Introducing Acumatica Cloud ERP: 2026R2
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other configuration questions
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How to configure the "AP Bill" approval request emails so that they are sent to their recipient automatically since now the email remains "pending"?In other words, on the SM507000 “Emails Pending Processing” screen, they remain with Mail status “pending” and they are only sent until you do “PROCESS” after having selected them.Detailed.-I have configured several Approval Maps in [EP205015], each of them with one or several steps, in each step a rule, where the entity object is "AP Document", and the approver is an "Employee".In "Accounts Payables Preferences" [AP101000], the Approval tab is "Active" in all Approval Maps. I'm using the system default Pending Notification Approval "AP Bill".So, when the A/P user adds a new Bill in "Payables" > "Bills and Adjustments" [AP301000] and sets an Owner or Workgroup ID in the "Financial" tab of the document, the approval process is triggered.In general the approval process works well, except that the notification emails to the user are not sen
Download .NET Core 3.1 (Linux, macOS, and Windows) (microsoft.com) What exactly do I need to download/install from this page to run 2023r1? Thanks,Brett
Hello everyone, Can anyone show me how to enable the Acumatica menu highlighted in yellow color?I am using google chrome.Thanks in advance!
Is there a spell checker in Acumatica ?
Hello all, how can I extend the length of a segmentation key from 10 to 12 when data has already been created? When I try it, it comes to this error message:
Hi, Hoping someone can help, we have a site that want to use SSO with Azure and I’m looking for a config guide as the help files don't really cover it it any detail and i think I’m missing something.I’ve created a App in azure and configured it (i hope) but when i Associate the user from the User Profile Screen i get We're unable to complete your requestunauthorized_client: The client does not exist or is not enabled for consumers. If you are the application developer, configure a new application through the App Registrations in the Azure Portal at https://go.microsoft.com/fwlink/?linkid=2083908. Which makes me thinks my application is not configured correctly! Any help would be much appreciated
Hi Please assist I keep getting the above errors when I try to add a cash account, What could be the cause and how can I fix it.
So, yesterday, I was presented with a bit of puzzling question. The client was updating the Branch Information in the Employee Profile (Organization) and the State and the Country fields would loose its original value. Of course, I was searching in the community, but did not find an answer that made sense. Therefore, I decided to add it in hopes to help someone else next time. In order for employee’s state and country remain, the Branch setup must have the state and the country as well. If those fields are blank, then any Branch update on the employee profile even though it has the right information, will be removed. Branch information screen shot below:Employee Information after selecting the branch that does not have address will not keep the information.
Hello Community,In Synchronization tab of the File Maintenance screen, we find the field SSH Authentication Key when using SFTP.This field only allows to selecting a key from a list of existing keys. The list is currently empty.Does anyone what form to use to add an authentication key to this list please? Many thanksEudes
Hi, We are doing our first Canadian implementation. We have the Canada Localization enabled. They will be using GST taxes. However, are there any step by step guides on this. I have seen people referencing the VAT setup in open university but no instructions in running import scenarios for GST. Any help would be appreciated. Thank you,Frances
I want to change path in External File Storage setting in Acumatca. But I don’t see any action to do that. Please advice me.
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.
Greetings all,On page 9 in course T190 “Preparing the environment” I have completed everything up to:“4. Clone or download the customization project and the source code of the extension library from the Help-and-Training-Examples repository in Acumatica GitHub to a folder on your computer.”I have programming experience but am new to GitHub. How do I get the project and code files from Acumatica GitHub to my GitHup on my computer?Thank you in advance!
Hello Linkies,I have been trying to setup my gmail account into the system, followed the steps as mentioned in the below blog article, but still not able to generate the connection.Kindly let me know the resolution.https://www.augforums.com/using-gmail-with-acumatica/https://www.strategiesgroup.com/blog/acumatica-system-email-processing-for-gmail/ Thank you in advance.
Trying to add a “Change ID” button to the Workcenter Maintenance form using this guide: How to use the Change ID Action in Acumatica - Acumatica Cloud ERP. I’ve gotten the code working and am able to change the ID but after typing the new ID in and clicking ok, the existing shift disappears from the screen because the WcID is tied to the shift and I have to recreate the shift.Is there a way to make the shift WcID change so that it doesn’t disappear? I checked the DB and the old shift is still in there with the old WC code:Old WC Shiftusing PX.Data;namespace PX.Objects.AM{ // Acuminator disable once PX1016 ExtensionDoesNotDeclareIsActiveMethod extension should be constantly active public class WCMaint_Extension : PXGraphExtension<WCMaint> { [PXButton] public PXChangeID<AMWC, AMWC.wcID> ChangeID; }} <px:PXSmartPanel runat="server" ID="pnlChangeID" Caption="Specify New ID" CaptionVisible="True" DesignView="Hidden" LoadOnDemand="True" Key
Hi there, We number our inventory items using the format00-000In our previous system, any new inventory item that is added (stock or non-stock) is assigned the next number in sequence,so after 10-999, the next number in the sequence would be 11-000 Is it difficult to configure Acumatica to automatically assign the next number in sequence (regardless of whether we are adding a stock or a non-stock item)?e.g. if we added a stock item, the system would generate 10-999if we then added a non-stock item, the system would generate 11-000 (the next number in sequence)…We have already imported our stock using this format, but when we add a new inventory item, we have to manually sort stock items in number sequence, then manually sort non-stock items in number sequence, find out what the latest number was, and then manually type in the next number in sequence. This isn’t ideal… :)Any tips would be greatly appreciated.
Newbie here…. When managing tenants, the training material says to make sure all users are logged out. However, does this apply to situations like creating a new Tenant and using existing backups, I would not be managing any tenants where users are logged in. I would be creating a new one and using an existing backup. Hope this makes sense. Shawn
We are trying go paperless with Pick List for our warehouse; Does anyone know how to make the Item’s barcode and the bin location’s number to display on the Pick List as a barcode? Like the pic below, thanks...
I followed instructions for: initial Configuration/Step 1: Preparing the EnvironmentSuccessfully installed AcumaticaERP, with Debugger Tools (NOTE; I did NOT install Acumatica Framework) Acumatica was installed on my PC at C:\Program Files\Acumatica ERP\AcumaticaERPI followed the instructions for: Step 2: Deploying the Needed Acumatica EPR Instance for the Training CourseThe PhoneRepairShop instance was installed on my I PC at: C:\Program Files\Acumatica ERP\PhoneRepairShopI followed the instructions for Lesson 1: Creating a Customization ProjectI set up the downloaded Acumatica code from Github, at: C:\Acumatica\Help-and-Training-Examples-202R2 I successfully completed the step: Loading the Items to the PhoneRepairShop Customization ProjectI followed the instructions for: Step 3: Binding the Extension LIbraryI copied the PhoneRepairShip_Code folder to C:\Acumatica\PhoneRepairShop\Projects I then Opened Visual Studio (2019 Community Edition) to build the project The build failed with o
We would like to add the ability to make a note of a contact’s phone number extension, when it exists.Yes, we can use this sample mask (###) ###-#### Ext: ####But, if they don’t have an extension, the “Ext:” text still displays, not ideal and does not look professional on reports etc. Does anyone have a clever idea of how to make “Ext:” only show if the 1-4 of the extension numbers exist? I’m new to regular expressions.
Error: Upgrade process has been interrupted. The database cannot be upgraded because your current build (21.128.0009) is incompatible with the build (21.200.0145) you want to install. Wait for the next update package that will be compatible with your current build.
Hi,After upgrade to last version I receive this error: [MissingMethodException: Method not found: 'System.Collections.Generic.IReadOnlyDictionary`2<Microsoft.AspNetCore.Http.PathString,System.ValueTuple`5<System.String,System.Action`1<Microsoft.AspNetCore.Builder.IApplicationBuilder>,Boolean,Boolean,System.String[]>> PX.AspNetCore.PipelineOptions.get_ExactMatchPathHandlers()'.] PX.AspNetCore.Owin.<GetEndpoints>d__0.MoveNext() +0 PX.AspNetCore.Owin.EndpointRouteBuilderExtensions.MapCoreEndpoints(IEndpointRouteBuilder builder) +176 PX.Owin.<>c__DisplayClass8_0.<ConfigurationImpl>b__6(IEndpointRouteBuilder builder) +16 Microsoft.AspNetCore.Builder.EndpointRoutingApplicationBuilderExtensions.UseEndpoints(IApplicationBuilder builder, Action`1 configure) +55 PX.Owin.<>c__DisplayClass8_0.<ConfigurationImpl>b__5(IApplicationBuilder core) +201 PX.AspNetCore.Owin.Bridge.Build(IApplicationBuilder aspNetCoreApplicationBuilder, Action`1 co
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"*
Hi All, I have a business events created for Customers where I emailed to the customers any changes that happens in the Billing information under BILLING tab of the Customers Profile. But unfortunately, it always shows the customer information in GENERAL tab because there are no options in the business events where I can select the Billing Information under Billing Tab. Do you have any idea on how I can achieve this?Any help would be highly appreciated. Thank you.
Does anyone know if you use alpha numeric masking?I am trying to add a text attribute masking to restrict the number of character, but it needs to allow alpha numeric entry. Is there a guide somewhere that explains how the masking expressions work?
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