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Configuration and Installation

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

  • 1,049 Topics
  • 3,854 Replies
1049 Topics
R
Captain II
ray20Captain II
asked in Configuration and Installation
License migration to another server/deployment

Hello,       We are planning to upgrade our server from Windows Server 2016 to Windows Server 2019 and deploy Acumatica on the new server. After all tests are passed, the final step is to install the license on the new instance.     My question is, if I delete the license on the old server instance and install the same license on the new server instance, this should be OK, right? This should not bring any issues?

271
R
Captain II
R
Captain II
ray20Captain II
asked in Configuration and Installation
Is there a way to install two versions of AcumaticaERPInstall.msi simultaneously?

      I need to maintain two versions of Acumatica simultaneously. I noticed that when installing AcumaticaERPInstall.msi, the new version will default to overwriting the old version. Additionally, after installing the new version, attempting to install the old version results in an error. (I’m not sure if uninstalling the new version and then installing the old version will cause issues—can someone let me know?)       My key question is: Is there a way to install two versions of AcumaticaERPInstall.msi on the same computer, so that I can have two Wizards available simultaneously?

493
R
Captain II
R
Captain II
ray20Captain II
asked in Configuration and Installation
Recommended hardware configurations for separate deployment of applications and databases

         Does Acumatica support deploying applications and databases on separate servers? If so, should I prioritize configuring the hardware for the application server or the database server?

514
R
Captain II
Olesia Alpeeva
Community Manager
Olesia AlpeevaAcumatica Support Team
posted in Configuration and Installation
How to obtain 2025 R1 GA Patch for PCS

When you try to find instructions for installing a patch, where would you look first? How easy is it to follow the instructions for the patch installation from this Help article?https://help.acumatica.com/(W(10))/Help?ScreenId=ShowWiki&pageid=651891d0-041c-4476-9cee-b96836742c60

681
Nilkanth Dipak
Pro I
S
Jr Varsity II
swartzfegerJr Varsity II
asked in Configuration and Installation
Windows Server 2019 specific install guide

Are there any specific guides for installing Acumatica on a Windows Server 2019 box?Installing a local/dev copy on a vanilla Windows 10 machine is pretty straightforward; on Server/IIS we keep getting failed installations.I think it’s down to many of the needed “Windows Add or Remove Features” (which Server 2019 doesn’t have) are handled through roles/Server Manager, which is where we are getting tripped up.Thanks for any insight!

322
Chris Hackett
Community Manager
frankneo
Freshman II
frankneoFreshman II
asked in Configuration and Installation
Project Billing Costing Allocation to Invoice for Fixed Price Contracts

Background: I have a prospect using a different software and we are proposing a solution on Acumatica.  They have fixed price contracts with progress billings.  Costs for the projects include labour hours by employees, inventory from stock on hand, purchases from supplier and other supplier expenses.  When invoicing a progress invoice, they would determine the costs to date and invoice at a level above costs by setting a GP margin for the invoice.  Problem:In Acumatica, allocation rules is used to send expenses to WIP with auto reversal upon AR Invoice release.  I am unable to link the costs to the progress billing invoice using the side panel “Linked Cost Transactions” in proforma invoice.  No lines appear at all for costs already entered.Each invoice needs to have a GP margin.  Currently, progress billings have 100% margins as costs are not linked to invoices.

180
frankneo
Freshman II
J
Varsity I
jessicaASAVarsity I
asked in Configuration and Installation
Limit Bill Visibility by User

Hello. Is it possible to limit an approver’s visibility on the Bills & Adjustments screen to only those bills that have been assigned to them? We have employees who need to approve bills related to their department, but we do not want them to see other company bills of a sensitive nature. I can only see an all-or-nothing approach to access on the Access Rights screens. Thank you.

1043
W
Freshman I
S
ssreymean60
asked in Configuration and Installation
how to solve Your tenancy ip not found when launch perform application maintenance?

i have create an instance with mysql and do step by step → then when i launch site on perform application maintenance it show error "Your tenancy ip not found”

130
S
P
Semi-Pro I
ppowellSemi-Pro I
asked in Configuration and Installation
How can I determine why I get 'You have insufficient rights to access the object (Cst_CRTaskMaint)' when trying to create a new task on the tasks screen.

We are running into problems with creating a new task on the Tasks screen under Time & Expenses.From looking at the effective rights of the user in Access rights by user the user shows as having delete permission on the tasks screen. They can get to the screen and even click to add a task when an error message pops up saying ‘You have insufficient rights to access the object (Cst_CRTaskMaint).’How can I determine why this is failing?  Does this depend on the user being granted access to another screen first?  Has anyone else run into this issue?Thanks for any help,Phil

22909
J
Freshman II
E
Freshman I
emilythaw16Freshman I
posted in Configuration and Installation
Linking the employee record with Acumatica Support user

We had to request for Acumatica Support for checking one of our SaaS client’s site for Service Order Appointment processes. Unfortunately, we cannot link the employee record to the built-in AcumaticaSupport user. So, we had to create a new user account which causes the confusion to our client because they are a bit peculiar about user access on their system. And just a thought that it would be really nice if we can link the employee access for AcumaticaSupport user for cases as well.   

190
E
Freshman I
L
lucasdnd
asked in Configuration and Installation
Fail to connect SFTP SSH to FLEX : "Permission denied (publickey)" when using OpenSSH key pair

Hi everyone,I'm currently trying to connect a FLEX synchronization scenario to a secure SFTP server. The SFTP server has been configured to use OpenSSH public/private key authentication.I followed the official documentation carefully: https://help.acumatica.com/(W(14))/Wiki/ShowWiki.aspx?pageid=d9555f46-0a48-4059-8082-decc6b8e3652 However, when I try to establish the connection, I get the following error message:Permission denied (publickey) FYI : The SFTP user does not have a password (only key-based access) but FLEX seems to hash the password even when the password field is left empty, which might be causing the authentication to fail.

120
L
fosterjeff01
Freshman II
fosterjeff01Freshman II
asked in Configuration and Installation
Modify Two Factor Authentication SMS?

Currently when users request to send an SMS for the two factor authentication code (if they app or other options aren’t available), it send the code only, with nothing else.  Is there a way to modify the SMS message sent so that it includes something like “Your code is XXXXXX” or similar so devices like MacOS and iOS know to offer it to enter into the browser for you rather than needing to type it manually?  

70
fosterjeff01
Freshman II
J
Jr Varsity II
jdunmireJr Varsity 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!

2995
darylbowman
Captain II
Omar Ghazi
Acumatica Moderator
Omar GhaziAcumatica Moderator
published in Configuration and Installation
Acumatica Modern UI - FAQ and Managed Availability Sign-up

Hello, ISV’s, partners, developers, and customers,We have enabled Modern UI on all test environments with 2025 R1 for our users to use all the available features alongside the Classic UI.Additionally, we are excited to announce that we are entering Managed Availability with our Modern UI initiative! We are looking for early adopters to provide us feedback and try the new features in production environment starting 2025 R1. There will be limited availability for this program. Steps to sign up are listed below. They can also be found on the Managed Availability program details.If you want to get an overview of the Modern UI in Acumatica, please read our blog posts:Part I: A Modern User Interface for a New Technology Era | Acumatica Cloud ERP Part II: Modern UI Continued | Acumatica Cloud ERP Enroll for the Modern UI Managed Availability Program (2025 R1 Production Instances)To ensure a quality experience, participation in the Managed Availability offering is limited. During enrollment an

22184
Omar Ghazi
Acumatica Moderator
S
Freshman I
SethBFreshman I
asked in Configuration and Installation
External File Storage - S3 Compatible Provider like Wasabi or Vultr vs AWS

There are several S3 Compatible Providers as alternative to AWS for significantly lower costs.   Has anyone had any success is enabling one as an external storage provider in 2024R1+ SaaS environment? I am specifically looking at Wasabi or Vultr as alternatives to AWS or Azure.    

110
S
Freshman I
R
Captain I
raphrfCaptain I
asked in Configuration and Installation
Access right - Construction Project

How can I configure PM301000 screen permissions so that a specific role can only:-Insert new projects (header level only),-Delete lines in the following tabs: Task, Revenue Budget, and Cost Budget,I’ve tried setting “Insert” access for the Projects screen and “Delete” for the related detail screens (Project Task, Project Revenue Budget, and Project Cost Budget), but users can still delete existing records.What would be the best way to achieve this behavior?Thank you!.PM301000 

251
ed.goodman
Acumatica Employee
S
Freshman II
stephaniet98Freshman II
asked in Configuration and Installation
Is there a third product that assists with audting users?

Our client needs reporting on the following: When a new user is created and who creates them.When a users is edited and who editing them.What access rights were added or removed and when and by whom. I don’t see where Auditing can be turned on for the the Users screen.  Is there a third party product that does this?

283
A
Jr Varsity III
M
Freshman I
MichaFreshman I
asked in Configuration and Installation
Template Items - deactivate attributes

We have some attributes in one article class.I deactivated two of this attributes in my template item, because they are not relevant for this matrix item.But I can´t create my matrix item. I get the message: “Valute of the ‘xxx’ Attribute is not among it´s possible values”Screens attached.  Do you know a solution for that? Screen 1: Screen 2: Screen 3:  Screen 4:The attribute in the error message, is deactivated → Screen 1. 

685
J
Freshman I
A
Jr Varsity I
AwillatsJr Varsity I
asked in Configuration and Installation
Override button not working as expected

Hello,I am configuring security settings for different user roles and we are limiting a role to be able to create a PO from an SO only. IE: They can not create a PO from “Create New PO” button and cannot order things to stock. They can only order a PO from an SO.They need to be able to update the Ship-To Address and for some reason the Ship-To Contact is allowing the override but the address is not. The checkbox will allow me to check it and then it will auto deselect without opening up any of the fields to be edited. See the GIF below for what I mean.I have tried going into the Override button directly and given the maximum security setting allowed for the button and that still does not work. I am not sure why the Contact override would work and the Address would not. Any help is appreciated -- Thank you!!  

444
Chris Hackett
Community Manager
M
Freshman I
mhlocklearFreshman I
asked in Configuration and Installation
GL Mapping for Credit Memos

As Controller, I am looking for credit memos to hit a different GL than my sales.  I have been informed that Acumatica cannot do this.  I don’t believe it.  Can someone please direct me how to do this?  Second, I have items that are not inventory related and would like to direct those sales to ‘Other Sales’.  Can someone help with that?Regards,

1296
D
Varsity I
SergioSP
SergioSP
asked in Configuration and Installation
Removing "Create Payment" buttton

How can we remove the “Create Payment” button for Sales users while still allowing our users (Salespeople) to create pre-payments?   Our goal is to allow prepayments, but prevent the team from using the standard payment processing flow.Thanks!

1118
D
Pro I
B
Varsity I
brucewarrell96Varsity I
asked in Configuration and Installation
Email Security

Using 24R2.  I have a purchasing group who emails their POs to vendors via a Purchasing email account in Acumatica.  The purchasing group does not want the sales team to be able to open the purchasing emails.  The sales uses a different email account to send sales related emails.  The sales team does have view only access to vendor records.I’ve tried row level security to no avail.  If I could control (automatically) access to attachments, that would work, but it seems the access permissions are propagating from the email activity screen.Ideas?

341
DasunPerera91
Acumatica Employee
B
Freshman II
bbonduraFreshman II
asked in Configuration and Installation
Multi Step requisition approval

Hello All,I have a multi-step approval map set up. With the first layer as a lab tech. They submit the requisition and their manager approves it, it then goes to the Lab Manager who then approves it. The last step is to go to our purchasing department where the PO is set up. I don’t think I’m understanding how everything is supposed to work at each step.Step one → Goes to manager (set up as Next step, always)Step Two → Goes to the lab manager (Next Step, always)Step Three → Goes to Purchasing ( Approve Document, Always)So should each step have an approve button? Or, will it step through the process? Right now, the first manager can approve, the second manager approves bidding, and then Purchasing sets up the PO. I want to make sure this is all correct prior to moving forward.  Brent

474
B
Freshman II
H
Semi-Pro II
HarrySemi-Pro II
asked in Configuration and Installation
How to use Shared Column Configuration?

Hello all,I have been trying to work on Shared Column Configuration, but it is not getting applied. Kindly let me know if i am following the correct steps:Setting up the list of the columns, to be displayed, using Column Configurator → Selecting Shared Column Configuration.I am looking to hide the Currency field for all the users except for admin. And there would be some other fields too that will be made visible/invisible on regular basis.Moving them  to the list of Available columns:Selecting the table under Shared Column Configuration:And at last selecting the users for whom the columns shouldn’t be displayed:And clicking on Finish.The columns are getting invisible but after logging into the bernia’s account, I am able to change my columns:How can I restrict the user to not be able to add it again.Thanks in advance.

4274
A
Jr Varsity III
R
Varsity I
ronVarsity I
asked in Configuration and Installation
Subaccount Restriction Group on report

I have added these subaccount in the restriction group and i wanted to allow user to only see these in the reports during generation.I also checked the apply restriction in report definition It still shows all the subaccount in the list  

483
Chris Hackett
Community Manager

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