Configuration and Installation

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

  • 636 Topics
  • 2,324 Replies

636 Topics

E
Freshman II
edgarrodriguez23Freshman II
asked in Configuration and Installation

Acumatica Installation Error

Hi, I have this error someone change the password on my account on sql, and i have this error.I already change the password and try to Log in on the Tenant Maintenance with this password and Acumatica let me pass straight to other steps.I have the tenant on the same version 23.108.0020 and idk the error says can't get the version.

5
darylbowman
Captain II
2 months ago
rwhetsell77
Freshman II
rwhetsell77Freshman II
asked in Configuration and Installation

Need better understanding of how to set up Customer Access

We are attempting to use “Customer Access” functionality to restrict salespeople from seeing accounts other than their own.We are really struggling to set up an “A” group as that would be the easiest way to control it. “A” inverse works perfectly, but that would create more work when new customers are added.Just a general understanding of how “A” vs “B” is meant to work. Totally understand how the inverse works.

6
rwhetsell77
Freshman II
2 months ago
martingaxiola
Varsity I
martingaxiolaVarsity I
asked in Configuration and Installation

Using Email Template with Screen AP.30.20.00, I want to include the Branch of the Bill that is paid

Good day,I am using Email Template to send an ACH notification from Screen AP302000, normal ACH notifiaciton with business Event. My client is requesting to add the Branch of the Bills on the Email template (I manage to add that to the AP642000 report), but cant find the way to add it to the Email body. I am using the following datafields but none has the Branch from the Bill that was paid:Some are from the Payment Branch, is not helping the case. Any recomendation is appreciated. Thank you team. These is the result of an email with those fields for Branch (Test enviroment)The number 5,7 and 8 are the Branch ID from the Payemnt, not the bill(s) paid.

3
martingaxiola
Varsity I
2 months ago
B
Freshman II
BobbySandhuFreshman II
asked in Configuration and Installation

Unable to "Download Package" to Update System - Apply Updates

Hi Everyone,  For some reason I don't have the option to “download package” in the apply updates screen.How can I update this site to the 2023R1? Is there another method through the material wizard? Could i potentially just create a new site/instance? 

2
kandybeatty49
Captain II
2 months ago
rwhetsell77
Freshman II
rwhetsell77Freshman II
asked in Configuration and Installation

System Email Accounts - Set Reply Address to user that created the document being sent

The client would like to set the “Reply Address” to default to the email address of the user that created the document being sent. So if the account is “purchasing@email.com” and the receiver replies to the sent email, the reply would go to “person@email.com” who had created the purchase order that was sent. If there was an additional field on the Email Template form for it would be easy: Unfortunately that doesn’t exist, so I went to the System Email Accounts form, but the “Reply Address” field will only allow a valid email address. I haven’t found any info on coding that field so not sure if it’s even possible. 

4
rwhetsell77
Freshman II
2 months ago
P
Freshman I
patricklong02Freshman I
asked in Configuration and Installation

23 r1 Upgrade dropping GLTran rows

During the upgrade to 23 R1 105.0016, i noticed that over 10% of my GLTran table rows were dropped.  For us that is over 1.5 m rows.They all occurred in the PM Module entries and I can not find any documentation around this in the release notes or online. Does anyone know why this happened?

1
Naveen Boga
Captain II
2 months ago
T
Jr Varsity I
tharinduweerasooriya90Jr Varsity I
asked in Configuration and Installation

not valid in given context

I need to set SONbr to only transfer Screen(IN304000) warehouse equal to sales Order screen(SO301000) warehouse(siteID). errors in :     if (sOLine.siteID == row.siteID)  this is my code: protected void INTran_RowSelected(PXCache cache, PXRowSelectedEventArgs e)        {            //Row selected for UsrSONbr            var row = (INTran)e.Row;            if (row == null) return;                SOLine sOLine = new PXSelect<SOLine, Where<SOLineExt.usrTransferNbr,                                                Equal<Required<SOLineExt.usrTransferNbr>>,                                                And<SOLine.inventoryID, Equal<Required<SOLine.inventoryID>>>>>                                                (Base).Select(row.RefNbr, row.InventoryID);            if (sOLine != null)                //if (typeof(SOLine.siteID) == typeof(INSite.siteID))                if (sOLine.siteID == row.siteID)                {                        {          

2
Naveen Boga
Captain II
2 months ago
A
annu100292
asked in Configuration and Installation

Build an Integrate with Acumatic finance

Hi GuysI want to build an integration for my application with Acumatia. One of our customer is requesting for same. Can anyone help me how to get started with a developer account to build and try out the integration?

2
kandybeatty49
Captain II
2 months ago
F
Freshman II
fpantelidakis65Freshman II
asked in Configuration and Installation

Security Access by Role Question Bills & Adjustments screen

Hi,I created a customized security role called Property Manager. I restricted access to the header and detail screen for Bills and Adjustments. The approver only needs to approve, reject, reassign, add notes and update the due date in the header field. I am close to this but if you look at the second print screen the Type and Reference Nbr. fields need to be grayed out but the Due Date field has to be editable. What am I doing wrong? What are the correct fields under Access Rights for Roles under Bills and Adjustments for these 3 fields so I can finalize my security role setup. I tried different setup and nothing is working. Client is on 2023 R1. I can find the DAC under Bills and Adjustments but it does not seem to correspond to options in Access Rights for Roles. Current security settings:   Thanks, Frances 

2
F
Freshman II
2 months ago
A
Freshman II
afranklinFreshman II
asked in Configuration and Installation

Canadian EFT Export & Canadian Localization

Hopefully this is the right place to put this, but we are a Canadian Company with the Canadian Localization.  I am trying to set up our bank payment type for vendors we pay by Canadian EFT but we don’t see an already available default EFT export. There are default templates for ACH but is there no default template for EFT?   

1
A
Freshman II
2 months ago
D
Freshman I
DhruvFreshman I
asked in Configuration and Installation

Numbering Sequence issue

Hi,I am facing an  error in  numbering sequence.Scenario :- I have created a snapshot from tenant screen in acumatica ( settings only snapshot). But when I restored this snapshot the numbering sequence gets reset to starting and the numbering sequence which was there in the instance while creating snapshot is been reset.Eg:- suppose I am using Bill of Material and my numbering sequence as :- Starting Number - BOM000001 to End Number - BOM999999and Last Number - BOM000037So, When I create a snapshot from settings only and when I restored this on new tenant or instance it reset my last number to BOM000000 and when I create Bill of material it creates duplicate.I have created CD field as my primary key in  DAC and Database table. Then also getting same issue. Is there any way in acumatica to resolve this and also is there any function in acumatica as OnImport and if then how can we use and where we can use it.??Please suggest a solution for this.??Regards,Dhruv

3
D
Varsity II
2 months ago
R
Freshman II
reyortdorFreshman II
asked in Configuration and Installation

Auto-fill address in ALL CAPS when using Address Lookup

The USPS states: “Uppercase letters are preferred on all lines of the address block.”For this (and various other internal reasons) we have made it a standard practice in our business to use ALL CAPS for all addresses in our system. We use a window envelope to mail invoices, so the customer address in Acumatica must be in ALL CAPS in order for that to happen. When we use Address Lookup, then select the address to autofill the fields, the address is not in ALL CAPS. Is there a way to change this? 

4
R
Freshman II
2 months ago
WillieGrothman61
Jr Varsity III
WillieGrothman61Jr Varsity III
asked in Configuration and Installation

Mobile App - can't upload .mov files from iPhone

When attempting to attach a .mov video file from an iPhone to an Appointment, it just spins and will not upload the file.When attempting to attach the same file with an Android phone, it works just fine when using the ‘upload using mobile device’ button to receive a push notification to upload the file. Multiple iPhones were tested, and photos attach without issue, but videos are not working. Does anyone know of a workaround or iPhone setting that may be causing this issue? 

9
Chris Hackett
Community Manager
2 months ago
estebanperalta54
Pro I
estebanperalta54Pro I
asked in Configuration and Installation

23r1 Sales demo data

Hi! I’m looking for sales demo data for 23r1 and I’m having trouble finding it. This isn’t for sales purposes but for implementation/testing.

2
Naveen Boga
Captain II
2 months ago
J
jwheeler07
posted in Configuration and Installation

Who else is ready to give up?

This is my least preferred method of communicating but Acumatica’s support team has time and time again shown that they will listen to our valid concerns and then take absolutely no action. We are in year 3 of a nightmare implementation. Our reseller completely botched discovery and sold us an initial product that did not meet our needs. We have since added modules and customized and are now stuck in July with no financials for calendar year 2022. Our reseller has failed and despite recent positive efforts from a new analyst we seem to be nowhere closer….We don’t even have a functioning CRM module, nor do our executives have dashboards and KPI reports. The most communication we get from Acumatica is about paying for the license. We estimate to have lost 100k+ in unbillable work orders due to a poor migration and lack of transparent processes. Does anyone have a line to someone that cares? We are too committed to start over, not to mention I will have a staff mutiny on my hands if we ab

3
Brian Stevens
Pro III
2 months ago
J
Jr Varsity II
jsieberJr Varsity II
asked in Configuration and Installation

Dashboard permissions - Padlocks on certain widgets

I have users that I have granted access to their role for specific dashboards but some of the items appear as a padlock instead of showing. How can I determine the specific permission that needs to be granted to allow these widgets to function? 

2
J
Jr Varsity II
2 months ago
abdulmuksithshahul61
Freshman I
abdulmuksithshahul61Freshman I
asked in Configuration and Installation

Issue on Outlook add-in with Acumatica

After signed up, it’s loading and not working so that we can’t do anything 

1
S
Semi-Pro III
2 months ago
A
Jr Varsity II
arjanJr Varsity II
asked in Configuration and Installation

REPORT DESIGNER - Changes made to report does not reflect online.

I am trying to modify AP Balance by Vendor, however, after saving/uploading to the server, it does not reflect on the generated report. no error’s shown.

13
R
Varsity I
2 months ago
B
Freshman I
BDreithFreshman I
asked in Configuration and Installation

Activity Screen - Track Time & Billable check boxes

Is there a way to set the Activity screen to not have the "Track Time and Costs" and "Billable" check boxes marked when creating a new activity from a project?  We would like to have it that the user would have to check the boxes if they apply instead of them automatically being checked to start.

7
M
Jr Varsity II
2 months ago
Mracicot
Freshman I
MracicotFreshman I
asked in Configuration and Installation

Custom Role - Copying Multiple Existing Roles

I’m looking for suggestions on best practice and methods for the following. Short Question(s): Is there a way to copy one or more security role settings to another role? Is there a way to compare two roles access settings? Additional context: We have a smaller team that operates the business side of things in our company. Like other small teams, a number of our team members have multiple responsibilities on a day to day basis and therefore their access/security requirement within the system don’t fit within the standard roles provided by Acumatica. I have been shown how I can copy an existing role as the basis of a custom role that I can then modify to meet the role specific requirements. However, I might have a custom role that could require 100% of the base AP Clerk role and 75% of the FA Clerk role. If we have a way to copy the settings of multiple roles to the new custom role, that would be great.Currently, (based on this example) I would copy the AP Clerk role to a new custom role

1
darylbowman
Captain II
2 months ago
S
SGroff
asked in Configuration and Installation

IP Filters in User Security Settings

The DHCP range was entered in the IP Filter tab in user security.  The access history showed a different IP Address for users which must be the router address instead of the device/computer.   Everyone’s IP filter was changed to match the router IP which didn’t work.  Do you have any suggestions regarding the use of IP filters and if there are specific firewall/network settings that must be in place for this to work.  I tried using different browsers, clearing the history, before attempting the logins.  

0
S
2 months ago
B
Jr Varsity III
brucewarrell96Jr Varsity III
asked in Configuration and Installation

Audit History on Pick, Pack, Ship Screen

Can the screen be audited in v2021R2?  I want to track when a user clicks the Set Qty button.  I’ve enabled auditing on the screen but nothing gets logged in Audit History.

9
Chris Hackett
Community Manager
2 months ago
C
Freshman II
CCOMEAUFreshman II
asked in Configuration and Installation

VAT Rounding Errors on Canadian GST

We are a Canadian company that  just went live and are finding rounding errors between the GST calculated in Acumatica vs the vendor invoice.  The tax is setup as a VAT tax and is set to calculate at the line item level. Is there any way to increase the rounding precision of the VAT calculation in Acumatica to eliminate these differences or does someone have a strategy in dealing with these differences. 

6
C
Freshman II
3 months ago
N
Freshman II
nhatnghetinhFreshman II
asked in Configuration and Installation

How to lock the "Email Sales Order" feature on Sales Orders screen ?

Dear ALL,I have created an Email Account in “System Email Accounts” screen just to implement the Automation Notifications email feature for the newly created Case.   We would like to disable sending Email feature from Sales Order screen and all other screens. Please show me how How can we do this without using the “User Security/Access Rights” features.  Note: Acumatica Version 2020 R1 Best Regards,NNT

1
D
Varsity II
3 months ago
bknowles33
Freshman II
bknowles33Freshman II
posted in Configuration and Installation

SQL Server Encryption Enforcement requires web.config changes in 2023R1

At Premier Tech Partners, we have a client with a requirement that encryption be enforced on the database / SQL server.  This was working fine with previous Acumatica releases until we upgraded a Sandbox instance to 2023R1 in preparation for their Production instance upgrade.  When we then tried to log into the upgraded instance, however, the login screen had the error message “Database could not be accessed”.  Our IT Team already knew that it was necessary in SSMS to check the “Trust server certificate” option on another SQL server in order to be able to log into the server with the encryption enforcement turned on from the former server.  But, it took quite a while to find the equivalent setting in Acumatica.  Finally, someone from the Acumatica R&D team provided the following web.config parameters:                … Integrated Security=False;Encrypt=True;trustServerCertificate=True; …The underlined parameters are inserted on the line that begins with:<add name="ProjectX" provi

1
Chris Hackett
Community Manager
3 months ago

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