Configuration and Installation

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 .

Is this an out-of-the-box feature, or an add-on of some sort?

Does acumatica provide a role that can give read only access to all reports only. If not, can we create a role that can provide access to all reports only . We have a user who needs access to only reports .

Hi,Anybody know if Automation schedules coud be run only from separate instance with a secondary license or a processing node? Thanks!

Hi There,I’m testing T5018 and noticed that there’s “Canadian tax reporting” available under 2023R2 version, however, I can’t find it under our companies setting but in demo. Just wondering how to added this to our companies for T5018 filling. Also, we used to have “taxes” under company but it’s gone under 2023R2 sandbox environment. Just wondering how can this be added back? Thank you. Demo screenshot;2023R2 sandbox screenshot: do not have” Canadian Tax report” and “Taxes” Tabs Current production tenant have “taxes” Tab 

After an Acumatica upgrade, we noticed that global search is not working properly:Some AR documents are not showing up in global search at all. Certain users can't find specific AR documents, while others can.I restarted the Full-Text search on screen SM209500. After that, I regenerated all the indexes without success, global search is still not functioning at 100%. I'm not sure if there's another action I can take to regenerate indexes. Thank you!

trying to configure a demo of EasyPost in my 23R2 Sales DemoI have the API Keys and created the Carrier with UPS as the EastPost CarrierTest connection will passWhen I create a new ship via, select the Carrier but there are no ServicesWhat am I missing ?How do I know if my keys are “good”?    

Hello all,A probing question first:Does anyone use OpenID Authentication with a multi-company setup?The real question:How can I use OpenID Authentication in a multi-company setup AND NOT have to fully log out from a company to switch to a different one?My current status is I have OpenID Authentication working in multiple companies, BUT to switch company one needs to fully log out and make a new copmpany selection on the Login Screen. The company selector, once logged in is not even available.I am willing to even make a customization to achieve this.Caveat: We are currently on version 21R1.We are upgrading to 23R2, as I type, so I am looking for help for that version too… Thank you all,ari

I know I can install Acumatica on an Azure virtual machine, but can it be installed on Azure App Service? This will be my company’s internal test and demo environment and just looking at options.

Hi Team,We have configured the following regarding the automation of number sequences of employee ID.Number Sequence IDNumber Sequence ID​​​Segment KeysSegment KeysAlthough we have done the above configurations, the employee ID is not automated. Kindly let me know if any additional step or additional configuration needs to be done to automate this function. Thank You/RegardsYashodha

Hi,  Is there a way to restrict employees access/logging into Test environment? We only want them to have default access to Live instance as most of the employees do not need access to Test environment. I know you can restrict module access by using Access rights by role, but this still means the user can login to the test environment with restricted access, just wondering if there is another way to restrict logging into Test entirely.  Thanks  

Hello Community,I am working on learning Acumatica for the first time and I am working through the S100 System Installation and Maintenance course. In the course it specifies to use the 23.200.0151 build for the Acumatica 2023 R2 GA version. This version is restricted though. Without going through the hoops to get that version, are there any versions that are an acceptable substitute? I have access to the builds download page as well. I just need a known version that works for this training course.Thank you,Justin Long

Hello - When attempting to cut checks, we are getting the below error message, “Cannot generate the next number for the sequence”, and the last payment reference number was 9999. It seems like there us currently a 4 digit cap on the length of the Payment Reference Number. How do I extend the length available numbers on this field? I could not find it in the numbering sequences, and it is different than the AP Payment numbering sequence.Thanks!!   

Hello all,i have been trying to allow the approver of expense claim to be able to change the document on Hold even after it’s approved but before releasing so that they can edit the particular doc. I tried to modify the Access rights by setting the Hold = Edit  but it still doesn’t allow the employees with Approver role to change the expense claim doc back to hold after approving the doc. How can I get this done?Thanks in advance.

When configuring a scanner in Devicehub on a workstation, the scanner shows up in Acumatica when you click “UPDATE SCANNERS LIST”, but in the Devicehub log it says “Scanner [scannername] is not configured on this Acumatica instance.  Please check configuration”.  It clearly is connected, as it will respond each time you click to update the list in Acumatica again, but if you try and use it you get “[Error] NT: Failed to scan [#] on [scannername]”, as well as “[Debug] [#] ScanJob Debug” ==Login - _screen” I’ve checked that the major/minor revs of the Devicehub match the Acumatica instance, as well as that the instance uses the correct capitalization of the instance name.  Logs show no further info about what the error issue is.  I see similar issue posted for Devicehub printers that were caused by those two issues, but they don’t seem related to this issue.  The Devicehub user has Administrator permissions. Anyone have any other thoughts on what would cause this?

Are there and documented system requirement for the workstation where device hub is running ?

 If I exceed certain percentage , will that cause an issue in the system performance ?

 In the Project modules, our project managers are restricted by their assigned customers. They can only record new project quotes and project for their respective customers. Typically, project quotes inquiries and project inquiries display only the projects assigned to the respective project manager who has restricted by their customer and they are not able to see other PQ and Project in inquiries. However, project managers can access other PMs' projects by using the 'Go to next Record' (page down) or 'Go to previous record' (page up) options in the top menu of the project and project quote pages.it seems that Restriction by customer doesn't work properly to make restriction on Project and Project QuotesIs there a way to deactivate these options or otherwise restrict project managers' access?

What is the best way to change the label/name something in a tenant. As a example, the client wants to change Task ID to Sub-project, Item Class to Purchase Group throughout their tenant. Is using a translation set the way to go? Will this be overwritten on a upgrade?If yes, what needs to be done to prevent the overwriting of the changes? Thank you in advance.

please advice what’s I missing

Hi, I have this error someone change the password on my account on sql, and i have this error.I already change the password and try to Log in on the Tenant Maintenance with this password and Acumatica let me pass straight to other steps.I have the tenant on the same version 23.108.0020 and idk the error says can't get the version.