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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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daltonFreshman I

asked in Configuration and Installation

Acumatica Installer

I need help to access the acumatica installers

1 year ago

juneterris87Freshman II

asked in Configuration and Installation

Multiple Companies within 1 Tenant with different email address

I have a site operating 10 companies within one tenant. They want to send their invoices /statements from an email address relating to the relevant company. Within the notification template they can only set one email account which is not company specific. Anyone came across this with a solution ?

4 months ago

najmi84Freshman I

asked in Configuration and Installation

Acumatica 2021R1 and ADFS

We are looking the user manual to share with client who is running ADFS 4.0 (Windows Server 2016).Most of Acumatica online help just provide the information to integrate against ADFS 2.0 (WIndows Server 2012). The client ADFS administrator had ran through the Acumatic vs ADFS manual and mapped with ADFS 4.0 configuration.We did our part changed in web.config as guide given in help manual. In User Roles screen, I saw there is an additional tab called ‘Claim’. Base on manual, we need to define the Domain\Group in ADFS for each Acumatica roles. Question. Is this compulsory to do since we going to override the ADFS role with Acumatica local roles.?. We dont see the ADD ACTIVE DIRECTORY USER toolbar on User screen. Is it compulsory to have it ? Appreciate an expert afvise.Thanks

1 year ago

raphrfSemi-Pro III

asked in Configuration and Installation

Matrix Item - How to create item and doing a full sweep for a Variant Combo?

Matrix Item I have two combo variant in order to configure(select) the ones to be created. But I have another combo of 3 choice, that i want to be created(sweep) based on the two first one. How to create item and doing a full sweep for a Variant Combo?Thanks

1 year ago

krausef77Semi-Pro I

asked in Configuration and Installation

Options of tracking Expiration Dates for Non-Stock items?

Hi All,We are currently exploring options to keep track of expiration Dates for Non-Stock items.Our client has Expiration Dates for Consumables that are Expensed right away and are in general treated like a Non-Stock Item.Before recommending rethinking the usage of these items to be Stock items, we wanted to see if there are any ideas or proven ways out there to keep track of Expiration Dates for Non-Stock items? Inventory Levels are not really needed but it should serve as an Indicator of what material they need to get rid of within their Facility. One example is Specialty Glue. Any ideas on how this could be accomplished without the need of having a Stock item for this.

1 year ago

hjosephdcmFreshman I

asked in Configuration and Installation

How to Create a new Tenant and copy only master files and settings

I need to create a new testing tenant and only want to copy over master files (i.e. vendors, customers, chart of accounts, inventory (stock and non-stock items) and settings for payables, receivables, and general ledger, and inventory. What is the best method to do this and what is the estimated investment in time to create this scenario?

1 year ago

vib1980

asked in Configuration and Installation

CreateDefPaymentMethod method removed

We are upgrading from 2019 to 2020R2 and while doing so we noticed one of the methods CreateDefPaymentMethod is no longer available in 2020 R2. Can anyone suggest what is the alternate method that can be used or we just remove the method.

1 year ago

oakarphyoFreshman I

asked in Configuration and Installation

How to Back Up Acumatica data into a Microsoft SQL Server by using SSIS?

Hello Everyone,I would like to Back Up Acumatica data into a Microsoft SQL Server database by using SSIS.How to use the CData SSIS Tasks for Acumatica inside of a SQL Server SSIS workflow to transfer Acumatica data into a Microsoft SQL Server database?Best Regards,Oakar

1 year ago

cmorelandSemi-Pro II

asked in Configuration and Installation

is there Inter-company capability at the Company Level in 2022Rx versions?

I recall some discussion around this. inter-company transactions between companies?

1 year ago

MichaelhSemi-Pro II

asked in Configuration and Installation

Sales Order type TR default Ship Via

How do I set the default Ship Via for Sales Orders of type TR?Usually, we would use the Customer or Customer Class. This specific type of Sales Order doesn’t have a customer, it has two warehouses involved. I cannot find a default for this and I’ve checked the Order Types and the Warehouses screens.Any help is always appreciated. Thank you!

1 year ago

JoelGuayFreshman I

asked in Configuration and Installation

Is there an Audit History for Notes and File Attachments?

We would like to be able to see who is adding, changing and deleting Line and Header Notes to Sales Orders, Purchase Order, Stock Items, etc…We would also like to be able to see who is adding and deleting Files attached to Sales Orders, Purchase Order, Stock Items, etc…

4 months ago

aborisova37Semi-Pro I

asked in Configuration and Installation

Issues with local instance installation (Windows 11)

Colleagues,please help with an issue I have when trying to install Acumatica local demo instance on my new laptop. Here is the error:

1 year ago

jpaquetteFreshman I

asked in Configuration and Installation

HTTP Error 500.19 - Internal Server ERROR

Installation Version 22.203.0043 - Acumatica 2022 R2 - This is an install for demo / Training purposes on local machine. Is there a quick fix resolution

7 months ago

jmckinnonJr Varsity II

asked in Configuration and Installation

Finding a better understanding of how Acumatica processes emails

While working through System Email Accounts, the processing of the associated emails, toying with the idea of implementing Incoming Mail Processing, I’ve come to find that, no matter the enabled or disabled features, Acumatica is keeping a copy of each account’s emails, as seen in the defined Root folder, in their entirety. Is it normal normal for the system to keep a copy of every email of each System Email Account even when it does not get linked to a Contact? Note that Incoming Mail Processing is off for all accounts. Assuming I haven’t done anything wrong, this presents a few concerns… record counts, db space usage, and security, to name a few. Anyone have any insights and or suggestions? Thanks a bundle for your support ;-)

1 year ago

jmckinnonJr Varsity II

asked in Configuration and Installation

System Email Accounts : The mail receive has failed.Exception has been thrown by the target of an invocation.

I’m working through the setup of System Accounts in anticipation of leveraging the Incoming Mail Processing feature. I’ve encountered a few different issues over the course of setting up ~20 System Email Accounts that are connecting to our MS365/Azure tenant. For the most part, things are working as expected BUT there are a handful of accounts that continue to be problematic… During the automated processing of the emails, some accounts encounter the error “The mail receive has failed. Exception has been thrown by the target of an invocation.” during the automated processing of the emails. As suggested by other threads within this community, I’ve opted to recreate the System Email Accounts and it’s associated External Application from scratch. This did seem to work, initially, but roughly an hour later the problem resurfaced. It’s been suggested that the error could be due, in part, to the quantity of emails being processed, specifically those stored within the defined root folder of th

1 year ago

ObrewerFreshman I

asked in Configuration and Installation

Excluding Non-Stock Items from Export

We’ve recently ran into an issue with trying to exclude non-stock items from our export on Sales Orders (SO301000). These non-stock items are populated in the Details tab of the Sales Order page. We’ve tried several different approaches to this and still have turned up no results. Right now, we are using this export restriction and this export mapping All we need it to do is not include any Inventory lines that are not non-stock for this export. The value is ultimately stored as ‘N’ when I try to map the export to a location and see what it looks like. However, when using the restrictions, it does not want to exclude these lines with that value.The restrictions we have tried so far have been Details > [InventoryItem.ItemType] > Does Not Include/Does Not Equal > NDetails > Inventory-Type > Does Not Include/Does Not Equal > N/’N’Details > Inventory-Type > Does Not Include/Does Not Equal > Non-Stock ItemAny help would be appreciated.

1 year ago

lori00Freshman I

asked in Configuration and Installation

how to change a Company from Company without batches to a Company with Batches

We have acquired a new company. Is there a way to change a company setup from a company without branches to a company with branches?

1 year ago

jddonnell55Freshman II

asked in Configuration and Installation

Emails not being delivered

Set-up e-mail account and had a successful test. However, actual e-mails show processed but recepients did not receive them. What other set-up is required?

1 year ago

TungTranFreshman I

asked in Configuration and Installation

To enable ‘SAVE’ in header document

Hello everyoneIs there a way to configure screen access by Enable the Save button in the header document? Is that possible? Thanks in advance.

1 year ago

dgross54Jr Varsity III

asked in Configuration and Installation

How to send a list of service orders in one email notification triggered by a business event

I have a GI with a list of service orders and want to email that list of service orders in one email notification, triggered by a business event. If I add the ((FSServiceOrder_refNbr)) it returns just one of several. Is there a way to get it to list, just like in a report designer? -David

1 year ago

steverussFreshman I

asked in Configuration and Installation

Units of Measure - Bill of Material and Inventory Use

A simple task is taking too long to figure out - we purchase pre-printed labels that we apply onto each box. We don’t sell these labels but do have them include in our BOM’s since we apply a label onto each box of finished goods. We purchase the label on a roll of 500 labels per roll and we apply 1 label per finished goods box.My Base Unit and Sales Unit is set to Label and my Purchase Unit is set to ROL500. I have a Units of Measure conversion set as From Unit: ROL500, To Unit: LABEL, Multiply 500.To test the conversion, I perform an Inventory Transaction Adjustment where I add 2 ROL500 (1000 labels). The unit price of $12.50per roll appears correctly and the Ext Cost is the price times 2. I then release and see the 2 ROL500 added at the correct cost.When I go to the Inventory Summary screen, it shows that I have a quantity of 2, but the UOM is displayed as LABEL even though I added ROL500. I want it to show ROL500 since that’s what we purchase. The Inventory Valuation Report s

1 year ago

reevepenuela86

asked in Configuration and Installation

The mail receive has failed. Your authorization has expired. Sign in again to proceed.

i Have encounter in oaouth2 configuration

1 year ago

adharmawansha22Freshman II

asked in Configuration and Installation

Configure Vendor Portal

Hi,How can we configure the Vendor Portal and what are the initial functionalities of the Vendor Portal? Thank You

1 year ago

edsonvelez64Jr Varsity III

asked in Configuration and Installation

Connection to RabbitMQ failed

Hi,I have this error after install the last version of Acumatica. Connection to RabbitMQ failedThe service RabbitMQ is running. Thanks,EV

1 month ago

Michael NdungiVarsity I

asked in Configuration and Installation

Emails failed

“Unable to read data from the transport connection: An existing connection was forcibly closed by the remote host. Unable to read data from the transport connection.”Emails processing failing. Unable to get rid of the above errors. Kindly assist

1 year ago

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