Configuration and Installation

We are attempting to use “Customer Access” functionality to restrict salespeople from seeing accounts other than their own.We are really struggling to set up an “A” group as that would be the easiest way to control it. “A” inverse works perfectly, but that would create more work when new customers are added.Just a general understanding of how “A” vs “B” is meant to work. Totally understand how the inverse works.

Good day,I am using Email Template to send an ACH notification from Screen AP302000, normal ACH notifiaciton with business Event. My client is requesting to add the Branch of the Bills on the Email template (I manage to add that to the AP642000 report), but cant find the way to add it to the Email body. I am using the following datafields but none has the Branch from the Bill that was paid:Some are from the Payment Branch, is not helping the case. Any recomendation is appreciated. Thank you team. These is the result of an email with those fields for Branch (Test enviroment)The number 5,7 and 8 are the Branch ID from the Payemnt, not the bill(s) paid.

Hi Everyone,  For some reason I don't have the option to “download package” in the apply updates screen.How can I update this site to the 2023R1? Is there another method through the material wizard? Could i potentially just create a new site/instance? 

During the upgrade to 23 R1 105.0016, i noticed that over 10% of my GLTran table rows were dropped.  For us that is over 1.5 m rows.They all occurred in the PM Module entries and I can not find any documentation around this in the release notes or online. Does anyone know why this happened?

I need to set SONbr to only transfer Screen(IN304000) warehouse equal to sales Order screen(SO301000) warehouse(siteID). errors in :     if (sOLine.siteID == row.siteID)  this is my code: protected void INTran_RowSelected(PXCache cache, PXRowSelectedEventArgs e)        {            //Row selected for UsrSONbr            var row = (INTran)e.Row;            if (row == null) return;                SOLine sOLine = new PXSelect<SOLine, Where<SOLineExt.usrTransferNbr,                                                Equal<Required<SOLineExt.usrTransferNbr>>,                                                And<SOLine.inventoryID, Equal<Required<SOLine.inventoryID>>>>>                                                (Base).Se

Hi GuysI want to build an integration for my application with Acumatia. One of our customer is requesting for same. Can anyone help me how to get started with a developer account to build and try out the integration?

Hi,I created a customized security role called Property Manager. I restricted access to the header and detail screen for Bills and Adjustments. The approver only needs to approve, reject, reassign, add notes and update the due date in the header field. I am close to this but if you look at the second print screen the Type and Reference Nbr. fields need to be grayed out but the Due Date field has to be editable. What am I doing wrong? What are the correct fields under Access Rights for Roles under Bills and Adjustments for these 3 fields so I can finalize my security role setup. I tried different setup and nothing is working. Client is on 2023 R1. I can find the DAC under Bills and Adjustments but it does not seem to correspond to options in Access Rights for Roles. Current security settings:  

Hopefully this is the right place to put this, but we are a Canadian Company with the Canadian Localization.  I am trying to set up our bank payment type for vendors we pay by Canadian EFT but we don’t see an already available default EFT export. There are default templates for ACH but is there no default template for EFT?   

HI All,Do you know how to prevent user from changing Employee Status to Inactive if Employee still has an Prepayment does not Closed?Employee has been using as a Vendor ID so when recording advance for Employee, we use Employee ID too. When Employee left the company, HR will change the status to Inactive and current the system has no warning that Employee still own company an advance or not. And then when Payable want to apply that Prepayment, they have to change status of that Employee again.This flow annoys us a lot and seem does not make sense to me. The system may have some setting to prevent user from changing Employee Status to Inactive if Employee still has a Prepayment does not Closed?Appreciated to your advice,Thank you so much,Yên Chi

The USPS states: “Uppercase letters are preferred on all lines of the address block.”For this (and various other internal reasons) we have made it a standard practice in our business to use ALL CAPS for all addresses in our system. We use a window envelope to mail invoices, so the customer address in Acumatica must be in ALL CAPS in order for that to happen. When we use Address Lookup, then select the address to autofill the fields, the address is not in ALL CAPS. Is there a way to change this? 

When attempting to attach a .mov video file from an iPhone to an Appointment, it just spins and will not upload the file.When attempting to attach the same file with an Android phone, it works just fine when using the ‘upload using mobile device’ button to receive a push notification to upload the file. Multiple iPhones were tested, and photos attach without issue, but videos are not working. Does anyone know of a workaround or iPhone setting that may be causing this issue? 

Hi! I’m looking for sales demo data for 23r1 and I’m having trouble finding it. This isn’t for sales purposes but for implementation/testing.

I have users that I have granted access to their role for specific dashboards but some of the items appear as a padlock instead of showing. How can I determine the specific permission that needs to be granted to allow these widgets to function? 

After signed up, it’s loading and not working so that we can’t do anything 

I am trying to modify AP Balance by Vendor, however, after saving/uploading to the server, it does not reflect on the generated report. no error’s shown.

I’m looking for suggestions on best practice and methods for the following. Short Question(s): Is there a way to copy one or more security role settings to another role? Is there a way to compare two roles access settings? Additional context: We have a smaller team that operates the business side of things in our company. Like other small teams, a number of our team members have multiple responsibilities on a day to day basis and therefore their access/security requirement within the system don’t fit within the standard roles provided by Acumatica. I have been shown how I can copy an existing role as the basis of a custom role that I can then modify to meet the role specific requirements. However, I might have a custom role that could require 100% of the base AP Clerk role and 75% of the FA Clerk role. If we have a way to copy the settings of multiple roles to the new custom role, that would be great.Current

Can the screen be audited in v2021R2?  I want to track when a user clicks the Set Qty button.  I’ve enabled auditing on the screen but nothing gets logged in Audit History.

We are a Canadian company that  just went live and are finding rounding errors between the GST calculated in Acumatica vs the vendor invoice.  The tax is setup as a VAT tax and is set to calculate at the line item level. Is there any way to increase the rounding precision of the VAT calculation in Acumatica to eliminate these differences or does someone have a strategy in dealing with these differences. 

Dear ALL,I have created an Email Account in “System Email Accounts” screen just to implement the Automation Notifications email feature for the newly created Case.   We would like to disable sending Email feature from Sales Order screen and all other screens. Please show me how How can we do this without using the “User Security/Access Rights” features.  Note: Acumatica Version 2020 R1 Best Regards,NNT

At Premier Tech Partners, we have a client with a requirement that encryption be enforced on the database / SQL server.  This was working fine with previous Acumatica releases until we upgraded a Sandbox instance to 2023R1 in preparation for their Production instance upgrade.  When we then tried to log into the upgraded instance, however, the login screen had the error message “Database could not be accessed”.  Our IT Team already knew that it was necessary in SSMS to check the “Trust server certificate” option on another SQL server in order to be able to log into the server with the encryption enforcement turned on from the former server.  But, it took quite a while to find the equivalent setting in Acumatica.  Finally, someone from the Acumatica R&D team provided the following web.config parameters:                … Integrated Security=False;Encrypt=True;trustServerCertificate=True; …The underlined parameters are i

Can Acumatica be configured to display time in a 24 hr (military time) format? 

Hello morning guys,Is there a way to configure the access right by screen by disabling the delete button in header document and enabling the delete button in the line document? Is that possible?The screen ID is CA304000.Thank you in advance.  

I need to give a role access to add notes to invoices, but do nothing else, beyond view, regarding invoices.How do I do this?

hi! i have Client A who’s going through implementation and the first financial year starts on 1/1/2018 (monday) and Client B who’s financial year starts on 1/1/2021 (Friday).  i was referring to the info related to custom week config which led me to believe that it’s related to the financial year but that’s not consistent with what i’m seeing between the two clients:on the time and expense preference screen, Client A’s week setting has a start date of Monday and Client B has a start day of Sunday.  does anyone know what settings i need to change for the start day to change to Sunday for Client A without using the custom week configuration?  

Hello fellows,I’m facing a problem with running Acumatica instances, the instances are created but when it comes to run them it keeps loading then interrupted, any Ideas?