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Configuration and Installation

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

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859 Topics

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HamzaFreshman I

asked in Configuration and Installation

Is it possible to redo a new screen for customizing fields like CS205020 with a new table

I need to make a new screen for the customization of fields and attributes with the same functionality existing at the CS205020 level but with a new table es-that it is possible to redo it or to access it at the CSAttributeMaint2 to access it to the code

3 years ago

Tony LanzerSemi-Pro I

asked in Configuration and Installation

Mobile app login timeout

What are the default mobile app login timeout settings? Are these tied to device OS events, or something else? Can someonesupply the details on this?

3 years ago

andrew15Varsity I

asked in Configuration and Installation

import snapshot into test environment

We are wanting to upgrade from 2020 R2 to 2021 R1. We are on premise so we need to move the a snapshot to a test environment. We have been on acumatica for just over a year and our snapshot is already to large to import with the default settings. We have adjusted the webconfig to allow for our snapshot size of 1.5 Gb (we are just over the limit with our snahot being 1.1Gb).We now get the error “Error: The file is not found, or you don't have enough rights to see the file” I have tried importing from the server directly with the snapshot right in the c drive. I have tried creating other snapshots, thinking the first one was corrupt.We do have custom fields created and need a way to bring the snapshot over for proper testing. What would the official way of doing this be?

3 years ago

jimconnected

asked in Configuration and Installation

Personalizing email without using an app password

First off, I’m new to Accumatica and this might be a stupid question, but I can’t find a definitive answer in the documentation, and our integration partner isn’t being super responsive. We have a new implementation of Accumatica with a single tenant and we use Google for mail. We are looking at implementing Google SSO for authentication to Accumatica, as well as implementing 2FA through Google. Email within Accumatica is presently not set up to allow users to send from themselves, but we would like to implement this. I’ve read that in order to turn on mail personalization when 2FA is enabled, you have to use an App Password, but we’d prefer not to. In looking for alternatives to using App Passwords, it occurred to me that that the key generated by Google when SSO is first set up could maybe take the place of the App Password? Did that make any sense at all?

3 years ago

pandachan48Jr Varsity II

asked in Configuration and Installation

Does Acumatica support any FIDO 2 USB key

Does Acumatica support any FIDO 2 USB key, if yes any good brand suggestions?

3 years ago

pmarotta50Freshman I

asked in Configuration and Installation

Workflow Training

Looking for a training guide or course for the new feature of WorkFlow. Need to start at basic training. Partner university does not have any courses on this. I started to see that you need to removed all automation steps on a screen. This seems scary. Any ideas.

3 years ago

TharidhiPVarsity III

asked in Configuration and Installation

Reverting Instance Back to Original State

We have created a Sandbox instance with tenant, companies, calendar and financial periods configured and to ensure safety we take snapshots periodically to rollback changes if a mistake is made while configuring the system.Is there any method to revert the instance back to the original state, that is the system when you first create an instance? (no configurations)

3 years ago

andrew15Varsity I

asked in Configuration and Installation

Global search the customer location

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.

3 years ago

TharidhiPVarsity III

asked in Configuration and Installation

Multiple Tenants having Separate Databases

Is there any possibility to have one instance (one URL) that has two different tenants which have separate databases.Requirements include,1) Ability of having different databases for different tenants2) We have created one sandbox with two tenants. In this license we can have 100 concurrent users. We need to create an additional instance in this same sandbox environment for development work.Attached below is the structure of the configured sandbox, If there are any workarounds to this issue, or if you could give an explanation on how data is kept separate and identified in two different tenants that would be greatly appreciated.

3 years ago

mywifiexthelp

asked in Configuration and Installation

how to setup Netgear EAX15?

Netgear EAX15 Setup helps you to boost your wi-fi network when there is lack wi-fi signals. Reach out professional experts and solve your problems regarding Netgear AX1800 extender setup.

3 years ago

carl.brooksFreshman I

asked in Configuration and Installation

Image Recognition for Expense Receipts - which AI / ML provider does Acumatica Use?

Which AI / ML provider does Acumatica Use for Image Recognition for Expense Receipts?

3 years ago

cmorelandSemi-Pro II

asked in Configuration and Installation

Maintaining Customized Reports During Updates

During our last two updates (2021R1 v.106 & 2021R1 v.107) All of our customizations to our reports have been reset to the default Acumatica formats. What can we do to prevent this from happening as a best practice?

3 years ago

mikeslabdpFreshman I

asked in Configuration and Installation

Duplicate User for Acumatica Portal - Same email address

To whom it may concern, I received an email saying "Welcome to Acumatica Community"With Username: michaels@digitalplanet When I recover password I receive the following message, " Sorry, that email address is already used! " It could only be this email address that you are receiving this email from.michaels@digitalplanet.co.za The users that have the duplicate Emails are as follows, michaels@digitalplanetmikeslabdp or mikeslab Please remove user mikeslabdp as it is the duplicate.

3 years ago

carl.brooksFreshman I

asked in Configuration and Installation

Can we have the spelling mistake corrected?

The board header description has a spelling mistake, can the last word questions be spelt correctly? thanks Configuration and InstallationAssignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other Configuration Auestions

3 years ago

david4Freshman II

asked in Configuration and Installation

Alexa business skill not working

I've setup the Acumatica business skill for Alexa and connected it to the 2021R1 instance of Acumatica with the Alexa customization package. When I tell Alexa to "Open Acumatica" and it asks for the authorization code (which I provide), it seems to not recognize the code. I’ve tried resetting the authorization code a number of times but it never works. Anyone know how to resolve this?

3 years ago

scasagrandeFreshman I

asked in Configuration and Installation

Jquery out of date on the login page causing medium vulnerability found on PCI Scan

We scan our public IP quarterly to verify security settings and we found this on a sandbox version of Acumatica used for dev/testing internally. Anyone else getting this. Is this something we can fix or does Acumatica need to update some dependencies. Acumatica Version 2020R2 build: 20.214.0030jQuery 3.4 fixed cross-site scripting vulnerability04/23/19CVE 2019-11358jQuery before 3.4.0, as used in Drupal and other products, mishandles jQuery.extend(true, {}, ...) because of Object.prototype pollution.If an unsanitized source object contained an enumerable __proto__ property , it could extend the native Object.prototype .Cross-site scripting vulnerability in jQuery.htmlPrefilter07/18/20 Impact:An attacker could launch a cross-site scripting attack, potentially leading to theft of session IDs or other consequences andcould create a denial of service condition. Resolution:[http://jquery.com/download/] Upgrade to jQuery 3.5.0 or higher.

3 years ago

MRoszkowski15Jr Varsity III

asked in Configuration and Installation

Convert from NetSuite

I am wondering if there are any tools that are available to convert data from NetSuite and bringing the data into Acumatica. Let me know if you have any tools. I haven’t had the ability yet to see what NetSuite has as far as export utilities. Any help in pointing me in the right direction so I don’t have to recreate the wheel will be helpful.

3 years ago

mrivera67Freshman I

asked in Configuration and Installation

Some Features/Module missing

Hello Everyone, Would there be a reason why some of the features/module is missing in my installation of Acumatica? Has this got to do with licensing etc.? I am using 2020R1 and when I compare this to the SalesDemo data of the same version, the features/module are there but not on my installed Acumatica. Please help! Thank you. Kind regards,mrivera67

3 years ago

hbash52Freshman II

asked in Configuration and Installation

Attached Report to Business Event creates inaccurate report

I am trying to create a Business Event that sends out an email with a report attached. The report is using the Invoice form (AR 64.10.00). The business event is based on a GI, and the GI passes over the Document Type and Number to the report. Unfortunately, the report prints out over 300+ pages with empty line numbers until the very end and then the correct invoice is shown. Does anyone know why this would be happening?

3 years ago

glennmaslineFreshman I

asked in Configuration and Installation

How do you handle International Addresses

All the addresses in Acumatica are 3 lines - Address line 1, address line 2 then city, state, postal code and finally country. Our international customers require at least one more line of address. As per example:In this example the Finance Department is an attention line and is not part of the address. I could squeeze the first 3 lines into 2 lines but it is just not correct and I would be certain it would slow down any package delivery.

3 years ago

awhitepwFreshman I

asked in Configuration and Installation

Bulk update sales orders

I am doing a GI through an API to pull in all Sales Orders. How do I write back via API to all the sales orders?

3 years ago

PatrickMotley64

asked in Configuration and Installation

Is there a way to print labels in sequential order from multiple Purchase Orders?

Our current process requires us to print one label at a time. For example Purchase order 1-10 have individual orders and our warehouse staff to print one at a time. Is there a way they can set a range and print them all?

3 years ago

byates

asked in Configuration and Installation

Site Level Restriction Groups

Hello,Looking for information if it is possible to create user restrictions to only allow access to view certain Sites. As an example, we utilize a network of Contract Manufacturers, I would love to allow access to a user at the site to process production moves as the plants complete actual production. However, I would need to restrict that users access to only be able to process and see relevant information for their specific site. We don’t want access to other sites in the system. Is this possible?

3 years ago

dmaughan83Freshman I

posted in Configuration and Installation

1 Tenant for Implementation isn't enough

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...

3 years ago

juleskarkusFreshman I

asked in Configuration and Installation

Installation Error: "Acumatica ERP 2021 R1 cannot be installed. Please install ISS 7 or later and retry the installation."

04-Jun-2021When I attempt to install the ERP 2021 R1 Update 6 version from the downloaded AcumaticaERPInstall.msi file, I receive the error listed in the title above. I also receve the same error when attempting to install the ERP 2020 R2 Update 11 version. I have reviewed the “Сan’t get your IIS version from the registry. Probably you don’t have IIS?” error resolution, but I cannot duplicate it. My registry does not have the key: Computer\HKEY_LOCAL_MACHINE\SOFTWAREMicrosoft\InetStp Please advise. Thanx.

3 years ago

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