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Configuration and Installation

Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other onfiguration questions

  • 861 Topics
  • 3,177 Replies
861 Topics
W
Freshman I
wjohnsonFreshman I
asked in Configuration and Installation
What do I need to expose Acumatica to the internet from a private cloud?

This is our first private cloud installation and though everything is accessible locally (the install was done on a virtual app server with a connection to a virtual db server), I am unsure of next steps to be able to access acumatica externally via chrome. What would the client or we need to provide/set up in order for the site to be accessible like this?I’m assuming they would need to provide certs for https, purchase a public IP address to bind the site to, and we would just need to configure the site under IIS with that information and the hostname (something like acumatica.customerdomain.com). But I’m unsure about all that and whether there needs to be something needed to be done with the domain. Can someone break this down for me? I don’t have too much experience with this sort of implementation. Thanks in advance!

3
thomassherman51
Jr Varsity II
1 year ago
Varsity I
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
DavidEichner
Captain II
1 year ago
K
Semi-Pro I
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. 

5
M
Jr Varsity I
1 year ago
H
Freshman I
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? 

9
Kandy Beatty
Captain II
1 year ago
L
Jr Varsity III
ldanczigerJr Varsity III
asked in Configuration and Installation
Login to Acumatica API through SSO

Does anyone know if its possible to login to Acumatica API using SSO/Active directory login?Per my research it doesn't look like its possible, only though user name and passwords logins. 

5
srogovtsev
Acumatica Employee
1 year ago
jmckinnon
Jr Varsity II
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 ;-)

7
M
Acumatica Employee
1 year ago
J
Jr Varsity III
jeffersonmacedoJr Varsity III
asked in Configuration and Installation
How to disable SSO and enable only 2fa?

Hello everyone, I would like to know how can I disable SSO and make only available 2FA login for the users? Thanks

5
M
Acumatica Employee
1 year ago
O
Freshman I
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

3
aaghaei
Captain II
1 year ago
cmoreland
Semi-Pro II
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?

2
pbennett
Varsity II
1 year ago
aborisova37
Semi-Pro I
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: 

16
aborisova37
Semi-Pro I
1 year ago
G
Varsity I
guslVarsity I
asked in Configuration and Installation
S100 - Not Able Change Password & Slow Local Site

Hey all, maybe someone can help me here. I installed Acumatica locally for S100 but now I can’t change the password. It keeps getting stuck on this page regardless of information added. I have a sneaking suspicion that it’s timing out? Any ideas?

3
G
Varsity I
1 year ago
Michaelh
Semi-Pro II
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! 

3
Kandy Beatty
Captain II
1 year ago
T
Freshman I
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.

4
Naveen Boga
Captain II
1 year ago
O
Freshman I
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.  

2
O
Freshman I
1 year ago
D
Jr Varsity III
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

4
Chris Hackett
Community Manager
1 year ago
L
Freshman I
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
Kandy Beatty
Captain II
1 year ago
A
Freshman II
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 

3
DavidEichner
Captain II
1 year ago
M
MKarotky
asked in Configuration and Installation
Error during sending Email by Office 365 (Oauth 2.0) using modern authentication

Hello,We are trying to send emails by Office 365 (OAuth 2.0) using modern authentication.The idea is to use one mail sync account (delegated access) in O365 and use the “send as” function for every user email account. This is configured to every user mail account in the MS admin center. In acumatica the system mail asccount is configured as: mailsync@example.onmicrosoft.com\user@example.onmicrosoft.comWe followed the installation guide: https://help-2022r2.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=7ea4c814-8b24-4a77-9ae0-9596012fbfabAfter creating an External Application and configured the SM204002 according to installation guideWe can log in to O365 (MFA removed) well - checked We can get new inbound emails (SM204002 Sidepanel) well - checked If we try to send an email - errorThe email cannot be sent because the account you signed in with does not have permission for using the email address specified in the system email account on the System Email Accounts (SM204002) form

4
M
Acumatica Employee
1 year ago
D
Freshman I
development94Freshman I
asked in Configuration and Installation
Error while creating .cscsfg file thats required to deploy Acumatica (Acumatica ERP 2020R2) in Azure.

While we attempt to create .cscfg file using Acumatica installation wizard running in local PC with database as AzureSQL, we came across with this error   - “A transport-level error has occurred when receiving results from the server.(provider: TCP Provider, error: 0 - An existing connection was forcibly closed by the remote host.)”We are able to connect to AzureSQL database from installation wizard and the database creation is halfway thru, but then we face the above error and installation eventually stops with message “Batch Ended”.We are in touch with Azure support regarding this issue and they are investigating, In the mean time it is highly appreciated, if we can  get any pointer to the root cause or possible cause of this issue.

2
dmzasdf
Varsity I
1 year ago
Michael Ndungi
Varsity I
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 

2
M
Acumatica Employee
1 year ago
R
Freshman I
radoydavidovFreshman I
asked in Configuration and Installation
Setting up local user with Duo multi factor authentication

Hi,We see that Duo is now available as an option. Does anybody know how to configure the multi factor authentication? Thanks. 

3
M
Acumatica Employee
1 year ago
Debbie Reed CLA
Jr Varsity III
Debbie Reed CLAJr Varsity III
asked in Configuration and Installation
T100 dataset

Hello -- I am trying to locate the T100 dataset referenced in F350 training course.  Can someone direct me to the storage location?  Thank you!

11
Kandy Beatty
Captain II
1 year ago
H
Freshman I
hmarambioFreshman I
asked in Configuration and Installation
How does my organization customize the "WELCOME TO ACUMATICA" screen

I am relatively new to Acumatica...I am still very much a novice when it comes to searching for solutions in this user community.How does my organization modify/customize the “welcome” screen (see screenshot below).  Some of the information appears to be stale/out of date or of no interest to my end-users.  Would like to link with my own documents/wikis etc.Can someone point me in the right direction on how to make changes to this page   

6
M
Acumatica Employee
1 year ago
R
Jr Varsity II
rdennisj57Jr Varsity II
asked in Configuration and Installation
Generic Table to store Key/Value Pairs of custom information

Does Acumatica have a generic table that contains:A Key - a String A Value - also a String, with an expanded value for the key, to be used in any way that is appropriate A value type - optional, identifies the value has a format of String, Decimal, Date, etcI would add custom entries to this table, as an alternative to creating a new table to store simple values that can be retrieved based on a user-defined key.Thank you,Randy

0
R
Jr Varsity II
1 year ago
darinpaulsacumatica76
Jr Varsity II
darinpaulsacumatica76Jr Varsity II
asked in Configuration and Installation
Row-level Security Doesn't Restrict File Attachments on Entities that are Restricted?

In testing Row-level Security to restrict users from accessing certain Customers and their related transactions, I found that if you attach any files to a Customer’s transactions those files are visible and accessible via Search for users who are actually restricted from those Customers.  Even though the restricted users can’t see or access the Customer and their transactions they can see all file attachments to those Customers and transactions that are restricted.The only way I can tell to address this hole is to restrict access to the File Maintenance screen to all users and hope that plugs the hole and doesn’t restrict them from adding attachments to records.  Testing will hopefully produce results in our favor.Anyone run into this before and have a strong understanding on how to work with it so that attachments follow the same Row-level Restrictions as the Entities and Records they are attached to?

3
M
Freshman I
1 year ago

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