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Configuration and Installation

Configuration and Installation

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

937 Topics
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937 Topics

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rsiegerFreshman I

asked in Configuration and Installation

Multiple Warehouses for P&L Information cannot invoice

We have a business that has been broken out into 17 different warehouse. This is done as the owners want to see a P&L for each. Things get further complicated because in order to fulfill a sales order, we may have to pull items from multiple warehouses. The problem lies in that Acumatica won't allow different warehouses on one sales order. Thus, if you must pick from multiple warehouses or have items from multiple warehouses on a single sales order it won’t work. And we do for practically every order, especially with the way that it is set up currently. For it to work you would have to invoice from the warehouse the item is picked from, which would cause multiple invoices for a single order (as well as multiple POs), which doesn’t work either.Because this is an issue of trying to create P&Ls, does anyone have a suggestion in regards to the best way to tackle this within the capabilities of the system?We are on Acumatica Cloud ERP 2022 R1Build 22.113.0040 +

480

1 year ago

tfarwell11Freshman I

asked in Configuration and Installation

Customer ID not autonumbering even with NEW and auto numbering

Auto Number is not population in the segment values portion as <NEW> and thus not creating a new and unique number when adding a customer. Any ideas why this is not carrying over?

3505

1 year ago

chidao

asked in Configuration and Installation

Sales Order Approval - Auto Approve SO created by specific users

HI AllI have a case if SO is created by users A & B, SO will be auto-approved. Unless needs to be approved by a workgroup (BM)I create 2 stepsStep 1: If the User is not equal to user A or B, needs to approve by workgroup BM Step 1Condition of Step 1Rule of Step 1 Step 2: If no approval is found, auto approve document.Step 2 Please advise if you have any ideas on this case.Thank you in advance!

1906

1 year ago

AndrewBGLPro I

asked in Configuration and Installation

Add Task > You do not have enough rights to access the screen Task (CR306020)

Hello,I am going through user permissions and I am getting this error message when log into a users account and click on Activities , Add Task. Under the Access Rights by Role page under Time and Expenses I have given the role Delete under access rights and they still cannot access the tasks.Any idea on what Access rights I need to add?

2649

1 year ago

rodrigocid34Varsity II

asked in Configuration and Installation

Approval map for SO with Credit hold status

hi!Does anybody has the same issue in SO where the approval map for a status Credit hold is not applying correctly?In the next screen, I’m using the status field validating the value “Credit Hold” but it doesn’t work: And in the next screen, I’m using the Credit Hold Field to validate the approval but it doesn’t work neither: Any thoughts?? Are someone having the same issue? Thanks!

5368

1 year ago

HarshitaCaptain II

asked in Configuration and Installation

How to setup system email account for Google Workspace account?

Hello linkies,I have been trying to setup my google workspace account in Acumatica. Did tried to implement the same on System Email Accounts (SM204002) form but not able to setup. Kindly let me know how can I setup the same. Thank you in advance.

6415

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

6283

1 year ago

larrylySemi-Pro II

asked in Configuration and Installation

access rights for audit history

Hi all, Anyone knows which access rights to control the Audit History under the TOOLS? I know there is a role named Field-Level Audit for it. But I want to know the access rights.

10127

1 year ago

davordobFreshman I

asked in Configuration and Installation

Device hub setup

I am trying to setup Device hub on our server, but am getting a permissions error with theconnection to ERP...[Error] There was an error opening the connection: StatusCode: 403, ReasonPhrase: 'Forbidden', Version: 1.1, Content: System.Net.Http.StreamContent, Headers: So this results in Acumatica (MYOB Advanced in Australia) not seeing the printers that are setup in DeviceHub, but if I add the printers manually in the ERP then the DeviceHub recognizes them as setup… but still nothing is found in Acumatica.

377613

1 year ago

Laura02Captain II

asked in Configuration and Installation

How to connect new Selector Attribute to Project Attributes screen?

Hello,We have a new Foreman attribute that should allow the user to Select from the Employee List when adding new projects. We set up the attribute as follows:When we try to add Foreman to Project Attributes screen, it’s not in the list. Why? What have I missed? The attribute appears to be active and is not used elsewhere. Thank you!

99210

1 year ago

sujithraFreshman II

asked in Configuration and Installation

error while importing snapshot.

Hi Team,I’m unable to import snapshot since I’m getting the error, “ An error occurred while importing data into the 'APInvoice' table”. can someone help me to rectify this error.

5325

1 year ago

mwong11Jr Varsity II

asked in Configuration and Installation

Database could not be accessed error

We encountered this error in our staging Environment.We have multiple staging sites on the server. Lets say we have Stage.myCompany.com, which points to DB1 And Stage.MyCompany.Com/Stage2 points to DB2Stage.MyCompany.Com/Stage2 works, but Stage.MyCompany.Com gets the “Database could not be accessed” error.They all use the same App Pool, and all have no issues except for the main staging site.We know it is not a database issue because if we use switch Stage.MyCompany.Com/Stage2 to use DB1, it works. And if we switch Stage.MyCompany.Com to use DB2, it still shows the “Database could not be accessed” error.We are using version 2021R1 Version 21.103.0054Is there way where we can trace what is causing the error? TIA Mark

7926

1 year ago

vib1980

asked in Configuration and Installation

Error executing child request for /Wiki/ShowWiki.aspx.

Team, we are getting the below error in 2022 version of Acumatica in portal. Issue happens when home page is loaded for a portal user after logging in. I can see the page is available in the database. Also not sure why the below page is getting loaded, we are expecting another page with different id for the user role. This was working fine in the previous version. Stack Trace:Error executing child request for /Wiki/ShowWiki.aspx.PX.Data.PXSetPropertyException: Error: [PageID] '9d6219e8-1ee8-46c3-bf6d-34a85fc128ca' cannot be found in the system. at PX.Data.PXSelectorAttribute.throwNoItem(String[] restricted, Boolean external, Object value) at PX.Data.PXSelectorAttribute.Verify(PXCache sender, PXFieldVerifyingEventArgs e, Object& item) at PX.Data.PXSelectorAttribute.FieldVerifying(PXCache sender, PXFieldVerifyingEventArgs e) at PX.Data.PXCache.OnFieldVerifying(String name, Object row, Object& newValue, Boolean externalCall) at PX.Data.PXCache`1.FillWithValues(TNode cop

580

1 year ago

nhorvathNAWFreshman II

asked in Configuration and Installation

User Generated Password

When creating users in Acumatica the Generate Password is set to True by Default. If email is setup, the user will get an email saying Welcome to Acumatica. It will include the Username and under that it says “Contact your system administrator for the password.” Where am I, as the System Administrator, supposed to get the generated password from? I usually always generate it myself for this reason.

4014

1 year ago

tlawallFreshman I

asked in Configuration and Installation

Multi-branch Project ID's

Hello,Hoping that someone can help me with what I thought would be an easy task. We have a couple of branches and each needs separate projects and thus separate Project ID’s. I have looked at a lot of different setup sections and cannot find anywhere that would allow me to change a setting that is associated with adding a different sequence for each branch. It does not matter what I put in the Start # it gives me the same generic error. I have reviewed the segmented keys section and what I am attempting to add does not violate the setup criteria. Any help would be greatly appreciated. Thank you in advance.

3016

1 year ago

tanuj81Freshman I

asked in Configuration and Installation

ZOHO/GMAIL email setup issue

I am trying to config the email in my local system and it keeps on giving me this error for both my zoho account and my gmail account.This is the configuration. I have done based on this blog i found https://www.augforums.com/using-gmail-with-acumatica/. But it is not working for me.

784

1 year ago