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Configuration and Installation

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

  • 1,005 Topics
  • 3,696 Replies
1005 Topics
nathantrauscht
Semi-Pro II
nathantrauschtSemi-Pro II
asked in Configuration and Installation
Sales Order Preferences>Mailing & Print>Notification Template

I edited the InvoiceNotification template and assigned it at the Sales Order Preferences level for SO Invoices. However, when test emailing an SO Invoice, it still does not use the notification template assigned.What am I missing here?I tried assigning the notification template at the customer profile level and that worked. But, it’s not practical to assign the notification template at the customer level for 3,000 customers.I tried the same thing for Purchase Orders Preferences to assigned a notification template for mailing ID PURCHASE ORDER and it is not using that template when testing a Purchase Order email.

3403
Naveen Boga
Captain II
Laura Carpenter
Varsity II
Laura CarpenterVarsity II
asked in Configuration and Installation
Maintaining User Profiles

Is there any guidance on best practices for user profiles?  I have a number of users that are no longer with our company and we have disabled them.  I am wondering if there are any ramifications to deleting the user accounts to keep data cleaned up.  I’m thinking this is a twice a year type activity, run a report and any users that have been disabled since they are no longer employed, their user profile would be deleted.  Anyone have experience with something like this?

3343
Laura Carpenter
Varsity II
J
Freshman I
jvinski71Freshman I
asked in Configuration and Installation
Adding and deleting service order types on a customer

I have created numerous service order types for all of my customers but now I would like to delete of them for each customer I have. It would take too long to delete them one by one. How do we delete Service Order Types tied to a customer in one shot? Could it be done via an import scenario? Also, how do I add more than one service order type to a customer in one shot using an import scenario? I know how to add one type to all customers but how do you add 3 or 4 types to all customers at the same time?  How do I adjust my import scenario for this? 

3596
D
Jr Varsity III
Z
Freshman I
zacharylauzonFreshman I
asked in Configuration and Installation
Purchasing items from vendor's quotes

Hello guys, we are looking to reduce purchasing costs and are looking  for acumatica to help us. In fact, we were wondering if we could send purchasing quotes to different vendors via email through the acumatica erp. We wish to centralise the information. Ideally, when creating a new PO, we would like to see, attached to the ItemID, all the different vendor quotes for the product. Dates would be included. This would help us track our purchases because, as of now, our buyers manage the quotes in their emails. This practice increases the risk of error of overpaying for products. Would this be possible? Thank you so much!

1203
Z
Freshman I
J
Jtamagi
asked in Configuration and Installation
STD Cost for New Warehouse during Inventory Transaction

Is there a way to prevent a Receipt or Adjustment Inventory transaction of being released if the item warehouse Std cost is not set-up?

491
Laura02
Captain II
K
Freshman I
krogowskiFreshman I
asked in Configuration and Installation
Error Logging into Hosted ERP Site

We are getting an error when we log into our ERP site.  We are hosting onsite and started to experience this since we upgraded to Version 2022 R1.  At first the program was very slow and would take several minutes to actual allow us to log on.  We installed V 2022 R2 to see if it would help.  Now we are at the point where an error screen (attached) comes up when we try to log onto the site.  Has anyone experienced anything at this level?Thanks.

1493
Kandy Beatty
Captain II
P
Semi-Pro I
ppowellSemi-Pro I
asked in Configuration and Installation
Is it possible to configure Acumatica to use the Fedex One rate service through the Easypost plugin?

We are using the Easypost plugin in Acumatica and would like to use the Fedex one rate service.  According to the easypost api documentation this is achieved by passing the predefined_package name through to easypost.  We have created a box in Acumatica which is set up to match the Fedex Large box dimensions and with the Easypost predefined_package name for it in the Carrier’s package field (FedExLargeBox). Does the Acumatica Easypost plugin support sending a predefined package name?  If so how do we go about configuring this?  Defining a box with name FEDEXLARGEBOX and the Carrier’s package field populated with FedExLargeBox doesn’t seem to work. We still get varying rates dependent on where an order is shipped.We are using FEDEX_2_DAY as the service method if that has any bearing on it. Thanks for any help, Phil

47911
RohitBhandurge
Jr Varsity III
wxbrian
Jr Varsity II
wxbrianJr Varsity II
asked in Configuration and Installation
Can't remove/edit Sales person on the Order

Hey everyone, Does anyone know why the Delete/Add SalesPerson on the order is grayed out?I’ve tried to look everywhere for ways to change it but I failed :( I’ve tried it with an Admin account with full access and the issue persisted regardless if the order is Open or on HoldIf you guys know how to enable this, it will be much appreciated.

751
wxbrian
Jr Varsity II
C
Jr Varsity III
ckwiat46Jr Varsity III
asked in Configuration and Installation
Need help in creating snapshot

Hello, recently we upgraded from 2020 R2 Build 20.208.0031 to 2022 R1 Build 22.109.0023, so in this process we had some custom tables with fields without USR prefix, so we created new fields with USR prefix and published the package, we are able to successfully overcome that issue, we actually followed this link https://www.sprinterra.com/blog/users-fields-in-acumatica-erp-blog-sprinterra/. Now when we are  trying to create snapshot we are getting “An error occurred while importing data into the 'AuditHistory' table.” error.Please have a look at below trace. Error:    An error occurred while importing data into the 'AuditHistory' table.     SendRaised At: 10/1/2022 2:02:14 AM    Screen: SM.20.35.20         Details:10/1/2022 2:02:14 AM Error:An error occurred while importing data into the 'AuditHistory' table.System.IO.IOException: Stream was too long.   at System.IO.MemoryStream.Write(Byte[] buffer, Int32 offset, Int32 count)   at System.IO.BufferedStream.Flush()   at PX.DbServices.Poi

7984
Manikanta Dhulipudi
Captain II
M
Freshman I
MounishgFreshman I
asked in Configuration and Installation
What is the System Configuration Require to work faster "Reload/Publish" ..?? (And tell The multiple Ways)

What is the System Configuration Require to work faster "Reload/Publish" ..?? (And tell The multiple Ways) 

260
M
Freshman I
C
Varsity I
charithalakshan49Varsity I
asked in Configuration and Installation
How to enable Make to Order Item checkbox in Stock items screen

I want to enable Make to Order Item checkbox in Stock Items screen. How do I do that? Is there any configurations to do that? 

1932
C
Varsity I
V
Freshman I
vwilson92Freshman I
asked in Configuration and Installation
File Upload Preference for Adobe Illustrator file type .ai.

I am trying to determine what the default application is for the file type .ai (adobe illustrator).  Has anyone added the file type to the upload preference?

412
BenjaminCrisman
Acumatica Employee
B
Freshman I
bmowbray33Freshman I
asked in Configuration and Installation
Exchange Integration & Outlook PlugIn

I am looking for a white paper or a product paper on both the Exchange Integration and the Outlook Plugin.  Does anyone know where I can find these?

12411
RaphaelPfaff12
Semi-Pro II
M
Freshman II
mansonj70Freshman II
asked in Configuration and Installation
PXNotLoggedInException during Webhook execution.

We’ve developed a webhook that receives push notifications and does entity creation work. All has been working fine until we moved to 2022R1, where we’re seeing odd behavior during the process that is kicked off by the webhook event.The web hook kicks off a custom long running process before returning to the caller. The webhook returns correctly, but shortly after, the site goes down and we find a PXNotLoggedInException in our Windows event logs. This feels like an instance or installation related issue, rather than a code issue. Has anyone experienced this before?PXNotLoggedInException Detail 

782
Chris Hackett
Community Manager
S
Jr Varsity III
suebrownJr Varsity III
asked in Configuration and Installation
Capture lead on company website

Is there a tool or integration to allow you to have a form on your company website that will feed into leads in Acumatica?   We have Hubspot and have that integration for syncing leads but wondering about capturing leads from our website.   Acumatica says it can be done but I haven’t found if there is an integration directly into Acumatica from a web form on the website.

2532
S
Jr Varsity III
J
Freshman I
jvaliente51Freshman I
asked in Configuration and Installation
Mail & Printing : Email Account Settings

Hello Team! Currently, we have a default email setup in the system.We are trying to see if it is possible to assign another system email for a specific transaction document type - while keeping the default email as is. For example, our default email is set to “sales@email.com”, and we would like to keep it as the default while being able to send AR Invoice using “rma@email.com” We would like to be able to use the “Email Activity” email functionality (See Diagram C ) to send the email, so we can review the email body and the documents being attached. When we were testing it, the Email Activity window still keeps on selecting the default email address.Is this possible to set up this way?  Please see screenshots below of our current config On the “Mail & Printing” tab of the customer profile, we have set the “rma” email for “Invoice” So far no template set yetDiagram A On the “Mail & Printing” tab of the Customer Classes screen. We selected the class for that particular customer.

9102
darylbowman
Captain II
cmoreland
Semi-Pro III
cmorelandSemi-Pro III
posted in Configuration and Installation
InterCompany Sales Automation

I am investigating the out of the box Inter-company Process/Automation for sales orders to Automate the inter-branch orders. Is there anyone that actually uses this feature? 

620
cmoreland
Semi-Pro III
K
Freshman I
kenrFreshman I
asked in Configuration and Installation
Tenant Creation Date

Is there a way to find the creation date of a tenant?  We’re interested in knowing the creation dates for the tenants in our sandbox.  Thanks.

7510
khalme
Freshman II
R
Pro II
RoyceLithgoPro II
asked in Configuration and Installation
Reports run via Automation Schedules with Email settings configured in Template aren't logged

Hello,I have a report that’s emailed out weekly. Everything is working fine with this report but there’s never any record of it in the All Emails page. I have to resort to Office 365 Message Trace to confirm that the email was actually sent. Is there a way to enable logging of such emails so they are viewable in All Emails?Thanks!

15915
AndreaGrover35
Jr Varsity II
M
MFerat91
asked in Configuration and Installation
Screens did not load in Google Chrome, Version 91

After login, the user only gets a spinning wheel and cannot access any screens to use the system.This issue was reported also for Google Chrome, version 76/77, and to proceed to work I had to set Disabled on Enable lazy frame loading (chrome://flags/). But this flag does not exist on the new version of Google Chrome.I mention that this issue I found on the Acumatica version 17.212.0020.  

24305
Irina
Community Manager
jgadbois18
Freshman II
jgadbois18Freshman II
asked in Configuration and Installation
Historical data migration with attachments

Hello Acumatica Community, We have a potential customer who requires data migration of their open and historical transactions. The biggest issue is they require all attachments on each open and historical order to come over as well. Due to the nature of their industry (fire safety) they must be able to store and maintain all of these attachments for life safety purposes should something ever malfunction. We recommended to archive these attachments in a linked folder or site, which was shut down. We also recognize we can use an API push for this which is very cost prohibitive for the customer. Does anyone have any other advice or recommendations?

1461
RohitBhandurge
Jr Varsity III
A
Freshman I
atuljainajmFreshman I
asked in Configuration and Installation
Product Visibility

Hi All,Is there way to implement product visibility for a particular company. I have 3 companies which share 600 products. I am creating a 4th company which will only have 5 products. I don’t want first 3 companies to see those 5 products. 

2476
E
Varsity I
david41
Jr Varsity II
david41Jr Varsity II
asked in Configuration and Installation
Error adding new system email account using OAuth

We have a system email account created using Azure Modern Authentication and it is working properly.  However, we are trying to add an additional system email account and when we use the already created External Application connection is it returning an error stating that it cannot be found: Do we need to create a separate External application for each email?

162010
Chris Hackett
Community Manager
A
Freshman II
AlfieFreshman II
asked in Configuration and Installation
How to Revoked the Standard Cost Field in Stock Item Maintenance

Hi Everyone, I am trying to figure out where I could set the revoked access to user access rights by role for current cost in the stock item screen. I revoked this in the inventory item and item/warehouse setting but it seems reflected again on the screen. Is there a field that I missed? Noted: I already tagged the access to specified users and set it as a view on the above setup (Inventories and Stock Items). Stock Item Screen Set up: Inventory Iten  Set up in Item/Warehouse Settings   

2265
Manikanta Dhulipudi
Captain II
D
Freshman I
DPaniaguaFreshman I
asked in Configuration and Installation
How to set up Acumatica mobile for receiving?

How may set up an specific location to put away shipments when received and scaned through Acumatica mobile?

270
D
Freshman I

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