Configuration and Installation

We are upgrading from 2020 R1 to 2022 R2. We use ‘Send Notifications’ for certain email notifications and the team manages the queue of emails from this screen. In this case, we have them tied to a customization. We see that in 2022 R2, ‘Send Notifications’ is in the site map, but you cannot navigate to this page. How can we manage what is currently being managed through ‘Send Notifications’ in 2022 R2? Is there any way to have this page available in the new version? Any background on why it seems to have been removed? We have been trying to test this in the new version and so far it fails. 

Has anyone had the issue of Microsoft 365 marking emails as spam when send batched of email such as invoices?Our customer has been trying to resolve this with Microsoft.  I only see on community idea in this topic to try to send CRM marketing emails in smaller bathes.Has anyone been able to resolve this?Dale SimmerlyCAL Business Solutions  

Can someone say what I am doing wrong? Or what else needs to be done to enable manual project numbering?All that is said in the documentation - you need to enable the checkbox - manual numbering, but this does not work. Acumatika does not allow creating a project with a custom identifier for me( I enter my ID when creating the project, but as soon as I go to another field my ID is deleted 

Set-up e-mail account and had a successful test.  However, actual e-mails show processed but recepients did not receive them. What other set-up is required?

Does anyone know if there is a cloud based learning/testing environment or the only learning option is local pc installation?

Is it possible to keep the manual numbering for invoice and still be able to prepare the invoice from shipment screen?One of our client has this requirement and need manual numbering for the invoice. Would really appreciate your help on this.

hi,if I am a system admin, and I go to users, log in as that user, is there a way to switch back to my user without having to log out and back in as myself?

Hello everyone,A user in Acumatica tenant has been restricted to see only the master files. Everything was fine yesterday, when the user came today, upon login in the tenant, he could see only the master files.He could not see even a single transaction.What could be the issue or where exactly was the restriction made?Kindly helpUrgently need to help the user. 

We are looking to have the vendor ID auto populate with a strictly sequential numerical code.  Is this possible?  Would not need and letters in the ID, strictly numerical classification as we create a new vendor.  We are just now setting up the system and have not gone live yet.  Currently, we have been unable to make this happen.

Hey everyone, I keep trying to troubleshoot this issue and I’m coming up short. Anyone have any ideas?Error: SO Error: Carrier Service returned error. USPS:Wrong parameter type.  Send   Raised At: 3/6/2023 5:48:04 PM Screen: SO.30.20.00      Details: 3/6/2023 5:48:04 PM Error: SO Error: Carrier Service returned error. USPS:Wrong parameter type.    at PX.Objects.SO.SOShipmentEntry.ShipPackages(SOShipment shiporder)    at PX.Objects.SO.SOShipmentEntry.PackageDetail.ShipPackages(SOShipment shiporder, Action`1 baseMethod)    at PX.Objects.SO.SOShipmentEntry.<>c__DisplayClass57_0.b__0()    at PX.Data.PXLongOperation.<>c__DisplayClass18_0.b__0()

Hi all!Let's say, I am the system administrator of an instance. I have access to log in to another user’s account using users form and can make changes. Is there a way to track the activities which I have done using that user’s account. (If not, I can perform miscellaneous activities and I will not be responsible for those) Thank you

I am testing moving a site to a new location due to drive space constraints.I created a site Test2 on the old location.I copied the site files to my new location.I updated the web config file in VS to my new location as well as the virtual folder path in IIS.The site works fine.  I can even publish a customization to it.In addition, to ensure it isn’t a security issue, I set permissions to the new location by adding Everyone and granting full control.However, in the Application Maintenance screen of the installer, it still references the old location.Where can I edit this information so that the installer sees the real location?  I cannot find any references to the old location in the site. You can see the new location is updated in IISThe application pool also shows the new location 

Does anyone know if it is possible to setup a Approval Mapping where if AP Trans unit cost or ext cost is > than PO issued amount to trigger a required approval?

Hello,This is a standard ACU hosted cloud deployment.  During implementation, we create a test tenant to rain, load data etc…    We want to include the customer portal in this process but need to temporarily have it look at data in the test tenant until go live.  Can you direct the customer portal to look at data in another tenant?

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