Configuration and Installation

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

  • 241 Topics
  • 797 Replies

241 Topics

G
Jr Varsity II
gbrazelton14Jr Varsity II
asked in Configuration and Installation

DeviceHub - complete instructions for install and configuration, and using DeviceHub for FedEx labels

I am trying to help a customer with trying to get DeviceHub setup and eventually to get FedEx labels to print via DeviceHub.There are bits of information scattered in the community and on other Acumatica focused sites on the web. Acumatica help documentation also is difficult to find instructions for DeviceHub installation and configuration.Does anyone have a top-to-bottom documentation on at least the DeviceHub setup and usage? Thank you,Greg

5
A
Jr Varsity II
2 months ago
mpeck12
Freshman II
mpeck12Freshman II
asked in Configuration and Installation

Assign different Screen Colors for each Tenant

Platform - How How to Change Screen Color by TenantI see that this was a suggestion, and it is flagged as shipped. So far, I cannot find any instructions to make these changes. Probably, I am not using the correct terminology. If I can find out what the correct search term is, I can probably find the instructions.Please pass along any useful information you may be able to provide. 

8
kbeatty21
Varsity II
2 months ago
F
Jr Varsity II
Freeman HelmuthJr Varsity II
asked in Configuration and Installation

Screen refresh on ID change

Trying to add a “Change ID” button to the Workcenter Maintenance form using this guide: How to use the Change ID Action in Acumatica - Acumatica Cloud ERP. I’ve gotten the code working and am able to change the ID but after typing the new ID in and clicking ok, the existing shift disappears from the screen because the WcID is tied to the shift and I have to recreate the shift.Is there a way to make the shift WcID change so that it doesn’t disappear? I checked the DB and the old shift is still in there with the old WC code:Old WC Shiftusing PX.Data;namespace PX.Objects.AM{    // Acuminator disable once PX1016 ExtensionDoesNotDeclareIsActiveMethod extension should be constantly active    public class WCMaint_Extension : PXGraphExtension<WCMaint>    {        [PXButton]        public PXChangeID<AMWC, AMWC.wcID> ChangeID;            }} <px:PXSmartPanel runat="server" ID="pnlChangeID" Caption="Specify New ID" CaptionVisible="True" DesignView="Hidden" LoadOnDemand="True"    Key

0
F
Jr Varsity II
3 months ago
L
Freshman II
lcombrinck55Freshman II
asked in Configuration and Installation

Purchase Order Approval Mapping

When I create a Approval Map for Purchase Orders, click on ADD STEP, the Reason Settings disappear from the Rule Action Tab. How can I have a Reason for Approval & Reason for Rejection on the Purchase Approval Map?

4
C
Jr Varsity I
3 months ago
T
Varsity I
tlanzer25Varsity I
asked in Configuration and Installation

SQL Server 2022

Has there been any info or announcements yet on Acumatica support for SQL Server 2022?

1
V
Jr Varsity I
3 months ago
R
Varsity I
rosenjonVarsity I
asked in Configuration and Installation

Acumatica Help Setup Instructions for Amazon - Windows Server 2012 Base 64-bit AMI?

This is a nitpick, since the Acumatica help correctly lists the available operating systems for running Acumatica 2021 R2 (including Win Server 2019). However, in the setup instructions for running Acumatica on Amazon EC2 (“Installing Acumatica ERP on Amazon Web Services”), under “To Launch an Amazon EC2 Instance”…..On the Select an Amazon Machine Image (AMI) page, select the Windows Server 2012 Base 64-bit AMI.Since Win Server 2012 is officially end of life about a year from now, it seems like this probably shouldn’t be the default suggestion for running Acumatica, unless I’m missing something.

3
V
Jr Varsity I
3 months ago
L
lori00
asked in Configuration and Installation

Opt out of ellipsis navigation

Is there a way to opt out of using the ellipsis button during navigation?  The action tab was replaced during upgrade which is confusing.

4
Naveen Boga
Captain II
3 months ago
jmckinnon
Freshman II
jmckinnonFreshman II
asked in Configuration and Installation

Using Scales with Devicehub without having Warehouse "Automated Warehouse Operations".

Is there a way to connect a single scale, maybe two or three in time, to Devicehub without having to purchase "Automated Warehouse Operations"? It seems kind of silly that we can’t even connect one.Will we ever purchase "Automated Warehouse Operations"? Likely in time but we have a long way to go before getting into the Manufacturing and Warehousing aspects of Acumatica and we’d like to be utilizing this in Shipping now.Is there a compromise or work around anyone’s thought of that works? Thanks ;-)

3
M
Jr Varsity II
3 months ago
M
Varsity I
meganfriesen37Varsity I
posted in Configuration and Installation

Denominated Currency Accounts, Foreign Currency and Project Accounting

I'm noting this here for some future reference.  I've seen this on a couple of different environments in a few different ways from a few different screens, but each time it's been the same solution....Enable Multi-Currency Projects.  This is the error I was getting when trying to release various financial transactions, all linked to projects.“Error: Inserting 'GL Transaction' record raised at least one error. Please review the errors.  Denominated GL Account currency is different from transaction currency.”  The error you get when releasing a document is a bit vague and other than the little red "X" at the top of the screen, there's no clear place to see the error as no tabs or cells are flagged.  The error text is a bit misleading and could be clearer.  It would be nice if the error message referenced that the “Project Currency is different from the Transaction Currency”The error message leads you to check the AP or AR account or maybe that the bank account is in the correct currency

2
M
Varsity I
3 months ago
R
Varsity I
rosenjonVarsity I
asked in Configuration and Installation

Bare Metal Server Configuration

This is a companion thread to my other thread about general performance tuning of Acumatica. However, this is specific to hardware configuration for bare metal servers running Acumatica. I am probably going to separate the application and database servers. So any suggestions for bare metal SQL Server and bare metal IIS for Acumatica? I may run some thin virtualization layer in order to run many instances, but the goal is to give the instances as much access to server horsepower as possible. Any suggestions from the field? Assume money is not an object.

0
R
Varsity I
3 months ago
R
Varsity I
rosenjonVarsity I
posted in Configuration and Installation

Optimizing Performance of Acumatica ERP

I would like to start a conversation about optimizing the performance of Acumatica ERP. This is a pretty general statement, as some processes or screens may require more heavy lifting than others, so there is of course no one-size-fits-all for performance tuning. With that said, let’s define performance as “the 80/20 rule for most users most of the time”. This means that most screens will load within 1 second, and most users will not be waiting more than a couple seconds for most processes to finish.With that rather general benchmark as our guide, what has everyone found as being important to the performance of various aspects of Acumatica ERP? I have thrown some pretty serious firepower at this system (think $6,000/month bill on AWS for virtual Windows Server + high performance RDS instance). I have noticed with this particular setup, things are pretty fast most of the time. However, I still see lag, especially if the system has not been touched in a while (right now there are only 1-

8
Samvel Petrosov
Jr Varsity I
3 months ago
xkylewrightx
Jr Varsity III
xkylewrightxJr Varsity III
asked in Configuration and Installation

DeviceHub reaching API Login Limit

I have DeviceHub configured successfully with printers, but when I add a usb scale it exceeds the API request limit all on its own after a minute or two. Seems like devicehub is updating the SMScale table with the scale weight, but then forgetting to log itself out after??Does anyone have any ideas? TY!!  

7
Dmitrii Naumov
3 months ago
M
Jr Varsity I
mwong11Jr Varsity I
asked in Configuration and Installation

How to create a Business Event for a Task (CR306020)?

Hi, We would like to notified the Owner of a Task whenever a field on a Task has been updated.However Screen CR306020 is not an option in Business Events Screen Name.Is there a way to get notified whenever a Task is saved? Thanks Mark

3
L
Freshman I
3 months ago
JKurtz29
Freshman II
JKurtz29Freshman II
asked in Configuration and Installation

New 21R2 Instance, "An item with the same key has already been added."

I am trying to install a new instance on my local machine of 21R2 and when trying to access the instance immediately after install, I get an “An item with the same key has already been added.” error message.I’ve tried two separate builds (first and latest) and get the same.  Some of our other team members are using 21R2, but they all updated from 21R1 to get there.  I guess I can go that route if needed, but I would prefer to get a new instance of 21R2.   The stack trace follows below.   Any insight would be greatly appreciated.Stack Trace:  [ArgumentException: An item with the same key has already been added.] System.ThrowHelper.ThrowArgumentException(ExceptionResource resource) +60 System.Collections.Generic.Dictionary`2.Insert(TKey key, TValue value, Boolean add) +14338200 System.Linq.Enumerable.ToDictionary(IEnumerable`1 source, Func`2 keySelector, Func`2 elementSelector, IEqualityComparer`1 comparer) +302 Microsoft.Extensions.DependencyInjection.AspNetCoreServiceCollecti

5
JKurtz29
Freshman II
3 months ago
E
Jr Varsity III
EvanGJr Varsity III
asked in Configuration and Installation

Mobile APP - User can't login but can login to website

Good day,One user has contact me that he can log on to the website but not on the mobile app.  I changed the password but he still getting the “server unavailable”  Is this a security issue?  He has been able to login the past.  I am able to login to the APP. Any ideas on how to fix the issue.Thank you. 

3
R
Varsity I
4 months ago
M
Freshman I
mc37Freshman I
asked in Configuration and Installation

Adding a Button

Hello team,I am new to the software. I busy building my own screen.I have added a button on my screen, and the action i want it to perform is to clear all my textbox. Where or how do i perform the action for this.   Please i am struggling a lot.Regards M.C. 

5
J
Semi-Pro II
4 months ago
R
Freshman II
ramya15Freshman II
asked in Configuration and Installation

Cannot access the modules in acumatica when connect using the server name "acumatica.xxx.com.\xxxx"

Hi All,We have problem in accessing the acumatica modules, when we connect using the “Server name: acumatica.xxx.com” and get the below error in screenshot. If we connect using IP address and localhost, then no issues, we can able to access all the modules in acumatica. Already we checked our DNS configuration, everything looks good. This issue happens suddenly.Please help me on this.Acumatica ERP Version: 2021 R1 Regards,Ramya

6
R
Freshman II
4 months ago
martingaxiola
Jr Varsity II
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

14
sean21
Jr Varsity III
4 months ago
M
Freshman I
mcullen55Freshman I
asked in Configuration and Installation

Tracking and Managing Revisions in Acumatica and QMS

We would like to know how you addressed Revision control for Inventory and Manufacturing within Acumatica.  We are in the Life Science industry and we have regulatory requirements around Revision control at the item level.  We are considering native Acumatica and QMS for Acumatica but neither seems to address this.  If you have experience with this matter within Acumatica, please share.

3
jeremyd45
Semi-Pro I
4 months ago
D
Freshman II
damonb56Freshman II
asked in Configuration and Installation

Field Level Audit configuration

I’m looking for clarification on how to configure Field Level Auditing. How do you know which Tables and Fields to select on the Audit screen? Example:I wanted to audit changes to the SALESPERSONS tab of the Customers screen, which corresponds to the “CustSalesPeople” table. I tried to set up field level auditing by selecting the relevant Table and Fields on the Audit screen, as advised in the wiki. I only wanted to track changes to the Customer Salespersons table, so I only selected that Table. However, none of my changes were tracked with this config. Through some trial and error, I was able to get the audit working by also selecting the BACCOUNT and CUSTOMER tables.Can anyone explain why I needed to select these additional tables? Understanding this would make setting up auditing much simpler in the future. Thanks!

3
Naveen Boga
Captain II
4 months ago
xkylewrightx
Jr Varsity III
xkylewrightxJr Varsity III
asked in Configuration and Installation

DeviceHub API Limit Exceeded

I have DeviceHub configured successfully with printers, but when I add a usb scale it exceeds the API request limit all on its own after a minute or two. Seems like devicehub is updating the SMScale table with the scale weight, but then forgetting to log itself out after??Does anyone have any ideas? TY!! 

1
Chris Hackett
4 months ago
L
Freshman I
lfordFreshman I
posted in Configuration and Installation

Customization Project to File Upload in Requests RQ301000

Hello,I am trying to add a customization project so that I can use the file upload action in Requests (RQ301000). I am using  Acumatica 2020 R2 Build 20.218.0021 for my test project. I work in a cloud only subsidiary acumatica client. In that environment, I’m working under Acumatica 17.200.0401Build 1.0.0.0.I have the customization project saved, validated and published. When I try to use the file upload icon from the Request Form, I receive an error. In the 2020 Build, the error reads, “local host says, data is absent.”  In the acumatica subsidiary client build under 17.200.0401 Build 1.0.0.0. I receive an error that reads, “An unhandled exception has occurred in the function 'MoveNext'. Please see the trace log for more details.”The trace log reads, “An unhandled exception has occurred in the function 'MoveNext'. Please see the trace log for more details.System.NullReferenceException: Object reference not set to an instance of an object.   at PX.Data.PXImportAttribute.PXImporter`1.Mo

2
Chris Hackett
4 months ago
K
Freshman II
kudzaim20Freshman II
asked in Configuration and Installation

Can I set Multiple Base (Dual)Currencies Acumatica

Can I set Dual currencies in Acumatica? Can this be done via the Multiple Base Currencies feature ? 

2
V
Jr Varsity I
4 months ago
hsarjapur
Varsity I
hsarjapurVarsity I
asked in Configuration and Installation

Sales Demo For 2021 R2

I need to load Sales Demo for 2021 R2 version on SaaS instance, I checked the old portal and no links and neither any topic in new portal/community to get a link to download a snapshot for Sales Demo 2021 R2 (which contains all Mfg data etc). Would appreciate if anybody can share the link. 

15
C
Freshman II
4 months ago
E
Varsity I
eudescoelho29Varsity I
asked in Configuration and Installation

MFA - using Email only

Hello Community,I set up 2 FACTOR authentication to an Acumatica instance. The goal is to have an access code delivered by email. I found two troubles in using this feature: Although my intention is to use on email , the instance always sends a two factor authentication message for using push request method and the user has to click on “Use another authentication method” link which leads to another prompt where the user can click on “Receive code by email”. This is confusing for the user and is an unnecessary extra step.  Really annoying if you need to do multiple sign-ins along the day. Another issue is the fact that two email are sent: one has for a Device Code and the other is for a Sign in Code. I do not understand this logic. Has anyone faced this issue out there? is there a workaround to eliminate those prompts and have a message confirming that an email was sent with the Sign in code to <email address>? It would be so much simpler and logical, in my opinion. 

0
E
Varsity I
4 months ago

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