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Configuration and Installation

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

  • 880 Topics
  • 3,260 Replies
880 Topics
Michaelh
Semi-Pro II
MichaelhSemi-Pro II
asked in Configuration and Installation
External File Storage not showing images

We did a massive client upgrade from Version 19 (which only runs in Internet Explorer) to 23.113.0042 The snapshot is too large to move, so we enabled external file storage LOCALLY, moved those files into an AZURE BLOB. This works just fine for local files, this does not bring back files in the new version using the Azure Blob, even though it has the correct File ID in the file link. We CAN make new files in the new system and they do get sent to Azure and we CAN recover those contents through acumatica. If we try to access one of the other files, it claims it does not exist, but we know it exists as the File ID still points to the correct object in Azure and we can open it (for example the company logo that should display in Acumatica). Anyone have experience with this type of behavior before? Thank you for digging with me!

0
Michaelh
Semi-Pro II
8 months ago
KVGLIA
Freshman II
KVGLIAFreshman II
asked in Configuration and Installation
MOBILE APPLE VS ANDROID

I am extremely disappointed with the Apple smartphone application, is this normal? Are any updates planned? Update button  ANDROID - we have the good buttonAPPLE - we have a text “EntryeditingView..UpdateButton.Title New DACANDROID - When we push create butoon, the new screen (container) open correctly APPLE - When we push create butoon, the screen stay and we must to fresh to see the new record, and we must to click top open What do you think ?

0
KVGLIA
Freshman II
11 months ago
R
Jr Varsity II
rdennisj57Jr Varsity II
asked in Configuration and Installation
Generic Table to store Key/Value Pairs of custom information

Does Acumatica have a generic table that contains:A Key - a String A Value - also a String, with an expanded value for the key, to be used in any way that is appropriate A value type - optional, identifies the value has a format of String, Decimal, Date, etcI would add custom entries to this table, as an alternative to creating a new table to store simple values that can be retrieved based on a user-defined key.Thank you,Randy

0
R
Jr Varsity II
1 year ago
T
Freshman I
tararosenthalFreshman I
asked in Configuration and Installation
Filling custom columns from a snapshot

I am trying to create a new instance from a large snapshot. I have to do it through the configuration wizard due to its size and am using this method which states that it does not import custom columns. How to import a large snapshot using the Acumatica ERP Configuration Wizard | CommunityI have additionally found this information which claims that using this method will allow you to import custom tables and columns. Using this method, I have been able to create and fill custom tables and create custom columns on existing tables. However, the custom columns on the existing tables are all filled with NULL values rather than the imported values from the snapshot. Does anyone have a workaround for this? I don’t understand why the values aren’t being copied over.Snapping the Acumatica Snapshot Restrictions | Acumatica Cloud ERP

0
T
Freshman I
1 year ago
C
Semi-Pro I
chidao
asked in Configuration and Installation
How to manage available goods & shortage of goods in multiple warehouse

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

0
C
Semi-Pro I
1 year ago
H
Jr Varsity II
hthuy24Jr Varsity II
asked in Configuration and Installation
Is there a way to attach file from generic inquiry to email template?

HI everyone,I want to attach file in GI screen to email template but I have no idea how to do? 

0
H
Jr Varsity II
1 year ago
H
habeco
asked in Configuration and Installation
Am I violating copyright policy?

Hi,I bought a Private Cloud Perpetual, 5 tenants, 500 users, Transaction Tiers X2, 50K Monthly CommercialTransaction Volume, 1M Monthly ERP Transaction Volume. I'm trying to install ACU on 3 different servers and use the same License Key, does that violate the copyright policy?.I purchased maintenance until Jan 19, 2024 so can I get the latest update eg 2023 R1. Please help thanks

0
H
1 year ago
S
Freshman I
salvonashaiFreshman I
asked in Configuration and Installation
Making files publicly accessible?

Is there any ability to make a file publicly accessible? Allowing anonymous, unlogged, users to download a file? We are on a hosted Acumatica implementation and are looking to streamline documents that are uploaded to stock items that are then shared on our website. Thank you!

0
S
Freshman I
1 year ago
F
Jr Varsity II
fpantelidakis65Jr Varsity II
asked in Configuration and Installation
Pending GST and VAT

Hi,We have a client that is using Retainage for A/P. However, we have a VAT that calculates the tax. I configured a pending VAT. What is the best way to setup pending VAT so the current taxable due is recognized right away but the tax portion on the retainage is part of the pending VAT? Let me know. Right now the total amount is all going to Pending VAT and I do not want that. Here is a screenshot.  Here is a screenshot of my Taxes Setup: Thanks,Frances    

0
F
Jr Varsity II
1 year ago
H
Jr Varsity II
hthuy24Jr Varsity II
asked in Configuration and Installation
How do I set up conditions in the workflow to prevent preparing invoices on the SO301000 screen?

Hi there, I want to set up a condition in the workflow to prevent preparing invoice action when there are two types of tax as below. I am trying to figure out how to set up conditions to make it work.Thanks in advanced.

0
H
Jr Varsity II
1 year ago
S
Freshman II
ssarda48Freshman II
asked in Configuration and Installation
While Restoring snapshot via Settings Only, Numbering Sequence gets Reset for which data exists

There is option to configure snapshot for reset values of some column. How can I apply multiple conditions in ResetColumn Attribute?I tried but not able to reproduce exact result .Please help meThanks in advanceRegardsfor e.g. **```<ResetColumn name="LastNbr" value="[StartNbr]@NumberingID!=QCSP" />    ```---- "Working"***```<ResetColumn name="LastNbr" value="[StartNbr]@NumberingID!=QCSP and @NumberingID!=QCPLAN" />    ```---- "Not Working"*

0
S
Freshman II
1 year ago
etrowbridge
Freshman II
etrowbridgeFreshman II
asked in Configuration and Installation
Database constraint error upgrading from 2022R2 to 2023R2

Ran into this error while upgrading from 22.220.0026 to 23.205.0011: I was able to get around it by dropping the constraint and recreating it with a different name in the DB but wanted to see if anyone else has encountered this? Before this upgrade I did do a build update from 22.209.0011 to 22.220.0026 without any issues. 

0
etrowbridge
Freshman II
9 months ago
Varsity I
vib1980
asked in Configuration and Installation
Error executing child request for /Wiki/ShowWiki.aspx.

Team, we are getting the below error in 2022 version of Acumatica in portal. Issue happens when  home page is loaded for a portal user after logging in. I can see the page is available in the database. Also not sure why the below page is getting loaded, we are expecting another page with different id for the user role. This was working fine in the previous version. Stack Trace:Error executing child request for /Wiki/ShowWiki.aspx.PX.Data.PXSetPropertyException: Error: [PageID] '9d6219e8-1ee8-46c3-bf6d-34a85fc128ca' cannot be found in the system.   at PX.Data.PXSelectorAttribute.throwNoItem(String[] restricted, Boolean external, Object value)   at PX.Data.PXSelectorAttribute.Verify(PXCache sender, PXFieldVerifyingEventArgs e, Object& item)   at PX.Data.PXSelectorAttribute.FieldVerifying(PXCache sender, PXFieldVerifyingEventArgs e)   at PX.Data.PXCache.OnFieldVerifying(String name, Object row, Object& newValue, Boolean externalCall)   at PX.Data.PXCache`1.FillWithValues(TNode cop

0
Varsity I
1 year ago
A
Semi-Pro I
amajorsSemi-Pro I
asked in Configuration and Installation
Global or Inquiry Search URL

Is there a URL for the Global search box or even an inquiry search box? I’ve had a few other programs that I have tried to direct to Acumatica and perform a search. Right now I’m using a GoTo Connect chrome plugin where you can enter a customer search template. It would take information from a live incoming call (phone number, callerID) and search Acumatica for a match.It would be something like; https://www.linkedin.com/search/results/index/?keywords=${CNAM} or https://www.google.com/search?q=${CNUM}

0
A
Semi-Pro I
1 year ago
M
Freshman II
mganjiFreshman II
asked in Configuration and Installation
How to Restrict Shipped Quantity to be equal or less than Total Order Quantity

I am looking for an option within Acumatica that could restrict users from shipping more  than  the open quantity/order quantity. If we do not introduce such restriction there will always be possibility of shipping wrong quantity; more than what is in the actual order.Following is a shipment with total quantity of 25 Shipment with 25 QuantityFollowing is Shipment Line Details with more than 25 Quantity though the detail quantity is 0 but it creates confusion and errors by users.Shipment Line Details Allowing to enter more than 25 serials 

0
M
Freshman II
10 months ago
J
jonfesan
asked in Configuration and Installation
Search for Acumatica's partner in Latin America

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

0
J
1 year ago
BOSullivan
Freshman I
BOSullivanFreshman I
asked in Configuration and Installation
Using HP y640 thin clients with Windows 10 IoT Enterprise for Thin Clients

I work for a manufacturing company and there are (9) thin clients machines on the factory floor used for the scanning of routers for MaCola.  We are in the process of migrating to Acumatica and these thin clients will no longer be in service due to aging out of the system.  I want to replace them with the following; HP y640 thin clients with Windows 10 IoT Enterprise for Thin Clients.  Is this possible?  I don’t want to purchase full blown machines for scanning purpose.  Thanks,

0
BOSullivan
Freshman I
1 year ago
J
Freshman II
jaco60Freshman II
asked in Configuration and Installation
Mobile - revert back to default layout/screens - 23R1

Good dayI have recently upgrade my client to 23R1( Build 23.105.0016)There is mobile customization to remove cases and a couple of other items from mobile.Before 23R1 if I removed the customization the screens will be added again to mobile.With 23R1 if I remove the customization the change made are still showing on mobile.After a little digging I found the Mobile workspaces screen(au220012)and saw, in the CRM workspace, that the cases and the other screen that don’t work are not in the list: i was expecting CR.30.60.PL (HubFolder) to be in here?Is there a way to add the missing HubFolders or reset/fix?

0
J
Freshman II
1 year ago
B
Freshman II
Brian RowerdinkFreshman II
asked in Configuration and Installation
UPS Carrier Labels failing to print when more than one package on shipment

We are attempting to print UPS Carrier Labels from the Process Shipments Screen using Device Hub. We have device hub configured and as long as there is one package on the shipment the label prints fine. When there are two or more packages requiring multiple labels it still appears to be processing correctly on the Print Job Screen and the device hub monitor but nothing prints. Any ideas on what could be causing this. 

0
B
Freshman II
1 year ago
J
Varsity I
jeffgrammer69Varsity I
asked in Configuration and Installation
Can you open up Acumatica Portal to time entry based on login id?

We use subcontractors for some of our clients.  Today, we have them logging into the main Production system of our Acumatica instance for Time Entry and Case management.Is it possible to allow that same login id to access the Acumatica Portal rather than the Production system for accessing the Time Entry and Case management screens?If so, can that be done through configuration or would it require a customization?  (I probably would NOT do this if it required a customization).Thank you,Jeff

0
J
Varsity I
11 months ago
N
Freshman I
najmi84Freshman I
asked in Configuration and Installation
Acumatica 2021R1 and ADFS

We are looking the user manual to share with client who is running ADFS 4.0 (Windows Server 2016).Most of Acumatica online  help just provide the information to integrate against ADFS 2.0 (WIndows Server 2012). The client ADFS administrator had ran through the Acumatic vs ADFS manual and mapped with ADFS 4.0 configuration.We did our part changed in web.config as guide given in help manual. In User Roles screen, I saw there is an additional tab called ‘Claim’. Base on manual, we need to define the Domain\Group in ADFS for each Acumatica roles. Question. Is this compulsory to do since we going to override the ADFS role with Acumatica local roles.?. We dont see the  ADD ACTIVE DIRECTORY USER toolbar on User screen.  Is it compulsory to have it ? Appreciate an expert afvise.Thanks  

0
N
Freshman I
1 year ago
rsieger
Freshman I
rsiegerFreshman I
asked in Configuration and Installation
Multiple Warehouses for P&L Information cannot invoice

We have a business that has been broken out into 17 different warehouse. This is done as the owners want to see a P&L for each. Things get further complicated because in order to fulfill a sales order, we may have to pull items from multiple warehouses. The problem lies in that Acumatica won't allow different warehouses on one sales order. Thus, if you must pick from multiple warehouses or have items from multiple warehouses on a single sales order it won’t work. And we do for practically every order, especially with the way that it is set up currently. For it to work you would have to invoice from the warehouse the item is picked from, which would cause multiple invoices for a single order (as well as multiple POs), which doesn’t work either.Because this is an issue of trying to create P&Ls, does anyone have a suggestion in regards to the best way to tackle this within the capabilities of the system?We are on Acumatica Cloud ERP 2022 R1Build 22.113.0040 +

0
rsieger
Freshman I
1 year ago
R
rbandy
asked in Configuration and Installation
Load Balancing Web Servers

We are experiencing a number of performance problems.  We are an on prem installation hosted in an Azure environment.  Has anyone implemented multiple web servers and any of the Azure Load balancing options?  In the pre-Azure days this would have been accomplished by creating multiple Web Server VM’s behind a NetScaler.  I am looking for a similar option, if it is viable with Acumatica.

0
R
7 months ago
C
Semi-Pro I
chidao
asked in Configuration and Installation
Setup Kit Disassembly - Cost for component

Hi All,Business case: we have 1 container of chemicals. we will send it to the manufacturer to convert it into 3 bottles. The cost of bottles will include the cost of container chemicals divided into 3 plus the manufacturer's fee.Currently, I set up 1 Stock item (Finished Good) as a Kit and it’s included 3 components. I use the function Kit Disassembly to convert from 1 container to 3 bottles and add the cost of the manufacturer's fee. However, the original cost of material is not going to be the cost of the component as expected.Do you know any other flows that are more effective & meet the expectation?Our expectation is the cost of each bottle will be included the cost of container chemicals and the manufacturer's fee.Thanks in advance,Yên Chi  

0
C
Semi-Pro I
1 year ago
S
SGroff
asked in Configuration and Installation
IP Filters in User Security Settings

The DHCP range was entered in the IP Filter tab in user security.  The access history showed a different IP Address for users which must be the router address instead of the device/computer.   Everyone’s IP filter was changed to match the router IP which didn’t work.  Do you have any suggestions regarding the use of IP filters and if there are specific firewall/network settings that must be in place for this to work.  I tried using different browsers, clearing the history, before attempting the logins.  

0
S
1 year ago

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