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Configuration and Installation

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

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lightmanJr Varsity II

asked in Configuration and Installation

Hosting Acumatica PCS on local server

My company previously had Acumatica PCP license, and we had to change to PCS because acumatica stopped selling the perpetual license. Now, our acumatica country agent is insisting that we move to AWS because PCS cannot be hosted on local server. I found multiple online sources saying that both PCS and PCP licenses can be deployed anywhere, on-premises or in a private data center, depending on your preference. But I still wanted to confirm it Can we install acumatica PCS on our local server?

1 year ago

jeewanishalika20Jr Varsity II

asked in Configuration and Installation

Upload xml file into drive location

Hi,I need to create xml file and then need to upload into drive location.Below code for creating xml file and download into local machine. #region Actions public PXAction<POOrder> MyAction; [PXUIField(DisplayName = "Export XML", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)] [PXButton(CommitChanges = true)] public virtual IEnumerable myAction(PXAdapter adapter){ XmlDocument xmlDoc = new XmlDocument(); XmlDeclaration xmldecl; xmldecl=xmlDoc.CreateXmlDeclaration("1.0", null, null); // Create root node of XML file XmlNode rootNode = xmlDoc.CreateElement("GridData"); foreach (InventoryItem dacRecord in dataview.Select()) { // Create an XML Element to represent the DAC row XmlNode xmlDACRecord = xmlDoc.CreateElement("DACRecord"); // Add desired DAC fields as child XML Elements of the DAC row

1 year ago

PorchlightZachVarsity II

asked in Configuration and Installation

System email account not downloading every message

We’re running 21R1 with a system email account configured to use Azure Modern Authentication. I’ve had users report a few instances of messages not being downloaded by Acumatica. They’re finding this out when customers send follow up responses that quote their previously sent message.It appears that these emails are just being skipped for no reason I can discern. The system schedule history does not show any errors for processing during the time that message would have been downloaded.Each time I have confirmed that the message is in the inbox for the account Acumatica is configured to use. These messages are marked as unread in the Outlook web UI and no one other than myself has the password to sign into this account directly. None of the emails I’ve investigated were being marked as junk.The most recent instance of this happened last week and as far as I can tell, nothing is amiss with the message. The end user did not modify the subject and the To address is correct. I am not

1 year ago

tim50Freshman I

asked in Configuration and Installation

Google SSO - setup question

Good day all, I have a self-hosted public-dns trial version of a 22R2 setup Build 22.206.0035 and I’m trying to enable Google SSO following this guide, but after enabling the options in the features the Google option still does not show up for me at login. Is it because I’m using the trial version? https://www.acumatica.com/blog/maintaining-acumatica-users-through-google-workspace/

1 year ago

manuelschulzeFreshman II

asked in Configuration and Installation

Problems with Microsoft Exchange / IMAP Email Synchronization

We’re trying to get the MS Exchange integration working. Part of it is working, calendar events and to-tos are being synced properly, and sending of emails works fine as well; however there are issues with syncing the email inbox.Our customer’s instance has two tenants, one for testing purposes and one that’s actually in use by our client (I’ll call it production).On the test tenant what happens is, I have to move emails from the inbox into a subdirectory of the inbox with the same name as is configured in the email section of the sync policy (SM204010). As far as I gathered, this is expected behavior.Whenever the sync process is executed, the emails from that subdirectory will show up in Acumatica, but on the exchange server the emails are automatically being moved back out of the subdirectory and into the main inbox folder.Is that also correct behavior? It seems strange to me. And if I manually move the emails back into the subdirectory and run the sync again, the emails do not appea

1 year ago

scottkahnFreshman I

asked in Configuration and Installation

Upgrading from 2021r1 to 23r1

If you’ve done this upgrade…Does anything change about the underlying data structures, or does everything that is “native” continue to function properly? The upgrade itself seems quite simple, but I expect customizations to require updating/replacing or eliminating since some of our customizations are now native functionality. Do you have a general sense of how many of your customizations (by percentage) need to be updated/changed vs. any of them continue to work as they did previously? Just curious about your personal experience on this item #2.Thanks!

1 year ago

jpeltackFreshman I

asked in Configuration and Installation

auto open certain screens during login process

is there a way to have certain screens automatically open upon signing into Acumatica? Same situation as if you are logging into your computer, and automatically have teams, or another program open without actually having to manually open it.

1 year ago

Michael NdungiVarsity I

asked in Configuration and Installation

Violation of PRIMARY KEY constraint 'UPHistory_PK'.

Hello everyone,I’m trying to create a new instance of an existing database but I get an exception with the following error.Kindly assistViolation of PRIMARY KEY constraint 'UPHistory_PK'. Cannot insert duplicate key in object 'dbo.UPHistory'. The duplicate key value is (5).The statement has been terminated. -------------------------------------- Inner Exception: Violation of PRIMARY KEY constraint 'UPHistory_PK'. Cannot insert duplicate key in object 'dbo.UPHistory'. The duplicate key value is (5). The statement has been terminated. From the database this is how the situation looks like; NB:database was moved to a different server.Any kind of response will be highly appreciated

1 year ago

Michael NdungiVarsity I

asked in Configuration and Installation

can't establish connection to the database server

Hello everyone,I'm trying to connect Sql server in a DB server to App server so as to create the application ERP but i get this error.Kindly assist. A network-related or instance-specific error occurred while establishing a connection to SQL Server. The server was not found or was not accessible. Verify that the instance name is correct and that SQL Server is configured to allow remote connections. (provider: Named Pipes Provider, error: 40 - Could not open a connection to SQL Server) -------------------------------------- Inner Exception: The network path was not found

1 year ago

jsieberJr Varsity II

asked in Configuration and Installation

Multifactor Authentication with Authenticator App

I’d like to setup Multi-factor authentication for all users in our tenant. I see options for sending an email or SMS but I would prefer using an authenticator app such as Microsoft Authenticator. Is this possible and I’m just not finding how to set this up?

1 year ago

ctrabada28Freshman I

asked in Configuration and Installation

Need to add employee ID to project inquiry but keep getting a reference number

I need to add the project manager employee ID (AcctCD) to the PM-Projects GI but keep getting the Account ID (BAccountID) instead. This is my setup. EPEmployee is linked to PMProject. How do I get the employee id that starts with “E”?

1 year ago

ray20Captain II

asked in Configuration and Installation

Is Inventory Migration after 2021R1 be different?

Hello, In help doc before 2021R2, like in 2021R1 below. We are having a section called “implementing inventory” and it gave out the guide to do inventory migration. However, after 2021 R2, like the recent 2023 R1, this section was deleted, and can not be found anymore. Why, is the inventory migration way be changed? Please advise.

1 year ago

Mike GiffordJr Varsity III

asked in Configuration and Installation

Is there a Timeline for 2023R1 official release?

I found an article pointing to February 2 release, which I dont think is accurate. I have already installed the Previews/Betas. Just looking for the timeline on the official release. Thanks!

1 year ago

paranthamanu84Freshman I

asked in Configuration and Installation

How to Edit Web.config file in Acumatica ERP Configuration installations?

Hi, Iam very new to Acumatica. I have Acumatica 2022 R2. Now My senior asked me to improve the speed to loading the Acumatica ERP Configuration installations via web,config, Any guidences will be helpful. Thanks

1 year ago

chidao

asked in Configuration and Installation

Disable Button Release on Landed Costs with conditions

Hi All,I got a case when the user always forgot to change the currency when typing in Landed Cost.Ex: Instead of 100,000 VND, they forgot to change the currency from USD to VND (the default currency from the vendor is USD).So, it causes a big problem for our business, to prevent this issue I create a condition as imageand apply to the fieldbut it does seem not the right way so the system doesn't work.Could you please advise how we can prevent the above issue?Thanks all,Yên Chi

1 year ago

chidao

asked in Configuration and Installation

Setup Kit Disassembly - Cost for component

Hi All,Business case: we have 1 container of chemicals. we will send it to the manufacturer to convert it into 3 bottles. The cost of bottles will include the cost of container chemicals divided into 3 plus the manufacturer's fee.Currently, I set up 1 Stock item (Finished Good) as a Kit and it’s included 3 components. I use the function Kit Disassembly to convert from 1 container to 3 bottles and add the cost of the manufacturer's fee. However, the original cost of material is not going to be the cost of the component as expected.Do you know any other flows that are more effective & meet the expectation?Our expectation is the cost of each bottle will be included the cost of container chemicals and the manufacturer's fee.Thanks in advance,Yên Chi

1 year ago

osamaaslam49Freshman I

asked in Configuration and Installation

Authentication In Acumatica

I am having difficulty sending an authentication token in the headers while trying to populate fields in IN304000. I have obtained the token from the login API. However, when I set the token in the headers of the API to populate the fields in IN304000, I receive a "404 Not Found" error. Conversely, when I use the logout API and attempt to access the IN304000 API, I receive a "401 Unauthorized" error.

1 year ago

chidao

asked in Configuration and Installation

Select Multiple Invoices when creating Task

Hi All,Can we create a task link with multiple Invoices?Our cases: we use Task to implement for the receivable team. They will update the status of the invoice or customer on payment following the task. There are cases, multiple invoices will have the same notes, and it takes time if each invoice we create a task.Appreciated it if you have other advise on this case or knew how to set up multiple select.Thank you,Yên Chi

1 year ago

ianmtyFreshman I

asked in Configuration and Installation

How to configure the "AP Bill" approval request emails so that they are sent to their recipient automatically since now the email remains "pending"?

How to configure the "AP Bill" approval request emails so that they are sent to their recipient automatically since now the email remains "pending"?In other words, on the SM507000 “Emails Pending Processing” screen, they remain with Mail status “pending” and they are only sent until you do “PROCESS” after having selected them.Detailed.-I have configured several Approval Maps in [EP205015], each of them with one or several steps, in each step a rule, where the entity object is "AP Document", and the approver is an "Employee".In "Accounts Payables Preferences" [AP101000], the Approval tab is "Active" in all Approval Maps. I'm using the system default Pending Notification Approval "AP Bill".So, when the A/P user adds a new Bill in "Payables" > "Bills and Adjustments" [AP301000] and sets an Owner or Workgroup ID in the "Financial" tab of the document, the approval process is triggered.In general the approval process works well, except that the notification emails to the user are not sen

1 year ago

brettnothan9Jr Varsity III

asked in Configuration and Installation

.Net Core 3.1 for 2023R1

Download .NET Core 3.1 (Linux, macOS, and Windows) (microsoft.com) What exactly do I need to download/install from this page to run 2023r1? Thanks,Brett

1 year ago

jenniferflores43Freshman I

asked in Configuration and Installation

It does not load the module tabs in acumatica in Chrome

Hello everyone, Can anyone show me how to enable the Acumatica menu highlighted in yellow color?I am using google chrome.Thanks in advance!

1 year ago

dsimmerlySemi-Pro III

asked in Configuration and Installation

Spell checking

Is there a spell checker in Acumatica ?

1 year ago

AnastasiaSchroeder88Freshman II

asked in Configuration and Installation

Extend segmented keys

Hello all, how can I extend the length of a segmentation key from 10 to 12 when data has already been created? When I try it, it comes to this error message:

1 year ago

andythomas65Freshman II

asked in Configuration and Installation

Microsoft Azure Single Sign-on help (SSO)

Hi, Hoping someone can help, we have a site that want to use SSO with Azure and I’m looking for a config guide as the help files don't really cover it it any detail and i think I’m missing something.I’ve created a App in azure and configured it (i hope) but when i Associate the user from the User Profile Screen i get We're unable to complete your requestunauthorized_client: The client does not exist or is not enabled for consumers. If you are the application developer, configure a new application through the App Registrations in the Azure Portal at https://go.microsoft.com/fwlink/?linkid=2083908. Which makes me thinks my application is not configured correctly! Any help would be much appreciated

1 year ago

byates

asked in Configuration and Installation

Disable PO Delete

After a series of unexplained PO deletion I am trying to disable the delete button from the PO Header. I am in the Access by Screen and trying to change Delete from “Inherited” to “Revoke” but it keeps resetting to inherited. Is there somewhere else I should be changing this?

1 year ago

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