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Configuration and Installation

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

  • 866 Topics
  • 3,196 Replies
866 Topics
B
Freshman I
bmardanianFreshman I
asked in Configuration and Installation
Accessibility issue in Project quote and project

 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?

5
B
Freshman I
5 months ago
C
Semi-Pro I
chidao
asked in Configuration and Installation
How to manage available goods & shortage of goods in multiple warehouse

Hi All,We have item “orange” store in warehouse A - 10 EA; warehouse B - 20 EA; warehouse C - 0 EA. We got a lot of orders from customer need to be delivered from warehouse C. So how can we count how many oranges do we need to transfer to warehouse C to cover available qty for all the customer orders.Current apply solution:Option 1: Using Replenishment → set up min stock order for Warehouse based on the average sales.Disadvantage: when we run Replenishment that will apply for individual Warehouse (WH).If min order is 30 qty for each WH, run Replenishment will require order WH A - 20 EA, WH B - 10 EA, WH C - 30 EA and 60 EA in total. However, we can transfer goods from WH A & B to C instead of creating a new orderOption 2: Using require Allocated on Sales Order.We record new SO as draft SO if that item dont available on that warehouse and the system will reserve that order with negative qty. We can run report Inventory Balance or Storage Summary to see how many negative qty has been

0
C
Semi-Pro I
1 year ago
B
Jr Varsity III
brucewarrell96Jr Varsity III
asked in Configuration and Installation
Audit History on Pick, Pack, Ship Screen

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.

9
Chris Hackett
Community Manager
1 year ago
R
Jr Varsity III
RobLoweJr Varsity III
asked in Configuration and Installation
Restore a default user role

Is there an easy way (without creating from scratch) to restore a deleted default user role? Looks like a user role that we need has been accidentally removed. Can this be copied from one tenant to another?

1
Kandy Beatty
Captain II
10 months ago
cmoreland
Semi-Pro II
cmorelandSemi-Pro II
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?

2
pbennett
Varsity II
1 year ago
RaphaelPfaff12
Varsity III
RaphaelPfaff12
asked in Configuration and Installation
Include an Acumatica screen, without menu tree

I would like to display an Acumatica screen - or a wiki page (via the wiki widget the display is unfortunately not so nice) via an embedded page widget in the dashboard.This way I can also include input screens or the calendar boards from the service management as a side panel.Unfortunately, however, the Acumatica menu tree is also visible in the view. Does anyone have a trick how to hide this menu tree, e.g. via the link?

1
J
Pro I
11 months ago
N
Freshman I
nancyw84Freshman I
asked in Configuration and Installation
MRI System interface to Acumatica

I am working with a prospect who uses MRI System software.  Does anyone have experience interfacing this product with Acumatica? Nancy Wrightnancyw@erpsolutions4u.com216.956.7522

6
N
Freshman I
3 years ago
T
Varsity I
tahayabaliVarsity I
asked in Configuration and Installation
User to database

hi I am trying to load U100 to my localhost but it shows error present in screen shot below. Can someone please guide me on this.  

4
T
Varsity I
5 months ago
Y
yudeleanne
asked in Configuration and Installation
Learning Acumatica without a Business Administrator

“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?

2
Chris Hackett
Community Manager
7 months ago
V
vzelenko87
asked in Configuration and Installation
Missing Sales Demo for Build 21.108.0032

Hello!Does anyone know when would Sales Demo for Build 21.108.0032 be available for the download? Thank you!

1
Naveen Boga
Captain II
2 years ago
S
Jr Varsity II
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!

3
Kandy Beatty
Captain II
2 years ago
H
Freshman I
helpdesk37Freshman I
asked in Configuration and Installation
Acumatica Survey

Hi,Anyone with the latest Acumatica Survey package that supports external users such as customers to share or any advise on how to find the package.

1
C
Semi-Pro I
3 months ago
H
Freshman I
HamzaFreshman I
asked in Configuration and Installation
Is it possible to redo a new screen for customizing fields like CS205020 with a new table

I need to make a new screen for the customization of fields and attributes with the same functionality existing at the CS205020 level but with a new table es-that it is possible to redo it or to access it at the CSAttributeMaint2 to access it to the code

0
H
Freshman I
3 years ago
abdulmuksithshahul61
Freshman I
abdulmuksithshahul61Freshman I
asked in Configuration and Installation
Issue in Bounce back emails

I configured my email account to send an email to a wrong email address. "I would like to receive bounce-back notifications for emails or warning messages."Is that possible in Acumatica?

1
Manikanta Dhulipudi
Captain II
7 months ago
N
Freshman I
NeroJerryFreshman I
asked in Configuration and Installation
How to configure SSH authentication key for SFTP file synchronization to connect from Acumatica to my local server.

Hi i am trying to connect to my local sftp server from acumatica. i have followed the instruction provided herehowever. i am still getting error “Permission denied (publickey).”. i am very sure my stfp configuration is correct because i can connect to it using winSCP without any hitch. can someone please give me a more detailed way to sort this out. all the instruction i have found so far are vague and no response to follow up questions

0
N
Freshman I
2 months ago
H
Captain II
HarshitaCaptain II
asked in Configuration and Installation
Access Right issue

Hello all,I have been trying to revoke the RELEASE access right/button from the Reconciliation Statements form for the role of CA Clerk, but it is not getting implemented.What is it that I am missing?

6
H
Captain II
4 months ago
S
Freshman I
skumar98Freshman I
asked in Configuration and Installation
How to identify a given role is predefined role or custom role from screen ?

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 .

2
S
Freshman I
5 months ago
jhouser
Pro I
jhouserPro I
asked in Configuration and Installation
Limit access to customers in mobile app

We set up Customer Access groups so that salespeople can only see their own. This works and limits access to Opportunities related to their customers, for example. But in the mobile app they can still see all Opportunities. Can the security be extended to mobile or is there some other way?I’ve looked for documentation on this without success. Thanks in advance for any help. 

1
jhouser
Pro I
7 months ago
S
Freshman I
sbenosnFreshman I
asked in Configuration and Installation
Which REST API to reach Substution Lists?

HiLooking to figure out which REST API I can use to update/amend the substitution lists.The swagger.json at the top level isn’t showing me much helpI can subaccounts but not substitutionsIdeas?  

1
J
Pro I
2 years ago
R
Semi-Pro III
rosenjonSemi-Pro III
asked in Configuration and Installation
Is there a 64-bit version ofthe DeviceHub client available?

Most Windows servers are 64-bit these days. 64-bit OS’s are able to utilize more memory and tend to be more stable than 32-bit. It seems that Acumatica only has a 32-bit version of DeviceHub, as far as I can tell. is this correct, and if so, are there any plans for a 64-bit version?

0
R
Semi-Pro III
2 years ago
J
Freshman II
jdunmireFreshman II
asked in Configuration and Installation
Attribute Input Mask: Numbers with Two Decimal Places

Hello! I am trying to use an input mask to allow for numerical entry only where the number has two decimal places. For instance, we manufacture parts that have dimensions such as 68.50” and 82.25”. I tried using the input masks ##.##” and 90.99” on the attribute itself but when I enter the values above I get the following results:68.50” → 68._5”82.25” → 82._2”. I had figured out that we could use something such as 90.99#” but it then returns values as: 82.25” → 82._25” This isn’t ideal and could get confusing. Is there anyway to force a number right after the decimal?Also, I believe I found a bug in the system when it comes to these input masks. Using the 90.99#” input mask above, it registers the number but every time I click on the attribute and click off it reduces the number and adds a space. Thank you!

1
darylbowman
Captain II
3 days ago
D
Freshman I
dherr70Freshman I
asked in Configuration and Installation
Course S100 issue with version updating

Hello! I am currently working on the system admin course S100, and ran into an issue and would like to ask for your help. In the step shown on the attached pdf on page 61, I made a mistake and chose the latest version of 21.119.0030, instead of 21.101.0047. See also attached screenshots. Will this create any problems down the road? If so, can I downgrade before proceeding? I plan to go on to the Developer Track. Can you advise?

2
D
Freshman I
2 years ago
K
Freshman I
klugo36Freshman I
asked in Configuration and Installation
Inventory ID Doubling Up when Confirming Order

Can someone help to solve this problem? each item shows double on the order confirmation, see attachment.   

5
K
Freshman I
2 years ago
G
Varsity I
guslVarsity I
asked in Configuration and Installation
Acumatica Local Test Instance - Configuration Wizard Missing Buttons?

Hey everyone, I’m noticing while installing Acumatica on a local machine that the configuration wizard (i tried 2 different builds) are missing the buttons that are normally there. Any insight? Is it simply a compatibility issue? Missing buttons on the bottom right? 

3
G
Varsity I
9 months ago
S
Freshman I
smyssFreshman I
asked in Configuration and Installation
Corrupt Screen Unable to Render

We are running into this frequently.  Sometimes changing browsers works, sometimes clearing cache and cookies.  Sometimes a reboot.  Has anyone see this or know what causes it.  Our partner has been unable to provide a solution so hoping someone has ran into this here before. 

5
S
Freshman I
10 months ago

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