Configuration and Installation

We have a system email account created using Azure Modern Authentication and it is working properly.  However, we are trying to add an additional system email account and when we use the already created External Application connection is it returning an error stating that it cannot be found: Do we need to create a separate External application for each email?

Hi Everyone, I am trying to figure out where I could set the revoked access to user access rights by role for current cost in the stock item screen. I revoked this in the inventory item and item/warehouse setting but it seems reflected again on the screen. Is there a field that I missed? Noted: I already tagged the access to specified users and set it as a view on the above setup (Inventories and Stock Items). Stock Item Screen Set up: Inventory Iten  Set up in Item/Warehouse Settings   

How may set up an specific location to put away shipments when received and scaned through Acumatica mobile?

In 2020 R2, I can't figure out how to allow users to able to see Update History (Tools...Audit History) without also being able to click on the Enable Field Level Audit button.  I would like users to see update history and not be able to do any Enabling.  The Field Level Audit role allows the Audit History item to show on the Tools menu but I can't see where I can control the Enable button.

Hello! Looking for assistance on how best to create an email notification when a client opens a case through the self-service portal. I’ve tried a business event and an automation notification but can’t seem to get the email to send for portal created cases. Ideally, the email that gets generated has the client who submitted the case in the to email and then an internal email cced so we are notified when a client opens a case through the portal. Currently, we have no way of knowing when a client created case is created besides looking at our list of open cases.I have a business event notification set up currently to send the email when a case is created, but it seems to be excluding any cases created through the portal.Thanks!

Hi Everyone, I am adding a new employee in acumatica. After I saved the document, the system generate a new ref nbr.but, when I go back in the Employees Generic Inquiry. I didn't see any details for Employee E00424. Is there any set up I need to reflect the employee set up? Thank you !!!

An employee recently departed from our company.  I need to know what unexpected / unintended consequences of disabling the departed employee as an Acumatica user. If the departed employee were to return can we “re-enable” him and he would have all of his histories, notes, set up? Can other employees access all of the departed employees work, notes, histories?    Are we better off leaving the departed employee active and just change his Acumatica password?

Has anyone setup up multi factor authentication using DUO?Any information you could provide would be appreciated.

 Hello:In many screens we can upload files but the size is 1 GB and now I know for Acumatica that can be increased to 2 GB, with this articule:Next But we need in the screen of opportunities for line upload 2 GB, ¿is it possible with the articule top?Thank you     

How can the Favorites option in the Menu pane be setup as the "Default home page" when logging into Acumatica?It sems this option is not available in the User profile...

We have our production/testing tenant on the same instance, and we are wanting to enable project to test time tracking (internal projects) and also expense management.Would there be any issue with enabling in the TESTING tenant?  Will enabling in one tenant (Testing) affect our Production Tenant since it is in the same instance?   We don’t want to cause any issues with our sales team as we are configuring it and testing it.Or would it be best to do in stand-alone environment like another “Test” instance?Also, I haven’t come across any videos or training/configuration of internal projects, if you know any please let me know.  We will probably do billing against projects later but initially we will be using for tracking internal projects and time for employees on those projects. Thanks!

I would like to add an upload button to be able to upload an excel file with the lines an AP payment should be applied.  What do I need to do in the customizations? 

Good morning!Can the columns in an Opportunity Summary be rearranged?If so, please advise how.  Thanks.

My outlook add-in logs in successfully but then I just see the spinning Microsoft hourglass and no menu items load.What am I missing here?Thanks in advance 

Can anyone provide a “best practices” for optimizing IIS in production? We’ve experienced the following:IIS seems to need to “cold start” periodically. Takes about 30 seconds.Occasionally, during the day, while working with the system, it will “pause” for 20-30 seconds.The server CPU and memory are at less than 20% usage, as is the DB, so we have lots of horsepower.The server has a 10GB internet connection, and the client is on a 1 GB fibre.My thought is that this is an IIS configuration issue.

Hi All,I am just wondering if there is a resource/check-list out there for customers pre and post upgrade?For example, release all existing purchase returns, purchase receipts, related accounts payable bills and debit adjustments.I was unable to find something on the Acumatica forums regarding this, but we are trying to streamline our Client processes surrounding upgrades.Sincerely,Sid

Hello, How do we check which Notification Templates are being used based on checking the email log? Thanks!

How do we backup Web Service Endpoints in Acumatica 2021 R2 Build 21.204.0055 to an XML file? Is it possible to do so? 

I would like to have Vendor - Primary Contact - Email in the Notification Template. May I know what the actual name of this field is?  

Platform - How How to Change Screen Color by TenantI see that this was a suggestion, and it is flagged as shipped. So far, I cannot find any instructions to make these changes. Probably, I am not using the correct terminology. If I can find out what the correct search term is, I can probably find the instructions.Please pass along any useful information you may be able to provide. 

What is the best way to reset admin’s password?  I cannot access one of our tenant for whatever the reason with admin log in. 

How can I modify the User Report or Create a GI to include Active Directory Roles by User? Currently only Roles for Native Users show up or Overridden Roles for Active Directory Users.

I’m trying to set up a one step reviewer.  A/P Clerk creates the bill and I approve it.  But they are still able to release the Bills on their own and I don’t know what I'm missing.    

Hi All, I have 2 questions:1:what is the best way to hide an option in a Bill type? removing a debit adj  2: What is the best way to hide a tab from a screen/ Form

I have been roped in to helping configure a current cloud install of Acumatica, and frankly, I’m out of my depth. I have a technical background, but have not used or configured any similar software.I thought that a good approach would be to start with a local installation on my Windows 10 Machine. I use it for video editing, so it’s quite well equipped. That would allow me to play with the company's data set safely in a sandbox. It would also allow me to work my way through Acumatica training guides (A150 looks like a good one to start with).My first question concerns which version of Acumatica to install. The company is using 2021 R2 (Build 21.210.0030), and the A150 lesson seems to need 2022 R1. Do I need to install both versions (one to run A150 lessons, and one to play with the company’s data set)?I decided to start with the download of ERP 2021 R2 Update 4 from the Acumatica site, but it seems to be an earlier version (21.204.0055) than the one we’re runnin