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Configuration and Installation

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

  • 896 Topics
  • 3,300 Replies
896 Topics
Jp89
Varsity I
Jp89
asked in Configuration and Installation
Can approval processes be created for Opening a new Vendor or Customer account?

Can approval processes be created for Opening a new Vendor or new Customer account?

65111
D
Freshman I
12 days ago
K
Freshman I
kseal60Freshman I
asked in Configuration and Installation
Predefined Administrative Roles - Admin Role vs Others

Hey there! I am curious on if any roles are needed besides the “Admin" role for a system administrator to be able to do literally anything/everthing in the system. I see there are a ton of other administrative roles and wanted clarity on if any of these should be combined with the Administrator role. I have been assigning each admin user every single administrative role, but I feel like that is unnecessary and pointless. Thanks!

316
ed.goodman
Acumatica Employee
12 days ago
C
chwilson2013
asked in Configuration and Installation
Customized Native Login Page

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.

1411
B
Freshman I
13 days ago
dpruckus
Freshman I
dpruckusFreshman I
asked in Configuration and Installation
Need Advice on Upgrading from 2023 R1 to 2023 R2

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.

689
dpruckus
Freshman I
14 days ago
K
Freshman I
kgriffinFreshman I
asked in Configuration and Installation
Business Event Notifications

Is there a Business Event Notification option when a specific item is purchased? I have tried setting up an event but Item ID is not in any of the fields. Is there a way to add this as a field to track? Also, how do I attach the purchase order to the email notification? Reason: certain items require special handling and other departments need to be aware of the purchase when it takes place. 

202
K
Freshman I
15 days ago
N
Semi-Pro II
NetAdmin42Semi-Pro II
asked in Configuration and Installation
Scheduler not running business event

I have setup a business event to trigger by schedule, but in the Automation Schedules list it is NOT check marked under “Status” and I cannot figure out why the business event is not executing at all.Does anyone have any suggestions as to why this is NOT working?  

998
T
Freshman I
15 days ago
dpruckus
Freshman I
dpruckusFreshman I
asked in Configuration and Installation
AC running very slow on local

Hey guys. I have recently installed AC on the local server for testing purposes. Its loading every screen super slow. The recourses of the server are enough nad the system monitoring doesnt give any abnormalizes. Where do I start?   

699
dpruckus
Freshman I
15 days ago
J
Jr Varsity III
junmao01Jr Varsity III
asked in Configuration and Installation
Cannot start 2024 R1 instance after current windows update

I restarted my laptop today after the current windows update. All my local Acumatica 2024 R1 instances don't work anymore after restart. They all work fine yesterday. I get the following error. Does anyone have the same problem?Method not found: 'Serilog.LoggerConfiguration Serilog.Configuration.LoggerSinkConfiguration.Logger(Serilog.ILogger, Boolean, Serilog.Events.LogEventLevel, Serilog.Core.LoggingLevelSwitch)'.   

1558
Chris Hackett
Community Manager
16 days ago
S
spritchard
asked in Configuration and Installation
Multiple AWS SMS topics

We use AWS to send text messages, we have an Amazon SNS topic “Acumatica” and an access key associated with that. As more departments send SMS notifications through Acumatica, we would like the replies to go to different people. Is it possible to set up multiple SMS providers in Acumatica pointing to different AWS topics? Has anyone done this?

20
S
16 days ago
E
Jr Varsity III
ericklasimin61Jr Varsity III
asked in Configuration and Installation
Unable to Install Acumatica 2023 R1 Build 23.116.0019

Hi there, I am facing an issue on installing Acumatica on local machine. The error message shown: The drive structure: I would appreciate it if anyone could point me to the right direction on this.

505
E
Jr Varsity III
19 days ago
J
Jr Varsity III
jzhuJr Varsity III
asked in Configuration and Installation
Is there a way to set PO source to Drop-Ship automatically for all items?

Hi! I have created a replenishment class, I have set replenishment parament for one item to test, but I still could not get the PO source to automatically show up Drop-Ship when I create a sales order. I have also tried the suggestions from this related topic Set item to always dropship | Community (acumatica.com). Are there any other settings I should be aware of to have drop-ship show up automatically?    

706
C
Semi-Pro I
20 days ago
cmoreland
Semi-Pro III
cmorelandSemi-Pro III
asked in Configuration and Installation
Installation not Showing Available Websites

I am setting up a QA/Testing Env. This is all on one box. Everything is installed. however the acumatica installer is coming back with no available websites. (See img)   

1962
J
Freshman I
21 days ago
nhorvathNAW
Freshman II
nhorvathNAWFreshman II
asked in Configuration and Installation
Difference Between Setting up Restriction Group vs. Restrict Visibility To

I’ve been considering the difference between setting up restriction groups for Customers and Vendors versus using the Restrict Visibility To field in Acumatica. My thinking is that restriction groups might be more useful when there’s only one company/branch.Personally, when restricting Customers or Vendors, I prefer using the Restrict Visibility To field and specifying the company or branch. This involves creating the necessary access roles and applying them to the relevant company or branch. When a user logs in, they’ll only be able to see the Customers or Vendors associated with their assigned company/branch.In comparison, I find that restriction groups are more complex to set up and maintain. They can be applied to all customers or vendors using the "Apply" button under the customer or vendor class, but it’s more tedious.In your experience, when do you choose one method over the other?

220
nhorvathNAW
Freshman II
23 days ago
R
Jr Varsity III
ramya15Jr Varsity III
asked in Configuration and Installation
How to apply search function for Tree Selector in Acumatica

Hi Team,Currently, there is no Search function is available for the Work Group TreeView selector in Acumatica.Could you please help me, how we can configure the search function to the tree selector as highlighted below. Regards,Ramya

60
R
Jr Varsity III
27 days ago
S
Freshman I
selder53Freshman I
asked in Configuration and Installation
2023R1 Shipping Integrations

Has anyone else had to add the shipping integration and have it cost $2400+ annually.  We never had to do this before but with the upgrade this is what we are being told.

352
Jeff96
Captain II
27 days ago
K
Semi-Pro I
krausef77Semi-Pro I
asked in Configuration and Installation
Approach to USMCA Customs Form

Hi All, We have a customer needing a USMCA Form out of Acumatica. I know there is the Canadian Localization but this is really not applicable to them for being based in the US and just exporting on a somewhat regular basis to Mexico and Canada. Does anyone have a good approach to the USMCA Form or is aware of any native Add-ons that would solve this? Thank you!

211
gmercede
Varsity I
28 days ago
B
Freshman I
bfellerFreshman I
asked in Configuration and Installation
Shipping Locations

Where do I add a new shipping location?  We have a drop down of choices to pick from when entering a new Purchase Request but I need to add a new location to this list and cannot find where to do so.

235
hdussa
Jr Varsity I
28 days ago
M
Freshman II
mjonesFreshman II
asked in Configuration and Installation
Self Service Portal not installing correctly

We are trying to install the self service portal and cannot seem to do so on our instance.  It continually gives the error that it cannot copy the files if I try to name the instance “Portal”:Or it gives the error that it cannot find the files if I try to name it ANYTHING else even if I change the installation file path. If I create a brand new database and instance on this same server, all works fine. For a period of time it would not even run the configuration wizard.  This is on my self hosted NFR instance on Azure. We have a ticket open with Acumatica, but I thought I'd try here as well since we haven’t been able to make any headway.

354
szur
Freshman I
29 days ago
dsimmerly
Semi-Pro III
dsimmerlySemi-Pro III
asked in Configuration and Installation
2023 R2 Build release dates

Is there a place where I can see all the release / publish dates for all the builds of 2023 R2 ?

221
hdussa
Jr Varsity I
1 month ago
dsimmerly
Semi-Pro III
dsimmerlySemi-Pro III
asked in Configuration and Installation
Device Hub printing 2 copies of label

Customer is reporting that when printing carrier labels from Easy Post to Device Hub there are 2 copies of the same label printed - there is only one job created - the printer is configured to print 1 copy - is has been confirmed the zpl label file only contains only one label - the printer has been reset   What could cause this issue?  How can this be resolved

423
S
Freshman I
1 month ago
stevec94
Freshman II
stevec94Freshman II
asked in Configuration and Installation
Intermediate Upgrade to 2022 R1 on the way to 2023 R2 Fails

I received a “Could not load type” error after upgrading from (2021 R1 Build 21.116.0049) to (2022 R2 Build 22.126.0004). The error showed while trying to access the login page.The specific error:Could not load type‘PX.Commerce.Core.BCProcessorDetailAttribute’ from assembly ‘PX.Commerce.Core, Version=1.0.0.0, Culture=neutral, PublicKeyToken=3b136cac2f602b8e’.[followed by much text in yellow highlight]When this happened I shut down the VM, and rolled it back to the checkpoint I took immediately prior to the upgrade. I tried the upgrade process again:       Uninstall the current version of Acumatica via Add Remove Programs.       Run the AcumaticaERPInstall.msiThis had the same result. At that point I had to roll it back, and I have been trying to replicate the problem on a freshly built VM. The thing is that my sandbox VM upgraded without any errors, and the newly spun up VM also upgraded without error. I need to upgrade my production server, but need a little help with troubleshooting

252
Chris Hackett
Community Manager
1 month ago
J
Freshman I
jevins64Freshman I
asked in Configuration and Installation
Separate one Tenant with two companies into two Tenants

We have one Tenant that currently contains two different companies (they are separate LLC’s). We have had issues posting transactions to the wrong company within this Tenant so I would like to separate these companies into two Tenants. My thought is to either make an exact copy of the existing Tenant and then deactivate one company in each new tenant. This would leave a lot of “clutter” in each Tenant from the deactivated company’s data. My other thought is to create a new tenant and just import current GL balances and open transactions into it for the smaller company. Does anyone have experience with something like this or any advice on the best way to handle?

375
Laura02
Captain II
1 month ago
B
Jr Varsity III
BrendanLJr Varsity III
asked in Configuration and Installation
System email not landing in Sent Items folder

So I have a User who, despite having identical settings to my own, has stopped getting system emails that have been sent landing in their “sent items” folder in outlook. the test email sends successfully so I am not getting any errors to give me a hint of what might be happening. HollyH is the one who is not getting the sent items to show in the sent items folder. 

212
Chris Hackett
Community Manager
1 month ago
N
Semi-Pro II
NetAdmin42Semi-Pro II
asked in Configuration and Installation
How to delete Expense Claim Templates from a user

I have a user that has created several Expense Claim templates and wants them deleted.  I know I can list templates from the Document Templates screen, but how do I find the correct ones so that I can delete them?Or is there another simpler and easier way to remove Expense Claim templates?Thank you,

478
E
Jr Varsity I
1 month ago
N
Semi-Pro II
NetAdmin42Semi-Pro II
asked in Configuration and Installation
Opinions for Single-Tenant, Multi-Company vs Multi-Tenant, Single-Company

I have a client that operates two separate companies in two different countries.They do not want to share Financials, Customers, Employees, etc.  I am looking for opinions as to why I would implement, and what the deciding factors would be, for Single-Tenant, Multi-Company versus Multi-Tenant, Single-Company setup?The two appear so very similar.  Why would I choose one over the other? Looking for opinions, as to deciding factors.Thank you,Jeff

793
J
Freshman I
1 month ago

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