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Configuration and Installation

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

  • 863 Topics
  • 3,179 Replies
863 Topics
E
Freshman II
ervin41Freshman II
asked in Configuration and Installation
How to register mobile device app

On 2020R1, when I login on the mobile app it is not registering new devices. I have several that have been registered previously but I can’t get any to register anymore. Is there a way to register manually or do I have to submit a support ticket?

2
E
Freshman II
3 years ago
A
Jr Varsity III
Alin ParaJr Varsity III
posted in Configuration and Installation
Acumatica POS 2020R2

Hello,In the GA release note of Acumatica 2020R2 I read that in the core product will be available some new functionality for retail sales (https://www.acumatica.com/corporate-newsroom/press-releases/acumatica-2020-r2-released-with-additional-ai-ml-capabilities/ : “Acumatica POS: manage over-the-counter retail sales for all your retail locations, allowing you to manage a complete omni-channel experience inside Acumatica.” )I prepared a demo site with the last version of 2020R2 (20.203.0028) but I could’t find anything about this. Is someone here that can provide more information about this functionality and also can inform us when actually will be available?Thank you!

2
A
Jr Varsity III
3 years ago
S
Freshman I
suegarland79Freshman I
posted in Configuration and Installation
Individual or Generic Email

I am looking to find best practices for using email addresses when setting  up email for the first time.  Does everyone use their own email, or do you use a generic company email address?

3
Naveen Boga
Captain II
3 years ago
K
Freshman I
KishanptlFreshman I
asked in Configuration and Installation
Trying to Create an Generic Inquiry and pull from two tables

Hello! I’m trying to create an Generic Inquiry that pulls data from our Sales Orders and Support Cases; however, I believe I’m having issues with configuring it properly. As of right now, I have it set up to where it can pull information from Sales Orders (Order qty, order total, etc.), but I can’t seem to pull a certain attribute from our Support Cases. When I add the attribute to the GI list, it just shows up empty. I’m assuming I don’t have a relation set up properly somewhere? All help is appreciated! 

10
K
Freshman I
3 years ago
Naveen Boga
Captain II
Naveen BogaCaptain II
asked in Configuration and Installation
How to automate default email templates

Hello,We have below requirement to trigger an automated email to the customers.RequirementWe have created the new Notification Template in Acumatica.  When we create a form in Magento, that activity will be created in Acumatica as Opportunity. - This part working fine. We have triggered an email with that Notification Template and observed everything workign fine. But we are pending with automation email part. As soon as opportunity is created in Acumatica, it should trigger an email to client.  Could you please let know how to achevie this part. Best Regards,Naveen B

4
Irina
Community Manager
3 years ago
L
Freshman I
lschomaker78Freshman I
asked in Configuration and Installation
Test Email Error

Hi, This morning, I logged into Acumatica thinking I would make some final changes to an email campaign before sending. As a final check, just to make sure everything performs as I expect, I tried to send myself a test copy. However, when I attempted to do this, I ran into an error. “535: 5.7.3 Authentication unsuccessful.” Has anyone else experienced this problem? If so, could you help point me in the right direction to resolve it? I would greatly appreciate any advice the community can provide. I am fairly new to Acumatica’s marketing tools and am still trying to learn my way around.In case it’s helpful, I created a screen capture which shows the exact steps I took to create the email send which led up to the error. You may view it here: http://ior.ad/7hoVThanks,Laura

2
L
Freshman I
3 years ago
E
Semi-Pro II
eudescoelho29Semi-Pro II
asked in Configuration and Installation
Virtualization

Hi Everybody,I know Acumatica is designed for cloud environment which I assume it means it is built for virtual environments.  Now… I have customers running Acumatica on physical servers who want to virtualise their Acumatica environment.  I’ve never thought of the following question:Are there any drawbacks/limitations to doing this virtualisation, I mean moving Acumatica to virtual machines?Many thanks for your thoughts and recommendations.

3
N
Jr Varsity III
3 years ago
E
Semi-Pro II
eudescoelho29Semi-Pro II
posted in Configuration and Installation
Potential Security issue when using SSO with MS Active Directory

Hello,Just a heads-up about a potential issue when using MS Active Directory in Acumatica 19.211.0011.The way the integration works can be summarised as follows: You map AD groups to Acumatica roles (in Acumatica); When a domain user connects to Acumatica for the first time , a new user is automatically added to Acumatica with the same name of the domain user; Acumatica then assigns roles to this new user according to the mapping.However, there is a bug in the API code and a user is created in Acumatica even though the domain user is not in any Active Directory group mapped to Acumatica roles. This new user profile is created automatically in Acumatica for this non-authorised domain user which gets permissions as guests. By default, Acumatica has a couple of screens opened to guests. The only thing we can do  for the moment is to ensure that no screen is available for those authorised users (guests). Also, it drives us to another problem as client may have let’s say about 300 or 500 em

0
E
Semi-Pro II
3 years ago
P
Freshman I
patricklong02Freshman I
posted in Configuration and Installation
Active Directory Security Issue 2020 R1 106.0005

We install 2020 R1 and ran into a security issue with the release.  Users did not have to enter passwords to enter the site, also they could enter anyone’s id in the user field and get in as that person.Acumatica has a suggestion about turning off the “Guest Account” in AD.  They also have produced a Hot Fix for us that we are implementing 106.0010.  Anyone using Windows AD in 2020 Rx, may want to check out if they have a similar issue.  Then if so get together with your VAR to address it.

1
M
Acumatica Moderator
3 years ago
M
Freshman I
mrivera67Freshman I
asked in Configuration and Installation
I can not seem to call screen PO.64.10.00 when modifying a Notification Template

I am trying to change my notification template for approved PO and I can not seem to call screen ID PO.64.10.00, can someone help me please?  Kind regards,Melq 

3
V
Acumatica Employee
3 years ago
PorchlightZach
Varsity II
PorchlightZachVarsity II
asked in Configuration and Installation
Cannot upgrade to 20.200.0077 from 19.120.0012 (2019 R1)

I haven’t been able to find any articles about this issue so I hope it is OK to ask a question here.  I have a sandbox running 2019 R1 19.120.0012.  I updated this site a few weeks ago using the Apply Updates option in the System Management area.  When I try to use the Configuration Wizard to update the database it gives me the following error: Upgrade process has been interrupted. The database cannot be upgraded because your current build (19.120.0012) is incompatible with the build (20.200.0077) you want to install. Wait for the next update package that will be compatible with your current build.The call stack indicates that the installer doesn’t seem to know about 19.120 release. at PX.BulkInsert.Installer.InstallationCommon.IsAllowToUpgrade[t](String currentPrintVersion, String installerPrintVersion, List`1 KnownVersions)   This seems to validate what the 2020 R2 release notes say about the direct upgrade path from 2019 R1 to 2020 R2:Acumatica ERP 2020 R2 can be upgraded from the f

1
Aliya
Community Manager
3 years ago
S
Freshman II
saikiranb36Freshman II
asked in Configuration and Installation
Very frequent issue

Can someone help me out with is. How can we solve this.

1
Ali Jani
Community Manager
3 years ago
paul68
Freshman I
paul68Freshman I
asked in Configuration and Installation
Can we use Sandbox generation tool in the Acumatica Portal to upgrade more than one major version?

When we use the tool in the Acumatica Partner Portal to request a sandbox for upgrading a SAAS customer, can we upgrade more than one major version (ie from 19.1 to 20.1)?  We recently used the tool to create an upgrade sandbox but found that we could only upgrade on version at a time.  Is it only possible to create a sandbox for upgrading more than one version by filing a support case?  If our customer is moving up two version we don’t want to have them go through the upgrade process twice.

2
paul68
Freshman I
4 years ago

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