Configuration and Installation

Hi CommunityI am setting up a client with multiple companies in the same tenant, who have chosen to use departments as branches. My challenge is that each company has a similar department, e.g. MKT (Marketing). It doesn’t appear to be possible to allow a branch with the same name to be added to each company.I have tried with branch balancing and not balancing.Is there a way around this please? TIA

Is the Acumatica eSign Integration ready for 25R2 Modern and Classic UI? The download page only lists the GA version with no indication of UI application. With the Always Current list coming out last week, we’re already <75 days before upgrades.Thanks!

Dear Team,How to remove red underlines while typing ?  Best Regards,NNT

HelloI’m trying to submit special orders from API, once submitted special orders they should gone from Create Purchase Orders page screen ID PO505000, i’m creating purchase order with this json code:{"entity": { "VendorID": { "value": "V11110" }, "Location": { "value": "04" }, "Type": { "value": "Normal" }, "OrderNbr": { "value": "<NEW>" }, "VendorRef": { "value": "PO0000012" }, "Description": { "value": "Test" }, "Owner": { "value": "ART" }, "Details": [ "InventoryID": {"value":"SD43RXWEPS-XL"}, "OrderQty": {"value": 2}, "UnitCost": {"value": "20" }, "POLineNbr": {"value": 1}, "POOrderNbr": {"value": "OrderNbr-000001"}, "ReceiptQty": {"value": 2}, }, { "InventoryID": {"value":"SD43RWWEQS-2XL"}, "OrderQty": {"value": 3},

Good day! We have heard that certification tests, now available only on the Partner Portal, will soon become available through Acumatica Open University. Is there a target date for this? Thank you

Can someone help to solve this problem? each item shows double on the order confirmation, see attachment.   

Image1mine is 2024 R2 , i would like to know how to setup home screen as first homepage to all user ? i already navigate to site preference and set homepage there, but after i login as user, what they will see as first page was acumatica default welcome screen as showned below:Image 2after i click home button then only showned as “Image 1” . And then i tested by assigning “Wiki Author” role to any user ID which that role provides access rights for creating Wiki articles, then only that user with “Wiki Author” role can see the homepage article i published earlier on wiki. Can somebody help me ? I need to know how to configure this so that users can access my ‘homepage’ in view-only mode, without assigning any roles that allow them to edit the Wiki content. How can we configure the system so that the first page displayed to users upon login is the homepage containing my Wiki article? Thank you.

Our client needs reporting on the following: When a new user is created and who creates them.When a users is edited and who editing them.What access rights were added or removed and when and by whom. I don’t see where Auditing can be turned on for the the Users screen.  Is there a third party product that does this?

Does someone have a import to user preferences?  specifically the default email account on the email tab?I am not sure it is possible  

I would like the ability to use an expression when defining a Condition in an Approval Map. However, there is no functionality to do it, and often I must tell the customer, a customization will be required. Please add the ability to do an expression.

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?  

Hi All,Can we create a task link with multiple Invoices?Our cases: we use Task to implement for the receivable team. They will update the status of the invoice or customer on payment following the task. There are cases, multiple invoices will have the same notes, and it takes time if each invoice we create a task.Appreciated it if you have other advise on this case or knew how to set up multiple select.Thank you,Yên Chi  

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. 

We have AP document handling set up. We use a Gmail account for vendors to send invoices.Originally we had Acumatica set up to read directly from the gmail inbox. But, we intermittently got RSC datetime format errors. When we got these errors Acumatica would error and not read any emails. Acumatica support directed us to set up a gmail folder and point Acumatica to that folder. Since gmail doesn’t have folders, we added a label, via gmail filters labeled all incoming email with an attachment with that label, and pointed Acumatica to that label using the folder setting. This change resolved the datetime format error.Our vendors usually send invoices in batches - each invoice in its own email. Acumatica only reads the most recent email from each vendor; the other emails remain in gmail as unread. (This problem existed prior to the label change as well). This problem appears to only exist for each batch.We are on Acumatica version 24R1, use IMAP and Oauth to connect to our gmail account.H

The business requirement is to configure an approval flow for AP documents (AP Bill / Prepayment / Payment) with the following condition:   Approve all AP documents that do not contain any line with Account = 1332.  If any detail line within the document has Account = 1332, the document should not require approval.     Thank you for your support on this question.  

Hello! I am currently working on the system admin course S100, and ran into an issue and would like to ask for your help. In the step shown on the attached pdf on page 61, I made a mistake and chose the latest version of 21.119.0030, instead of 21.101.0047. See also attached screenshots. Will this create any problems down the road? If so, can I downgrade before proceeding? I plan to go on to the Developer Track. Can you advise?

We have our production/testing tenant on the same instance, and we are wanting to enable project to test time tracking (internal projects) and also expense management.Would there be any issue with enabling in the TESTING tenant?  Will enabling in one tenant (Testing) affect our Production Tenant since it is in the same instance?   We don’t want to cause any issues with our sales team as we are configuring it and testing it.Or would it be best to do in stand-alone environment like another “Test” instance?Also, I haven’t come across any videos or training/configuration of internal projects, if you know any please let me know.  We will probably do billing against projects later but initially we will be using for tracking internal projects and time for employees on those projects. Thanks!

Does device hub have to be updated for each new build (point release) or only on a version release, e.g., 24R2 to 25r1?

Hi all,In Acumatica Accounts Receivable → Print Statements processing screen, the system is not processing when a large number of records are selected using the Process or Process All buttons and throwing the attached error. This issue occurs specifically in the Modern UI.I attempted the following troubleshooting steps in my dev environment, but the issue still persists: Modified the maxAllowedContentLength and maxRequestLength properties in the Web.config file Modified the Maximum Query Length setting at the IIS level Any input to help identify the root cause and suggest a solution or recommended configuration to handle large record processing in the Modern UI? Thanks in advance! Premalatha N

Hi,I am trying to create a customizationplugin in which I want to setup a Vendor. While adding the inserting the data into the vendor table, i see below issue.                                         VendorMaint vendorMaint = PXGraph.CreateInstance<VendorMaint>();                    vendor = vendorMaint.CurrentVendor.Insert();                    vendor.AcctCD = "TEST";                    vendor.AcctName = "TEST";                    vendor.Status = "Active";                    VendorClassMaint vendorClassMaint = PXGraph.CreateInstance<VendorClassMaint>();                    VendorClass vendorClass = PXSelect<VendorClass, Where<VendorClass.vendorClassID, Equal<Required<VendorClass.vendorClassID>>>>.Select(vendorClassMaint, "GNA");                    vendor.VendorClassID = vendorClass.VendorClassID;                    vendor.TaxAgency = true;                                        vendorMaint.Save.Press(); I see below - message in the exception.Please c

Hi, I’m setting up a automation schedule for recalculate customer balances. I have about 1000 customers, but the schedule only run for two customers all the time. I have tried the same schedule setup in a local environment which runs for all customers without any issues. Below is the schedule I have added. Trying to figure out why it is limited to two customers all the time. No conditions are available and here are the other settings. Thank you,Dulanjana

UPS has native integration in Acumatica, but can we have automation for UPS return labels to be generated within a return?The question behind this is because there is a lot to do when handling returns, and want to simplify this process. I’m wondering if there is any native configuration in Acumatica for generating UPS return labelsThank you for answering this question

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 

Hi All, Hoping to get some guidance on tenant snapshots, restoration & customizations.Scenario: need to update Test tenant with a Live tenant snapshot (full) that has customizations.Questions:Should the customizations be unpublished in Live before the snapshot is taken? Before the snapshot is restored in Test, should the customizations be unpublished?Any other suggestion or guidance would be greatly appreciated.Thank you for your assistance.John  

I am investigating the out of the box Inter-company Process/Automation for sales orders to Automate the inter-branch orders. Is there anyone that actually uses this feature?