Configuration and Installation

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

  • 584 Topics
  • 2,143 Replies

584 Topics

M
Freshman II
mrthanhkhoiFreshman II
asked in Configuration and Installation

Can't change combine DiscriptionField of Selector Stock Item

Hi,I have a custom field named UserSearchName on Stock Item and I want to use this field to combine DescriptionField of seletor Inventory.I updated the attribute DescriptionField of InventoryID to: PX.Objects.IN.InventoryItem+userSearchNameBut I got the error regarding syntax I think, I have no idea what wrong here. Do you have any experience about this one?Any idea would be appreciate.Thanks

7
M
Freshman II
10 months ago
AWelty24
Jr Varsity II
AWelty24Jr Varsity II
asked in Configuration and Installation

Basic Email Processing: Incoming Emails

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. 

7
AWelty24
Jr Varsity II
7 months ago
jmckinnon
Freshman II
jmckinnonFreshman II
asked in Configuration and Installation

Finding a better understanding of how Acumatica processes emails

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 ;-)

7
M
Acumatica Employee
8 months ago
Michael Hansen
Varsity II
Michael HansenVarsity II
asked in Configuration and Installation

DeviceHub Admin Rights

Is there way to get DeviceHub to run without running it as an administrator? Every install I do requires admin rights to run it after install and I don’t want all the users having admin rights. Any solid work-arounds here or am I missing something?This is regarding turning DeviceHub on in Administrator Mode / getting it to work without administrator mode. I know I need admin rights for the first install. Thanks!

7
C
Freshman II
2 months ago
A
Freshman I
azhangFreshman I
asked in Configuration and Installation

Invoice Notification is sent out twice back to back to customer even activities on customer record says only one time

Hi All,I wonder if anybody is having the same issue.  two copies of email sent out:we use the standard out of box notification templates InvoiceNotification (screen name: invoice, screen id: so303000) to send email to customers through “Print Invoices and Memos”(AR508000) manually.  Customers receive two copies of the same email back to back.  I check the activities on the customer record and all emails, Both places show only one copy sent out.   Anybody seen something like this?  any ideas where to go to fix it?  we are on 2022R1 build 22.118.0022appreciate any help/ideas.  Thanks.

7
K
Freshman I
3 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
Freshman I
28 days ago
F
Freshman I
fpantelidakis65Freshman I
asked in Configuration and Installation

Hiding Approve Commands under Time and Expenses-Approvals

Hi, I have a client that wants to hide the Approve, Approve All, and Reject buttons at the top under Approvals. See print screen below. I went into security preferences and found the Approvals section but no additional options. I cannot find the option to do this. The Data Field is called EPApprovalProcess. Is this found somewhere else or can it even de done? Please let me know. Client is on 2023 R1.  Thanks,Frances   

7
N
Varsity I
1 month ago
P
Freshman I
PeteFraserFreshman I
asked in Configuration and Installation

I need help getting started with Acumatica configuration

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 running in the cloud. I tried

6
P
Freshman I
1 year ago
H
Freshman I
hmarambioFreshman I
asked in Configuration and Installation

How does my organization customize the "WELCOME TO ACUMATICA" screen

I am relatively new to Acumatica...I am still very much a novice when it comes to searching for solutions in this user community.How does my organization modify/customize the “welcome” screen (see screenshot below).  Some of the information appears to be stale/out of date or of no interest to my end-users.  Would like to link with my own documents/wikis etc.Can someone point me in the right direction on how to make changes to this page   

6
M
Acumatica Employee
9 months ago
E
Varsity III
eudescoelho29Varsity III
asked in Configuration and Installation

How to add SSH Authentication Key

Hello Community,In Synchronization tab of the File Maintenance screen, we find the field SSH Authentication Key when using SFTP.This field only allows to selecting a key from a list of existing keys. The list is currently empty.Does anyone what form to use to add an authentication key to this list please? Many thanksEudes

6
J
Freshman I
4 months ago
M
Jr Varsity II
mna10Jr Varsity II
asked in Configuration and Installation

access rights to add/edit vendor item ID

Hi, Is there a way to give rights to a user to just add/edit vendor item ID in the Stock items screen and save but not allow them to add/edit anything else on the stock items screen? 

6
Laura02
Captain II
1 year ago
A
Freshman I
atuljainajmFreshman I
asked in Configuration and Installation

Product Visibility

Hi All,Is there way to implement product visibility for a particular company. I have 3 companies which share 600 products. I am creating a 4th company which will only have 5 products. I don’t want first 3 companies to see those 5 products. 

6
E
Freshman II
1 year ago
M
Jr Varsity II
mwong11Jr Varsity II
asked in Configuration and Installation

Database could not be accessed error

We encountered this error in our staging Environment.We have multiple staging sites on the server. Lets say we have Stage.myCompany.com, which points to DB1 And Stage.MyCompany.Com/Stage2 points to DB2Stage.MyCompany.Com/Stage2 works, but Stage.MyCompany.Com gets the “Database could not be accessed” error.They all use the same App Pool, and all have no issues except for the main staging site.We know it is not a database issue because if we use switch Stage.MyCompany.Com/Stage2 to use DB1,  it works.   And if we switch Stage.MyCompany.Com to use DB2, it still shows the  “Database could not be accessed” error.We are using version 2021R1 Version 21.103.0054Is there way where we can trace what is causing the error? TIA Mark 

6
nhorvathNAW
Freshman II
6 months ago
R
Jr Varsity II
ramya15Jr Varsity II
asked in Configuration and Installation

Cannot access the modules in acumatica when connect using the server name "acumatica.xxx.com.\xxxx"

Hi All,We have problem in accessing the acumatica modules, when we connect using the “Server name: acumatica.xxx.com” and get the below error in screenshot. If we connect using IP address and localhost, then no issues, we can able to access all the modules in acumatica. Already we checked our DNS configuration, everything looks good. This issue happens suddenly.Please help me on this.Acumatica ERP Version: 2021 R1 Regards,Ramya

6
R
Jr Varsity II
1 year ago
PorchlightZach
Varsity I
PorchlightZachVarsity I
asked in Configuration and Installation

Startup error for 22R1 on Windows Server 2019

The server I’m working with is an Azure Virtual Machine running the Datacenter edition of Windows Server 2019.  I am attempting to upgrade a staging instance from 21R1 to 22R1 and am continuously running into this error during startup:[InvalidOperationException: ASP.NET Core pipeline has unexpected entry point] PX.AspNetCore.Owin.<>c__DisplayClass4_0.<Init>g__CreateEntryPoint|0(Func`2 next) +252This server is currently running a production instance of 21R1 without issue. Hopefully that fact establishes the general Acumatica install prerequisites have been met on the server.I’ve made sure to install .NET Core 3.1, both the SDK and Runtime (including hosting bundle).  I’ll share command line output showing this a bit later in the post.  Visual Studio 2019 was installed prior to upgrading.  I have since updated to Visual Studio 2022 on this system. The staging instance was working just fine beforehand and I made sure to unpublish all customizations before upgrading. I’ve alr

6
PorchlightZach
Varsity I
5 months ago
A
Freshman I
Andrew1986Freshman I
asked in Configuration and Installation

Base currency in Acumatica

Hello Team,Could you help me with the following question.Where in Acumatica I can see the base currency? And how I can change the base currency?Also, could you provide an example on how to receive the base currency via API?Thank you!

6
Gabriel Michaud
Captain II
2 years ago
J
Freshman I
jvinski71Freshman I
asked in Configuration and Installation

Adding and deleting service order types on a customer

I have created numerous service order types for all of my customers but now I would like to delete of them for each customer I have. It would take too long to delete them one by one. How do we delete Service Order Types tied to a customer in one shot? Could it be done via an import scenario? Also, how do I add more than one service order type to a customer in one shot using an import scenario? I know how to add one type to all customers but how do you add 3 or 4 types to all customers at the same time?  How do I adjust my import scenario for this? 

6
D
Jr Varsity III
11 months ago
andythomas65
Freshman II
andythomas65Freshman II
asked in Configuration and Installation

Microsoft Azure Single Sign-on help (SSO)

Hi, Hoping someone can help, we have a site that want to use SSO with Azure and I’m looking for a config guide as the help files don't really cover it it any detail and i think I’m missing something.I’ve created a App in azure and configured it (i hope) but when i Associate the user from the User Profile Screen i get We're unable to complete your requestunauthorized_client: The client does not exist or is not enabled for consumers. If you are the application developer, configure a new application through the App Registrations in the Azure Portal at https://go.microsoft.com/fwlink/?linkid=2083908. Which makes me thinks my application is not configured correctly! Any help would be much appreciated

6
Chris Hackett
Community Manager
4 months ago
P
Varsity III
ppowellVarsity III
asked in Configuration and Installation

How can I determine why I get 'You have insufficient rights to access the object (Cst_CRTaskMaint)' when trying to create a new task on the tasks screen.

We are running into problems with creating a new task on the Tasks screen under Time & Expenses.From looking at the effective rights of the user in Access rights by user the user shows as having delete permission on the tasks screen. They can get to the screen and even click to add a task when an error message pops up saying ‘You have insufficient rights to access the object (Cst_CRTaskMaint).’How can I determine why this is failing?  Does this depend on the user being granted access to another screen first?  Has anyone else run into this issue?Thanks for any help,Phil

6
P
Varsity III
1 year ago
SveumE
Freshman I
SveumEFreshman I
asked in Configuration and Installation

Auto populate owner field for an Activity?

Is it possible to have the owner field in an Activity auto populated?   Is this a development only area?

6
V
Acumatica Employee
1 year ago
A
Freshman II
AlfieFreshman II
asked in Configuration and Installation

New Employee ID wasn't Add/Reflect on the Employee Generic Inquiry

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 !!!

6
manikantad18
Pro I
1 year ago
bbrown
bbrown
posted in Configuration and Installation

Okta Integration

We’re on 2019 R2 and using the ActiveDirectory integration for authenticating and authorizing users. Elsewhere in the enterprise, we’ve been moving to Okta for SSO purposes.Has anyone wired in Okta? If so, any tips or guidance.

6
darinpaulsacumatica76
Jr Varsity II
10 months ago
Kimberly
Jr Varsity III
KimberlyJr Varsity III
asked in Configuration and Installation

Error when upgrading U100/SweetLife instance

Greetings,After downloading the most recent package on the Apply Updates screen, clicking Install Update throws the following error:The website contains a published customization. Click Customization Compatibility to validate the compatibility of the selected update with the customization.When I click Validate Customization (I do not see Customization Compatibility), I get the following error:There are no customizations, published or unpublished, showing on the Customizations screen.Does anyone know what I am missing?Thank you!Kimberly 

6
msapaev
Acumatica Employee
1 year ago
N
Freshman I
nancyw84Freshman I
asked in Configuration and Installation

MRI System interface to Acumatica

I am working with a prospect who uses MRI System software.  Does anyone have experience interfacing this product with Acumatica? Nancy Wrightnancyw@erpsolutions4u.com216.956.7522

6
N
Freshman I
2 years ago
suppal19
Freshman II
suppal19Freshman II
asked in Configuration and Installation

Customer Upgrade Pre/Post Check List

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

6
suppal19
Freshman II
1 year ago

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