Configuration and Installation

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

  • 579 Topics
  • 2,123 Replies

579 Topics

C
Freshman I
clawrence98Freshman I
posted in Configuration and Installation

Need expressions when definition a Condition in an Approval Map

I would like the ability to use an expression when defining a Condition in an Approval Map. However, there is no functionality to do it, and often I must tell the customer, a customization will be required. Please add the ability to do an expression.

2
C
Freshman I
1 month ago
J
Freshman I
jaco60Freshman I
asked in Configuration and Installation

Mobile - revert back to default layout/screens - 23R1

Good dayI have recently upgrade my client to 23R1( Build 23.105.0016)There is mobile customization to remove cases and a couple of other items from mobile.Before 23R1 if I removed the customization the screens will be added again to mobile.With 23R1 if I remove the customization the change made are still showing on mobile.After a little digging I found the Mobile workspaces screen(au220012)and saw, in the CRM workspace, that the cases and the other screen that don’t work are not in the list: i was expecting CR.30.60.PL (HubFolder) to be in here?Is there a way to add the missing HubFolders or reset/fix?

0
J
Freshman I
1 month ago
M
Freshman II
manuelschulzeFreshman II
asked in Configuration and Installation

Access rights only to files that you've created yourself

Hello everybody,is it possible to restrict a certain user that he/she can only DELETE files that he/she have created herself? As of now, I know only the option to restrict a user to not delete any file (no matter who created it).Many thanks in advance!

1
darylbowman
Captain II
1 month ago
Jp89
Varsity I
Jp89
asked in Configuration and Installation

Can approval processes be created for Opening a new Vendor or Customer account?

Can approval processes be created for Opening a new Vendor or new Customer account?

10
M
Freshman I
1 month ago
F
Freshman I
fpantelidakis65Freshman I
asked in Configuration and Installation

Pending GST and VAT

Hi,We have a client that is using Retainage for A/P. However, we have a VAT that calculates the tax. I configured a pending VAT. What is the best way to setup pending VAT so the current taxable due is recognized right away but the tax portion on the retainage is part of the pending VAT? Let me know. Right now the total amount is all going to Pending VAT and I do not want that. Here is a screenshot.  Here is a screenshot of my Taxes Setup: Thanks,Frances    

0
F
Freshman I
1 month ago
whoward72
Freshman I
whoward72
asked in Configuration and Installation

What permissions control the "Corrections" section in payments to allow a user to Void a payment?

We’re trying to adjust permissions for some of our users to allow them to void payments when needed.The administrator role has access to a “Corrections” option with the ability to Void under it. What permission role is that under?Version: 22.207.0013Screen: CST.AR.30.20.00

1
Laura02
Captain II
1 month ago
martinxfe
Jr Varsity II
martinxfeJr Varsity II
asked in Configuration and Installation

Consolidated Customer statement defaults to branch sorting. Removing branch group breaks statement footer.

We opted to use branches because we are technically a two branch company internally, however, as far as our customers are concerned we are one company, one branch. Because we opted for branches, the default customer statement (consolidated included) form wants to group AR documents by branch but this confuses our customers who expect all their documents in order by document date. This in spite of the AR Preferences consolidation setting set as below:  I attempted to remove the Branch group in the report designer, and while this fixed the sort order, the “...AgeBalance00-05” fields started calculating as though only for the first branch.Further testing suggests the report was using the groupOrganization footer which does use the OrganizationAgeBalance00-05 fields rather than the customer equivalents, but both customer and organization are higher level groups than branch, so I don’t know why they would be recalculating as though per branch. Does anyone know how to keep branch configurati

3
Chris Hackett
Community Manager
1 month ago
K
Jr Varsity II
krausef77Jr Varsity II
asked in Configuration and Installation

Approach to USMCA Customs Form

Hi All, We have a customer needing a USMCA Form out of Acumatica. I know there is the Canadian Localization but this is really not applicable to them for being based in the US and just exporting on a somewhat regular basis to Mexico and Canada. Does anyone have a good approach to the USMCA Form or is aware of any native Add-ons that would solve this? Thank you!

0
K
Jr Varsity II
1 month ago
S
Freshman II
SandieFreshman II
asked in Configuration and Installation

What is the importance of setting up default system account

Hello,Our customer has set up multiple system emails for different users in Sales, Accounts etc. But a default email is not set. I am wondering how emails when recovering password would be sent. Appreciate if the importance of having a separate default system email could be explained.Thank you

6
manikantad18
Semi-Pro III
1 month ago
dsimmerly
Varsity I
dsimmerlyVarsity I
asked in Configuration and Installation

Adding Workspace to Mobile App

Our customer is asking the the AP Bills and Adjustment to be added their Mobile App.I have added to Mobile Workspace AU220012 but do not see on MobileWhat am I missing?Do I need a customization project ?Can someone provide the basic outline of this process 1 - 2 - 3? 

3
Naveen Boga
Captain II
1 month ago
F
Freshman I
fpantelidakis65Freshman I
asked in Configuration and Installation

Need help publishing two different customizations for 2 separate tenants that are not test tenants

Hi, I have to load two separate customizations for two different tenants under the same Acumatica URL. None of them are test tenants. I keep publishing but if I post the one the other always get unpublished. Any suggestions? Thanks,Frances   

2
F
Freshman I
1 month ago
M
Freshman II
mrthanhkhoiFreshman II
asked in Configuration and Installation

Error after Upgrading from 2022R2 to 2023R1

Hello guys,I am facing this issue after upgrading Acumatica from Build 22.202.0040 to Build 23.105.0016Here is the source code when I open by Visual StudioWhat I have done is:upgrade Acumatica  22.202.0040 to  23.105.0016 Update dll file by building Project StockItem in Visual Studio (see my image above) Reload the siteDo you have any idea about the root cause?Thanks in advance. 

2
S
Semi-Pro II
1 month ago
H
hungtranvan15
asked in Configuration and Installation

Server Error in '/AcumaticaERP' Application

Server Error in '/AcumaticaERP' Application.Found columns for index #0 not present in headersDescription: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.Exception Details: System.InvalidOperationException: Found columns for index #0 not present in headersSource Error: An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below. Stack Trace:  [InvalidOperationException: Found columns for index #0 not present in headers] PX.DbServices.Points.MsSql.NativeMetadata.IndexReader.(IDataReader , IDictionary`2 ) +500 PX.DbServices.Points.MsSql.NativeMetadata.IndexReader.Load(Func`1 adapterSupplier, MsSqlScripter scripter) +1076 PX.DbServices.Points.MsSql.NativeMetadata.MsSqlSchemaReader.GetIndices(String table

1
S
Semi-Pro II
1 month ago
P
Freshman II
PatrickBaconFreshman II
asked in Configuration and Installation

Error: sales order cannot be shipped in full. There are not enough stock items available for the X project

Hi Acumatica People,I am setting up a new environment and I did the following: -created a customer after I had set-up my customer classes-set up my reason codes-set up my warehouse with locations -created two items-Entered receipts (like this): -Entered the order: We haven’t changed any setting associated with Project (which is part of our planned implementation). This order is non-project order (identified in our settings as X).  I am presently going through the “Project Inventory Tracking: Implementation Checklist”. Are there standard set-ups for the non-project, X, that I have missed? Thanks, Patrick      

1
P
Freshman II
1 month ago
J
Jr Varsity II
jsieberJr Varsity II
asked in Configuration and Installation

You have insufficient rights to access the object (PJ661000).

I have a custom user role that is not allowing the users to send emails for RFI’s or Submittals. I have added delete privileges to this role under Hidden->Email Activity but I still get the following error when attempting to send emails. You have insufficient rights to access the object (PJ661000). Is there a way to set object permission by using the object ID?

9
AndrewBGL
Jr Varsity III
2 months ago
N
Freshman I
NaingAungKyawFreshman I
asked in Configuration and Installation

Seeking Help with Purchase Receipt Setup for Non-Stock Items in 2022 R1

Dear Acumatica Community,I hope this message finds you well. I am reaching out to seek your valuable insights and assistance regarding an issue I am facing with Purchase Receipts in Acumatica 2022 R1 (Build 22.111.0020).Here's the situation: I am currently working on setting up Purchase Receipts for both non-stock items and stock items in our Acumatica ERP system. Ideally, I would like the Purchase Receipts for non-stock items to be recorded without affecting Inventory and Journal Vouchers in the background. However, for stock items, I want the Purchase Receipts to be duly recorded in Inventory and Journal Vouchers, as expected.During the testing phase in my own test environment, I noticed that this configuration was working precisely as intended. However, after going live with the same Acumatica version in our production database, I am experiencing an issue where Purchase Receipts for non-stock items are still triggering Journal Vouchers, which is not the desired behavior.At this poin

6
Chris Hackett
Community Manager
2 months ago
Naveen Boga
Captain II
Naveen BogaCaptain II
posted in Configuration and Installation

Outlook - System Email Account Setup Failed

Hello Everyone,We are facing an issue while conguring Outlook email account but getting error “The mail receive has failed. NO LOGIN failed.”.We have given valid credentials and other parameters but still getting this issue. Can anyone help me on this? Please find the screenshots for reference. 

28
Troy Vars
Varsity I
2 months ago
Vinay Koppula
Semi-Pro I
Vinay KoppulaSemi-Pro I
posted in Configuration and Installation

Why Upgrade Your Acumatica Version?

Acumatica, a powerful cloud-based ERP software, provides businesses with the tools to manage finances, inventory, sales, and more. As with any software, it's crucial to upgrade your Acumatica version to ensure optimal performance and keep up with evolving business needs. In this article, we will explore the reasons why, when, and how to upgrade your Acumatica version.Part 1: Why upgrade your Acumatica version: Unlocking New HorizonsWHY? Upgrading your Acumatica version offers several compelling benefits:1. Access to New Features: Upgrading allows you to leverage the latest features and functionalities introduced in newer versions, empowering your business with enhanced automation capabilities, improved reporting tools, streamlined workflows, and advanced analytics. These new features can significantly enhance productivity and competitiveness.2. Performance Enhancements: Software updates often include performance optimizations that enhance the speed, stability, and overall performance o

2
Chris Hackett
Community Manager
2 months ago
rwhetsell77
Freshman I
rwhetsell77Freshman I
asked in Configuration and Installation

Field-level security in a generic inquiry

I’ve set field-level security to hide average and last cost on the stock item screen from certain roles.If there is a GI that shows average or last cost and the user with the certain restricted role has access to that GI, can they still see the average or last cost?I am presuming the answer is yes. Just want to confirm as I’ve not been able to find info on this.

1
Laura02
Captain II
2 months ago
jmckinnon
Freshman II
jmckinnonFreshman II
asked in Configuration and Installation

System Email Accounts : The mail receive has failed.Exception has been thrown by the target of an invocation.

I’m working through the setup of System Accounts in anticipation of leveraging the Incoming Mail Processing feature. I’ve encountered a few different issues over the course of setting up ~20 System Email Accounts that are connecting to our MS365/Azure tenant. For the most part, things are working as expected BUT there are a handful of accounts that continue to be problematic… During the automated processing of the emails, some accounts encounter the error “The mail receive has failed. Exception has been thrown by the target of an invocation.” during the automated processing of the emails. As suggested by other threads within this community, I’ve opted to recreate the System Email Accounts and it’s associated External Application from scratch. This did seem to work, initially, but roughly an hour later the problem resurfaced. It’s been suggested that the error could be due, in part, to the quantity of emails being processed, specifically those stored within the defined root folder of th

10
kyoung14
Jr Varsity II
2 months ago
S
Freshman I
steverussFreshman I
asked in Configuration and Installation

Units of Measure - Bill of Material and Inventory Use

A simple task is taking too long to figure out - we purchase pre-printed labels that we apply onto each box.  We don’t sell these labels but do have them include in our BOM’s since we apply a label onto each box of finished goods.  We purchase the label on a roll of 500 labels per roll and we apply 1 label per finished goods box.My Base Unit and Sales Unit is set to Label and my Purchase Unit is set to ROL500.  I have a Units of Measure conversion set as From Unit: ROL500, To Unit: LABEL, Multiply 500.To test the conversion, I perform an Inventory Transaction Adjustment where I add 2 ROL500 (1000 labels).  The unit price of $12.50per roll appears correctly and the Ext Cost is the price times 2.  I then release and see the 2 ROL500 added at the correct cost.When I go to the Inventory Summary screen, it shows that I have a quantity of 2, but the UOM is displayed as LABEL even though I added ROL500.  I want it to show ROL500 since that’s what we purchase.  The Inventory Valuation Report s

1
K
Varsity I
2 months ago
A
Jr Varsity III
alicia23Jr Varsity III
asked in Configuration and Installation

Department Expense / Sub accounts

Where do the accounts and sub accounts that you can assign under Departments screen [EP201500] come into play.  I can not find where you can override expenses with these accounts or where they even come into play.  Thank you  

8
A
Jr Varsity III
2 months ago
H
habeco
asked in Configuration and Installation

Am I violating copyright policy?

Hi,I bought a Private Cloud Perpetual, 5 tenants, 500 users, Transaction Tiers X2, 50K Monthly CommercialTransaction Volume, 1M Monthly ERP Transaction Volume. I'm trying to install ACU on 3 different servers and use the same License Key, does that violate the copyright policy?.I purchased maintenance until Jan 19, 2024 so can I get the latest update eg 2023 R1. Please help thanks

0
H
2 months ago
T
Freshman I
tfarwell11Freshman I
asked in Configuration and Installation

Acumatica and Outlook Integration for email notifications of tasks/business events

Hi Team, Thank you to everyone who has chimed in on past events.  This community has been amazing.  Do any of you know of a way to get emails sent out to a person/workgroup when a task or event has been entered with them as the owner?  Seems like this should be a functionality but I am not finding any answers to hopefully make this a reality.  Any feedback is greatly appreciated!

6
M
Freshman I
2 months ago
Michael Hansen
Varsity II
Michael HansenVarsity II
asked in Configuration and Installation

Access Rights - Stock Item Cross-Reference

How do I give a user access to ONLY the Cross-Reference segment of the Stock Item screen?I can give them rights to images and packaging just fine. Those live under:Inventory → Stock Items → InventoryItemI have DELETE rights to Inventory → Stock Items → Cross-ReferenceBut I still can’t access that grid. I’m obviously missing something here. Any help is greatly appreciated.

5
ed.goodman
Acumatica Employee
2 months ago

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