Configuration and Installation

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? 🤐

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

Hi ALL,We have Branch A. This branch has 3 warehouses. We want to authorize User 01 to be able to perform transactions on warehouse 1 (Issue, Receipt, Transfer,...) and this User 01 can view reports of this warehouse.Warehouse 2 and Warehouse 3. User 01 can view reports of these warehouses but cannot perform transactions of these warehouses (cannot Issue, Receipt, Transfer,...)  How to make the Access Rights to perform different operations on warehouses of the same Branch ? Best Regards,NNT

Hi,Anyone with the latest Acumatica Survey package that supports external users such as customers to share or any advise on how to find the package.

Hello, We have successfully set up the Exchange server integration with acumatica.However, in order to synchronise everything with outlooks such as tasks, contacts, events, we need to run this processing screen.Which gets stuck every time returning one error message with no details:Can someone asssit? 

Hi everyone,We are currently in the process of configuring Acumatica and haven't gone live yet. Our reseller has informed us of a potential issue in the Service Contracts / Unearned Revenue module that we wanted to address early on.The problem arises when a service contract expires while we are waiting for information from the sales rep or customer. If the contract expires before we have all the information to rebill the contract, we are unable to bill/renew the contract. The solution presented is for us to change the system date to allow the contract to be billed. This solution however creates an invoice date in the past. If we change the invoice date then the deferred revenue schedule is created based off the invoice date and not the service contract start date. This results in an inaccurate reflection of our revenue, as we continue to provide services during the expired period while gathering the necessary information.Our reseller mentioned that we can manually modify the deferred r

Hi ALL,Suppose the Company (PRODUCTS) has 2 Branches (PRODRETAIL, PRODWHOLE) as shown. I see that. After being created, a company's branches will use that company's Access role by default. It is not possible to edit the Access role of each Branch.How to create Access Rights for users to only use one branch of the company ?  Regards,NNT 

Hello all,I have been trying to run this automation schedule for multiple branches, but it not taking into account any of the branch.How shall I set this up to make it run for multiple branches?  Thanks in advance.

I have an account on portal.acumatica and I am in both Portal Admin and Portal User groups.When I log into the portal I am not able to access anything. All previous portal users are no longer with our company so we are a bit stuck on how to add users to the portal? We need to be able to see our open support cases. Please advise. We don’t currently have a partner working with us either.  Configuration Error: Your user profile is not associated with any Business Account  

We have a user that has a new last name (recently married). These changes have all been updated in AD. Now in Acumatica, the ‘Last Name’ field is incorrect. In one site I was able to delete the user, then add from AD, and set up the user roles again. This fixed the last name issue.However, in another site, the user is tied to records in the system, so they can not be deleted. How do I update the last name in this case? Thanks

After upgrade to Acumatica 2023R2 filters on forms and GI stopped working for some users. It looks like computer related problem because when admin login to user’s account, all filters work.But some users under admin role experience the same problem. It’s the same for custom and original form/GI.Here is an example