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Configuration and Installation

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

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  • 3,822 Replies
1039 Topics
J
Jr Varsity III
jvarughese23Jr Varsity III
asked in Configuration and Installation
After Installing Report Designer from the new Build 24.204.0004/ Not able to connect to any databases

 

3494
J
Jr Varsity III
M
muhievloggerenberg83
asked in Configuration and Installation
Portuguese translation in Acumatica

Hi All Did anyone translated Acumatica in Portuguese yet?  RegardsMuhie 

150
M
T
Jr Varsity II
tonym68Jr Varsity II
asked in Configuration and Installation
Upgrading from Retired Version to Current Version

Hi,We have an inherited client that is on 22.214 and needs to go to 24.210. I know there’s not a direct upgrade process and there will be a couple steps in between. I * think * the path is this: Current Version Build Update Intermediate Version Final Version 22.214.0019 22.223.0007 23.120.0004 24.210.0019  My questions are these:Do I create a sandbox for just the 24R2 version, or do we have to test in each? Does Acumatica process the upgrade sequentially in one evening, or will the client have to ‘live’ in each progressive version for a particular period of time?I haven’t processed an upgrade like this and want to be as efficient with the client as possible.Thanks!

583
P
Acumatica Employee
nhatnghetinh
Captain II
nhatnghetinhCaptain II
asked in Configuration and Installation
How to enter Hours/Minutes with DateTime Control Type Attributes ?

Hi ALL,How to enter Hours/Minutes with DateTime Control Type Attributes ? Best Regards,NNT

130
nhatnghetinh
Captain II
U
URKIDDING
asked in Configuration and Installation
Turn legacy Exchange Online tokens on or off

where do I Turn legacy Exchange Online tokens on or off?

591
WillH
Varsity II
M
Freshman I
mlewis1Freshman I
asked in Configuration and Installation
Reverse (descending) requisitions in mobile view

All,I would like the GIs to come over in descending order as the GI does.  Is this a customization? Thanks,Melissa

717
dcomerford
Captain II
Naveen Boga
Captain II
Naveen BogaCaptain II
posted in Configuration and Installation
Outlook - System Email Account Setup Failed

Hello Everyone,We are facing an issue while conguring Outlook email account but getting error “The mail receive has failed. NO LOGIN failed.”.We have given valid credentials and other parameters but still getting this issue. Can anyone help me on this? Please find the screenshots for reference. 

449831
JamesMc
Freshman I
G
Freshman II
gparrales50Freshman II
asked in Configuration and Installation
Bills and Adjustment Acumatica 24R2

In Bills and adjustments, when an invoice is created and any supplier is selected, an item is automatically entered. What is desired is that a default item does not appear. Can you help me please? 

421
nhatnghetinh
Captain II
T
Semi-Pro II
tahayabaliSemi-Pro II
asked in Configuration and Installation
Acumatica INstance not running

Hi guys,  I have configure acumatica instance for the first time. everything goes smooth but when i tried to run the website its taking long long time to load and then this error and still loading sign.  What should i do in this case? Please guide 

663
T
Semi-Pro II
G
Jr Varsity III
grillevanJr Varsity III
asked in Configuration and Installation
Deactivate Company/Branch- Affects on Financial Reports in ARM (Past Years)

Good day, I have been deactivate one of Company/Branch in our tenant.  (We don’t have any customizations.)  I know I have uncheck the Warehouse first and the deactivate the company (which is set up with no branches).  I am looking information on 1) how this will affect the Financial reports?  Open documents?  Open Payables? and AR Aging?, etc.  The main goal is to strict users from entering new orders and transactions.  I know management and financial reporting is my concern.  I assume  the consolidated reports will not work now for the old branch?  Correct?  How about Velixo?Any guidance would be greatly appreciated.

241
nhatnghetinh
Captain II
P
Pokelex
asked in Configuration and Installation
Print job gets created twice

Hi lovely people,we use the Acumatica Device Hub to print shipping labels automatically from our ERP. Unfortunately I didn’t set it up myself, so I don’t know if some option is not set up correctly. The problem is, that the Print job get’s created twice most of the time, so the shipping label gets printed twice.Here is the xml configuration code: <?xml version="1.0" encoding="utf-8"?><configuration> <userSettings> <Acumatica.DeviceHub.Properties.Settings> <setting name="Login" serializeAs="String"> <value>placeholder</value> </setting> <setting name="Password" serializeAs="String"> <value>placeholder</value> </setting> <setting name="AcumaticaUrl" serializeAs="String"> <value>https://cookline.haufe-x360.app/</value> </setting> <setting name="Queues" serialize

291
darylbowman
Captain II
L
Freshman II
ldjmarcogFreshman II
asked in Configuration and Installation
The View Document button is disabled.

While is Stock Item - Inventory Allocations Table I can double click on whatever is on the Reference Nbr. field and the order will be displayed in a new window, but another user gets this:Where can I find this setting?

1165
B
Jr Varsity I
A
Freshman I
aminerdFreshman I
asked in Configuration and Installation
Attribute ID Error

Hello! I am trying to add an attribute to a business account class and am receiving an error message. Here is the attribute.Here is the business account class I am trying to add the attribute and the error message 'Attribute ID' cannot be found in the system.It also does not appear in the search box Please let me know how I can properly ad this attribute to the business account class. Thank you!

938
J
Semi-Pro II
S
Freshman II
shuangFreshman II
asked in Configuration and Installation
Error: Database could not be accessed

Currently I am using CLI to spin up an Acumatica EC2 instance. I am getting this “Database could not be accessed” error despite having my Web.config set up properly. I am using SQL Server Authentication, not Windows Authentication. I believe the Acumatica instance is connected to the database server.In my Web.config:<add name="ProjectX" providerName="System.Data.SqlClient" connectionString="Data Source=[DBServerName];Initial Catalog=[DBName];Integrated Security=False;User ID=[UserID];Password=[Password];Encrypt=True;trustServerCertificate=True" />Assume all the values in brackets [] are replaced with their respective values.  When performing database maintenance, the maintenance proceeds, but I get the following error at the start: [22:23:55 ERR] The database cannot be upgraded because of the following errors:Table AppRestartRequest does not have a primary key. Primary key is required for every table in the database.Table DispatcherSettings does not have a primary key. Primary ke

915
S
Freshman II
S
Freshman I
s3raph777Freshman I
asked in Configuration and Installation
U100 Dataset Sign-in Issues: Admin

Hello, I am having some issues with the U100 training data set. When trying to log into the admin account with the default account info - admin for username and 123 for the password, I keep getting an error message of Invalid credentials. Please try again. Is there any way for me to create an identical role/sign in with the same permissions within the U100 dataset in a local host without having to sign in with this account? I am trying to use this set for testing purposes. I tried redownloading the U100 dataset and creating a completely new instance with the configuration wizard, but the same issue is occurring when I attempt to complete it this way.Any advice/work-arounds would be appreciated 

926
D
Pro I
B
Freshman I
bguzman43Freshman I
asked in Configuration and Installation
outlook email error - TCP Client Connection timeout

Getting a connection timeout error when trying to test the outlook setup. I’ve gone through all the steps and can login but when I click ‘Test’ I get the following: Its not getting to the server at all, I’ve got port numbers 443 for incoming and 80 for outgoing (confirmed by the client) I tried changing them to 993 and 587 respectively but that yielded the same result. There is no MFA on the account either.Any ideas what I can try to fix this?

882
C
Acumatica Employee
J
Jr Varsity III
JReppardJr Varsity III
asked in Configuration and Installation
Email profile setup from different shared mailbox

Hello. I am in the process of setting up email profiles for employees so they use the native email function to send emails from Acumatica via the templates.  Question: Can you create a user profile for an employee, but use a shared email address. I want to have our customer service group all have the same email address attached to their profile so when a SO is ready to be sent via email that they are all sent via the customer service internal shared mailbox address vs their own personal. I considered having the “To” be from the shared mailbox , however I didn’t want to do that because I have sales persons who will need to send the SO from the email function but want it to come from their own personal. ( setting up a personal email profile and having this work I have had success already so it just the shared question setup). Has anyone ever been able to do this ?? Thanks 

1231
P
Acumatica Employee
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.  

1841
P
Acumatica Employee
K
Semi-Pro I
krausef77Semi-Pro I
asked in Configuration and Installation
MFA for Mobile App

Hi all, Trying to figure out if I am doing something wrong for the MFA.When activating and enabling MFA it generates the codes as needed and I can also utilize the Acumatica for help with it, yet when I want to login to the Mobile App, I either do not get prompted to enter a Code.The Setting for MFA is set to Required so it should prompt for a known device as well.Is this something that is not available for Mobile App Users?If so, this is a huge Security Gap it seems like. I just feel like I am missing something in terms of Set-up here.

311
P
Acumatica Employee
D
Freshman II
DanaAGIFreshman II
asked in Configuration and Installation
Fortis - Contact Not Found

 We recently started using Fortis and are getting a “Contact Not Found” error.  The contact does exist, and has an email address?  Why is this happening and how can we correct it? 

472
KushaniPerera88
Acumatica Employee
D
Freshman II
DanaAGIFreshman II
asked in Configuration and Installation
Fortis - No Show Lines

We recently switched to Acumatica Pay/Fortis and have an issue with “No Show” lines a customization we had.The purpose of “No Show” lines is to have lines on the invoice that do not show to the customer.  These “No Show” lines are not stripped out and show to the customer on the Fortis URL.Please advise how we can resolve this. 

100
D
Freshman II
B
Jr Varsity III
brettnothan9Jr Varsity III
asked in Configuration and Installation
External File Storage

Hi Community,We are a PCS customer looking to migrate the files attached to Acumatica records to external (Azure) file storage.   Question - when you restore your production environment down to a training instance and include attachments in the snapshot... if you delete a attachment in the training instance does that also delete in the production instance (assuming it is just a pointer to the file)?Thanks,Brett

895
S
Semi-Pro III
rcreasy
Varsity I
rcreasyVarsity I
asked in Configuration and Installation
AP Email Processing from Gmail - some emails skipped

We have AP document handling set up. We use a Gmail account for vendors to send invoices.Originally we had Acumatica set up to read directly from the gmail inbox. But, we intermittently got RSC datetime format errors. When we got these errors Acumatica would error and not read any emails. Acumatica support directed us to set up a gmail folder and point Acumatica to that folder. Since gmail doesn’t have folders, we added a label, via gmail filters labeled all incoming email with an attachment with that label, and pointed Acumatica to that label using the folder setting. This change resolved the datetime format error.Our vendors usually send invoices in batches - each invoice in its own email. Acumatica only reads the most recent email from each vendor; the other emails remain in gmail as unread. (This problem existed prior to the label change as well). This problem appears to only exist for each batch.We are on Acumatica version 24R1, use IMAP and Oauth to connect to our gmail account.H

462
rcreasy
Varsity I
ljohnson14
Freshman II
ljohnson14Freshman II
asked in Configuration and Installation
Device Hub Print Inconsistencies

What would cause the following behavior? Everything prints except the document details (Customer details, line items, etc.). It started occurring after a recent update to 2022 R2 Build 22.218.0023. We are using Device Hub when processing the print. The printers are set in the users profile. 

1688
X
Freshman I
H
Semi-Pro II
HarrySemi-Pro II
asked in Configuration and Installation
How to integrate check printers with Acumatica?

Hello all,Can anyone guide me on how one can make use of Acumatica for cheque printing. I am looking out for start till end steps & how to test it & process in real scenario.Thanks.

564
H
Semi-Pro II

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