Configuration and Installation

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

  • 241 Topics
  • 797 Replies

241 Topics

A
Jr Varsity II
arjanJr Varsity II
asked in Configuration and Installation

One-Time Discount per customer

Hello all,Wondering if there is an opportunity to have One-Time discount per customer. once they used the discount code, it is not available for second use-system detects customer discount usage activity-.Thanks,

2
V
Jr Varsity I
4 months ago
S
Freshman I
sanjayvermaFreshman I
asked in Configuration and Installation

Session Expired

From past many days, we have been facing this issue in Acumatica.While working on ongoing cases or business accounts, we get an alert of The Session has expired issue and sometime You are currently logged off.Our Chrome is updated to the latest version and though we clear all cache and cookies, still after some days it gives the same error/alert.The session timeout in web.config is set to 600 mins.Highly appreciate your support.

8
S
Freshman I
4 months ago
B
Freshman I
bimckenzieFreshman I
asked in Configuration and Installation

Departing Users and Employees

What are the best practices for when Employees/Users leave your company?How long should you keep salespersons in the system as inactive and can you eventually delete them?Should you set a user to disabled rather than deleting them?If you delete either a salesperson or a user, does this cause issues in data they might be tied to?

4
purwandaruw47
Freshman I
4 months ago
K
Freshman I
klugo36Freshman I
asked in Configuration and Installation

Inventory ID Doubling Up when Confirming Order

Can someone help to solve this problem? each item shows double on the order confirmation, see attachment.   

5
K
Freshman I
4 months ago
B
Freshman II
brucewarrell96Freshman II
asked in Configuration and Installation

There is no active notification source to process the operation

Using V2021 R2.  When I try to send an AR invoice via email (in the invoice screen under Printing and Emailing or from the Print Invoices and Memos screen), I get the error message.  I can print to screen and then send to email from the print screen.What setting am I missing?

2
B
Freshman II
4 months ago
vpanchenko
vpanchenkoTeam Lead, Reporting&Core
posted in Configuration and Installation

Deprecate Wiki Access Rights to simplify things

Dear partners and customers,We need your feedback on whether this suggestion makes sense to you. Currently, we have very flexible management of access rights for Wiki pages: We have an assumption that there is no real need to configure access to Wiki pages with this level of granularity. We observed a number of support cases where a Wiki page was not accessible to some users/roles due to misconfiguration. Typically, Wiki pages don’t contain any sensitive information that should be hidden from somebody in the system.​So, we’d like to consider deprecating access rights management for Wiki pages, thus making them available to all users in the system by default.I’ve also created an Idea to vote for but decided to discuss it here as well to get your opinions faster. Any feedback would be much appreciated.

5
D
Jr Varsity III
4 months ago
A
Freshman I
AmrutaFreshman I
asked in Configuration and Installation

How to extend a Business Account to Vendor using an API request ?

Hi All,We want to extend a Business Account to a Vendor using an Acumatica Webservice endpoint. In the past we were successful in making a POST request to extend Business Account to a Customer using ‘ConvertBusinessAccountToCustomer’. We were hoping if there is something like that event for extending to Vendor as well. Any leads on how to accomplish this would be greatly appreciated. Best Regards,Amruta

11
V
Freshman I
4 months ago
M
Freshman I
mylescarroll22Freshman I
asked in Configuration and Installation

How to make a check box default to checked?

Is it possible to default check boxes as checked? For example, in the Kit Specification (ScreenId=IN209500) the Allow Component Addition box and the Allow Component Qty Variance boxes default as unchecked. My client always has to check these. I want to make them default to checked. I’m guessing this is going to require a customization but was hoping otherwise. What would that customization look like?

4
M
Freshman I
4 months ago
A
Freshman II
abdiFreshman II
asked in Configuration and Installation

change images login in acumatica saas

How to change images login in acumatica saas? or how to access xml login pages in acumatica saas?

4
Naveen Boga
Captain II
4 months ago
jenniferflores43
Freshman I
jenniferflores43Freshman I
asked in Configuration and Installation

It does not load the module tabs in acumatica in Chrome

Hello everyone, Can anyone show me how to enable the Acumatica menu highlighted in yellow color?I am using google chrome.Thanks in advance! 

2
jwaldron46
Freshman I
4 months ago
M
michaelluong40
asked in Configuration and Installation

How to "Secure a Tenant" on a SaaS instance?

On premise instances, Secure a Tenant can be done with Acumatica ERP Configuration Wizard.How can this be done with SaaS tenants/instance?

1
V
Jr Varsity I
5 months ago
kratzert
Jr Varsity III
kratzertJr Varsity III
asked in Configuration and Installation

Task created by Business Scenario activation has no details

When a business scenario is activated and picked up by the automation schedule , it generates a list of tasks. When I click on a task I've been assigned how do I see the detail in that task that was captured in the scenario setup? The details are important to me as I assume this is the communication medium.  

0
kratzert
Jr Varsity III
5 months ago
J
Freshman III
jyounker18Freshman III
asked in Configuration and Installation

SQL best practices

I’m looking for a best practice concerning SQL backup.  Is there a Acumatica-specific recommended recovery model (simple vs full) or is it based on standard recovery considerations?

1
E
Varsity I
5 months ago
G
Freshman III
Gerhard van den HeeverFreshman III
asked in Configuration and Installation

Assignment map for employees/users on leave

Is there a way to set up ‘proxy’ management to allow rerouting of requests/assignments to an employee’s proxy where the current employee is on leave/not available

1
V
Jr Varsity I
5 months ago
R
Freshman I
rdennisj57Freshman I
asked in Configuration and Installation

T190 Course - Problems when adding Custom Field - Step 2.1 - Duplicate field useRepairItem in Visual Studio Build

When attempting to Build the Project (page 24 of T190_QuickStartInCustomization), Visual Studio generates an error from file InventoryItemExtensions.cs:“The type ‘InventoryItemExt’ already contains a definition for ‘usrRepairItem’When I installed Acumatica for this course, I was prompted, when loading the data, which course I wanted to load. The T190 course was not listed as an option, so I selected the T280 course.I suspect this is related to the error. I assume the usrRepairItem custom field already exists in the data version that I loaded. If the T190 course data is not available as an option, which version should I load?

1
J
Semi-Pro II
5 months ago
N
Freshman I
nperez94Freshman I
asked in Configuration and Installation

Customer Portal - Customer Parent-Child relationship

Since currently it is only a relationship 1 to 1 when assigning a Contact to a Business Account, is there a way to allow a contact to have access to the parent and all children accounts' information  from the portal?In other words. I have Parent Business Account ID (PBA) assigned to a Contact (C) and PBA has multiple children (MC) associated to it.Can then C, have access to PBA and all MC's information on the portal by Business Account?  Thanks

4
V
Jr Varsity I
5 months ago
M
Freshman I
mburns47Freshman I
asked in Configuration and Installation

2021 R2 Checklists

I don’t see anything in the Help for implementation checklists for 2021 R2. Have or will they be updated for 2021 R2?

3
Naveen Boga
Captain II
5 months ago
D
Freshman II
damonb56Freshman II
asked in Configuration and Installation

Inherited Access Rights for Form Elements

I’m having difficulty controlling access to particular form elements. The behavior I’m observing runs contrary to the guidance provided by the Acumatica wiki and training manuals. Currently using Acumatica Cloud ERP 2020 R1, Build 20.114.0020. The wiki says that:“By default, a role’s access rights to the form elements and actions are inherited from the role’s access level to the container of form elements to which elements and actions belong.” This is echoed in the security training manual: But it seems that form elements (tier 5) actually inherit their rights from the Form (tier 3), rather than the Container (tier 4). This breaks the “hierarchy of nesting” outlined above, and makes controlling access to particular form elements much more difficult. Is this a bug, is the documentation wrong, or am I misinterpreting something? Example:Form: [Receivables -> Customer Locations] node is set to "View Only". Form Container: [Receivables -> Customer Locations -> Location] node is set

7
C
Varsity I
5 months ago
pandachan48
Jr Varsity II
pandachan48Jr Varsity II
asked in Configuration and Installation

Attributes for Employees

could someone show me how to add attribute in Employees?  

5
M
Freshman II
5 months ago
M
Jr Varsity III
mhapsJr Varsity III
asked in Configuration and Installation

How to switch tenant?

I am unable to select the tenant with Edge and Firefox.At the login screen there is a tenant preselected that cannot be edited but deleted. If I enter my credentials without a tenant in Chrome, a second dialog appears to select the tenant.But with Firefox or Edge this second dialog is skipped. How can I change the mentant then? My instance is vesion 2021 R1 Build 8.013.0000.40 [21.113.0011]

7
M
Jr Varsity III
5 months ago
H
harishd
asked in Configuration and Installation

How to setup Acumatica 2020R2 + MySQL 8.0?

Hello,I am setting up a new Acumatica instance in AWS. The DB is MySQL 8.0 and hosted on AWS RDS.When we try to setup a new instance, it is throwing below error.I have checked server variable “log_bin_trust_function_creators” and it is ON.Can someone please help me out to resolve the issue?Appreciated,HarishD

3
GrahamMartin
Freshman I
5 months ago
D
Freshman I
davordobFreshman I
asked in Configuration and Installation

Device hub setup

I am trying to setup Device hub on our server, but am getting a permissions error with theconnection to ERP...[Error] There was an error opening the connection: StatusCode: 403, ReasonPhrase: 'Forbidden', Version: 1.1, Content: System.Net.Http.StreamContent, Headers: So this results in Acumatica (MYOB Advanced in Australia) not seeing the printers that are setup in DeviceHub, but if I add the printers manually in the ERP then the DeviceHub recognizes them as setup… but still nothing is found in Acumatica. 

9
M
Freshman I
6 months ago
S
Freshman I
shores6Freshman I
asked in Configuration and Installation

View Only Access to Entire Site

Does anyone have an efficient way to grant a user view only access to the entire database?Thinking of an external auditor or a C-Level client, who wants to be able to poke around, but should not be able to create/modify/delete anything.Outside of creating a role and then clicking on every single form and saying view only.Hoping someone has come up with something more efficient!Thank you!

5
C
Varsity I
6 months ago
J
Jr Varsity II
jmorganJr Varsity II
asked in Configuration and Installation

Russian language screens

Does anyone know if there are Russian language screen overlays available? ThanksJames 

2
J
Jr Varsity II
6 months ago
R
Freshman I
rdennisj57Freshman I
asked in Configuration and Installation

T190 Course - Cannot Deploy Acumatica Framework Tools

I followed instructions for: initial Configuration/Step 1: Preparing the EnvironmentSuccessfully installed AcumaticaERP, with Debugger Tools (NOTE; I did NOT install Acumatica Framework) Acumatica was installed on my PC at C:\Program Files\Acumatica ERP\AcumaticaERPI followed the instructions for: Step 2: Deploying the Needed Acumatica EPR Instance for the Training CourseThe PhoneRepairShop instance was installed on my I PC at: C:\Program Files\Acumatica ERP\PhoneRepairShopI followed the instructions for Lesson 1: Creating a Customization ProjectI set up the downloaded Acumatica code from Github, at: C:\Acumatica\Help-and-Training-Examples-202R2 I successfully completed the step: Loading the Items to the PhoneRepairShop Customization ProjectI followed the instructions for: Step 3: Binding the Extension LIbraryI copied the PhoneRepairShip_Code folder to C:\Acumatica\PhoneRepairShop\Projects I then Opened Visual Studio (2019 Community Edition) to build the project The build failed with o

0
R
Freshman I
6 months ago

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