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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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1011 Topics
jyounes
Jr Varsity II
jyounesJr Varsity II
asked in Configuration and Installation
Assignment and Approval Maps - Setup

I’m trying to set up a one step reviewer.  A/P Clerk creates the bill and I approve it.  But they are still able to release the Bills on their own and I don’t know what I'm missing.    

14023
jyounes
Jr Varsity II
Ghazalshokrollahi
Jr Varsity III
GhazalshokrollahiJr Varsity III
asked in Configuration and Installation
Hiding the option from drop down Bill type

Hi All, I have 2 questions:1:what is the best way to hide an option in a Bill type? removing a debit adj  2: What is the best way to hide a tab from a screen/ Form

1423
Ghazalshokrollahi
Jr Varsity III
P
Freshman I
PeteFraserFreshman I
asked in Configuration and Installation
I need help getting started with Acumatica configuration

I have been roped in to helping configure a current cloud install of Acumatica, and frankly, I’m out of my depth. I have a technical background, but have not used or configured any similar software.I thought that a good approach would be to start with a local installation on my Windows 10 Machine. I use it for video editing, so it’s quite well equipped. That would allow me to play with the company's data set safely in a sandbox. It would also allow me to work my way through Acumatica training guides (A150 looks like a good one to start with).My first question concerns which version of Acumatica to install. The company is using 2021 R2 (Build 21.210.0030), and the A150 lesson seems to need 2022 R1. Do I need to install both versions (one to run A150 lessons, and one to play with the company’s data set)?I decided to start with the download of ERP 2021 R2 Update 4 from the Acumatica site, but it seems to be an earlier version (21.204.0055) than the one we’re running in the cloud. I tried

13036
P
Freshman I
V
Acumatica Employee
vkumarAcumatica Support Team
posted in Configuration and Installation
Steps to find list of Entity class, Entity profiles linked to an AttributeID (Attribute )

Use case :User wants to delete an attribute, ‘Delete’ is greyed out on CS205000 screen User wants to know if the attribute was ever used on an Entity class or an Entity profileSteps to find required information:Here are the steps to find out if an attributeID was ever linked to an Entity class and also on what Entity profiles is this attribute used.To find Entity class profile linked to an attribute:When you select an attribute on an Entity class profile ( say an Item class or Customer class etc.) an entry gets added to CSAttributeGroup table  Create a GI and pull all records from CSAttributeGroup table, filter by AttributeID, you can find Entity classes with specific AttributeID.To find Entity profiles linked to an attribute:When user adds a value for an attribute on an Entity profile ( Say select a value for an attribute on a customer profile or an item profile), a line gets added to CSAnswers table Create a GI on CSAnswers table and set a filter based on AttributeID, you can find li

5981
Michaelh
Semi-Pro III
clarkmcc
Freshman I
clarkmccFreshman I
asked in Configuration and Installation
Custom currency field error: the number does not fit the SQL decimal data type

I’m struggling to add a new currency field to my SOLine DAC. ErrorsWhen setting the value on any of the SOLines, if the value is >=100, then I get this error.CustomizationHere’s how I added the custom fields: I created two fields, a UsrSalesRepUnitCost and a UsrCurySalesRepUnitCost, with the following attributes in each. The “Database Scripts” section in the customization project window indicates the both of the custom fields are using the `DECIMAL(8, 4)` datatype, which I would assume would allow values as high as 9999.9999. QuestionsWhy am I getting an error indicating that the value 150.0000 is too large? Have I properly configured the two custom fields to accurately work for representing currency? I couldn’t find any resources in the documentation about creating custom currency fields.

4497
Dioris Aguilar
Jr Varsity I
K
Freshman I
KrujFreshman I
asked in Configuration and Installation
How to enable Reminder on Tasks (SaaS, not local-hosted)?

We have a web-hosted Acumatica instance (2021 R2).We use Tasks quite a bit, and we frequently set due dates and although we check the “Reminder” box and set a date, nothing happens. There’s no pop-up, no email, nothing. Essentially, the “Reminder” box is useless to us right now. Apart from setting up my own Business Event that will email people when triggered, I don’t understand how I can get the “Reminder” box to do anything? I found instructions to “Turn on Reminders” https://biofermenergy.acumatica.com/(W(1))/Help?CompanyID=BIOFerm+Energy&ScreenId=ShowWiki&pageid=667e2765-09c0-4800-a02d-0e225b8203e1, but these instructions seem to only work with locally-hosted setups of the ERP (hence the topic being underneath the tree of System Administration/Maintaining Acumatica ERP Locally).  I could not find equivalent setup instructions for web-hosted ERP… Can anyone help?

5891
hkabiri
Acumatica Moderator
A
Freshman II
aoberlander58Freshman II
asked in Configuration and Installation
MFA Authentication - Unknown Devices Only

I have a client using Acumatica MFA with the option to only require a code on new or unknown devices only. It seems that Acumatica is requesting the code nearly every time even though they are logging in using the same computer.Has anyone experienced this of have any suggestions?We have tried changing browser settings to allow all cookies but still no luck.

931
E
Semi-Pro II
D
Jr Varsity III
dsenevirathne54Jr Varsity III
asked in Configuration and Installation
How to Reset All passwords

Hi ,How can we reset all passwords at once.  Is it possible to reset all user passwords to a one passwords  at once? Thank you,Dulanjana

6398
D
Jr Varsity III
C
Jr Varsity III
ckwiat46Jr Varsity III
asked in Configuration and Installation
Automation Schedule scenario has not been performed due to the database lockout

Hi All,Need help to figure out why the Automation Schedule are not working, we are not in lock out mode but still we are getting error as “Automation Schedule scenario has not been performed due to the database lockout”. Please help us.I think this is happening from yesterday after we published new customization package. Below are the steps we followed when doing package publish first put in lockout mode, then took snapshot then deleted the snapshot, then removed the lockout modethen again, when i was about to publish the package, i put in lockout mode again and published the package then removed from lockout mode

1875
C
Jr Varsity III
C
Varsity I
charithalakshan49Varsity I
asked in Configuration and Installation
How Can we Identify a Purchase Order is linked via Mark for PO to a Sales Order?

How Can we Identify a Purchase Order is linked via Mark for PO to a Sales Order? Is there any field or grid column indicating that relationship?

2763
C
Varsity I
dales50
Semi-Pro III
dales50
asked in Configuration and Installation
PO approvals with multiple currency PO's

Has anyone found a way to set up a PO approval based on USD when the the PO’s can be in multiple currencies.  That is we need to have approval on PO over $20,000 USD regardless of the PO currency

1133
M
Varsity I
xkylewrightx
Semi-Pro I
xkylewrightxSemi-Pro I
asked in Configuration and Installation
DeviceHub API Limit Exceeded

I have DeviceHub configured successfully with printers, but when I add a usb scale it exceeds the API request limit all on its own after a minute or two. Seems like devicehub is updating the SMScale table with the scale weight, but then forgetting to log itself out after??Does anyone have any ideas? TY!! 

1842
purwandaruw
Freshman II
A
Freshman I
atuljainajmFreshman I
asked in Configuration and Installation
Inventory based on Company

Hi All,I want to create inventory based on a company. I have 4 companies, i want 3 companies to share 1 list and 4th company to have a separate list, which should not be visible to the first 3.I don’t want to create user roles for it or restriction groups.Is there any other way i can achieve it?Thank you.

421
Kandy Beatty
Captain II
M
Freshman II
MasterLukeFreshman II
asked in Configuration and Installation
email sender notification template is ignored

hi everybody,i set the “From” adress in our ShipmentConfirmationNotification to “versand@”, but it will always be overwritten by the user profile email settings of the automated sender, in this case “info@”.    Does anybody know how to avoid this? Thank you!!Best Regards, Benjamin

3394
M
Freshman II
patrickcolgan94
Freshman I
patrickcolgan94Freshman I
asked in Configuration and Installation
Is there a method to merge two tenants into one?

Is there an Acumatica method to merge two tenants into one which are currently in the same database?Client has multiple companies and multiple branches in two separate tenants, is it possible to merge the two tenants into one, if they share the same Chart of Accounts and same periods?   If not, Is there a script that can be run to bring the master records together with just the settings without transactions?

1902
Laura02
Captain II
D
Freshman I
DarnallFreshman I
asked in Configuration and Installation
Default Physical Inventory Reason Code always selected when Generating Physical Inventory

There is a default Physical Inventory reason code in Inventory Preferences. I have approximately 20 different Physical Inventory Types generated by Item Class. When you select “GENERATE PI”  in “Prepare Physical Count” it always pulls the default reason code from Inventory Preferences. I need a different reason code for each of the Item Class Inventory Types. Does anyone know if there is a way to set this up so you don’t have to change the default reason code every time before selecting “GENERATE PI” (in “Prepare Physical Count”) ?

3584
D
Freshman I
S
Freshman I
sbenosnFreshman I
asked in Configuration and Installation
Which REST API to reach Substution Lists?

HiLooking to figure out which REST API I can use to update/amend the substitution lists.The swagger.json at the top level isn’t showing me much helpI can subaccounts but not substitutionsIdeas?  

561
jinin
Pro I
E
Semi-Pro II
eudescoelho29Semi-Pro II
asked in Configuration and Installation
MFA - using Email only

Hello Community,I set up 2 FACTOR authentication to an Acumatica instance. The goal is to have an access code delivered by email. I found two troubles in using this feature: Although my intention is to use on email , the instance always sends a two factor authentication message for using push request method and the user has to click on “Use another authentication method” link which leads to another prompt where the user can click on “Receive code by email”. This is confusing for the user and is an unnecessary extra step.  Really annoying if you need to do multiple sign-ins along the day. Another issue is the fact that two email are sent: one has for a Device Code and the other is for a Sign in Code. I do not understand this logic. Has anyone faced this issue out there? is there a workaround to eliminate those prompts and have a message confirming that an email was sent with the Sign in code to <email address>? It would be so much simpler and logical, in my opinion. 

5283
S
Freshman I
R
Semi-Pro III
rosenjonSemi-Pro III
asked in Configuration and Installation
Acumatica Pre-Installation Instructions - clarify .NET framework

In the pre-setup instructions (Installation Guide/Preparing for Installing Acumatica ERP), it says to enable these IIS features. It should clarify that only ASP.NET 4.7 (or appropriate ASP.NET version for the installation) needs to be included. Not ASP.NET 3.5, which is usually an option in IIS setup (see below).  

2660
R
Semi-Pro III
R
Semi-Pro III
rosenjonSemi-Pro III
asked in Configuration and Installation
Tenant backup info is wrong/non-sensical

I have taken a bunch of backups through the system over time for 2021R2. Now I want to upgrade to 2022 R1. My current version number of 2021 R2 is too high to be upgraded with 2022 R1. So I wanted to go back to a backup that was old enough to be supported by the 2022 R1 installer for upgrade.When I went to my list of backups, I noticed that almost all of them list the latest version of 2021 R2 as the version. However, that version didn’t come out until a few weeks ago, and most of the backups were from way before it came out.Can anyone explain (you will see there are a few backups in the list with a previous version….but not most of them)? How can backups taken before the latest version came out now have the latest version number?  

463
R
Semi-Pro III
C
Varsity I
charithalakshan49Varsity I
asked in Configuration and Installation
Mail Processing Is turned Off

When I process an email activity Acumatica gives an error saying “Mail Processing Is turned Off”How do I fix this, I tried to enable that option from Email Preferences screen. But I couldn’t find that kind of option there😐 

1643
C
Varsity I
nithyashankar
Jr Varsity II
nithyashankarJr Varsity II
asked in Configuration and Installation
Multi base currency in a tenant

Hi Team, I have some query on how to set the base currency in a tenant.Case 1 - We have a company in the United states, India, Europe. All have their own company currency i.e., Base currency - USD,INR,EUR. If I set the Company Currency for United states, the base currency is taken as USD. If I tried to create another company for India the same USD base currency field was freezed and automatically taking USD. As per the Document, base currency once set in the system will be applicable for all the companies in a tenant. In order to have multi base currency, then we should able the multi base currency option from Enable/Disable features. When we trying to enable it, system ask us to disable some features like Contract management, Payroll, Time management etc. But we do have payroll and time management in our business.Case 2 - In the above three companies, how we can perform the consolidation. My reporting company is in US, we are in need to provide the consolidated report in USD quarterly

8492
Kandy Beatty
Captain II
S
Jr Varsity III
suebrownJr Varsity III
asked in Configuration and Installation
MFA differences in iPhone and Android devices

We are testing multi-factor authentication with the Acumatica mobile app.   With Andriod, we receive the approval notice on the mobile device and can approve or deny access easily.   With iPhones, the user must re-enter a code each time they attempt to log in.   Have others found this difference between iPhone and Android?  Are there any settings or updates needed on iPhones so a code isn’t required for each log in?

1190
S
Jr Varsity III
cmoreland
Semi-Pro III
cmorelandSemi-Pro III
asked in Configuration and Installation
Space showing Snapshots after deleting snap shots and optimizing DB

I have removed some snap shots from our production instance and ran the “Optimize Database”  operation. However I am still seeing space being occupied by the snap shots. Has anyone else seen this? How can i keep up with the Whitespace usage and Acumatica.   

2261
hkabiri
Acumatica Moderator
bmtabor
Freshman I
bmtaborFreshman I
posted in Configuration and Installation
Project Numbering Ideas

Hi.  We are in the initial phase of implementation and are considering changing our Project numbering scheme?  Does anyone have any good schemes that work for them?Thanks,Brent M. Tabor

401
Laura02
Captain II

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