Configuration and Installation

Is it possible to downgrade the Acumatica instance? If not, then how can we upgrade the customization package from an older version to the newer one?

I’ve been evaluating Acumatica for several months using a local instance.  I tried to launch it today and it timed out saying the website was not available.  I tried launching it from the IIS Manager. It is in the default application pool. Trying to browse to the AcumaticaERP web site fails.  The application pool is running.  Perhaps a necessary service is not running on my computer, I’m not sure. So I thought maybe I should try to reinstall Acumatica from the beginning.  I downloaded AcumaticaERPInstall.msi and tried to run it, but I got an error that Acumatica ERP and Acumatica Tools cannot be installed on the same computer.  I have no idea what that means.UPDATE:  I was able to fix the installation by running the Windows Application in the Start menu called Acumatica ERP Configuration.

Is the HubSpot integration included with CRM or do I need to buy a separate integration piece?  

Good day. How do we enable the magnifier icon in the search box?  

I am implementing Fasttrack but my version is 22.117.0016, currently in the portal we have 22.206, is there any way to get my Fastrack version?

What is the procedure for loading historical trial balances? Can you load the most recent TB and load the historical TBs at a later time? 

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

Hi,I know that browsers have an option to download files to a different folder other than Downloads, so I was wondering if Acumatica had an in-built function that allowed a user to choose where they want their acumatica files to download to?All good if there isn’t a setting for this, I was just curious.

I expect this is a coding job for our VAR, but is there an efficient way to update the Shipping Terms on a sales order per selection of the Ship Via?  We charge the customer a different percentage of our shipping cost depending on the shipping method.  In an ideal world (for us) the Break Amount field in Shipping Terms would be a Ship Via field instead.  Ideas? TIA,Nathan in NJ USA

We have a customer that is acquiring several new entities.  What is the advantage of adding them as a company versus a branch in Acumatica?  Are there any problematic implementation issues with one or the other?

Hi all,I was wondering if it was possible to add the external reference number as a column in the sales order list view. Being that it is a field, I would have thought this was possible, but it is not available when I use the column configuration. Any advice?Thanks 

Hey All - appreciate any responses in advance.I have a need to a create an order type that functions just like a standard sales order (e.g. I can add stock items, create shipments and pick tickets, etc.) but that DOES NOT impact inventory quantities. This is designed to provide a quick solution to situations where our warehouse staff short ships an item(s) on an order and prevents us from having to issue a credit memo on the original order and then create a new (“standard”) sales order for the quantity that was short shipped.Does anyone know if this is possible?

There is a Quick Checks screen (AP304000). It is maintained with predefined workflow.I need to customize some actions of the workflow.Just in case, I use 2022 R1 version.Examples, to be specific with my customization needs:When is invoked the Release action, I need to write the quick check amount to my custom table. When is invoked the Void action, I need to delete the amount from my custom table.I don't need to change the workflow. I need to expand activities that are done by the present actions.If to customize actions properties with the customization editor. On the Field Update tab I have access to the fields of the Quick Check screen only.When to customize via code. There is no place to declare action body. I know how to extend a regular graph action – declare delegate, then in the extended method invoke base method.But how to extend an action of a workflow?

HI ✋I set approval for SO with every SO type of BM after REMOVE HOLD will be needed to APPROVE before going to the next step.But after APPROVE, the button CREATE SHIPMENT is disabled and I can't go to the next step.Please advise if you know how to set it up correctly.Thank you

Matrix Item I have two combo variant in order to configure(select) the ones to be created. But I have another combo of 3 choice, that i want to be created(sweep) based on the two first one. How to create item and doing a full sweep for a Variant Combo?Thanks

Has anyone found a solution to eliminate the human error from this process?  We are creating an alert by BE that will notify us when it is still on so we can correct before the customers try to logon in the event someone forgot to turn it off.  There are still holes in this though, one being humans are still involved and the other is time zone of customers being much earlier than we come in.The sci-fi idea I was hoping someone had some thoughts on was this: Can there be an automatic function be it system reset or scheduled restart, etc that would clear the lock and allow the system to be ready for customer use the morning after a Scheduled lockout?

Hi Gurus of Acumatica out there,Question: i have a notification template, the link is point to dev, it is using link string: “((GeneralInfo.NotificationSiteUrl))/Main?ScreenId=AP302000&DocType=((Document.InternalDocType))&RefNbr=((CurrentDocument.RefNbr))”I don’t find much info for “GeneralInfo.NotificationSiteUrl” at all.  Anybody know how to fix it so it will point to Production environment rather than Development?  Thanks.

Curious if others have been able to resolve some email filing questions.Issue: Incoming emails are not filed against the entity from which they were sent. In the example, the email sent FROM an Acumatica Case includes the Case ID in the “Details” area. And I assume the case ID is part of the hidden tags mentioned in the Help files under Basic Processing > Point 3: TroubleshootingI checked the “Details” area of the email, confirming a link to the Case ID in “Related Entity” I checked the help files and as far as I can tell, it’s configured correctly. But if Basic Processing isn’t working correctly, how do I troubleshoot?Additionally, there is nothing listed in All Emails > Incoming Emails I’m seeing this at a customer site & have duplicated this on my local demo machine.  I am curious what must be configured, if anything, to better troubleshoot and resolve this question. 

I’m in:Acumatica 2022 R1Build 22.107.0022I have set the order type SO to copy over notes. I set a note on the Sales Order Header and I save. I now have a yellow box in the top right signifying I have a note. I create a shipment, there is no note on the shipment.Is this a known bug? I need to get the notes to shuffle over so I can print them on Pick lists. Anyone know a fix or if I’m mis-using the copy feature under Order types?

I need help to access the acumatica installers

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  

This is our first private cloud installation and though everything is accessible locally (the install was done on a virtual app server with a connection to a virtual db server), I am unsure of next steps to be able to access acumatica externally via chrome. What would the client or we need to provide/set up in order for the site to be accessible like this?I’m assuming they would need to provide certs for https, purchase a public IP address to bind the site to, and we would just need to configure the site under IIS with that information and the hostname (something like acumatica.customerdomain.com). But I’m unsure about all that and whether there needs to be something needed to be done with the domain. Can someone break this down for me? I don’t have too much experience with this sort of implementation. Thanks in advance!

We are upgrading from 2019 to 2020R2 and while doing so we noticed one of the methods CreateDefPaymentMethod is no longer available in 2020 R2. Can anyone suggest what is the alternate method that can be used or we just remove the method.

Hi All,We are currently exploring options to keep track of expiration Dates for Non-Stock items.Our client has Expiration Dates for Consumables that are Expensed right away and are in general treated like a Non-Stock Item.Before recommending rethinking the usage of these items to be Stock items, we wanted to see if there are any ideas or proven ways out there to keep track of Expiration Dates for Non-Stock items? Inventory Levels are not really needed but it should serve as an Indicator of what material they need to get rid of within their Facility. One example is Specialty Glue. Any ideas on how this could be accomplished without the need of having a Stock item for this. 

I need to create a new testing tenant and only want to copy over master files (i.e. vendors, customers, chart of accounts, inventory (stock and non-stock items) and settings for payables, receivables, and general ledger, and inventory. What is the best method to do this and what is the estimated investment in time to create this scenario?