Configuration and Installation

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  Some of the information appears to be stale/out of date or of no interest to my end-users.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   

Does Acumatica have a generic table that contains:A Key - a String A Value - also a String, with an expanded value for the key, to be used in any way that is appropriate A value type - optional, identifies the value has a format of String, Decimal, Date, etcI would add custom entries to this table, as an alternative to creating a new table to store simple values that can be retrieved based on a user-defined key.Thank you,Randy

In testing Row-level Security to restrict users from accessing certain Customers and their related transactions, I found that if you attach any files to a Customer’s transactions those files are visible and accessible via Search for users who are actually restricted from those Customers.  Even though the restricted users can’t see or access the Customer and their transactions they can see all file attachments to those Customers and transactions that are restricted.The only way I can tell to address this hole is to restrict access to the File Maintenance screen to all users and hope that plugs the hole and doesn’t restrict them from adding attachments to records.  Testing will hopefully produce results in our favor.Anyone run into this before and have a strong understanding on how to work with it so that attachments follow the same Row-level Restrictions as the Entities and Records they are attached to?

Hey guys, Would appreciate some help here :  I am trying to translate the following value on Construction workspace to French :  I was able to change the translation for the following : But this only changes it inside the profile when you click on it, not on the Construction profile workspace: Would appreciate any help on this :).

Hi team,Exchange integration:We are using a service email address for customers to send in repair requests.Is it possible to auto-create a case for this repair request?How would we solve this? Would we use events?Thanks!

Good morning,Is it possible to adjust the column widths, almost in an “autofit” manner, to maximize employee visibility?Also, please advise if it’s possible to wrap names in a field, to further maximize visibility.Thanks. 

Is there a URL for the Global search box or even an inquiry search box? I’ve had a few other programs that I have tried to direct to Acumatica and perform a search. Right now I’m using a GoTo Connect chrome plugin where you can enter a customer search template. It would take information from a live incoming call (phone number, callerID) and search Acumatica for a match.It would be something like; https://www.linkedin.com/search/results/index/?keywords=${CNAM} or https://www.google.com/search?q=${CNUM}

Hello:When We change te password of the email in this screen, we updated the passwords in the tab SERVER and ADVANCED SETTING, but the system shows me next message. Before change the password the email was working OK.Do you have any idea what do i need to do?Thank you 

Hi,We have a Sandbox Tenant in the same instance as Production. I want to create a snapshot of the sandbox, but it needs to be in maintenance mode to ensure that data will not be corrupted. Actually, I tried creating snapshot NOT in maintenance mode, but when I import it, it fails.So may question is, will the Production be affected when I schedule System Lockout on the Sandbox while I am exporting snapshot? Are there any risks when I do that?Thank you

Good day! We have heard that certification tests, now available only on the Partner Portal, will soon become available through Acumatica Open University. Is there a target date for this? Thank you

Good day,I am have a trouble locating the AR Transaction: Correct Invoice security setting to revoke access to the process.  I have can’t seem to locate it.  Sales need to be able insert new invoices   I checked to Roles and User settings.  Any assistance would be greatly appreciated.  Thank you 

Hi, is there a difference in copying a tenant vs creating a snapshot then exporting and importing it?does one include customizations, etc or do they basically do the same thing?

Hello,We are facing the below issue in  Business Events. Could anyone have faced this before and any working solution, please suggest.Any inputs will be helpful, to troubleshoot the issue.Issue: In the business events settings, the “Processing Time Threshold(s)’ value is automatically resetting with some values often, for both Push Notification and Business Event Queue.Below are the screenshots for reference.Kindly let us know if any other inputs are required. Actual values  set by us: 30 Values that got reset: 2 and 10 Thanks in Advance.  Best Regards,Vidyakeerthi K 

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

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.

I encountered error when click ‘Test’ for gmail account.  anyone facing same issue and how to resolve it?  

I have installed Acumatica on dozens of laptops running Windows 10 without any issues. I’ve tried installing it on Windows 12 Server and Windows 19 Server and whilst it installs I cannot login to the site.I’ve tried it with the database on the same server or a different server, running the site on port 80 or 443 using different browsers, but everything ends up generating the same error.After entering the default username and password (admin, setup), press enter, after a few minutes it errors: 

 Does anyone know if the issue below has been resolved?I am getting this error when preparing snapshot for export…."Denial Code 502- System was unable to process your request due to resource constraints. Please try a smaller operation or contact your provider for further assistance. CorrelationID: 8DABE265E36E957; Timestamp: 2022-11-04T05:35:22.5038167Z"  

Hi guys,If I have a company structure like the picture below with 3 layers (note that A and F have more than one locations), how should I create them in Acumatica system?I was thinking 2 ways.1. if I create A-G as ‘companies’ and for the locations of A and F I create branches, the question is: where do I generate the consilidated financial statements?2.If I create A as ‘company’ and B-G as branches, how do I create 3 layers? I mean, if B-E are branches, I don’t see a way to generate a ‘subbranch’ for F and G.Could anyone help me here? Thanks! 

Good day,Client has been using System Email Accounts to send / Received emails from Acumatica using Outlook (they dont have Acumatica integration on their outlook app in windows), starting on 4/8/21, the client started noticing that the emails on her inbox will automatically change to read, other users that have Acumatica accounts that also have System Email Accounts setup in Acumatica will have same issue. After several tries with their IT person from there email server, we inactivate the System Email Account for her by changing the password to something incorrect, and the issue stop. I have sit checking this issue and it occurs when the System Email Account is setup correctly.  I have already change the incoming mail server from smtp.office365.com to outlook.office365.com to smtp.office365.com. But this did not fixed the issue.  I have also test where the password in incorrect and the test is bad, and emails remain unread on my clients outlook app in windows, but when putting the pas

Is there any possibility for customizing data fields to become editable for the control module in Journal Transaction screen such as AP and AR?

Hello! When we attach a PDF to a record (i.e. invoice, sales order, whatever) it shows in the file browser as a .pdf file extension.When you open the file for viewing, Acumatica seems to be serving it as an .ashx.  Does anyone know if there is a way to get Acumatica to serve the PDF to us? ASHX does not work well at all on Mac OS

Hi All,I want to add a step approval  when there is a difference between unit price between 2 screens the system will send email   If u have any idea, pls advice me.Thanks in advanced.

Hi everyone,My name is Mike and located in Vancouver, BC, Canada. I recently decided to learn Acumatica but, as you can imagine, as a newcomer, I'm facing a 'few' challenges with downloading, installing and running sample demo of Acumatica on my computer, etc. I got access to all the installation guides available BUT I think it’s time that I speak with a live person who can help me remotely. Anyway, I finally got Acumatica 2022 R1 going but I cannot load the U100 Tenant (Error message: Package version ‘22.202.0040’ differs from application version 22.104.0012). I'd really like to speak with an Acumatica installer who can help me to upload the training tenant material and stuff. I appreciate any suggestions. Here's my contact info:email: Mike@MikeT.caCell: 604-817-1970Thank you and all the best.Mike

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.