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Configuration and Installation

Configuration and Installation

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

381 Topics
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381 Topics

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ckwiat46Jr Varsity II

asked in Configuration and Installation

System Monitor Queue - Push Notification Queue Processing Time Threshold

We are seeing an issue where the System Monitor Queue - Push Notification Queue Processing Time Threshold is resetting back to 2 seconds after each app restart. Does anyone know how to permanently set this so that it doesn’t keep reverting?

2 months ago

mrthanhkhoiFreshman II

asked in Configuration and Installation

Can't change combine DiscriptionField of Selector Stock Item

Hi,I have a custom field named UserSearchName on Stock Item and I want to use this field to combine DescriptionField of seletor Inventory.I updated the attribute DescriptionField of InventoryID to: PX.Objects.IN.InventoryItem+userSearchNameBut I got the error regarding syntax I think, I have no idea what wrong here. Do you have any experience about this one?Any idea would be appreciate.Thanks

2 months ago

krausef77Freshman I

asked in Configuration and Installation

Item Numbering Sequence that has independent Auto-Numbering per Prefix

Hi All, One of our clients has a requirement to have Prefixes to choose from or to type in that have independent Autonumbering Sequences behind it.I know we can handle part of it through Segmented Keys and Values, yet the Autonumbering is Global. What we would need to have is the following:AAA0001AAA0002BBB0001CCC0001AAA0003CCC0002 I hope this makes sense.Are there any solutions in native Acumatica or some recommendations on how to customize this?

2 months ago

sanjayvermaFreshman I

asked in Configuration and Installation

Session Expired

From past many days, we have been facing this issue in Acumatica.While working on ongoing cases or business accounts, we get an alert of The Session has expired issue and sometime You are currently logged off.Our Chrome is updated to the latest version and though we clear all cache and cookies, still after some days it gives the same error/alert.The session timeout in web.config is set to 600 mins.Highly appreciate your support.

2 months ago

davordobFreshman I

asked in Configuration and Installation

Trying to import snapshot into a test environment and getting Error: The file is not found, or you don't have enough rights to see the file.

This file is under 20 mbs as a binary and just over 20 mbs as xml. No where near the 1gb limitation i have seen documented. This is not an on prem so no restores are possible. This happens when I try to import the snapshot into the test Tenant that was created and exported in the live enviroment on the Tenant screen. Any thoughts? I have tried without attachements (it was only 6 mbs)

2 months ago

dsimmerlyJr Varsity III

asked in Configuration and Installation

Prepare snapshot error

Does anyone know if the issue below has been resolved?I am getting this error when preparing snapshot for export…."Denial Code 502- System was unable to process your request due to resource constraints. Please try a smaller operation or contact your provider for further assistance. CorrelationID: 8DABE265E36E957; Timestamp: 2022-11-04T05:35:22.5038167Z"

2 months ago

shuang57Jr Varsity II

asked in Configuration and Installation

How to create a conpany structure with 3 layers?

Hi guys,If I have a company structure like the picture below with 3 layers (note that A and F have more than one locations), how should I create them in Acumatica system?I was thinking 2 ways.1. if I create A-G as ‘companies’ and for the locations of A and F I create branches, the question is: where do I generate the consilidated financial statements?2.If I create A as ‘company’ and B-G as branches, how do I create 3 layers? I mean, if B-E are branches, I don’t see a way to generate a ‘subbranch’ for F and G.Could anyone help me here? Thanks!

2 months ago

afomichevPlatform Analyst

posted in Configuration and Installation

Acumatica Global Search Improvements

Hi Community, We are planning to rework our Acumatica Global Search (or Universal search) and now we are collecting requirements for this feature. The most popular ideas like categories and including attributes have been already included, but still, we would like to ask for your opinion about any ideas and problems related to global search, feel free to write it here.

2 months ago

robmellentineFreshman I

asked in Configuration and Installation

Purchase Order approval - multiple approvals from 1 group

We are looking for a solution to only approve a PO if it receive at least 2 approvals from a group. We have not been able to figure this out yet.

2 months ago

martingaxiolaJr Varsity II

asked in Configuration and Installation

System Email setup for Users will mark their Office365 emails as ready in a couple of seconds.

Good day,Client has been using System Email Accounts to send / Received emails from Acumatica using Outlook (they dont have Acumatica integration on their outlook app in windows), starting on 4/8/21, the client started noticing that the emails on her inbox will automatically change to read, other users that have Acumatica accounts that also have System Email Accounts setup in Acumatica will have same issue. After several tries with their IT person from there email server, we inactivate the System Email Account for her by changing the password to something incorrect, and the issue stop. I have sit checking this issue and it occurs when the System Email Account is setup correctly. I have already change the incoming mail server from smtp.office365.com to outlook.office365.com to smtp.office365.com. But this did not fixed the issue. I have also test where the password in incorrect and the test is bad, and emails remain unread on my clients outlook app in windows, but when putting the pas

2 months ago

dcomerfordFreshman I

asked in Configuration and Installation

Setup Shared Folder in File Maintenance

Hi I am trying to configure the Path, Login and password for the Synchronization Type of Shared Folder and no matter what i try it gives me an invalid URL or a 1326 error. Can anyone help with the syntax of the Path/Login please. Does this only work if Acumatica is installed locally?

2 months ago

nurul74Freshman I

asked in Configuration and Installation

Customize Control Module in Journal Transaction

Is there any possibility for customizing data fields to become editable for the control module in Journal Transaction screen such as AP and AR?

2 months ago

xkylewrightxVarsity I

asked in Configuration and Installation

Format of files attached to records

Hello! When we attach a PDF to a record (i.e. invoice, sales order, whatever) it shows in the file browser as a .pdf file extension.When you open the file for viewing, Acumatica seems to be serving it as an .ashx. Does anyone know if there is a way to get Acumatica to serve the PDF to us? ASHX does not work well at all on Mac OS

2 months ago

mrthanhkhoiFreshman II

asked in Configuration and Installation

Restore snapshot get error

Hi,I create a snapshot with option: Settings and Business Account exception Attachments (since the option Full give the file up to a TB)then export it and import to another environment and I got the following error:It seems like the new instance is missing some dll. How could I export it from source environment?

2 months ago

hthuy24Jr Varsity II

asked in Configuration and Installation

How to set up approval when unit price in two screens Purchase Receipt (PO302000) and Bills & Adjustments (AP301000) ?

Hi All,I want to add a step approval when there is a difference between unit price between 2 screens the system will send email If u have any idea, pls advice me.Thanks in advanced.

2 months ago

MikeTFreshman I

asked in Configuration and Installation

Learning Acumatica - Need help to setup a Demo environment

Hi everyone,My name is Mike and located in Vancouver, BC, Canada. I recently decided to learn Acumatica but, as you can imagine, as a newcomer, I'm facing a 'few' challenges with downloading, installing and running sample demo of Acumatica on my computer, etc. I got access to all the installation guides available BUT I think it’s time that I speak with a live person who can help me remotely. Anyway, I finally got Acumatica 2022 R1 going but I cannot load the U100 Tenant (Error message: Package version ‘22.202.0040’ differs from application version 22.104.0012). I'd really like to speak with an Acumatica installer who can help me to upload the training tenant material and stuff. I appreciate any suggestions. Here's my contact info:email: Mike@MikeT.caCell: 604-817-1970Thank you and all the best.Mike

2 months ago

mrthanhkhoiFreshman II

asked in Configuration and Installation

Do customization in 2 tenants with same database

Hi,We are working on a environment Acumatica Cloud ERP 2021 R2 with 2 tenant: Production and TEST but it only has 1 database. It leads to whenever we publish the customization on TEST environment, the Production is overwritten also.Hence, we want to clone it to a locally environment (install windows server on pc then install Acumatica 2021 R2). What do you think about this option?Beside that, I have some concerns:Is it possible to access Acumatica Cloud Database to clone it then import to my local environment? If I export all project customization on Production and import it to new environment (my local environment), Will the customization between them be the same? Install Acumatica 2021 R2 on a local machine needs license, doesn’t it?Thank you for your help.

2 months ago

BOSullivanFreshman I

asked in Configuration and Installation

Using HP y640 thin clients with Windows 10 IoT Enterprise for Thin Clients

I work for a manufacturing company and there are (9) thin clients machines on the factory floor used for the scanning of routers for MaCola. We are in the process of migrating to Acumatica and these thin clients will no longer be in service due to aging out of the system. I want to replace them with the following; HP y640 thin clients with Windows 10 IoT Enterprise for Thin Clients. Is this possible? I don’t want to purchase full blown machines for scanning purpose. Thanks,

3 months ago

bobstephens42Freshman III

asked in Configuration and Installation

ROLE: VIEW ONLY Access on Screen/Form allows ACTIONs to process

User Is set to View ONLY Access for Several Workspaces but still is able to Perform Actions on a ItemUse Case: Set ROLE Access for a Screen/Form to ‘View Only’ Ex: Purchases Orders from ‘Access Right by Role” It is assumed that for Purchase Orders this ROLE/USER can only VIEW PO’s but not Edit them.By default all FIELDS and ACTIONs within the FORM are set to INHERITED. However, the ACTIONs on the PO are still Available and can be utilized: for example, an open PO can Receipted or be Put on HOLD. Since this is VIEW ONLY access shouldn’t ACTIONS also be VIEW ONLY? And this inadvertently gives ACTIONABLE / EDIT access to user that should be VIEW ONLY. This is a security Flaw and Has been caught in client Compliance AUDITs The only way I’ve been able to counter this is at the FORM Access Level is to REVOKE the ACTION ITEMS Is there any way around this? Shouldn’t VIEW ONLY apply to ACTIONs as view only also? IS this a BUG? Shouldn't this be fixed? NOTE: This applies to ALL FORMS

3 months ago

nathantrauschtFreshman I

asked in Configuration and Installation

Sales Order Preferences>Mailing & Print>Notification Template

I edited the InvoiceNotification template and assigned it at the Sales Order Preferences level for SO Invoices. However, when test emailing an SO Invoice, it still does not use the notification template assigned.What am I missing here?I tried assigning the notification template at the customer profile level and that worked. But, it’s not practical to assign the notification template at the customer level for 3,000 customers.I tried the same thing for Purchase Orders Preferences to assigned a notification template for mailing ID PURCHASE ORDER and it is not using that template when testing a Purchase Order email.

3 months ago

Laura CarpenterVarsity I

asked in Configuration and Installation

Maintaining User Profiles

Is there any guidance on best practices for user profiles? I have a number of users that are no longer with our company and we have disabled them. I am wondering if there are any ramifications to deleting the user accounts to keep data cleaned up. I’m thinking this is a twice a year type activity, run a report and any users that have been disabled since they are no longer employed, their user profile would be deleted. Anyone have experience with something like this?

3 months ago

rodrigocid34Varsity I

asked in Configuration and Installation

Restrict access scenario: Give a user access to specific branch should only view inventory quantity from other branches

Hi!I have a specific scenario in MultiCompany/Branch environment related to access rights.Our customer has 3 different stores and each store has a warehouse related. A user of one store should only have access to warehouse inventory from another store but it should not be able to work in other branch than the one that has been assigned. I dont see a feature that could help me with this (access roles, restriction groups, restrict visibility). Does anyone have a configuration like this? Thanks.

3 months ago

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About Acumatica ERP system

Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.

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