Configuration and Installation

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? 

Does anyone know if its possible to login to Acumatica API using SSO/Active directory login?Per my research it doesn't look like its possible, only though user name and passwords logins. 

While working through System Email Accounts, the processing of the associated emails, toying with the idea of implementing Incoming Mail Processing, I’ve come to find that, no matter the enabled or disabled features, Acumatica is keeping a copy of each account’s emails, as seen in the defined Root folder, in their entirety. Is it normal normal for the system to keep a copy of every email of each System Email Account even when it does not get linked to a Contact? Note that Incoming Mail Processing is off for all accounts. Assuming I haven’t done anything wrong, this presents a few concerns… record counts, db space usage, and security, to name a few. Anyone have any insights and or suggestions? Thanks a bundle for your support ;-)

Hello everyone, I would like to know how can I disable SSO and make only available 2FA login for the users? Thanks

Hello Everyone,I would like to Back Up Acumatica data into a Microsoft SQL Server database by using SSIS.How to use the CData SSIS Tasks for Acumatica inside of a SQL Server SSIS workflow to transfer Acumatica data into a Microsoft SQL Server database?Best Regards,Oakar

I recall some discussion around this. inter-company transactions between companies?

Colleagues,please help with an issue I have when trying to install Acumatica local demo instance on my new laptop. Here is the error: 

Hey all, maybe someone can help me here. I installed Acumatica locally for S100 but now I can’t change the password. It keeps getting stuck on this page regardless of information added. I have a sneaking suspicion that it’s timing out? Any ideas?

How do I set the default Ship Via for Sales Orders of type TR?Usually, we would use the Customer or Customer Class. This specific type of Sales Order doesn’t have a customer, it has two warehouses involved. I cannot find a default for this and I’ve checked the Order Types and the Warehouses screens.Any help is always appreciated. Thank you! 

Hello everyoneIs there a way to configure screen access by Enable the Save button in the header document? Is that possible? Thanks in advance.

We’ve recently ran into an issue with trying to exclude non-stock items from our export on Sales Orders (SO301000). These non-stock items are populated in the Details tab of the Sales Order page. We’ve tried several different approaches to this and still have turned up no results. Right now, we are using this export restriction  and this export mapping   All we need it to do is not include any Inventory lines that are not non-stock for this export. The value is ultimately stored as ‘N’ when I try to map the export to a location and see what it looks like. However, when using the restrictions, it does not want to exclude these lines with that value.The restrictions we have tried so far have been Details > [InventoryItem.ItemType] > Does Not Include/Does Not Equal > NDetails > Inventory-Type > Does Not Include/Does Not Equal > N/’N’Details > Inventory-Type > Does Not Include/Does Not Equal > Non-Stock ItemAny help would be appreciated.  

I have a GI with a list of service orders and want to email that list of service orders in one email notification, triggered by a business event.  If I add the ((FSServiceOrder_refNbr)) it returns just one of several. Is there a way to get it to list, just like in a report designer? -David