Configuration and Installation
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other Configuration Auestions
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Hi,Faced a teething problem. Uploaded client’s site logo and report logo in the Visual Appearance tab in Companies screen (CS101500). What appears on screen, is the Acumatica’s default logo. Cleared cache many times, log out and refresh website and site logo remains the same.Checked in the File Maintenance screen (SM202510) and access right is public.Where could we have gone wrong?
From past many days, we have been facing this issue in Acumatica.While working on ongoing cases or business accounts, we get an alert of The Session has expired issue and sometime You are currently logged off.Our Chrome is updated to the latest version and though we clear all cache and cookies, still after some days it gives the same error/alert.The session timeout in web.config is set to 600 mins.Highly appreciate your support.
I’m having difficulty controlling access to particular form elements. The behavior I’m observing runs contrary to the guidance provided by the Acumatica wiki and training manuals. Currently using Acumatica Cloud ERP 2020 R1, Build 20.114.0020. The wiki says that:“By default, a role’s access rights to the form elements and actions are inherited from the role’s access level to the container of form elements to which elements and actions belong.” This is echoed in the security training manual: But it seems that form elements (tier 5) actually inherit their rights from the Form (tier 3), rather than the Container (tier 4). This breaks the “hierarchy of nesting” outlined above, and makes controlling access to particular form elements much more difficult. Is this a bug, is the documentation wrong, or am I misinterpreting something? Example:Form: [Receivables -> Customer Locations] node is set to "View Only". Form Container: [Receivables -> Customer Locations -> Location] node is set
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
I need to know how to give someone rights/access to delete uploaded files.For example, we upload item drawings to the item’s BOM and when we have a new/revised drawing, we want to delete the old drawing and upload the new drawing.Where do I go to give someone permission to delete the file attachment???
I need to load Sales Demo for 2021 R2 version on SaaS instance, I checked the old portal and no links and neither any topic in new portal/community to get a link to download a snapshot for Sales Demo 2021 R2 (which contains all Mfg data etc). Would appreciate if anybody can share the link.
I haven’t been able to find any articles about this issue so I hope it is OK to ask a question here. I have a sandbox running 2019 R1 19.120.0012. I updated this site a few weeks ago using the Apply Updates option in the System Management area. When I try to use the Configuration Wizard to update the database it gives me the following error: Upgrade process has been interrupted. The database cannot be upgraded because your current build (19.120.0012) is incompatible with the build (20.200.0077) you want to install. Wait for the next update package that will be compatible with your current build.The call stack indicates that the installer doesn’t seem to know about 19.120 release. at PX.BulkInsert.Installer.InstallationCommon.IsAllowToUpgrade[t](String currentPrintVersion, String installerPrintVersion, List`1 KnownVersions) This seems to validate what the 2020 R2 release notes say about the direct upgrade path from 2019 R1 to 2020 R2:Acumatica ERP 2020 R2 can be upgraded from the f
I cannot find anywhere how to set the default shipping carrier that is chosen on the Sales Order screen under the Shipping Settings tab under ‘Ship Via’ and also on the Shipment screen at the same place.We have implemented the FedEx carrier plugin, but not the UPS one. UPS Ground is on the Ship Via Codes, but there is no place to select the default. We have 6 FedEx Ship via Codes, from the plugin, and one UPS and UPS is defaulting on every document. Thanks, and this would be a good thing to include in the documentation on setting up carriers.
Can anyone provide a “best practices” for optimizing IIS in production? We’ve experienced the following:IIS seems to need to “cold start” periodically. Takes about 30 seconds.Occasionally, during the day, while working with the system, it will “pause” for 20-30 seconds.The server CPU and memory are at less than 20% usage, as is the DB, so we have lots of horsepower.The server has a 10GB internet connection, and the client is on a 1 GB fibre.My thought is that this is an IIS configuration 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.
We are a manufacturing company and deal with a lot of numbers! Actually, we all do in business! Zero’s and alignment issues cause a great amount of strain on the end-user..headaches a lot of them don’t realize they can fix with a monospace font! I’ve changed the ‘Editor Font’ settings under Site Preferences, both on Acumatica hosted and a site our Partner hosts for us, but it doesn’t seem to have any effect. Luckily Acumatica seems to include most Windows default fonts, which have a few monospace fonts, but how do we get them to display? They would be particularly useful on the default Generic Inquiry Entry Screens with tables of numbers and letters. Also, it seems in order to get custom fonts on Reports, the font must already be on the server? Things like Shipment Number SHI01125 are ripe for confusion with Arial. Luckily the default font choices do work on the Reports. The site is making this request (on both sites respectively):https://acumatica.SITE.com/SITE/fonts/acumatica-f
Greetings all,On page 9 in course T190 “Preparing the environment” I have completed everything up to:“4. Clone or download the customization project and the source code of the extension library from the Help-and-Training-Examples repository in Acumatica GitHub to a folder on your computer.”I have programming experience but am new to GitHub. How do I get the project and code files from Acumatica GitHub to my GitHup on my computer?Thank you in advance!
Hello Community,In Synchronization tab of the File Maintenance screen, we find the field SSH Authentication Key when using SFTP.This field only allows to selecting a key from a list of existing keys. The list is currently empty.Does anyone what form to use to add an authentication key to this list please? Many thanksEudes
I would like to start a conversation about optimizing the performance of Acumatica ERP. This is a pretty general statement, as some processes or screens may require more heavy lifting than others, so there is of course no one-size-fits-all for performance tuning. With that said, let’s define performance as “the 80/20 rule for most users most of the time”. This means that most screens will load within 1 second, and most users will not be waiting more than a couple seconds for most processes to finish.With that rather general benchmark as our guide, what has everyone found as being important to the performance of various aspects of Acumatica ERP? I have thrown some pretty serious firepower at this system (think $6,000/month bill on AWS for virtual Windows Server + high performance RDS instance). I have noticed with this particular setup, things are pretty fast most of the time. However, I still see lag, especially if the system has not been touched in a while (right now there are only 1-
Use case :User wants to delete an attribute, ‘Delete’ is greyed out on CS205000 screen User wants to know if the attribute was ever used on an Entity class or an Entity profileSteps to find required information:Here are the steps to find out if an attributeID was ever linked to an Entity class and also on what Entity profiles is this attribute used.To find Entity class profile linked to an attribute:When you select an attribute on an Entity class profile ( say an Item class or Customer class etc.) an entry gets added to CSAttributeGroup table Create a GI and pull all records from CSAttributeGroup table, filter by AttributeID, you can find Entity classes with specific AttributeID.To find Entity profiles linked to an attribute:When user adds a value for an attribute on an Entity profile ( Say select a value for an attribute on a customer profile or an item profile), a line gets added to CSAnswers table Create a GI on CSAnswers table and set a filter based on AttributeID, you can find li
Hello, I was hoping to get some help setting up a UPS shipping label to print from Acumatica. Does anyone know the requirements to setup the UPS shipping label so it prints after the Shipment has been confirmed on a Sales Order? We are using native Acumatica UPS integration. Thanks, Eric
I'm noting this here for some future reference. I've seen this on a couple of different environments in a few different ways from a few different screens, but each time it's been the same solution....Enable Multi-Currency Projects. This is the error I was getting when trying to release various financial transactions, all linked to projects.“Error: Inserting 'GL Transaction' record raised at least one error. Please review the errors. Denominated GL Account currency is different from transaction currency.” The error you get when releasing a document is a bit vague and other than the little red "X" at the top of the screen, there's no clear place to see the error as no tabs or cells are flagged. The error text is a bit misleading and could be clearer. It would be nice if the error message referenced that the “Project Currency is different from the Transaction Currency”The error message leads you to check the AP or AR account or maybe that the bank account is in the correct currency
Hello Friends We have an Acumatica 2021R1 instance with build 21.116 Using the Apply Updates screen, we are trying to upgrade it to 21.119 build. Right after the upgrade process is completed, we are seeing this error messageCould not load file or assembly 'PX.Telemetry.Adapter, Version=126.96.36.199, Culture=neutral, PublicKeyToken=null' or one of its dependencies. The system cannot find the file specified. Could you please assist if there is anything that I am missing here on the upgrade or if anything needs to be done before initiating the upgrade? ThanksSaikumar C
A specific user has full rights to go to a specific dashboard without issue, but when setting the dashboard (or a different dashboard) as user Home Page, upon login it just goes to generic Welcome to Acumatica page. The user has full Granted rights to these dashboards and can see the dashboards just fine when choosing them from the menus.
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