Configuration and Installation

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.

Hi,We are working on a environment Acumatica Cloud ERP 2021 R2 with 2 tenant: Production and TEST but it only has 1 database. It leads to whenever we publish the customization on TEST environment, the Production is overwritten also.Hence, we want to clone it to a locally environment (install windows server on pc then install Acumatica 2021 R2). What do you think about this option?Beside that, I have some concerns:Is it possible to access Acumatica Cloud Database to clone it then import to my local environment? If I export all project customization on Production and import it to new environment (my local environment), Will the customization between them be the same? Install Acumatica 2021 R2 on a local machine needs license, doesn’t it?Thank you for your help.

I work for a manufacturing company and there are (9) thin clients machines on the factory floor used for the scanning of routers for MaCola.  We are in the process of migrating to Acumatica and these thin clients will no longer be in service due to aging out of the system.  I want to replace them with the following; HP y640 thin clients with Windows 10 IoT Enterprise for Thin Clients.  Is this possible?  I don’t want to purchase full blown machines for scanning purpose.  Thanks,

I edited the InvoiceNotification template and assigned it at the Sales Order Preferences level for SO Invoices. However, when test emailing an SO Invoice, it still does not use the notification template assigned.What am I missing here?I tried assigning the notification template at the customer profile level and that worked. But, it’s not practical to assign the notification template at the customer level for 3,000 customers.I tried the same thing for Purchase Orders Preferences to assigned a notification template for mailing ID PURCHASE ORDER and it is not using that template when testing a Purchase Order email.

Is there any guidance on best practices for user profiles?  I have a number of users that are no longer with our company and we have disabled them.  I am wondering if there are any ramifications to deleting the user accounts to keep data cleaned up.  I’m thinking this is a twice a year type activity, run a report and any users that have been disabled since they are no longer employed, their user profile would be deleted.  Anyone have experience with something like this?

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? 

Hello guys, we are looking to reduce purchasing costs and are looking  for acumatica to help us. In fact, we were wondering if we could send purchasing quotes to different vendors via email through the acumatica erp. We wish to centralise the information. Ideally, when creating a new PO, we would like to see, attached to the ItemID, all the different vendor quotes for the product. Dates would be included. This would help us track our purchases because, as of now, our buyers manage the quotes in their emails. This practice increases the risk of error of overpaying for products. Would this be possible? Thank you so much!

Is there a way to prevent a Receipt or Adjustment Inventory transaction of being released if the item warehouse Std cost is not set-up?

We are getting an error when we log into our ERP site.  We are hosting onsite and started to experience this since we upgraded to Version 2022 R1.  At first the program was very slow and would take several minutes to actual allow us to log on.  We installed V 2022 R2 to see if it would help.  Now we are at the point where an error screen (attached) comes up when we try to log onto the site.  Has anyone experienced anything at this level?Thanks.

We are using the Easypost plugin in Acumatica and would like to use the Fedex one rate service.  According to the easypost api documentation this is achieved by passing the predefined_package name through to easypost.  We have created a box in Acumatica which is set up to match the Fedex Large box dimensions and with the Easypost predefined_package name for it in the Carrier’s package field (FedExLargeBox). Does the Acumatica Easypost plugin support sending a predefined package name?  If so how do we go about configuring this?  Defining a box with name FEDEXLARGEBOX and the Carrier’s package field populated with FedExLargeBox doesn’t seem to work. We still get varying rates dependent on where an order is shipped.We are using FEDEX_2_DAY as the service method if that has any bearing on it. Thanks for any help, Phil

Hey everyone, Does anyone know why the Delete/Add SalesPerson on the order is grayed out?I’ve tried to look everywhere for ways to change it but I failed :( I’ve tried it with an Admin account with full access and the issue persisted regardless if the order is Open or on HoldIf you guys know how to enable this, it will be much appreciated.

Hello, recently we upgraded from 2020 R2 Build 20.208.0031 to 2022 R1 Build 22.109.0023, so in this process we had some custom tables with fields without USR prefix, so we created new fields with USR prefix and published the package, we are able to successfully overcome that issue, we actually followed this link https://www.sprinterra.com/blog/users-fields-in-acumatica-erp-blog-sprinterra/. Now when we are  trying to create snapshot we are getting “An error occurred while importing data into the 'AuditHistory' table.” error.Please have a look at below trace. Error:    An error occurred while importing data into the 'AuditHistory' table.     SendRaised At: 10/1/2022 2:02:14 AM    Screen: SM.20.35.20         Details:10/1/2022 2:02:14 AM Error:An error occurred while importing data into the 'AuditHistory' table.System.IO.IOException: Stream was too long.   at System.IO.MemoryStream.Write(Byte[] buffer, Int32 offset, Int32 count)   at System.IO.BufferedStream.Flush()   at PX.DbServices.Poi

What is the System Configuration Require to work faster "Reload/Publish" ..?? (And tell The multiple Ways) 

I want to enable Make to Order Item checkbox in Stock Items screen. How do I do that? Is there any configurations to do that? 

I am trying to determine what the default application is for the file type .ai (adobe illustrator).  Has anyone added the file type to the upload preference?

I am looking for a white paper or a product paper on both the Exchange Integration and the Outlook Plugin.  Does anyone know where I can find these?

We’ve developed a webhook that receives push notifications and does entity creation work. All has been working fine until we moved to 2022R1, where we’re seeing odd behavior during the process that is kicked off by the webhook event.The web hook kicks off a custom long running process before returning to the caller. The webhook returns correctly, but shortly after, the site goes down and we find a PXNotLoggedInException in our Windows event logs. This feels like an instance or installation related issue, rather than a code issue. Has anyone experienced this before?PXNotLoggedInException Detail 

Is there a tool or integration to allow you to have a form on your company website that will feed into leads in Acumatica?   We have Hubspot and have that integration for syncing leads but wondering about capturing leads from our website.   Acumatica says it can be done but I haven’t found if there is an integration directly into Acumatica from a web form on the website.

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 “sales@email.com”, and we would like to keep it as the default while being able to send AR Invoice using “rma@email.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 investigating the out of the box Inter-company Process/Automation for sales orders to Automate the inter-branch orders. Is there anyone that actually uses this feature? 

Is there a way to find the creation date of a tenant?  We’re interested in knowing the creation dates for the tenants in our sandbox.  Thanks.