Configuration and Installation

Our inventory is set up in a nonconventional manner where we have last cost being the place holder for the price we paid for an item.  We typically buy and resell.  Is there anyway to get the last cost to show on our home screen for stock items?  Our current list doesn’t have that as an option to add.  Or is there a way to get last cost to populate into current cost?   

Acumatica allows for one “ cash account” data pull, much like quickbooks does.  We want it to pull in the Amex info daily for processing. Where can I set this up?

Hi everyone,  We have a business event that send out information if an invoice balance is changed and for some reason - it will send out double emails. One with the information filled out and the other one is just a blank email. Does anyone have a fix for this or has experienced this? 

Can the option of Generate Calendar be automated under Company Financial Calendar? I did not see a schedule option. Let me know.Thank you,Frances  

What configuration step have I missed to get a new company to display in the drop-down with the other two companies?

Seeking Acumatica partner in Latin America to implement Erp. Please contact me at the following e-mail address: jonfesan@gmail.com. Thanks.

User was setup with the check box selected to allow them to reset their password.  When going to the upper right drop down and selecting MY PROFILE, it takes them to Welcome to Acumatica.If an additional set-up is required, please provide path.  Thanks.

Could you please provide any suggestions for the following scenario?To restore the database locally, I have tested the following options. The size of the database is over 25GB, and the versions of Acumatica and the database match.    I created a folder under the Acumatica installation directory, assuming it is located at C:\Program Files\Acumatica\Database\Data\NewFolder. I extracted the contents of the exported snapshot's .zip file into the newly created folder. After that, I run the Acumatica ERP Configuration Wizard. During the Tenant Setup step, I selected the option with the name of the folder (NewFolder) that I had created. However, some errors occurred during the installation, such as 'Violation of PRIMARY KEY constraint 'GLTran_PK'. Cannot insert duplicate key in object 'dbo.GLTran'. The duplicate key value is (2, AP, AP19-21GL000002,1). The statement has been terminated. Table name: GLTran. File name: . Line number: 0.' It seems that some tables have customized fields and thei

Hi Team, Assume that in one tenant we have configured two companies as “Company A” & “Company B”. And for those companies we have separate employees for each company. Therefore is there any way to maintain 02 sets of employees separately in one tenant ? Thank You & Best Regards,Yashodha. 

Dear ALL,How to disable automatic notification of Acumatica when creating new Users even though we didn't create this notification in Automation Notifications (SM.20.50.40) screen.Note: Acumatica Version 2020.R1Regards,NNT  

Hey everyone, we have a customer that’s implementing and they would like to add, for example, the first letters of the first name and 1st letter of the last name, followed by an auto-generated number (this part I know). Would that involve some sort of customization or can that  be done natively? If so, how?

Is there a place on the community or portal where I can obtain a snapshot of the Sales Demo for a specific 22R2 build ?  In understand the sale demo instance is part of each install.  Are the snapshots available as a separate file without installing the build?

My client would like to prevent users from accessing the mobile app. I logged a support ticket and was told I could use IP filtering, which is not an acceptable solution. The other option I was given was to create a customization. Does anyone know how to accomplish this? They are looking to completely disable mobile app access for the time being.Thanks

 I already generated a company employee name in the Configuration >Employee module, but when I wanted to create a new user, the employee's name didn't come out in Linked Entity. Can refer to the error 'contact ... already associated with another user'. So how can I solve this issue.

Has anyone else encountered this with Sales Demo snapshot Build 22.212.0046  

Good day, I used a Tenand ID that was not being used, thenant was on status Unlicensed, and change it to Test Tenant. After this, I imported the Demo Snapshot (Demo 22.211.0034), restored this snapshot to the Tenant, and after a few minutes, the tenant was not selectable, and now I cant access that tenant, is not showing on the tenant list screen, and it will show as a tenant on the Space Calculate screen. I am using the admin user, with all superpowers, but still can make the tenant to show up. Any ideas?

Hi All,I want to remove warehouse guy access from some warehouse id.So I create a Restriction Group called BRVT Warehouse type A Inverse - this group will have access to all warehouses except DN, HCM, LMX, HN as imagedThen I assign user TEST for this group. As my understanding about Restriction Group Type A Inverse, User TEST cant see anything about DN, HCM, LMX, HN.When I sign in User TEST, it still can seePlease advise any things wrong with my setting.Thank you,Yên Chi

I am getting this error when creating a new instance, any idea how to resolve it is much appreciated.  

We just upgraded to 23R1 and discovered that the document nbr search (within the document screen) is now searching other fields besides the document number.  Is there a way to restrict this to only search document numbers and not customer IDs, as shown below? I search for SO # 1224 and get 1132 in the dropdown.  1132 is an SO# that has a CUSTOMER ID of C1224.  My users don’t want to find a customer number in this particular search box. This same dynamic occurs in the Production Order Maintenance screen and probably other screens as well.

I am wondering if anyone can help me find the steps to enable SSO (Microsoft Azure AD, OAuth 2.0) on Acumatica Cloud.Do not need the steps to create an application in Azure AD. Only the Acumatica side.We are not able to create an external identity provider, and all of the instructions I find are for on-prem instances not SaaS and require modifying the install filesThank you!!

Hi,I create a snapshot with option: Settings and Business Account exception Attachments (since the option Full give the file up to a TB)then export it and import to another environment and I got the following error:It seems like the new instance is missing some dll. How could I export it from source environment?

Hello community,I would like to know if we can have sub-licensing in Acumatica. We have a prospect where they record the transactions from different companies (probably their own clients) and they are looking if Acumatica allows sub-licensing, as they would also like to get the system implemented for those clients, under the same instance but as a different tenant. Came to know that we might not have the sub-licensing feature. I was wondering about the customer portal for all the clients. I would like to have your thoughts/suggestions on this, as to how can we implement this.Thanks in advance. 

When my company users login they get a home page that is not my company’s.  The company’s home page has been setup in site settings and in all users profiles.  However, it does not show up when login in. Instead a “generic” acumatica page shows up.  The user has to click on the company logo (Upper left corner) to launch my company’s page.  Users are finding this very invasive!  We need help asap!  

Hi All,We have item “orange” store in warehouse A - 10 EA; warehouse B - 20 EA; warehouse C - 0 EA. We got a lot of orders from customer need to be delivered from warehouse C. So how can we count how many oranges do we need to transfer to warehouse C to cover available qty for all the customer orders.Current apply solution:Option 1: Using Replenishment → set up min stock order for Warehouse based on the average sales.Disadvantage: when we run Replenishment that will apply for individual Warehouse (WH).If min order is 30 qty for each WH, run Replenishment will require order WH A - 20 EA, WH B - 10 EA, WH C - 30 EA and 60 EA in total. However, we can transfer goods from WH A & B to C instead of creating a new orderOption 2: Using require Allocated on Sales Order.We record new SO as draft SO if that item dont available on that warehouse and the system will reserve that order with negative qty. We can run report Inventory Balance or Storage Summary to see how many negative qty has been

Hi, is there anyone who has configured an external file storage on Acumatica for a SaaS implementation?