Configuration and Installation
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other Configuration Auestions
- 350 Topics
- 1,259 Replies
Hi, This morning, I logged into Acumatica thinking I would make some final changes to an email campaign before sending. As a final check, just to make sure everything performs as I expect, I tried to send myself a test copy. However, when I attempted to do this, I ran into an error. “535: 5.7.3 Authentication unsuccessful.” Has anyone else experienced this problem? If so, could you help point me in the right direction to resolve it? I would greatly appreciate any advice the community can provide. I am fairly new to Acumatica’s marketing tools and am still trying to learn my way around.In case it’s helpful, I created a screen capture which shows the exact steps I took to create the email send which led up to the error. You may view it here: http://ior.ad/7hoVThanks,Laura
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 ;-)
On the Exchange Server Configuration screen I am getting the following error message: An exchange URL cannot be auto-discovered.An attempt to auto-discover the exchange URL by login failed. Please specify a correct exchange server URL.The remote server returned an error: (401) Unauthorized. Does anyone know why that error message occurs, and how it can be fixed?
What are the best practices for when Employees/Users leave your company?How long should you keep salespersons in the system as inactive and can you eventually delete them?Should you set a user to disabled rather than deleting them?If you delete either a salesperson or a user, does this cause issues in data they might be tied to?
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
Hi All,We want to extend a Business Account to a Vendor using an Acumatica Webservice endpoint. In the past we were successful in making a POST request to extend Business Account to a Customer using ‘ConvertBusinessAccountToCustomer’. We were hoping if there is something like that event for extending to Vendor as well. Any leads on how to accomplish this would be greatly appreciated. Best Regards,Amruta
I have been roped in to helping configure a current cloud install of Acumatica, and frankly, I’m out of my depth. I have a technical background, but have not used or configured any similar software.I thought that a good approach would be to start with a local installation on my Windows 10 Machine. I use it for video editing, so it’s quite well equipped. That would allow me to play with the company's data set safely in a sandbox. It would also allow me to work my way through Acumatica training guides (A150 looks like a good one to start with).My first question concerns which version of Acumatica to install. The company is using 2021 R2 (Build 21.210.0030), and the A150 lesson seems to need 2022 R1. Do I need to install both versions (one to run A150 lessons, and one to play with the company’s data set)?I decided to start with the download of ERP 2021 R2 Update 4 from the Acumatica site, but it seems to be an earlier version (21.204.0055) than the one we’re running in the cloud. I tried
Hello! Looking for assistance on how best to create an email notification when a client opens a case through the self-service portal. I’ve tried a business event and an automation notification but can’t seem to get the email to send for portal created cases. Ideally, the email that gets generated has the client who submitted the case in the to email and then an internal email cced so we are notified when a client opens a case through the portal. Currently, we have no way of knowing when a client created case is created besides looking at our list of open cases.I have a business event notification set up currently to send the email when a case is created, but it seems to be excluding any cases created through the portal.Thanks!
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...
Have a customer who is asking about the role of the login user used in the Device Hub configuration site screen. I’ve looked around a bit but can’t seem to find anything that spells out any requirements, etc. for this login user. The customer would like to create a unique user to enter here, but are there any requirements for the user used in this screen? Security roles, etc. thanks.
Is anyone aware of a way to specify Favorites as the Home Page on a user profile (SM203010)? Since the Favorites functionality behaves like a pop-up and not a full-fledged screen there doesn’t seem to be a way to select it. Any ideas?Thanks!Laura
Hello Community,I have a customer running Acumatica ERP 2020R1.A user signs on to Acumatica ERP and goes to Bill&Adjustments. When the user selects a bill (open/balanced/hold) the page takes too much time to complete to the point that if the user clicks on any of the fields , the system throws a message box informing that: “Page Unresponsive - you can wait for it to become responsive or exit the page.” The page loading time is not that much if it happened one on a while but as the user gets this delay on every document then the wait causes some work delays and frustration.On the other hand, if the user performs the same tasks (under the same conditions) but now using Edge, the page load time is definitely faster and more acceptable. The user runs Goggle Chrome 92.0.4515.131 Has anyone experienced a similar problem? Would anyone know if this issue is somehow related to Google Chrome settings ? Could extensions be interfering? Any inputs are appreciated.
Since currently it is only a relationship 1 to 1 when assigning a Contact to a Business Account, is there a way to allow a contact to have access to the parent and all children accounts' information from the portal?In other words. I have Parent Business Account ID (PBA) assigned to a Contact (C) and PBA has multiple children (MC) associated to it.Can then C, have access to PBA and all MC's information on the portal by Business Account? Thanks
I saw from another community topic that Acumatica can automate sending a reply message to incoming emails...how is this done? Is it through Business Events or some other means? Here’s our scenario:We are using Cases to bring in all the service requests that we receive from a shared mailbox. These service request email notifications require that we “accept” the service call within x minutes. They also require that the “accept” be appended to the end of the existing subject line.Example of the original email subject: DISPATCHED: Work Task 22350022 Store 26094 Priority 2 - MediumExample of our accepted reply: RE: DISPATCHED: Work Task 22350022 Store 26094 Priority 2 - Medium accept Back to the original question… can this be done through Business Events or another means of automation that does not involve customize development?
Hi All,we try to configure Azure AD as IDP and SSO for our Acumatica/Haufe X360 Instance.Right now in a Test Instance.If I follow the instructions here We get an Error:Integrating Acumatica ERP with Azure Active Directory Error Message:Description: An error occurred during the processing of a configuration file required to service this request. Please review the specific error details below and modify your configuration file appropriately.Parser Error Message: An exception was thrown while activating λ:PX.Data.Access.ActiveDirectory.IActiveDirectoryProvider.Source Error: An application error occurred on the server. The current custom error settings for this application prevent the details of the application error from being viewed remotely (for security reasons). It could, however, be viewed by browsers running on the local server machine. Source File: C:\X360\X360-004\Website\Files\web.config Line: 122Click here to show additional error information:Exception Details: System.Argume
Is there a way to add the customer location into the global search. As a field service company, the only thing we care about is the customer location because that is what all of our work is attached to. Currently the global search doesn’t search for anything having to do with the customer location.
Hi Team, We would like to know about the below points : 1. Can Acumatica be implemented to Indian customers, if yes, then - are the country features like Tax, Local languages, Address pincode available in the Acumatica 2022 R1?2. We are able to see the country field and Local language also, but we are unable to select the pincode and the state for India.3. Suppose if we have our company with 3 branches setup in 3 regions (eg. India ,USA, and Italy) is it possible to have country specific language and localization? And can all this be done from a single instance?
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