Configuration and Installation

First, I think I know the answer to this question, but I need confirmation.IF I want to setup where I create a Case in Acumatica with a specific Case Class based on incoming emails with certain Subject Line headings or even Keywords in the email body, *must* I use and enable the Service Management Module/Feature?Or can I do that without Service Management, and if so where do I set that sort of configuration?Thank you,Jeff

If I’ve created a company “Without Branches” that now requires that they need “with Branches” Is there a way to edit this feature without deleting the existing company; there are no transactions within the existing company?

Hello,I have a test tenant that has grown to 41GB. Does anyone have any experience with optimizing a tenant size. I have already deleted all old snapshots. The majority of the data are in the Note and UploadFileRevision tables. 

We have a business event that send a customer when an invoice is created.  The email is sent to the “Account” eamil address.  One customer wants a duplicate email sent to a second person in its organization.  How can we do  this?

Hi all,Basically how do we integrate Acumatica Cloud ERP 2023 R1 with Microsoft 365 multi-tenants for login authentication via Azure AD? Is it possible to configure it? Currently, we have one tenant of Microsoft 365 for login authentication via Azure AD. My concerns with multi-tenants Microsoft 365 with Acumatica:Will users login within the same Acumatica page? Users access the same Acumatica application and database? Any licensing cost will be incurred? Any additional Acumatica application setup?Appreciate for the advice. Thank you. Our current login via Azure Active Directory  

How many users can simultaneously access Acumatica ERP during its trial mode? Is it restricted to two user accounts or two active sessions?Additionally, am I able to utilize two sets of user credentials to log in from multiple laptops concurrently?

We moved our Acumatica installation to a new Windows server and when we try to “Apply License” to the system we have this error in the subject line.We HAVE to have this fixed ASAP. What do we have to do to fix this? 

Is there a way for a user to see all data for all branches when running a particular report regardless of access rights? Scenario: Vendor asks a branch for full remittance details on a check but that branch only has access to there branches information so they can not send. Is there a way for them to pull all info on that check without changing access rights? 

Hi Acumatica Community,I'm encountering an issue with installing PX.Templates in my Visual Studio 2019 environment. My goal is to access templates such as FormDetail, FormTab, FormView, ListView, TabDetail, and TabView directly within Visual Studio.Unfortunately, I've encountered some difficulties in this process. I would greatly appreciate any guidance or assistance you could provide to help me successfully install these templates. Thank you very much for your time and support. I install it with my Acumatica Framework 19.121.0006Here is the template I want to install. 

I'm encountering an email related issue  with two users who have identical permissions. Both users have access to the Sales Order module (and all other permissions match) and are attempting to send emails from the Sales Order screen using the "Send Email" button. However, the behavior differs between the two users.One user, upon clicking the "Send Email" button, is presented with a popup containing an email template where they can edit sender information, recipient details, and compose a message. Meanwhile, the other user experiences no response upon clicking the same button, even after ensuring that pop-up blockers are disabled.To investigate further, I logged in as both users on my machine, and indeed, observed the discrepancy in interaction behavior. Additionally, I have reviewed all email settings to ensure that neither user has automated emails configured.Lastly we are working in 2023 R2 currently for an upgrade. This is one of the last remaining issues we have to figure out befor

User A does not show AP Clerk role when the User Type is Accounting , however when the User Type is Purchasing , I can see AP Clerk available for User A. My question is with User Type as Accounting , how can I add the AP Clerk role when it is not even showing in the roles ?  

On some of our sales order, we have large system orders (perhaps 1% of orders) where are controller has the requirement that we post to a different subaccount than a common replacement or re-ordering of a part order. We default our sales account - subaccount to our prevalent replacement/re-ordering account (99% of orders). Our posting class for our items defaults to the inventory item entry for the sales account and the sale account subaccount.Questions: 1. I see a couple of "out of the box" actions available for sales orders where one can modify the sales order lines systemically (e.g. recalculate pricing). I suppose there is no other way than to have our order entry staff to manually enter the subaccount for these system orders manually on each line, right?2. We do our quoting of our large system orders on an Excel spreadsheet even though we our using the Project Accounting module within Acumatica with a line by line breakdown of items and their quantities. We envisioned loading thes

We are using the Time Card system, but NOT Payroll.  Just this week, the Week ID is no longer showing up.  Where do I go in Acumatica to set this weekly ID?  See screenshot below for reference.  

Hello!Need your inputs, I’m receiving this error while trying to import a Snapshot from Production to our Local Acumatica environment. Is it because the size of the Snapshot?  

Hello,I have installed a Acumatica local instance on my laptop and it was loading up my U100 and S100 data in the first couple weeks just fine, but it seemed to get slower and slower every time I launched the instance to input data from the training manuals. Now the instance has started to time out when I attempt to launch it from the Acumatica configuration wizard. What can I do to speed up loading the instance Should I be using a laptop How can I create a reliable an stable test environment for low to no cost?Thanks for your help. Abdul

Hi community,I'm working on enabling the inspect element (CTRL + ALT + Click) feature for non-admin users who don't have the Customizer role. Wondering if I can handle this through Access Rights by Role or Access Rights by User settings.I found This link, but it's still pending review, so I'm not sure if it's feasible or not.Thanks,Sagar

We are experiencing a number of performance problems.  We are an on prem installation hosted in an Azure environment.  Has anyone implemented multiple web servers and any of the Azure Load balancing options?  In the pre-Azure days this would have been accomplished by creating multiple Web Server VM’s behind a NetScaler.  I am looking for a similar option, if it is viable with Acumatica.

Still new to Acumatica, so there are some features that I am now looking into that I feel may benefit our business.With our old accounting software, we used to manually round invoices, but they always went to our default AR/Sales accounts. I think that the Invoice Rounding feature in Acumatica would help us roll out this practice for all invoices. However, I am running into an issue with setting it up…I’ve enabled the feature under CS100000 and I’ve set the AR preferences to “Nearest” and “1.00.” We will not utilize the AP rounding so I’ve kept that at currency precision. However, when I do this in AR Preferences, it says: “To use this rounding rule, you should specify Rounding Limit on General Ledger Preferences (GL.10.20.00) form.”Problem is, nothing on the GL Preferences form says anything related to this. Looking into it further, I am also not able to specify a Round Gain or Loss account, which I would particularly be interested in for tracking the revenue from this practice. Am I

First, before pointing me to them, I have already completed Acumatica badges for System Administration and Implementation Project Mgmt.  Those modules did not answer my question.What I am looking for, is if there is some kind of Acumatica standard set of steps/procedures that must be followed for setting up an ERP system.For example, here are some very ‘high level’ steps that I have created on my own below, but am looking if Acumatica has something like this as a template or even an Excel spreadsheet of.  However, I am looking for something MUCH more detailed, like, “Before setup of GL, need to setup Project Account Groups”Configure Company Information Define Chart of Accounts Configure General Ledger Set up Branches and Business Accounts Define Users and Security Roles Configure Employees and Users Define Customers and Vendors Configure Inventory Setup Sales and Purchase Documents Define Tax Settings Customize Screens and Workflows Integrate with External Systems (if applicable) Data

UPS has native integration in Acumatica, but can we have automation for UPS return labels to be generated within a return?The question behind this is because there is a lot to do when handling returns, and want to simplify this process. I’m wondering if there is any native configuration in Acumatica for generating UPS return labelsThank you for answering this question

“You might not be allowed to view this area. Access to Knowledge Base, Product Downloads and Ideas is controlled by your assigned role in Acumatica CRM. If you require access, please work with your business account administrator to assign you the proper role.” I do not understand who is my business account administrator. I am planning on taking some courses on my own. How would I go about downloading Acumatica for learning purposes?

I’m hoping I’m just missing a setting, work around, or feature that enables this, but here is the scenario:One Tenant using the “Multiple Base Currencies” feature in 2021 R2, latest build Three companies, no branches USD Euro CZ Koruna Three warehouses Shared Stock ItemsThe non-US companies need metric measurements (KG and Liter) for weight and volume, but when I set these in one company it changes for all companies.Any suggestions appreciated!!

Hello Community,Our company is planning to upgrade our software from version 2020 R2 to 2023 R2. We aim to ensure a smooth transition and are seeking insights on potential challenges and key considerations for this upgrade process. Specifically, we would appreciate feedback on:-Any known issues or bugs that have been encountered during or after the upgrade to 2023 R2.-Recommendations for pre-upgrade preparations and best practices to minimize downtime and disruptions.-Critical post-upgrade checks to ensure system stability and performance.-Documentation or resources that can guide us through the upgrade process.If you have experienced this upgrade or have relevant expertise, your advice and any additional notes would be highly valuable to us. Thank you for your support.

We are an organization of around 50 users who has made the jump switching to Acumatica. I would guess we are about ½ way through our implementation with a go-live scheduled for June 1 2024. We have gone through initial configuration and we are now in the process of having customizations built by our VAR including integration of Netstock and a few other 3rd party solutions. I wanted to see if there are users out there that have gone through implementation recently or are close to go live and can let me know what things they did that were helpful to a successful transition, detrimental to their transition and anything else you recommend we keep our eyes on.Thanks

Hello - We recently implemented Active Directory sign on and I have noticed we lost the visibility of “Last Login Date”. Is there a way we can still find this information somewhere?