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Configuration and Installation

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

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victoravila63Jr Varsity III

asked in Configuration and Installation

Increase the size of folders in the lines detail of opportunity screen

Hello:In many screens we can upload files but the size is 1 GB and now I know for Acumatica that can be increased to 2 GB, with this articule:Next But we need in the screen of opportunities for line upload 2 GB, ¿is it possible with the articule top?Thank you

2 years ago

lauraj46Captain II

asked in Configuration and Installation

Is there a way for users to configure Favorites as their home or landing page?

Is anyone aware of a way to specify Favorites as the Home Page on a user profile (SM203010)? Since the Favorites functionality behaves like a pop-up and not a full-fledged screen there doesn’t seem to be a way to select it. Any ideas?Thanks!Laura

2 years ago

fcallegariFreshman I

asked in Configuration and Installation

Using the Favorites option in the Menu pane as the "Default home page" when logging into Acumatica

How can the Favorites option in the Menu pane be setup as the "Default home page" when logging into Acumatica?It sems this option is not available in the User profile...

2 years ago

sheilao08Jr Varsity II

asked in Configuration and Installation

Enabling Project Accounting in multiple tenant instance

We have our production/testing tenant on the same instance, and we are wanting to enable project to test time tracking (internal projects) and also expense management.Would there be any issue with enabling in the TESTING tenant? Will enabling in one tenant (Testing) affect our Production Tenant since it is in the same instance? We don’t want to cause any issues with our sales team as we are configuring it and testing it.Or would it be best to do in stand-alone environment like another “Test” instance?Also, I haven’t come across any videos or training/configuration of internal projects, if you know any please let me know. We will probably do billing against projects later but initially we will be using for tracking internal projects and time for employees on those projects. Thanks!

2 years ago

Jeff96Captain II

asked in Configuration and Installation

Upload Button on AP Cheks and Payments

I would like to add an upload button to be able to upload an excel file with the lines an AP payment should be applied. What do I need to do in the customizations?

2 years ago

bhylandJr Varsity II

asked in Configuration and Installation

Opportunity Summary column formatting

Good morning!Can the columns in an Opportunity Summary be rearranged?If so, please advise how. Thanks.

2 years ago

iacook28Freshman II

asked in Configuration and Installation

Outlook add-in logging in but not loading menu

My outlook add-in logs in successfully but then I just see the spinning Microsoft hourglass and no menu items load.What am I missing here?Thanks in advance

2 years ago

erics49Freshman I

asked in Configuration and Installation

Can anyone provide a “best practices” for optimizing IIS in production? We’ve experienced the following:IIS seems to need to “cold start” periodically. Takes about 30 seconds.Occasionally, during the day, while working with the system, it will “pause” for 20-30 seconds.The server CPU and memory are at less than 20% usage, as is the DB, so we have lots of horsepower.The server has a 10GB internet connection, and the client is on a 1 GB fibre.My thought is that this is an IIS configuration issue.

2 years ago

suppal19Freshman II

asked in Configuration and Installation

Customer Upgrade Pre/Post Check List

Hi All,I am just wondering if there is a resource/check-list out there for customers pre and post upgrade?For example, release all existing purchase returns, purchase receipts, related accounts payable bills and debit adjustments.I was unable to find something on the Acumatica forums regarding this, but we are trying to streamline our Client processes surrounding upgrades.Sincerely,Sid

2 years ago

jvaliente51Freshman I

asked in Configuration and Installation

Notification Templates

Hello, How do we check which Notification Templates are being used based on checking the email log? Thanks!

2 years ago

chenwmJr Varsity II

asked in Configuration and Installation

How do we backup Web Service Endpoints in Acumatica 2021 R2 Build 21.204.0055?

How do we backup Web Service Endpoints in Acumatica 2021 R2 Build 21.204.0055 to an XML file? Is it possible to do so?

2 years ago

chenwmJr Varsity II

asked in Configuration and Installation

Vendor - Primary Contact - Email system field

I would like to have Vendor - Primary Contact - Email in the Notification Template. May I know what the actual name of this field is?

2 years ago

mpeck12Freshman II

asked in Configuration and Installation

Assign different Screen Colors for each Tenant

Platform - How How to Change Screen Color by TenantI see that this was a suggestion, and it is flagged as shipped. So far, I cannot find any instructions to make these changes. Probably, I am not using the correct terminology. If I can find out what the correct search term is, I can probably find the instructions.Please pass along any useful information you may be able to provide.

2 years ago

jsung83Freshman I

asked in Configuration and Installation

Reset Admin password

What is the best way to reset admin’s password? I cannot access one of our tenant for whatever the reason with admin log in.

2 years ago

freiter85Freshman I

asked in Configuration and Installation

How can I get a User/Role report including Active Directory Users Roles

How can I modify the User Report or Create a GI to include Active Directory Roles by User? Currently only Roles for Native Users show up or Overridden Roles for Active Directory Users.

2 years ago

jyounesJr Varsity II

asked in Configuration and Installation

Assignment and Approval Maps - Setup

I’m trying to set up a one step reviewer. A/P Clerk creates the bill and I approve it. But they are still able to release the Bills on their own and I don’t know what I'm missing.

2 years ago

GhazalshokrollahiJr Varsity III

asked in Configuration and Installation

Hiding the option from drop down Bill type

Hi All, I have 2 questions:1:what is the best way to hide an option in a Bill type? removing a debit adj 2: What is the best way to hide a tab from a screen/ Form

2 years ago

PeteFraserFreshman I

asked in Configuration and Installation

I need help getting started with Acumatica configuration

I have been roped in to helping configure a current cloud install of Acumatica, and frankly, I’m out of my depth. I have a technical background, but have not used or configured any similar software.I thought that a good approach would be to start with a local installation on my Windows 10 Machine. I use it for video editing, so it’s quite well equipped. That would allow me to play with the company's data set safely in a sandbox. It would also allow me to work my way through Acumatica training guides (A150 looks like a good one to start with).My first question concerns which version of Acumatica to install. The company is using 2021 R2 (Build 21.210.0030), and the A150 lesson seems to need 2022 R1. Do I need to install both versions (one to run A150 lessons, and one to play with the company’s data set)?I decided to start with the download of ERP 2021 R2 Update 4 from the Acumatica site, but it seems to be an earlier version (21.204.0055) than the one we’re running in the cloud. I tried

2 years ago

vkumarAcumatica Support Team

posted in Configuration and Installation

Steps to find list of Entity class, Entity profiles linked to an AttributeID (Attribute )

Use case :User wants to delete an attribute, ‘Delete’ is greyed out on CS205000 screen User wants to know if the attribute was ever used on an Entity class or an Entity profileSteps to find required information:Here are the steps to find out if an attributeID was ever linked to an Entity class and also on what Entity profiles is this attribute used.To find Entity class profile linked to an attribute:When you select an attribute on an Entity class profile ( say an Item class or Customer class etc.) an entry gets added to CSAttributeGroup table Create a GI and pull all records from CSAttributeGroup table, filter by AttributeID, you can find Entity classes with specific AttributeID.To find Entity profiles linked to an attribute:When user adds a value for an attribute on an Entity profile ( Say select a value for an attribute on a customer profile or an item profile), a line gets added to CSAnswers table Create a GI on CSAnswers table and set a filter based on AttributeID, you can find li

2 years ago

clarkmccFreshman I

asked in Configuration and Installation

Custom currency field error: the number does not fit the SQL decimal data type

I’m struggling to add a new currency field to my SOLine DAC. ErrorsWhen setting the value on any of the SOLines, if the value is >=100, then I get this error.CustomizationHere’s how I added the custom fields: I created two fields, a UsrSalesRepUnitCost and a UsrCurySalesRepUnitCost, with the following attributes in each. The “Database Scripts” section in the customization project window indicates the both of the custom fields are using the `DECIMAL(8, 4)` datatype, which I would assume would allow values as high as 9999.9999. QuestionsWhy am I getting an error indicating that the value 150.0000 is too large? Have I properly configured the two custom fields to accurately work for representing currency? I couldn’t find any resources in the documentation about creating custom currency fields.

2 years ago

KrujFreshman I

asked in Configuration and Installation

How to enable Reminder on Tasks (SaaS, not local-hosted)?

We have a web-hosted Acumatica instance (2021 R2).We use Tasks quite a bit, and we frequently set due dates and although we check the “Reminder” box and set a date, nothing happens. There’s no pop-up, no email, nothing. Essentially, the “Reminder” box is useless to us right now. Apart from setting up my own Business Event that will email people when triggered, I don’t understand how I can get the “Reminder” box to do anything? I found instructions to “Turn on Reminders” https://biofermenergy.acumatica.com/(W(1))/Help?CompanyID=BIOFerm+Energy&ScreenId=ShowWiki&pageid=667e2765-09c0-4800-a02d-0e225b8203e1, but these instructions seem to only work with locally-hosted setups of the ERP (hence the topic being underneath the tree of System Administration/Maintaining Acumatica ERP Locally). I could not find equivalent setup instructions for web-hosted ERP… Can anyone help?

2 years ago

aoberlander58Freshman II

asked in Configuration and Installation

MFA Authentication - Unknown Devices Only

I have a client using Acumatica MFA with the option to only require a code on new or unknown devices only. It seems that Acumatica is requesting the code nearly every time even though they are logging in using the same computer.Has anyone experienced this of have any suggestions?We have tried changing browser settings to allow all cookies but still no luck.

2 years ago

dsenevirathne54Jr Varsity III

asked in Configuration and Installation

How to Reset All passwords

Hi ,How can we reset all passwords at once. Is it possible to reset all user passwords to a one passwords at once? Thank you,Dulanjana

2 years ago

ckwiat46Jr Varsity II

asked in Configuration and Installation

Automation Schedule scenario has not been performed due to the database lockout

Hi All,Need help to figure out why the Automation Schedule are not working, we are not in lock out mode but still we are getting error as “Automation Schedule scenario has not been performed due to the database lockout”. Please help us.I think this is happening from yesterday after we published new customization package. Below are the steps we followed when doing package publish first put in lockout mode, then took snapshot then deleted the snapshot, then removed the lockout modethen again, when i was about to publish the package, i put in lockout mode again and published the package then removed from lockout mode

2 years ago

charithalakshan49Varsity I

asked in Configuration and Installation

How Can we Identify a Purchase Order is linked via Mark for PO to a Sales Order?

How Can we Identify a Purchase Order is linked via Mark for PO to a Sales Order? Is there any field or grid column indicating that relationship?

2 years ago

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