Configuration and Installation
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other onfiguration questions
- 640 Topics
- 2,326 Replies
I expect this is a coding job for our VAR, but is there an efficient way to update the Shipping Terms on a sales order per selection of the Ship Via? We charge the customer a different percentage of our shipping cost depending on the shipping method. In an ideal world (for us) the Break Amount field in Shipping Terms would be a Ship Via field instead. Ideas? TIA,Nathan in NJ USA
Hi Team, Assume that in one tenant we have configured two companies as “Company A” & “Company B”. And for those companies we have separate employees for each company. Therefore is there any way to maintain 02 sets of employees separately in one tenant ? Thank You & Best Regards,Yashodha.
Hello,This is a standard ACU hosted cloud deployment. During implementation, we create a test tenant to rain, load data etc… We want to include the customer portal in this process but need to temporarily have it look at data in the test tenant until go live. Can you direct the customer portal to look at data in another tenant?
hi!Does anybody has the same issue in SO where the approval map for a status Credit hold is not applying correctly?In the next screen, I’m using the status field validating the value “Credit Hold” but it doesn’t work: And in the next screen, I’m using the Credit Hold Field to validate the approval but it doesn’t work neither: Any thoughts?? Are someone having the same issue? Thanks!
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-
I have published a customization project to one tenant (projecthas 3 custom forms and Sales Order Screen customized), and I select the Publish to Multiple Tenant Option and selected the tenant I wanted the customizations to be seen. The 3 custom forms are not seen as expected in my other tenant but the Sales Order Screen customizations are still visible. Any idea why this occurs?Thanks.
I am unable to select the tenant with Edge and Firefox.At the login screen there is a tenant preselected that cannot be edited but deleted. If I enter my credentials without a tenant in Chrome, a second dialog appears to select the tenant.But with Firefox or Edge this second dialog is skipped. How can I change the mentant then? My instance is vesion 2021 R1 Build 8.013.0000.40 [21.113.0011]
I need to create a project approver role, which basically has view only rights to the whole of projects, except for the ability to approve project quotes.The problem is that I can’t find an element for approval (which other screens do have): How do I grant this permission?
I’m having difficulty controlling access to particular form elements. The behavior I’m observing runs contrary to the guidance provided by the Acumatica wiki and training manuals. Currently using Acumatica Cloud ERP 2020 R1, Build 20.114.0020. The wiki says that:“By default, a role’s access rights to the form elements and actions are inherited from the role’s access level to the container of form elements to which elements and actions belong.” This is echoed in the security training manual: But it seems that form elements (tier 5) actually inherit their rights from the Form (tier 3), rather than the Container (tier 4). This breaks the “hierarchy of nesting” outlined above, and makes controlling access to particular form elements much more difficult. Is this a bug, is the documentation wrong, or am I misinterpreting something? Example:Form: [Receivables -> Customer Locations] node is set to "View Only". Form Container: [Receivables -> Customer Locations -> Location] node is set
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!!
Hello， I always get Acumatica installation package from http://acumatica-builds.s3.amazonaws.com/From version 2018 to the latest 2020R2 version， every version is having a same minor issue which happened on “Statement cycle” screen. (I am just wondering nobody else report this issue before? It exists in every package.)The issue is caused by the incorrect code writing in AR202800.aspx, like below: The right writing should be <px:PXLabel ID="Dash1" runat="server">?</px:PXLabel> Yes, I can fix this issue quickly by myself, however, if every time after any upgrading I have to fix it again and again, I feel frustrated. Sorry to ask, is this issue be left on purpose? Because if this issue exists, any new user would be blocked at the time of initialization a new company, without statement cycle definitions nobody can proceed. So? Is it a little trick here that would allow consultant to step in? If my guess is wrong, this issue shall better be
It would be very, very beneficial to have 3 tenants for even just the implementation phase so the implementation can go smooth and we can set-up a test environment/UAT along with the Production Environment and the demo environment. If they need an extra tenant for an additional company, then we add that extra tenant as a paid one.I agree, this takes away a major factor in the decision process. Many of our customers buy Acumatica alone for the extra tenants...
Hi,Faced a teething problem. Uploaded client’s site logo and report logo in the Visual Appearance tab in Companies screen (CS101500). What appears on screen, is the Acumatica’s default logo. Cleared cache many times, log out and refresh website and site logo remains the same.Checked in the File Maintenance screen (SM202510) and access right is public.Where could we have gone wrong?
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