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

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najmi84Freshman I

asked in Configuration and Installation

Microsoft Graph and Azure AD Graph

Hi During setting up Azure AD for client, there was notification given in Azure itself which recommend to use Microsoft Graph instead of Azure AD Graph which had deprecated since 2020. By 30 June 2022, Azure AD Graph will no longer be in service.https://docs.microsoft.com/en-us/graph/migrate-azure-ad-graph-overviewDue to that , the client request us to use Microsoft Graph but inside Acumatica 2019R2 and R021R1 setup guide we still using Azure AD Graph. I just want to know is there a plan to support with Microsoft Graph. Is Acumatica R021R1 support Microsoft Graph?

2 years ago

sean21Varsity I

asked in Configuration and Installation

How does Acumatica system send auto-reply email messages?

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?

2 years ago

KimberlyJr Varsity III

asked in Configuration and Installation

Error when upgrading U100/SweetLife instance

Greetings,After downloading the most recent package on the Apply Updates screen, clicking Install Update throws the following error:The website contains a published customization. Click Customization Compatibility to validate the compatibility of the selected update with the customization.When I click Validate Customization (I do not see Customization Compatibility), I get the following error:There are no customizations, published or unpublished, showing on the Customizations screen.Does anyone know what I am missing?Thank you!Kimberly

2 years ago

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

2 years ago

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?

2 years ago

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???

2 years ago

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?

2 years ago

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?

3 years ago

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 years ago

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?

3 years ago

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

3 years ago

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

3 years ago

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 years ago

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

3 years ago

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 years ago

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 years ago

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 years ago

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

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)

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

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