Configuration and Installation

Hi, I have a client that wants to hide the Approve, Approve All, and Reject buttons at the top under Approvals. See print screen below. I went into security preferences and found the Approvals section but no additional options. I cannot find the option to do this. The Data Field is called EPApprovalProcess. Is this found somewhere else or can it even de done? Please let me know. Client is on 2023 R1.  Thanks,Frances   

Does the Pending Approval Notification template get sent again when an approval is reassigned or delegated?

I have a list of about 50-75 different Case Classes.  I want to add an attribute to all of them. Is there a way to mass update all of them?  Or do I have to do them “one at a time”?Just simply looking for an easy way.  If I have to do them one at a time that is fine.Thank you,

HelloI’m trying to submit create purchase orders screen Id: PO505000 the bellow images are my endpoints structure Top-Level from CreatePurchaseOrders endpoint, screen id PO505000 and Details from Details, in order to be able to submit multiple data at a timeand the action is Processthis is my url: https://{baseUrl}/entity/GTPDefault3/20.200.001.001/CreatePurchaseOrders/processwhile submit it with POST request it return 202 accept message,this is my json code: {    "entity": {        "VendorId": {"value": "V10106"},        "VendorName": {"value": "ABC"},        "Location": {"value":"05"},        "LocationId": {"value":"05"},        "VendorRef": {"value":"09078987"},        "CreationDate" : { "value" : "05/20/2024"}    },    "Details":[        {         "LineNbr" : {"value" : 2},         "Selected" : {"value" : true},         "OrderNbr": {"value": "Code-000395924"},         "InventoryId": {"value":"1MM650WHT-S"},         "OrderQty": {"value": 1.00},         "UnitCost": {"value": 20.00 },

We have a single company with multiple branches. We have a logo set on the company level. I want to remove the logo from the company and set up a branch-specific logo. I don't see a way to remove the logo from the company settings.   

Good dayI have upgraded from 2022 R1 to 2023 R2 by installing the file from the community website. I did a direct upgrade from built Build 22.106.0015 to the latest built on 2023 R2.After first upgrading the database and finished of updating the website and all processes were successful.The Instance I upgraded named BuffaloDB. When I then tried to Launch the application I got the error message shown below, “HTTP Error 503. Service unavailable”What could be the issue?I even did a new separate instance to see if I can login I manage to create a demo instance but the one I tried to upgrade from 2022 R1 failed.  How can I make the upgraded instance from 2022 R1 to 2023 R2 work? On this installation it is on VMWARE as a way of testing the upgrade in the actual production environment.Also on this installation I do not have .NET 4.8 framework could it be the issue?

When our consulting firm set up our users in Acumatica, they set our AR Admin with a default dashboard as the AP Clerk (with no other options) and our AP Admin as the AR Clerk (also with no other options).How can I change the default dashboard to show AR Clerk with our AR Admin User and the same with our AP Admin? Also, when I went to the homepage on our AP Admin’s User Profile and added the AP Clerk as her homepage.  Nothing changed.  We are using 2024 R1 Version

Hello, I need to give edit access to Invoice->Financial->Customer Tax Zone (see screenshot below) to a role. I cannot find the node in Access Rights by Screen that controls this field. Can anyone help? Can anyone help me with how to navigate to an access node with a known field?  

Hi,I’ve recently configured our Acumatica instance to provide an additional OIDC authentication provider via an IdP that we control ( Auth0 ). My question: is there a way that I can link directly to this additional authentication provider rather than sending a user to the Acumatica login first?An example scenario: An end-user logs into our own internal platform where Auth0 is the primary authentication provider. Then, we would have a link in our platform where we direct the end-user to Acumatica, but we’re sending them to authenticate against the additional OIDC provider we’ve configured directly rather than sending them to the default Acumatica login page and having them click the button associated with our new OIDC provider. Basically, I’m trying to take out that additional button click.Thanks

Hi, All. I have .bak file that have my company Acumatica data. I need to create new env using this .bak file and need to test data in acumatica. My question is how can i use this file. Do i need to use configuration wizard or ssms?  Any link or guide is appreciated. Thanks

Hello Everyone!My organization is just getting started with an Acumatica implementation and we are looking into utilizing Acumatica’s document storage capabilities for attachments. Has anyone utilized Microsoft Azure Files for this? I have not been able to find any resources that would point me in one direction or the other. This is the solution my company is leaning towards to remove typical network shared drives. We would like to leverage it for Acumatica as well if possible.Thank you in advance for any help you can provide!

Hi,May I ask which role I need to give to a user so the person can send out email from the ERP system?Thank you.Regards,Raymond

Is it possible to restrict access to Purchase Requests by users/employee?Requestors should only have access to their request. Approvers can view theirs and those requiring their approval. Open requests accessible to users allowed to create requisitions

Hello, Is there any way (routines or webservice, etc.) in order to import and/or export snapshots using code (c# for example) ?I find that there is some routines provided in order to manipulate customization packages via code and i m looking if there is some other routines for snapshots ?Manipulating snapshots via code could be very useful in mutliple cases :Scheduling export snapshots for translation purposes (Localization.xml files) Making intergration tests with snapshots up to date Etc.  Thanks in advance 

Hello,A client requested autonumbering based on a inventory class.I adjusted Segmented Key to include the inventory class as Segment 1 (AAA format) and defined its keys. Added Segment 2 as numeric (6 digits) for auto-numbering.Also defined numbering sequence for the segment 2 and selected auto-number. The issue I have is auto-numbering is not sequential within an inventory class.So if I create item BBB<NEW> after AAA000001 it saves the item as BBB000002. How that can be set up so the numbering is sequential in each Segment 1 value? Best regards,Mike

Recently, I noticed lots of failed authentication attempts from our Acumatica server to our Active Directory. The usernames on the login attempts are for local Acumatica accounts, not domain accounts.Most users login to Acumatica with domain\username. Then Acumatica performs an LDAP query to Active Directory for login verification. This is normal and expected. The local account usernames are not.I would assume Acumatica would only query LDAP IF and ONLY IF the username contains the format domain\username and not query for every single login attempt (including local Acumatica accounts). Thoughts? Do we have a configuration problem?

Working through various odd errors in our Warehouse Management set up and during trouble shooting of the Mobile App, I find this: Have I found the root cause? 🤐

How to install acumatica erp application in mac

I’m having an issue resetting user passwords as the admin.  We keep getting the error as if the password does not meet the complexity requirements but that password does meet them and I also turned off the requirement all together and it’s still not allowing the passwords to be reset.

Hello,Does anyone know much about the Welcome Notification?  Now that we’ve switched to SSO with Google, the link sent to new users technically only works for users who have already established their external identity for SSO.Trying to figure out where UserList.RecoveryLink is stored in ACU so I can update that reference when the welcome notification is sent out… and how do you edit the ‘LOG IN’ button to use the right link as well?  seems like everytime I try to update that button it doesn’t accept my new link: 

Hi all, I have a question about the export file format. I set it up as usual in the report designer. However, if my field "billing name" contains a company name like "ABC Co. Ltd", the  file attach in email will be incorrect and won't have the PDF format. Instead, it will have an "LTD" format. 

Hi - we recently switched from Paya to Acumatica Payments/Fortis for our payment processor. With Paya, we could generate payment links automatically when the invoice is released. The team from Acumatica Payments said we could likely set up a business event to do this as well, but I’m not sure what all that would involve. Does anyone have experience setting this up themselves?

Hi! I am trying to determine what User restrictions are applied when an Active tenant is changed to a Test tenant. Is the number of users restricted to 2 concurrent or does the licensed number of users still apply to the test tenant with all forms and reports watermarked as test?  The Help article I found stated that unlicensed test tenants were restricted to 2 Users however it does not say if this changes when licensed. Customer is on version 2022 R2 if that is a factor in the answer.I appreciate any input!  Thanks,Michelle

Is there a place or even a method to provide the Non-Project Code a Description in Project Preferences?If so, where can I go to do that?  

Hello, we have configured SSO with openID and Microsoft Azure app subscription. Everything works well except that when a user presses "LOGOUT" in acumatica, and another presses the "OpenID SSO Microsoft" button at login, this one automatically reconnects to the same user who was initially connected . It seems to keep it cached. How to "clear cache" or other solution to user logout?THANKS