Configuration and Installation

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.

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.

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

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

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?

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. 

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,

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

We recently upgraded our version to 2024R1, 24.108.0034. After the upgrade we started to get the following error on stock and template items syncing to shopify. What happens on the shopify page, there should be multiple variants available to order but when this error occurs, it only displays one size. It appears to be an error on the data types between Acu and Shopify. We do have some custom mapping settings configure on the Template and Stock Item Entities that include the ‘boolean’ expression that are mentioned in error message, I tried removing these mapping settings in hopes to clear the error but that also did not work. 

Any ideas on how to achieve this? The situation: We have two companies that are running from the same premises with the same staff covering both sides f the company. One of the companies is a supply company and the other is a service providing company .Most of the materials bought by the service company comes from the supply company (however not all). This is resulting in intercompany transactions back and forth. Our idea is to have one warehouse(in the system and in real life) for both companies. This will result in an Amount ‘Due to’ and ‘Due from’ for each transaction between the two companies( we have this configuration working and set up already). However we do not have the capability to recognize a Sale, COGS, the Profits for the intercompany sale when stock from the supply company is sold by the service company directly from the supply companies warehouse in Acumatica. Essentially we would like to set up that all goods purchased by either company are stored in 1 warehouse( in th

Trying to set up Integrated Shipping for UPS, and rates are coming back over a hundred dollars more than what UPS says it will on their website. What could be causing this issue, and how can it be solved?

Hi All,I am trying to delete this test tenant, but I am getting this error.What am I doing wrong? 

I'm experiencing an issue with field level auditing in the account payable preferences. I have enabled field level auditing in the enable/disable feature and also checked the related table of AP preferences. However, when I try to tick and untick some setup, there are no changes shown. Here are the steps I've taken so far:Enabled field level auditing in the enable/disable feature Checked the related table of AP preferences and set it to active Despite taking these steps, I'm not seeing any changes when I make updates to the setup. Has anyone else experienced this issue? Are there any additional steps I need to take to get field level auditing working in account payable preferences? When I tried another preference, specifically the Tax Preference Setup (TX103000), and made changes to it, the field audit is working.  

I am using MYOB Advanced (Australia’s Acumatica).  I have setup and successfully tested SMS notification which is based on Service Orders (FS.30.01.00) on a user defined field called “Service Status”.   I was able to get an SMS for the change in the status.However, the SMS notification only worked once and does not get triggered after this.  There are 3 Business Events.  One where the Phone type = Cell, Old value = New and New Value = Booked in.  Another Business even is Phone type= Cell, Old Value = Booked in and New Value = Repairs in Progress.  The last business event is New Value = Ready for Despatch/ Pickup (this would be from any other status as this is the last status).Business Event History doesn’t show any errors and there is nothing for the business events.

Hi there, We wonder if anyone successfully set up gmail with OAuth2 method?  We have created the gmails credential, got the Client ID and the Client Secret. However, we get this error when sign in: Not sure, what step(s) we have missed?  Any advice would be greatly appreciated.  Thanks….

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!