Configuration and Installation

Can you require a file attachment to certain transaction screens - Bills and Adjustments, Purchase Orders...Client wants to force a file attachment be done. If the user forgets, they want the system to give an error message. Please advise. 

Hi All, I am using windows data center 2022. I have installed the acumatica instance and use the existing database. But after successful installation I am facing the below Issue. Attach is the picture of error. 

Hi! I’m wondering if there’s a way to quickly add the users’ email account so that it can be used as the sender when creating email from the system.  or do I really need to set it up one by one?Thank you!

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.

I am trying to setup Audit History on the Access Rights by Role form.  I have the Audit form configured and active. When I view the Audit History on the Access Rights by Role I am not seeing the changes that were made to the role.  I am receiving the dialogue box that appears when audit is not setup? Any help would be appreciated. Thanks..coleen

Is there a way to add compliance rows as part of the Project Templates?

We have a client that has a financial period as user defined field that is receiving an object reference error when upgrading to 24R1.  I have verified the data is saving in the database, and I have tested different FinPeriodID selectors on different screens with the same issue.  We have a case open, but I wanted to see if anyone else has a workaround. 

We recently upgraded to 24R1, Build 24.109.0016.  We have a cloud installation.We are trying to copy Live information into our “Test” tenant.Normally we would export the snapshot, and then delete a few of the big files (like audit and emails), then upload the zip file.  This time however, we could not edit the zip file.  So we extracted it, removed the two xml files, and then zipped it again.  We couldn’t upload the zip file.This has never been a problem before, and we have tested this problem on two PC’s.Any idea on why this problem is occurring now and not in previous releases?  Also, a local copy of 24R1 doesn’t cause this problem, it’s when we are uploading it to cloud that we have an issue. 

Hi All,When performing multiple publish, most of the access roles are affected, and previous access configurations are removed. Can’t identify reason for that. Could you please advise why this is happening and how we can resolve it Thanks

We are a Canadian company, and we started taking orders from the US.  Our default currency is CDN; We have enabled multicurrency in Acumatica.  We are using Shopify for the POS and the online store; the Sales Orders sync just fine; however, the payment part is failed to sync with the error “Inserting 'AR Payment' record raised at least one error. Please review the errors. ARAccountID: Denominated GL Account currency is different from transaction currency.” We are not sure if we have missed configure anything in the Payment entity.  Hopefully, someone has successfully configured to sync for multicurrency ie. Shopify and Acumatica.  Any suggestions would greatly appreciate!

Has anyone also noticed that the global / universal search in Acumatica is not returning 100% of the possible results since we did the update for R1 2033.   For example not all customers populate, not all invoices etc…  Any feedback on this would be greatly appreciated.

Dear ALL,Go to Access History screen > Select User as admin > Operation: Access Screen => We see a lot of screens being used even though this admin User has no Log-in during this period.  Please help us explain. Best Regards,NNT

Hello Community! I have not had any luck in finding a clean answer to this, but I am hoping somebody has a good quick and painless answer lol. We have a customer that has multiple branches, and when using Dashboards and their widgets, those numbers are being pulled from every branch. We need a way to have the Dashboards/widgets only pull the information based on the branch that they are currently in. How can we do that? Thanks in advance. 

I have had to change the URL of our production instance, and now I have no way to update the URL in the configuration wizard. Does anyone know where the configuration wizard stores its data?

How do we test an email template to ensure it looks the way we want it to when received by our customer? 

How do we add other employee email addresses in place of the Sales email in the From section of our email templates? 

Hi ALL,We have Cases that are repeated periodically every 3 months, 6 months, etc., such as air conditioner maintenance, employee computer cleaning, car maintenance, etc.Take air conditioner maintenance as a specific example. We created a Case called "Air conditioner maintenance" and we closed this Case when it was completed. The air conditioner maintenance work will be repeated after another 6 months. How can the closed "Air conditioner maintenance" Case automatically "Open" again after another 6 months or How can the system automatically create a new Case "air conditioner maintenance" after 6 months? Best Regards,NNT

Hi Everyone,I'm localizing a tenant to Portuguese, but I keep getting an error whenever I open the screen where the specific string is linked because the strings contain "/". Does anyone have any ideas on how to resolve this issue? 

Good day,I am setting up individual user emails (2023R2).  Tested the email and it worked.  However, when sent an email outside the system; the Name of the sender was correct but it was sent from the default user email address. See sampleEvan G<noemail@none.com.  Evan G is the name of the person sending the email. and the address is for another user. We are using Office 365 emails.However, when the user sends it someone inside the company the right email address is used. Is this a setting issue?  Or changes needed to preferences?  I have not sure how to start to tackle to make sure the user name sends from the correct email address.Thank you@Evan G   

I am attempting to harden the IIS server for Acumatica. I’m following the CIS recommendation for this and similar instructions can be found here:https://www.tenable.com/audits/items/CIS_v1.8_MS_IIS_7_Level_1.audit:ecdf68afefe076d64ba1c06ce00fd629Upon doing this, I run into a problem within Acumatica, which is easily repeatable from the Sales Order screen. All records can be viewed with no problem, but going one layer deeper by attempting to open a specific sales order will result in a pop up error stating that “There was an error in the callback”. This occurs after editing the 64-bit version of the machine.config file.Doing some general searching on this, I cannot find anything that states that attempting to set this element to true will cause issues for Acumatica. Setting it to the default value of false, since the element does not actually exist to begin with, does not cause any issue.

How do I apply a restriction to a user such that they can only see documents for ONE VENDOR, not a Vendor Class, just one vendor in particular.I set up a restriction groupType = AEntity = VENDOR (AP.Vendor)Included in the entity list is our ONE Vendor and the included box is checked only for this Vendor. I set the user to having membership in this restrcition group, but they still see everything. I have looked at the documentation and I’m lost on how this is supposed to work, the A vs B groups and the inversals are confusing me. I just need this user to only see thier purchase orders and no one else’s.

Hi Guys, I am wondering if there are any known issues to do with Access Rights and setting them through the Access Rights By Screen.We had an issue where a sales order was deleted, I then changed the access rights for the sales order screen to insert rather than delete.In turn, this removed the Create Shipment action from view for all of our team…I then reset back the access rights to Granted for the Sales Order ModuleDelete for Sales Order ScreenDelete for the Sales Order (DAC?)Then Edit for the Create Shipment action, both CreateShipment & CreateShipmentIssue. Is this expected behaviour for this, if not what should my next steps be?I have raised this with our VAR but not had a reply for a few days.Any advice would be great! Aleks

How are cells in an excel file mapped so that when you “load records from file” Acumatica knows which cell to map to which field in Acumatica?The values don’t appear on the dropdown menu to select the mapping so I suspect there is config in the backend that needs changed to enable this to work.  As an examplePO Screen Excel file: Load records: When I try to import the file again with the edits, I get as far as here then most of the columns aren't mapped and you can see from the dropdown the only ones which are   Where do I go within Acumatica to configure this?

When editing a purchase order, the order needs to be put “on hold” before the edits can be made.Its super easy to forget to “remove hold” after the order has been saved. Is it possible to change the config so that when an order is saved after editing, the hold is automatically removed?  If someone forgets to remove the hold, the order is essentially invisible which can result in another order being placed as Acumatica thinks the stock is no longer on order. 

How do I enable a document-level discount code for a Customer that must be manually entered on a Sales Order?I created a Discount Type (Group), a Sequence, and applied it to my customer. Now it auto-applies this discount on every sales order for that Customer. I just want it when it is asked for directly by the user. I assume I’m just overlooking a toggle somewhere. Thanks!