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Configuration and Installation

Configuration and Installation

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

937 Topics
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937 Topics

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gbrazelton14Jr Varsity III

asked in Configuration and Installation

User's Home Page ( a specific dashboard) not being used.

A specific user has full rights to go to a specific dashboard without issue, but when setting the dashboard (or a different dashboard) as user Home Page, upon login it just goes to generic Welcome to Acumatica page. The user has full Granted rights to these dashboards and can see the dashboards just fine when choosing them from the menus.

5615

3 years ago

ray20Captain II

asked in Configuration and Installation

Can the little error on AR202800.aspx be fixed by Acumatica develop team permanently？

Hello， I always get Acumatica installation package from http://acumatica-builds.s3.amazonaws.com/From version 2018 to the latest 2020R2 version， every version is having a same minor issue which happened on “Statement cycle” screen. (I am just wondering nobody else report this issue before? It exists in every package.)The issue is caused by the incorrect code writing in AR202800.aspx, like below: The right writing should be <px:PXLabel ID="Dash1" runat="server">?</px:PXLabel> Yes, I can fix this issue quickly by myself, however, if every time after any upgrading I have to fix it again and again, I feel frustrated. Sorry to ask, is this issue be left on purpose? Because if this issue exists, any new user would be blocked at the time of initialization a new company, without statement cycle definitions nobody can proceed. So? Is it a little trick here that would allow consultant to step in? If my guess is wrong, this issue shall better be

1867

3 years ago

nancyw84Freshman I

asked in Configuration and Installation

MRI System interface to Acumatica

I am working with a prospect who uses MRI System software. Does anyone have experience interfacing this product with Acumatica? Nancy Wrightnancyw@erpsolutions4u.com216.956.7522

566

3 years ago

rstiles

asked in Configuration and Installation

Acumatica Download

Hi,We are currently looking at moving forward with an implementation of Acumatica in our company but we are finding the demos are not detailed enough to drill down into some of the major things we are concerned about. Is there any way to get a copy of the installation software and maybe the demo database for us to install in a test environment and play around with different scenarios ourselves? It seems like the only way to download the software is through the Acumatica partner portal which we do not have access to.Thank You.

57351

3 years ago

Mike BaioFreshman I

asked in Configuration and Installation

Easy way for a field in a grid entry screen to prefill down from the prior row?

Easy way for a field in a grid entry screen to prefill down from the prior row? For example user is entering PO items and would like the project ID to prefill down for each line after they select the project in the first row?

1501

3 years ago

Andrew1986Freshman I

asked in Configuration and Installation

Error during read the data from ERP with ContactReader

Hello Team,I need your help.We receive an error during read the data from ERP with ContactReader classI/O error on GET request for “https://rest.zuora.com/v1/files/2c92a0ab766fb5f90176711562961250”:The error has the following view:connection reset; nested exception is javax.net.ssl.SSLException: Connection resetWhat we should do to eliminate this error?Thank you!

411

3 years ago

Vernon

asked in Configuration and Installation

Device Hub

Hi, i trust that everyone is well. We have a device hub setup for scanning documents, but all the documents keeps scanning in duplex but the config is set to 1 sided scanning Scanner: fujitsu sp1130Driver: Paperstream IP (TWAIN) Scanner is tested and working correctly on the Windows side and no duplex problem Any suggestions

2730

3 years ago

jyounker18Jr Varsity I

asked in Configuration and Installation

Azure AD licensing requirement

In the Azure AD integration documentation it states that “Your company should have a Microsoft Azure subscription to register your Acumatica ERP instance in Azure AD”. Does that mean that a premium-level P1 or P2 subscription is needed for each user or will the “free” tier included with Microsoft 365 work?

16742

3 years ago

jyounker18Jr Varsity I

asked in Configuration and Installation

Azure AD credential source

A client is syncing Active Directory credentials from their on-premise domain to the “free” tier of Azure AD included with Office 365. They are using a cloud-hosted instance of Acumatica. Can AD integration be set up with their Azure AD instance or would ADFS be required since their on-prem infrastructure is still the authoritative source?

2223

3 years ago

saiful murad

asked in Configuration and Installation

Site logo reverts to default Acumatica.

Hi,Faced a teething problem. Uploaded client’s site logo and report logo in the Visual Appearance tab in Companies screen (CS101500). What appears on screen, is the Acumatica’s default logo. Cleared cache many times, log out and refresh website and site logo remains the same.Checked in the File Maintenance screen (SM202510) and access right is public.Where could we have gone wrong?

7787

3 years ago

martyjensen61Freshman II

asked in Configuration and Installation

Unable to open Project Quote listing after upgrading to 2020R2

We upgraded to version 20.207.0012. The upgrade path was:from 19.205.0023 to 19.206.0036then to 20.201.0051then to 20.202.0043finally to 20.207.0012We did all of these update is one night and did not test inbetween updates.Testing seems to show most things are fine, however we now cannot open the Project Quotes listing page. We are able to open the Project Quotes form (PM304500) and we can open existing quotes using that form, but any attempt to visit the Project Quotes listing (PM3045PL) results in this error:A table with the alias Owner cannot be found. We have in the past applied a customization project pertaining to quotes, but we unpublished before the upgrade and have not yet republished. Those customization projects did not affect PM3045PL, but they did make changes to PM304500 and they did add a couple of columns to the CROpportunitiesProducts database table. Of course, those columns are still in the database.Any help sorting this out would be much appreciated.

1181

3 years ago

npace29Varsity I

asked in Configuration and Installation

'W(n)' in Acumatica URL not incrementing, causing widgets with shared filters to not load properly

Hi, I am having an issue with the ‘W(n)’ value in the URL generated by Acumatica.For reference, this is a sample URL https://domain/AcumaticaInstanceName/(W(n))/Main?ScreenId= AR3010PL Basically, when clicking a shared filter KPI widget on a Dashboard, the system opens the Generic Inquiry in a new tab, however the W(n) value is always the same and the shared filter that is opened is the same as when the user clicks the first filter. I am aware that this value is used for caching purposes, however I cant understand why its not incrementing such that the correct shared filter is opened. Has anyone had experience with such issues please? If so, can you please advise what can be done to sort such issues? Thanks,Nigel Pace

1662

3 years ago

Naveen BogaCaptain II

asked in Configuration and Installation

Acumatica: Webhooks

Hello Everyone,Could you please let me know how to configure the Webhooks in Acumatica.

14772

3 years ago

larrylySemi-Pro II

asked in Configuration and Installation

Classic UI option in 2020r2

Who knows how to turn on classic UI in 2020r2? I didn’t find the option in this version. Thank you.

1122

3 years ago

abarney7288Freshman I

posted in Configuration and Installation

How to Optimize Speed in Local Instance

Hello Acumatica Community, I just started training in Acumatica University. I am running a local instance of 2020 R2 with Microsoft SQL Server Express. Everything seems to be working fine, but speeds on the local host are very slow. I have a brand new machine (i7 cpu, 16gb ram, SSD), but loading forms is still very slow. I configured IIS with the default settings outlined in the installation guide. Does anyone have a recommended configuration to optimize speed on a local instance? I do not see any forum discussion related to this topic. Also, is standard SQL Server recommended over SQL Server Express? Thanks!Andrew

18244

3 years ago

chris13

asked in Configuration and Installation

Acumatica/Procore Integration comments

Does anyone have the Acumatica-Procore integration set up? Does it work well? Are there any issues we should know about before getting this set up? Thank you!

2582

3 years ago

dherr70Freshman I

asked in Configuration and Installation

Acumatica Configuration Wizard Database Configuration privileges error

In the Acumatica Configuration Wizard - Database Configuration, when using SQL Server Authentication, the error below appears. What privileges are needed, and how are they set?

6182

3 years ago

NoahSemi-Pro I

posted in Configuration and Installation

How to set the default 'Ship Via' carrier on Sales Order and Shipments?

I cannot find anywhere how to set the default shipping carrier that is chosen on the Sales Order screen under the Shipping Settings tab under ‘Ship Via’ and also on the Shipment screen at the same place.We have implemented the FedEx carrier plugin, but not the UPS one. UPS Ground is on the Ship Via Codes, but there is no place to select the default. We have 6 FedEx Ship via Codes, from the plugin, and one UPS and UPS is defaulting on every document. Thanks, and this would be a good thing to include in the documentation on setting up carriers.

8435

3 years ago

MichaelhSemi-Pro II

asked in Configuration and Installation

Disable RELEASE per user

Is there an easy way to disable the RELEASE button in Inventory Adjustments for a specific user? If not, how do you set a role for this? I have this role shared with many users, so I’m hoping not to make a duplicate role with this single field disabled in it if possible.

6804

3 years ago

larrylySemi-Pro II

asked in Configuration and Installation

Does anyone know Acumatica WMS

My company hire me for their WMS. I did some research and found Acumatica also has WMS. My question is how can I use it? It’s a add-on or I just need to upgrade our Acumatica to 2020R1? We are using 2019R2 now.

1973

3 years ago