Configuration and Installation

Good day,One user has contact me that he can log on to the website but not on the mobile app.  I changed the password but he still getting the “server unavailable”  Is this a security issue?  He has been able to login the past.  I am able to login to the APP. Any ideas on how to fix the issue.Thank you. 

Hi, Everyone!As part of our efforts to enhance the overall consistency of the system, we are planning to prohibit having multiple screens with the same ID in the site map.We understand that some customers may currently have such duplicates. To prevent any potential issues following system upgrades, we request your assistance in gathering the following information:If the duplicate screen IDs were created intentionally - the scenario resolved by this configuration?  If these duplicates appeared accidentally - any thoughts on how that could happen :) To identify duplicating screens, follow the steps below.On the Generic Inquiries (SM208000) form, import the generic inquiry attached to the article and click View Inquiry. For each of the result lines shown, open Site Map side panel to see duplicated screens.

Where can I change the setting for the automatic logoff? Administrative Update (Apr 29, 2024):Beginning in 2023 R1 you can change the session timeout time in the UI on Security preferences form. Additional information about the different types of timeouts is here: https://community.acumatica.com/maintenance%2Dand%2Dtroubleshooting%2D229/how%2Dto%2Dextend%2Dthe%2Dsession%2Dtimeout%2D3933

Are these the only Training Datasets T100 and U100… Where can i locate the latest copy and/or how do I find out if there is an update to a dataset

We received an interesting Support case today from James Harris (LiveViewTech) where a large volume of emails processing was giving the following error message on every email after the first several dozen: “Too many login attempts, please try again later.”  The failed emails when opened had the error: “Unable to write data to the transport connection: An established connection was aborted by the software in your host machine.”  The system administrators tried everything that they could think of, including the suggestion from the Acumatica Support tech’s Chat to consider that GMail had locked the account.  (It wasn’t locked, however.  In fact, this actually was the first thing that they checked, even before it was recommended by the Support tech.)  They tried restarting the server, using an SMTP relay, exploring several proposed online solutions for this error message, etc.  But, nothing worked. Some additional background, before providing their solution: These emails with attached invo

We have 2 factor authentication for unknown devices enabled for all users including Admin.  We have set the admin email address to an internal email.  This was set up over a year ago.  Today, we received an email for a sign-in code for the admin account.  We don’t know who would have requested it.  Is there a report that would help me investigate?  The person trying to login would not have received the sign in code email, so Access History would not show an entry.

Does anyone have the Entry Mask or Reg Exp I would use to configure an attribute in Common Settings to only allow entry of whole numbers between 0 and 100?  

I have a site operating 10 companies within one tenant.     They want to send their invoices /statements from an email address relating to the relevant company.   Within the notification template they can only set one email account which is not company specific.    Anyone came across this with a solution ? 

Hello All,I have created a new role, but when it comes to assigning this role to a user, Acumatica doesn’t display the list of all the users. It only displays Admin & Acumatica support users. How can i assign this role to other users? I tried using the User Types screen too, but the there it doesn’t display this particular role: 

How to have the web.config file confidential texts like username, passwords encrypted.Background: As we are aware, the confidential settings in the web.config shows the username , passwords and anyone who has the access to it can note it.Expected Solution:How to overcome this. What are steps to have this encrypted on a on premises Acumatica site. Also, can the Acumatica SaaS site’s web.config app settings be encrypted by having a publictoken? 

Hello all,Wondering if there is an opportunity to have One-Time discount per customer. once they used the discount code, it is not available for second use-system detects customer discount usage activity-.Thanks,

Hi,I want to give an access right for deleting row in Purchase Order form without giving the right to delete an PO(header).How to reach the Detail grid in order to set it to delete ? I don’t see it : 

Hi,I am trying to create a customizationplugin in which I want to setup a Vendor. While adding the inserting the data into the vendor table, i see below issue.                                         VendorMaint vendorMaint = PXGraph.CreateInstance<VendorMaint>();                    vendor = vendorMaint.CurrentVendor.Insert();                    vendor.AcctCD = "TEST";                    vendor.AcctName = "TEST";                    vendor.Status = "Active";                    VendorClassMaint vendorClassMaint = PXGraph.CreateInstance<VendorClassMaint>();                    VendorClass vendorClass = PXSelect<VendorClass, Where<VendorClass.vendorClassID, Equal<Required<VendorClass.vendorClassID>>>>.Select(vendorClassMaint, "GNA");                    vendor.VendorClassID = vendorClass.VendorClassID;                    vendor.TaxAgency = true;                                        vendorMaint.Save.Press(); I see below - message in the exception.Please c

What is the process on keeping customer current on the latest release we have 3 customers on 2023 R2 when will the update happen to move to 2024 R1?

In Access Rights by Role screen , I find some screens displayed twice or thrice but not sure why ? What would be the reason ?   

hi I am trying to load U100 to my localhost but it shows error present in screen shot below. Can someone please guide me on this.  

Our production is hosted in Acumatica SAAS environment and users login using Active Directory.  We created a new instances in our PCS environment for Testing purposes and restored  a snapshot of production.  Can someone please share how I change our sandbox to enable the users to login using their existing user ids so they still maintain all their previous roles and have their favorites, dashboards etc.    

I need to allow limited access to a branch outside a user’s home branch.One specific example - Our production managers need to see inventory levels at branches other than their own. This ability lets them find stock items they need to order from a sister branch. I don’t want to give the production manger the same rights they have on their own branch.Is there a way to do this?Also, this is just an example. There are other similar situations.

Is there a way to set up ‘proxy’ management to allow rerouting of requests/assignments to an employee’s proxy where the current employee is on leave/not available

Hi,Is there a way to restrict visibility by tasks without having the PROJECT MODULE in the customer license?Lets say that I want to restrict visibility for tasks that are assigned to different departments or workgroups.Thanks!

Hi All, We currently try to enable Selectors for Sales Orders and AR Invoices as secondary references.The Sales Order Selector works but seems to filter out specific Values. Based on a small sample it only looks at the Default Order Type.  For the AR Invoice Selector no Values show up at all.  Any ideas as to why this is acting like this?Definitely would’ve expected all Sales Order Types and rather Filtering based off Status and at least some results on the Invoice side.

How can we increase the time before a use time’s out in a cloud based deployment of Acumatica?We do not have direct access to the servers since it is a cloud deployment.

We did an upgrade to 2023 R2 (23.211.0017) as an initial upgrade step from 2022 R2.We then tried to do an upgrade to 2024 R1 and downloaded the latest installer.After running the install and trying to do an upgrade of the existing 2023 R2 install, it appears that the 2023 R2 version we just installed (23.211.0017) is a later version than the installers for 2024 R1. Upgrade notes for 24.101.0059:You can upgrade your Acumatica ERP instance to 2024 R1 Update 1 if you have any of the following builds installed:• 2022 R2 Update 22 (22.222.0013) and earlier• 2023 R1 Update 15 (23.115.0031) and earlier• 2023 R2 Update 9 (23.209.0023) and earlier I then looked at the Upgrade notes from 24.100.0139 Acumatica ERP 2024 R1 can be upgraded from the following particular versions: • 2023 R2 Update 6 (23.206.0006) and earlier• 2023 R1 Update 13 (23.113.0042) and earlier• 2022 R2 Update 20 (22.220.0026) and earlier Question: how long does it usually take Acumatica to allow upgrades to the latest versio

Acumatica provides predefined roles and our company have custom roles created for specific business needs. How to pull the list of custom roles in the acumatica system.

I can see that acumatica has a help article that lists the predefined roles , but I would like to know how to identify whether a specific role is ‘predefined’ or ‘custom’ , through a screen in acumatica .