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Configuration and Installation

Configuration and Installation

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

934 Topics
3,418 Replies

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934 Topics

asked in Configuration and Installation

importing two units of measure conversion for one stock item

is it possible to import multiple units of measure conversions on the same import scenario?

272

1 month ago

TaxCSAFreshman I

asked in Configuration and Installation

How to resolve TX Error: The Tax Payable account should be specified for tax agency 'Avalara'

I’ve completed the Avalara installation for Acumatica. When I go to run a test transaction, I get the error: TX Error: The Tax Payable account should be specified for tax agency ‘Avalara’I went into the Tax Zone and changed it to Sales Tax since that is ideally what we are trying to do. Still getting the error. Any suggestions?

254

1 month ago

chidao

asked in Configuration and Installation

Can we sign in Acumatica by using Microsoft Account?

Hi All,Does this function available on 23R1 (23.105.0016)?

1092

1 month ago

vib1980

asked in Configuration and Installation

Error when upgrading from 2022 R1 - 2023 R1

Hi Team,We are getting the below error while upgrading db from 2022r1 - 2023 r1. Any thoughts.MySQL version - 5.7.1System.NotImplementedException: MySqlScripter: There is no conversion from logical data type Udt to MySql physical type at PX.DbServices.Points.MySql.MySqlScripter.scriptColumnDataType(TableColumn col, String& comment) at PX.DbServices.Points.MySql.MySqlScripter.getColumnDefinition(TableColumn col, String tableName, DefaultScriptingMethod scriptDefault) at PX.DbServices.Points.MySql.MySqlScripter.<Script>d__40.MoveNext() at PX.DbServices.Points.DbmsBase.DefaultExecutor`1.Execute(Func`1 cmdProvider) at PX.DbServices.Points.DbmsBase.PointDbmsBase.executeCommands(IEnumerable`1 commands, ExecutionContext context, Boolean withoutUsingDb) at PX.BulkInsert.Installer.PointInstallationExtensions.RunSchemaFirst(PointDbmsBase point, DataSchema schema, ExecutionContext context, Boolean customScript, Int32 timeoutMultiplier) at PX.BulkInsert.Installer.PointInsta

151

1 month ago

jmorganJr Varsity III

asked in Configuration and Installation

How is the modern UI in 24R2 enabled on the mobile app ?

I am assuming that this exists.

464

1 month ago

ranjithduraisamy72Freshman II

asked in Configuration and Installation

External application configuration

I’m configuring email accounts for a customer using Google accounts. Is a separate external application required for each email account? Unable able to view already used external email account.

301

1 month ago

gowrishankarsaravanakumar33

asked in Configuration and Installation

Issue on Project Quote Import Scenario

Hello Everyone, We are encountering an error when attempting to update the status of project quotes from Draft to Prepared using the import-by-scenario feature. The ‘New Project ID’ cannot be empty and View name:Quote Please Advise.

231

1 month ago

dougmcbride79Semi-Pro I

asked in Configuration and Installation

Stop Salespersons from changing credit limit

We just noticed our salespersons can change the customer credit limit and the amount of a customer bill that can be written off. The salepsersons are not admins. What security rights can I change so salepersons cannot do these two things?

262

1 month ago

brucewarrell96Jr Varsity III

asked in Configuration and Installation

There is no active notification source to process the operation

Using V2021 R2. When I try to send an AR invoice via email (in the invoice screen under Printing and Emailing or from the Print Invoices and Memos screen), I get the error message. I can print to screen and then send to email from the print screen.What setting am I missing?

7664

1 month ago

richardrFreshman I

asked in Configuration and Installation

How to setup email in Acumatica

Hi there,I am new to Acumatica. We are currently running a system email account in Acumatica. We want to move to having individual email accounts set up in Acumatica. At the moment, a test user account and email were created in Acumatica and Office 365. In system email accounts, I made an email account ID and name, POP3 Incoming mail server outlook.office365.com, outgoing smtp.office365.com, incoming server port 995 outgoing 587, TLS for encryption. Timeout 2 Mins; however, when testing, it fails. All ports are open on the Office 365 side. I want to seek guidance on how to get this test account operational in Acumatica. Thank you in advance for any help and advice.

2353

1 month ago

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

1531

1 month ago

chighfieldFreshman II

asked in Configuration and Installation

Open/Preview File Attachments in Web Browser

Is there a way to configure the system or the web browser which allows you to preview/ view attachments, without downloading them? If I just want to reference them, I don’t necessarily need to download them.

515

1 month ago

wvniekerk123435

asked in Configuration and Installation

12 Year Transactional Data Import

We have a customer in the medical manufacturing field. They need to transfer approximately 12 years of transactional data to Acumatica from a legacy system. We know this is not the norm - but being in the medical industry they need to be able to track any medical equipment manufactured by lot number sold to their customers. Backward and forward tracking.What would be the best approach to import this data? Anyone with similar requirements?

171

1 month ago

bwong91Freshman I

asked in Configuration and Installation

Email Tags between distinct acumatica customers

I have encountered an case where my client is sending POs from Acumatica to another company which is also using Acumatica. Because both companies are using the default Email Tags [ ] they are having issues communicating with each other as their emails are routing incorrectly. With the expansion of Acumatica clients I have a feeling that this is going to become a more common occurrence. Is there any plan in place to handle this type of issue? Aside from changing my clients Email Tags, which many of their other vendors are now used to, what can we do to resolve this communications issue?

222

1 month ago

JReppardJr Varsity II

asked in Configuration and Installation

Email profile setup from different shared mailbox

Hello. I am in the process of setting up email profiles for employees so they use the native email function to send emails from Acumatica via the templates. Question: Can you create a user profile for an employee, but use a shared email address. I want to have our customer service group all have the same email address attached to their profile so when a SO is ready to be sent via email that they are all sent via the customer service internal shared mailbox address vs their own personal. I considered having the “To” be from the shared mailbox , however I didn’t want to do that because I have sales persons who will need to send the SO from the email function but want it to come from their own personal. ( setting up a personal email profile and having this work I have had success already so it just the shared question setup). Has anyone ever been able to do this ?? Thanks

380

1 month ago

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 2024 R2 Update 2 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. Enroll for the Modern UI Managed Availability Program (2025 R1 Production Instances)To ensure a quality experience, participation in managed availability offerings is limited. During enrollment an Acumatica team member will evaluate your use case and determine if your needs can be met. We may limit the number of participants to ensure there are sufficient implementation and support resources.Customers: co

2470

1 month ago