the cost in terms of storage in Acumatica, my workaround is to put the files in sharepoint then get the link in the sharepoint and save it to Acumatica. Any suggestion where to put the sharepoint link?