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Configuration and Installation

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

  • 873 Topics
  • 3,215 Replies
873 Topics
E
Varsity I
EvanGVarsity I
asked in Configuration and Installation
Snapshot Import is very slow

Good day,We have a QB-ACM project in progress.  The vendor has informed me that the snapshot restore process takes at least 40 minutes every time from the development tenant to the migration tenant.  It seems that is restores the entire databases between to the two tenants.  Does anyone have an idea how to speed up the snapshot restoration process?  We are migrating over 2 years of data from QB ro ACM.  (The vendor has requested that we get him a separate ACM; I would like to avoid this).  However, I would to make the process efficient. Thank youEvan

0
E
Varsity I
2 years ago
P
Freshman I
psletuana1Freshman I
asked in Configuration and Installation
Net core 3.1 Requirements Acumatica

Good Day Everyone,Where upgrading to Acumatica 2021 ERP R1 version from Acumatica 2020 ERP R1.My question is what kind of .Net Core 3.1 do I need to install. is it the ASP.NET Core Runtime or SDK?

0
P
Freshman I
2 years ago
S
Freshman I
sarahFreshman I
asked in Configuration and Installation
Access Rights to Delete File Attachments

I need to know how to give someone rights/access to delete uploaded files.For example, we upload item drawings to the item’s BOM and when we have a new/revised drawing, we want to delete the old drawing and upload the new drawing.Where do I go to give someone permission to delete the file attachment???

5
L
Freshman I
2 years ago
R
Freshman I
rich88Freshman I
asked in Configuration and Installation
Sign Out of Outlook plug in?

I added the Outlook plug in on my local Outlook and would like to switch which user it logs in as.I am using 2021 R2.  It has a Sign Out button, but it doesn’t seem to do anything.I tried removing and re-adding the plug in, but it is keeping the login info so I can’t change it. There must be a file somewhere this is kept?  

0
R
Freshman I
2 years ago
M
Freshman I
mlish50Freshman I
asked in Configuration and Installation
Adding Attributes to Location files?

I would like to add some attributes to the Customer Location files…  Can it be done?

4
M
Freshman I
2 years ago
dougmcbride79
Semi-Pro I
dougmcbride79Semi-Pro I
asked in Configuration and Installation
Help Setting up SMS / Mobile Notifications

How do you set up SMS / Mobile Notifications?  Is there a document that shows us the steps?  

3
V
Freshman I
3 years ago
mpeck12
Freshman II
mpeck12Freshman II
asked in Configuration and Installation
U100 Snapshot for Update 6 Build 21.106.0024

I am trying to find U100 Snapshot for  Update 6 Build 21.106.0024. Any idea where it has been hidden?

1
TimRodman
Semi-Pro III
3 years ago
D
derrickyong
asked in Configuration and Installation
Client mobile app for Acumatica

Hi there, Do you have the mobile app available for client to login? Just like the one you have for web version below 

2
toonsix
Freshman II
3 years ago
L
Freshman I
lleibkuchlerFreshman I
asked in Configuration and Installation
Non-Project Code functionality breaks when 'validating segments' of the Project ID

Hello,We are new install and working through our implementation.  Have come across an issue that I’m hoping folks on this forum may be able to help with.As soon as we setup Segmented Key for our Project ID, and had 3 of the 4 segments turned on for validation (ie…  only certain values can be used in that segment); now our ‘Non-Project’ code we setup in preferences no longer works?Is this a product defect/bug?As soon as I turn the validation off in the segmented keys, the non-project functionality works again.  I realize that I can make a ‘dummy’ project that follows the segmented values setup, but that kind of defeats the purpose of this functionality to begin with.Anyone else run into this issue?  Perhaps there is a hot fix to address this?   Thanks, Lars

2
L
Freshman I
3 years ago
rlugar39
Freshman I
rlugar39Freshman I
asked in Configuration and Installation
Does Acumatica provide a SAAS that can be installed on AWS Government or Azure Government?

Acumatica has a SaaS option that is hosted with either the AWS Government cloud or Azure Government cloud?

3
Aliya
Community Manager
3 years ago
mianniello80
Jr Varsity III
mianniello80Jr Varsity III
asked in Configuration and Installation
Sales Demo Data 2021 R1

Since Acumatica has moved a its content to the community page, I am currently looking for a Sales Demo Data for 2021R1 Build 21.110.0032 , does anybody know where to be able to find this so we can import it into a testing tenant

2
E
Semi-Pro II
3 years ago
E
Semi-Pro II
eudescoelho29Semi-Pro II
asked in Configuration and Installation
Slower page loading using Google Chrome 92

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. 

3
Naveen Boga
Captain II
3 years ago
gmercede
Varsity I
gmercedeVarsity I
asked in Configuration and Installation
Mail processing is turned off

Getting a message in a 2021 R2 demo site.  Is there a specific screen where I can turn this on?  Never seen this message before.

3
TimRodman
Semi-Pro III
3 years ago
Y
Freshman I
yrenFreshman I
asked in Configuration and Installation
Update custom filed on a closed invoice.

Hi folks,    Hope you are doing well.    During using Acumatica ERP, recently we have such a quest about updating a closed invoice.The details will be:Create a custom db field on invoice screen AR300010. Add it to UI. Closed the invoice. Update value on this field.Looks once an invoice is closed, all the fields get locked down.We wonder that is there a way to make that particular field editable even on a closed invoice? Best regards. Yan

3
Naveen Boga
Captain II
3 years ago
H
Freshman I
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

0
H
Freshman I
3 years ago
Tony Lanzer
Semi-Pro I
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?

1
Tony Lanzer
Semi-Pro I
3 years ago
A
Varsity I
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?

4
E
Semi-Pro II
3 years ago
J
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? 

0
J
3 years ago
pandachan48
Jr Varsity II
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?

0
pandachan48
Jr Varsity II
3 years ago
P
Freshman I
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.

4
Doug Johnson
Community Manager
3 years ago
T
Semi-Pro I
TharidhiPSemi-Pro I
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) 

2
Naveen Boga
Captain II
3 years ago
A
Varsity I
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.

1
B
Pro III
3 years ago
T
Semi-Pro I
TharidhiPSemi-Pro I
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.

5
B
Pro III
3 years ago
M
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.

0
M
3 years ago
C
Freshman I
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?

2
C
Freshman I
3 years ago

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