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Configuration and Installation

Configuration and Installation

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

932 Topics
3,410 Replies

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932 Topics

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.

201

1 year ago

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.

1175

1 year ago

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?

6919

1 year ago

ldanczigerJr Varsity III

asked in Configuration and Installation

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.

6585

1 year ago

jmckinnonJr Varsity III

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 ;-)

5527

1 year ago

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

1085

1 year ago

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

2643

1 year ago

cmorelandSemi-Pro III

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?

552

1 year ago

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:

82816

1 year ago

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?

683

1 year ago

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!

1413

1 year ago

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.

2484

1 year ago

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.

592

1 year ago

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

1104

1 year ago

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?

1661

1 year ago

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

5293

1 year ago