Configuration and Installation

One of our clients has changed internet providers.  The new company has asked us:“We will need the public IP of the site where the Accountig software is.  We will have to create a connector to accept connections from that IP.”The original internet provider set things up fine and never asked for this.Where do we get this?Thanks.

I am looking for an option within Acumatica that could restrict users from shipping more  than  the open quantity/order quantity. If we do not introduce such restriction there will always be possibility of shipping wrong quantity; more than what is in the actual order.Following is a shipment with total quantity of 25 Shipment with 25 QuantityFollowing is Shipment Line Details with more than 25 Quantity though the detail quantity is 0 but it creates confusion and errors by users.Shipment Line Details Allowing to enter more than 25 serials 

Hi all, I need to create an email template, which will send the email to the created by and all approver when the CA being rejected or approved.I already created a business event, and the process is successful, but the problem is, not sure why the email will only send to 1 approver.For example: below transaction need 3 approver to approve,After rejected, email should be sent to the document creator and 3 of these approvers.But the result only sent to the creator and the approver in the first line.why will this issue appear?

I am still learning what Time & Expense actually does.  One question comes up.  If I have a time card where part of the time entries are in, (for example), the month of November and the others are in the month of December, (or even if part of the time entries are in Fiscal Year 2023 and the others are in Fiscal Year 2024), how does Acumatica process those split entries when we want to close our Financial periods at the end of every month and the end of every year?Thank you,

I have an approval map for PO order total between 5K ad 50K for PO lines having “X” project code.But if there are multiple lines having different project codes, how can I just pick up my lines with “X” project code and add up Ext Cost Amount , if the total of these lines over 5000 then it’ll send it to approver, but if this total is less than 5k no need to go to approver.  

Hello Community,We have configured the Approval Maps for the Bills and Adjustments screen and it is working fine. However, the Approver is currently able to see other documents as well. How can we configure it so that the Approver only sees the documents that require their approval? Any help highly appreciated!!

We are in the process of implementing Acumatica.Our workflow requires us, in many cases, to do a site-check for measurements etc. before we can generate a quote.We would like to keep things simple for our field technicians so that all they need to deal with in the app is the appointments section.The problem is that when an appointment is created from an opportunity, a service order is created automatically, which basically shifts the processes a step forward before a quote was created. Once the quote is created in the opportunity level (post measurement appointment), the quote details will not copy to the service order (since it is already open).In our case, if we use opportunities then we’re required to go back and fourth between services orders and opportunities, coping and pasting information from quotes to create invoices, and extend all companies to customers (while they might not be in the end).How can Acumatica be used correctly in this scenario without creating any awkward work

We are merging companies and two of the companies have Acumatica.  In order to properly test the two tenants together with the respective customizations, we need to have a full snapshot to import into the sandbox.  Unfortunately it stops due to the size restriction for the SAAS version of 1 GB.  

Hey everyone, I’m noticing while installing Acumatica on a local machine that the configuration wizard (i tried 2 different builds) are missing the buttons that are normally there. Any insight? Is it simply a compatibility issue? Missing buttons on the bottom right? 

Dear Team,How to remove red underlines while typing ?  Best Regards,NNT

Part 2: Determining the Right Time for Your Acumatica Version UpgradeIn our previous blog post, "Why Upgrade Your Acumatica Version," we explored the compelling reasons to keep your Acumatica software up to date. In this follow-up article, we delve into the critical question of timing. When should you embark on the journey of upgrading your Acumatica version? The answer lies in a thorough assessment of several key factors:1. Software Support: Start by evaluating the support lifecycle of your current Acumatica version. Acumatica typically offers support for the current and previous versions. To ensure continuous access to technical assistance and updates, aim to schedule your upgrade within this support window.2. Feature Relevance: Analyze the new features and functionalities introduced in the latest Acumatica version. Assess how these align with your organization's operational needs and objectives. If the new features offer substantial benefits, like enhanced automation, improved repor

I am extremely disappointed with the Apple smartphone application, is this normal? Are any updates planned? Update button  ANDROID - we have the good buttonAPPLE - we have a text “EntryeditingView..UpdateButton.Title New DACANDROID - When we push create butoon, the new screen (container) open correctly APPLE - When we push create butoon, the screen stay and we must to fresh to see the new record, and we must to click top open What do you think ?

Hello, I am having a hard time finding the location of a specific class so that I can tweak access rights. I am looking to edit the rights for the unit conversions section of the stock items page. I see that the data class is called ‘INUnit’, but I cannot find this on the ‘access rights by screen’ page. Can anyone please let me know where this class is nested so that I can edit the rights to it? Thanks, Casey  

Access rights for the user are set as follows:Sales Order - Insert Sales Order Line - DeleteBut the “X” to delete a line is not present and I can’t locate the exact access right for that action when I drill into the sales order line rights.

We use subcontractors for some of our clients.  Today, we have them logging into the main Production system of our Acumatica instance for Time Entry and Case management.Is it possible to allow that same login id to access the Acumatica Portal rather than the Production system for accessing the Time Entry and Case management screens?If so, can that be done through configuration or would it require a customization?  (I probably would NOT do this if it required a customization).Thank you,Jeff

May I know, when user submit the ECR and the status change to pending approve, what is the ECR approval conditions formula we have to set from approval Maps?  

 From the Invoice screenshot below you can our user can create invoices but invoice data is not visible. Is this a permission issue?  Thanks,Tom  

I want to use outlook add-in with Acumatica but I don’t get an outlook add-in manifest file for download.Can anyone help me to figure out this issue.This is our other tenant and I want like this ...  

Hello all,I have been trying to access the Acumatica Demo instance via URL. It has been successfully installed on one of our servers, and also accessible through the server’s browser but not able to access it outside the server machine via URL. Below is the error getting triggered: The below screenshot is the error getting displayed in the server local machine when trying to access via URL in the server browser. 

We are running into this frequently.  Sometimes changing browsers works, sometimes clearing cache and cookies.  Sometimes a reboot.  Has anyone see this or know what causes it.  Our partner has been unable to provide a solution so hoping someone has ran into this here before. 

Hello,Has anyone determined how to find the Entity Usage Types for Avalara Mapping?The DAC documentation says the following, I am not sure what ListAttribute class is:  Here are the values in the drop down: Not sure where these values are established/managed…Cheers,k2 

After going live, we switched to Azure AD federated logins; this was a bit of a pain because we had to abandon all the original native accounts as they were replaced by disconnected/unlinked Azure AD accounts.We’re now in the process of migrating to Okta as our IdP and while I am able to get the Open ID connection set up, the user bind functionality doesn’t seem to match to Azure AD accounts (I suppose because it’s intended for native accounts).Is there any way to have Okta via OpenID bind to existing Azure AD accounts, or do we need to abandon a set of IDs again in order to make this work? If the latter, is there a way to migrate ownership of items to the new ID?

Hello, I followed the S100 video to set up a trial version to do some testing of Acumatica, but when I try to launch the instance, I get a login failed screen. I looked around and couldn’t find any TBS info on this topic. Just wondering if theres something simple i’m overlooking. I copied the server error below.  Server Error in '/AcumaticaERP' Application. Login failed for user ‘XXX$'.Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.Exception Details: Microsoft.Data.SqlClient.SqlException: Login failed for user ‘XXX$'.Source 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:   [SqlException (0x80131904): Login failed for user 'XXX$'.] PX.Data.PXDatabase.ge

Where can I find my customer portal URL?I have verified that Customer Portal is enabled in Enable/Disable Features I have verified that Customer Portal is checked in Activate License I have verified that I have some users added to the Portal Admin roleURLs that I've tried:https://$company.acumatica.com/AcumaticaPortal/Frames/Login.aspx http://$company.acumatica.com/AcumaticaPortal https://$company.acumatica.com/AcumaticaU100Portal/Frames/Login.aspxWays that I've tried to find Acumatica's customer portal URLAcumaticaERP_Self-Service_Portal_Admin.pdf within acumatica, searched for "portal" - no results help.acumatica.com overview of the acumatica self-service portal Configuring the self-service portal all pages managing access to the self-service portal  all pages tailoring the self-service portal all pages portal interface guide signing in "In the Address bar, type the URL of the Self-Service Portal instance and press Enter. This opens the Sign-In page." youtube https

How will I update in Bills and Adjustment's Screen Payment Method and Cash Account?