Configuration and Installation
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other onfiguration questions
- 644 Topics
- 2,343 Replies
Hi all,I want to change the Control Type in one of my attributes. However, it is grayed out, meaning I cannot make the change. I think it’s active in one of the many workspaces I’ve been working in. I’ve gone through all I can, no luck. Any/all guidance will be appreciated.Thanks in advance.
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?
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.
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
Newbie here…. When managing tenants, the training material says to make sure all users are logged out. However, does this apply to situations like creating a new Tenant and using existing backups, I would not be managing any tenants where users are logged in. I would be creating a new one and using an existing backup. Hope this makes sense. Shawn
Greetings all,On page 9 in course T190 “Preparing the environment” I have completed everything up to:“4. Clone or download the customization project and the source code of the extension library from the Help-and-Training-Examples repository in Acumatica GitHub to a folder on your computer.”I have programming experience but am new to GitHub. How do I get the project and code files from Acumatica GitHub to my GitHup on my computer?Thank you in advance!
Hello Team! Currently, we have a default email setup in the system.We are trying to see if it is possible to assign another system email for a specific transaction document type - while keeping the default email as is. For example, our default email is set to “firstname.lastname@example.org”, and we would like to keep it as the default while being able to send AR Invoice using “email@example.com” We would like to be able to use the “Email Activity” email functionality (See Diagram C ) to send the email, so we can review the email body and the documents being attached. When we were testing it, the Email Activity window still keeps on selecting the default email address.Is this possible to set up this way? Please see screenshots below of our current config On the “Mail & Printing” tab of the customer profile, we have set the “rma” email for “Invoice” So far no template set yetDiagram A On the “Mail & Printing” tab of the Customer Classes screen. We selected the class for that particular customer.
I am trying to install a new instance on my local machine of 21R2 and when trying to access the instance immediately after install, I get an “An item with the same key has already been added.” error message.I’ve tried two separate builds (first and latest) and get the same. Some of our other team members are using 21R2, but they all updated from 21R1 to get there. I guess I can go that route if needed, but I would prefer to get a new instance of 21R2. The stack trace follows below. Any insight would be greatly appreciated.Stack Trace: [ArgumentException: An item with the same key has already been added.] System.ThrowHelper.ThrowArgumentException(ExceptionResource resource) +60 System.Collections.Generic.Dictionary`2.Insert(TKey key, TValue value, Boolean add) +14338200 System.Linq.Enumerable.ToDictionary(IEnumerable`1 source, Func`2 keySelector, Func`2 elementSelector, IEqualityComparer`1 comparer) +302 Microsoft.Extensions.DependencyInjection.AspNetCoreServiceCollecti
I am trying to follow the guide for adding a filetype of .pfx for use with SFTP.I am able to view the screen 20.25.50, and can create a new line, but when I go to save, it refreshes and removes the new .pfx line. I do not get any errors or other pop ups; I’m at a loss! Has anyone seen this issue?
Hi All,we try to configure Azure AD as IDP and SSO for our Acumatica/Haufe X360 Instance.Right now in a Test Instance.If I follow the instructions here We get an Error:Integrating Acumatica ERP with Azure Active Directory Error Message:Description: An error occurred during the processing of a configuration file required to service this request. Please review the specific error details below and modify your configuration file appropriately.Parser Error Message: An exception was thrown while activating λ:PX.Data.Access.ActiveDirectory.IActiveDirectoryProvider.Source Error: An application error occurred on the server. The current custom error settings for this application prevent the details of the application error from being viewed remotely (for security reasons). It could, however, be viewed by browsers running on the local server machine. Source File: C:\X360\X360-004\Website\Files\web.config Line: 122Click here to show additional error information:Exception Details: System.Argume
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?
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
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!
On the Exchange Server Configuration screen I am getting the following error message: An exchange URL cannot be auto-discovered.An attempt to auto-discover the exchange URL by login failed. Please specify a correct exchange server URL.The remote server returned an error: (401) Unauthorized. Does anyone know why that error message occurs, and how it can be fixed?
I saw from another community topic that Acumatica can automate sending a reply message to incoming emails...how is this done? Is it through Business Events or some other means? Here’s our scenario:We are using Cases to bring in all the service requests that we receive from a shared mailbox. These service request email notifications require that we “accept” the service call within x minutes. They also require that the “accept” be appended to the end of the existing subject line.Example of the original email subject: DISPATCHED: Work Task 22350022 Store 26094 Priority 2 - MediumExample of our accepted reply: RE: DISPATCHED: Work Task 22350022 Store 26094 Priority 2 - Medium accept Back to the original question… can this be done through Business Events or another means of automation that does not involve customize development?
Good day,One user has contact me that he can log on to the website but not on the mobile app. I changed the password but he still getting the “server unavailable” Is this a security issue? He has been able to login the past. I am able to login to the APP. Any ideas on how to fix the issue.Thank you.
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
Trying to import snapshot into a test environment and getting Error: The file is not found, or you don't have enough rights to see the file.
This file is under 20 mbs as a binary and just over 20 mbs as xml. No where near the 1gb limitation i have seen documented. This is not an on prem so no restores are possible. This happens when I try to import the snapshot into the test Tenant that was created and exported in the live enviroment on the Tenant screen. Any thoughts? I have tried without attachements (it was only 6 mbs)
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