Configuration and Installation
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other onfiguration questions
- 640 Topics
- 2,331 Replies
One of my clients receives a payroll file with no header records. They can import into Quickbooks by mapping the data field to the column in the excel file. Does Acumatica allow this type of mapping? For example, Column A = Date, Column B = Amount...In the Data Provider or Import Scenario can I specify Column A = Date?
I am trying to install a new instance on my local machine of 21R2 and when trying to access the instance immediately after install, I get an “An item with the same key has already been added.” error message.I’ve tried two separate builds (first and latest) and get the same. Some of our other team members are using 21R2, but they all updated from 21R1 to get there. I guess I can go that route if needed, but I would prefer to get a new instance of 21R2. The stack trace follows below. Any insight would be greatly appreciated.Stack Trace: [ArgumentException: An item with the same key has already been added.] System.ThrowHelper.ThrowArgumentException(ExceptionResource resource) +60 System.Collections.Generic.Dictionary`2.Insert(TKey key, TValue value, Boolean add) +14338200 System.Linq.Enumerable.ToDictionary(IEnumerable`1 source, Func`2 keySelector, Func`2 elementSelector, IEqualityComparer`1 comparer) +302 Microsoft.Extensions.DependencyInjection.AspNetCoreServiceCollecti
We run Acumatica 2020R2 and currently working on SQL Servers upgrade from 2012 to 2019. We have created new SQL Server 2019 and need to switch Acumatica production to it.I have successfully connected to new SQL Server (SQL2) from my local instance, now test it on DEV. Acumatica Configuration Manager have successfully updated database, but when trying to open website I receive error:Configuration ErrorDescription: An error occurred during the processing of a configuration file required to service this request. Please review the specific error details below and modify your configuration file appropriately.Parser Error Message: Login failed for user 'XXXXX\FEDXXX-DEV$'. User 'XXXXX\FEDXXX-SQL$' is <Domain>\<DEV Server name>$ This user was NOT created on SQL2 server during switch. Both DEV and SQL2 servers are internal and don’t have any restrictions.
Hi, I am in the process of implementing email in Acumatica and have been having difficulty in figuring out how to have the users email address populate automatically in the email that is being sent. My current setup is that each user has there own email configured as a system email. Currently, when sending an email from any screen the email field remains blank and the user needs to select the email that they wish to send from. I do not wish to have system emails that are department based...I would like each user to send and receive from their own email address. Any advice would be appreciated.Thanks.
DeviceHub - complete instructions for install and configuration, and using DeviceHub for FedEx labels
I am trying to help a customer with trying to get DeviceHub setup and eventually to get FedEx labels to print via DeviceHub.There are bits of information scattered in the community and on other Acumatica focused sites on the web. Acumatica help documentation also is difficult to find instructions for DeviceHub installation and configuration.Does anyone have a top-to-bottom documentation on at least the DeviceHub setup and usage? Thank you,Greg
When Acumatica for Alexa demoed in 2019, we were excited. Downloaded the Customization Package (CP) and installed for 2018R2 at the time, able to link Alexa and Acumatica,and able to test the skills. Come 2021, revisited Acumatica for Alexa and installed CP in 2021R1. Failed to link. Raised ticket with Acumatica and was told by your remote support, its at Amazon’s end. Spoke to Amazon’s customer and the simple issue of linking has yet to be resolved. Anyone else encountered same anomaly of this pre-release software?
Hi All, @Tim Rodman , I have setup a Multistep PO Approval where I cant get the second step to work. The first step is for two users to approve where I have used the “Collect All Approvals….” (Rule Actions\On Approval which works fine). If the PO is < $15,000 then it need not go further and can be approved.The second Step is where I am having the issue. I have read the documentation and applied the rules but am still having issues. Please see attached for setup.Any help appreciated.Cheers,Laura
Good day,We have a QB-ACM project in progress. The vendor has informed me that the snapshot restore process takes at least 40 minutes every time from the development tenant to the migration tenant. It seems that is restores the entire databases between to the two tenants. Does anyone have an idea how to speed up the snapshot restoration process? We are migrating over 2 years of data from QB ro ACM. (The vendor has requested that we get him a separate ACM; I would like to avoid this). However, I would to make the process efficient. Thank youEvan
I added the Outlook plug in on my local Outlook and would like to switch which user it logs in as.I am using 2021 R2. It has a Sign Out button, but it doesn’t seem to do anything.I tried removing and re-adding the plug in, but it is keeping the login info so I can’t change it. There must be a file somewhere this is kept?
Hi Community, We are planning to rework our Acumatica Global Search (or Universal search) and now we are collecting requirements for this feature. The most popular ideas like categories and including attributes have been already included, but still, we would like to ask for your opinion about any ideas and problems related to global search, feel free to write it here.
I have created numerous service order types for all of my customers but now I would like to delete of them for each customer I have. It would take too long to delete them one by one. How do we delete Service Order Types tied to a customer in one shot? Could it be done via an import scenario? Also, how do I add more than one service order type to a customer in one shot using an import scenario? I know how to add one type to all customers but how do you add 3 or 4 types to all customers at the same time? How do I adjust my import scenario for this?
Hi During setting up Azure AD for client, there was notification given in Azure itself which recommend to use Microsoft Graph instead of Azure AD Graph which had deprecated since 2020. By 30 June 2022, Azure AD Graph will no longer be in service.https://docs.microsoft.com/en-us/graph/migrate-azure-ad-graph-overviewDue to that , the client request us to use Microsoft Graph but inside Acumatica 2019R2 and R021R1 setup guide we still using Azure AD Graph. I just want to know is there a plan to support with Microsoft Graph. Is Acumatica R021R1 support Microsoft Graph?
Is anyone aware of a way to specify Favorites as the Home Page on a user profile (SM203010)? Since the Favorites functionality behaves like a pop-up and not a full-fledged screen there doesn’t seem to be a way to select it. Any ideas?Thanks!Laura
Does anyone have an efficient way to grant a user view only access to the entire database?Thinking of an external auditor or a C-Level client, who wants to be able to poke around, but should not be able to create/modify/delete anything.Outside of creating a role and then clicking on every single form and saying view only.Hoping someone has come up with something more efficient!Thank you!
Hello! Looking for assistance on how best to create an email notification when a client opens a case through the self-service portal. I’ve tried a business event and an automation notification but can’t seem to get the email to send for portal created cases. Ideally, the email that gets generated has the client who submitted the case in the to email and then an internal email cced so we are notified when a client opens a case through the portal. Currently, we have no way of knowing when a client created case is created besides looking at our list of open cases.I have a business event notification set up currently to send the email when a case is created, but it seems to be excluding any cases created through the portal.Thanks!
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’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
Login to the community
Social LoginLogin with your Acumatica account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.