Configuration and Installation
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other onfiguration questions
- 638 Topics
- 2,325 Replies
Hello,I am testing the system email. When I click the “Log in” on the instant notification I receive the error below. Is this an easy fix? Did I miss a setting, or will the customers/vendors need to make this change also when they set up their emails? Please help me understand. Thank you,Barbie
Hello,We are having trouble with Debit Adjustments in AP becoming status “Balanced” instead of routing for approval. This is a new site on version 2022 R1. Build 22.101.0085 .In our test environment, I set up a very simple Approval Map that says where AP Document.Type = Debit Adjustment, send to an employee.The Approval Map is activated in AP Setup.TWhen Un-holding any Debit Adjustment, the status becomes “Balanced.” The help indicates Bills, Credits, and Debits can be routed for approval. What am I missing? Thank you!!
I have a customer who pulled a 180 on us and now wants to use Companies with Branches no balancing. When i go to companies and change it i get the following error.Error: An error occurred during processing of the field Sales Sub. value 4 Error: 'Department' of 'Sales Sub.' does not exist in the system. Also when i go to change one from companies with branches back i getSequence contains no elements Any help would be great.
Hello everyone,I need to customise the login page for a client. The login logo was replaced but I found out that the logo has a link attached to it which is defined as follows:I was not able to find a way to replace that url with the customer’s web site url in a customisation project. Does anyone know a way to replace that URL , please? Many thanks...
Hi All,we try to configure Azure AD as IDP and SSO for our Acumatica/Haufe X360 Instance.Right now in a Test Instance.If I follow the instructions here We get an Error:Integrating Acumatica ERP with Azure Active Directory Error Message:Description: An error occurred during the processing of a configuration file required to service this request. Please review the specific error details below and modify your configuration file appropriately.Parser Error Message: An exception was thrown while activating λ:PX.Data.Access.ActiveDirectory.IActiveDirectoryProvider.Source Error: An application error occurred on the server. The current custom error settings for this application prevent the details of the application error from being viewed remotely (for security reasons). It could, however, be viewed by browsers running on the local server machine. Source File: C:\X360\X360-004\Website\Files\web.config Line: 122Click here to show additional error information:Exception Details: System.Argume
Hi Team, We would like to know about the below points : 1. Can Acumatica be implemented to Indian customers, if yes, then - are the country features like Tax, Local languages, Address pincode available in the Acumatica 2022 R1?2. We are able to see the country field and Local language also, but we are unable to select the pincode and the state for India.3. Suppose if we have our company with 3 branches setup in 3 regions (eg. India ,USA, and Italy) is it possible to have country specific language and localization? And can all this be done from a single instance?
I am getting the following error message when I try to publish changes made to my customization project , I added a new field ton the journal transaction screen GL301000Publish CustomizationCompiled projects: FeedmixCustomisation1.0.0,materialUsageValidation started.System.NullReferenceException: Object reference not set to an instance of an object. at Customization.ModuleEditor.InjectNewFields(CstDocument doc, FilesCollection context) at Customization.CstManager.ValidateDocument(CstDocument doc, Action`1 logMessageDelegate, Boolean patchLibInDB) at PX.Customization.CstValidationProcess.ValidateCurrentDocument(Action`1 logMessage, String& warnings) at PX.Customization.CstValidationProcess.CompileInternal() at PX.Customization.CstValidationProcess.<>c__DisplayClass6_0.<ProcessRequest>b__0()How do I resolve these issue?
Docusign will not connect. Im in a test sandbox and I have Use Test API box checked off & API URL https://demo.docusign.net/restapi and I save and try to connect and get an error. I do have a docusign account and Ive provided the login info within the email & password fields. What am I missing?
I have enabled field level auditing.In the Audit screen, I selected the following:When I change the name of a vendor and save it (changed name to eQ Bank Test)then click Tools - Audit History, there are no changes shown:It looks like I’ve done everything correctly.I’ve tried this in multiple installations of Acumatica on different versions but no luck.~Joe
Hi all,I want to change the Control Type in one of my attributes. However, it is grayed out, meaning I cannot make the change. I think it’s active in one of the many workspaces I’ve been working in. I’ve gone through all I can, no luck. Any/all guidance will be appreciated.Thanks in advance.
Hi,I had a small customisation project which was working on 2020R2 but seems to have stopped working on 2021R1The workflow for Shipments (SO3020000) would change the shipment date on the shipment document to todays date when the shipment was confirmedAttached is screenshot of the workflow, I have tried with =Today() and checked the from schema box to use @Today but neither work. I would appreciate any suggestions
I may have missed something, but DocuSign esignature feature seems to have disappeared. Is this no longer supported by Acumatica? Also, even though AdobeSign is still listed in the marketplace as an option, I don’t see the setup or package for that either. We have a customer we are taking live that we provided information on this feature, and now we cannot deliver it.
I am trying to follow the guide for adding a filetype of .pfx for use with SFTP.I am able to view the screen 20.25.50, and can create a new line, but when I go to save, it refreshes and removes the new .pfx line. I do not get any errors or other pop ups; I’m at a loss! Has anyone seen this issue?
I have published a customization project to one tenant (projecthas 3 custom forms and Sales Order Screen customized), and I select the Publish to Multiple Tenant Option and selected the tenant I wanted the customizations to be seen. The 3 custom forms are not seen as expected in my other tenant but the Sales Order Screen customizations are still visible. Any idea why this occurs?Thanks.
Is there anywhere in the Help file or otherwise that provides a list of all the special roles in Acumatica? We’ve run across this issue when we create a new role for a specific job. We assign the user the correct access rights for the screen but some UI elements are tied to a special role so they still don’t show.In our case it was being able to open / close Financial Periods-that function is tied to the Financial Supervisor roleHere is a list of special roles that I’ve come up with so far. I would love to have a complete list with explanations. I’m not sure on the ones with a question mark. The following roles in Acumatica are special roles that are tied to specific functionality AcumaticaSupport: Role for Acumatica Support. Access similar to Administrator except for User Management, Security Settings and Access Management. Administrator: System Administrator. Gives access to every area of Acumatica Anonymous: No access- think this may be used in API calls for the initial con
Hello,I have a test/development Acumatica instance running - Build 21.116.0049 . My Acumatica Configuration Wizard is version 21.108.0032. When I try and perform Application Maintenance, it says that work with that instance, I need to use a newer version of the configuration wizard.However, I cannot seem to figure out how to update the Configuration Wizard. I downloaded the latest installer from Acumatica, did a repair (since there was no option to update) with no success?How does one update the Configuration Wizard with interfering with the Instance Itself?
Hello, We are planning to upgrade our server’s hardware in the coming days.Per my previous experience, this would cause the “installation ID” change.Then if I have to apply the license, I have to firstly deactivate the previous deployment on the old installation ID. But, right now, I can not find the deactivate button in customer portal.Is it not necessary anymore, or I have to go to a right place?
Hi All, @Tim Rodman , I have setup a Multistep PO Approval where I cant get the second step to work. The first step is for two users to approve where I have used the “Collect All Approvals….” (Rule Actions\On Approval which works fine). If the PO is < $15,000 then it need not go further and can be approved.The second Step is where I am having the issue. I have read the documentation and applied the rules but am still having issues. Please see attached for setup.Any help appreciated.Cheers,Laura
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