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Configuration and Installation

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

  • 1,020 Topics
  • 3,752 Replies
1020 Topics
N
Semi-Pro I
NoahSemi-Pro I
posted in Configuration and Installation
How to set the default 'Ship Via' carrier on Sales Order and Shipments?

I cannot find anywhere how to set the default shipping carrier that is chosen on the Sales Order screen under the Shipping Settings tab under ‘Ship Via’ and also on the Shipment screen at the same place.We have implemented the FedEx carrier plugin, but not the UPS one.  UPS Ground is on the Ship Via Codes, but there is no place to select the default.  We have 6 FedEx Ship via Codes, from the plugin, and one UPS and UPS is defaulting on every document. Thanks, and this would be a good thing to include in the documentation on setting up carriers.

9075
N
Semi-Pro I
Michaelh
Semi-Pro III
MichaelhSemi-Pro III
asked in Configuration and Installation
Disable RELEASE per user

Is there an easy way to disable the RELEASE button in Inventory Adjustments for a specific user? If not, how do you set a role for this? I have this role shared with many users, so I’m hoping not to make a duplicate role with this single field disabled in it if possible.

7074
Naveen Boga
Captain II
L
Semi-Pro II
larrylySemi-Pro II
asked in Configuration and Installation
Does anyone know Acumatica WMS

My company hire me for their WMS. I did some research and found Acumatica also has WMS. My question is how can I use it? It’s a add-on or I just need to upgrade our Acumatica to 2020R1? We are using 2019R2 now. 

2123
Elena Abilova
Community Manager
R
Captain II
ray20Captain II
asked in Configuration and Installation
Do I have the option to turn on/turn off automation schedule history log?

Hello,        For example, the system are having a scheduler “send all emails” at 2 minutes interval.        Yes, the execution log is helpful for troubleshooting. However, it might also cause a lot of records that are not quite useful.         Can I turn on/ turn off for each scheduler the log?        Or can system automatically clean the historical log that are more than like 30 days ago?

3954
Naveen Boga
Captain II
R
Freshman I
robmellentineFreshman I
asked in Configuration and Installation
Custom workspaces per user/role

Hey Folks, I am wondering if there is an option to show users only the workspaces that are relevant to them. For instance someone in Procurement does not need to see the Banking workspace. Thanks!

3003
ccleary
Jr Varsity I
A
Freshman I
Andrew1986Freshman I
asked in Configuration and Installation
DUNS numbers

Hello Team,Could you please tell, is it possible to add DUNS numbers in Acumatica?If yes, how I can do it?

961
C
Jr Varsity II
J
Jr Varsity I
jrudacille94Jr Varsity I
asked in Configuration and Installation
Error: Update button disabled when doing mass update to Vendor records

Hello, I wanted to change about 1000 of our vendor’s from one vendor class to another using the Mass Update function of the standard Vendor GI.  When I go to do it it fails with an “Error: Update button disabled”.  Any chance someone here has run into (doing any function) that or do I need to open a support ticket?   I am on 2020R2 with the following build and customizations.  Build 20.200.0077 Customization: AIAHotfixCase161515,ASGClientForLifeDashboard,PVAULT[20.201.0051][2020.0.1.10],PVAULT[20.101.0032][2020.0.1.5] Thanks  

3811
J
Jr Varsity I
E
Freshman II
ervin41Freshman II
asked in Configuration and Installation
How to register mobile device app

On 2020R1, when I login on the mobile app it is not registering new devices. I have several that have been registered previously but I can’t get any to register anymore. Is there a way to register manually or do I have to submit a support ticket?

7562
E
Freshman II
A
Jr Varsity III
Alin ParaJr Varsity III
posted in Configuration and Installation
Acumatica POS 2020R2

Hello,In the GA release note of Acumatica 2020R2 I read that in the core product will be available some new functionality for retail sales (https://www.acumatica.com/corporate-newsroom/press-releases/acumatica-2020-r2-released-with-additional-ai-ml-capabilities/ : “Acumatica POS: manage over-the-counter retail sales for all your retail locations, allowing you to manage a complete omni-channel experience inside Acumatica.” )I prepared a demo site with the last version of 2020R2 (20.203.0028) but I could’t find anything about this. Is someone here that can provide more information about this functionality and also can inform us when actually will be available?Thank you!

1012
A
Jr Varsity III
S
Freshman I
suegarland79Freshman I
posted in Configuration and Installation
Individual or Generic Email

I am looking to find best practices for using email addresses when setting  up email for the first time.  Does everyone use their own email, or do you use a generic company email address?

2353
Naveen Boga
Captain II
K
Freshman I
KishanptlFreshman I
asked in Configuration and Installation
Trying to Create an Generic Inquiry and pull from two tables

Hello! I’m trying to create an Generic Inquiry that pulls data from our Sales Orders and Support Cases; however, I believe I’m having issues with configuring it properly. As of right now, I have it set up to where it can pull information from Sales Orders (Order qty, order total, etc.), but I can’t seem to pull a certain attribute from our Support Cases. When I add the attribute to the GI list, it just shows up empty. I’m assuming I don’t have a relation set up properly somewhere? All help is appreciated! 

129410
K
Freshman I
Naveen Boga
Captain II
Naveen BogaCaptain II
asked in Configuration and Installation
How to automate default email templates

Hello,We have below requirement to trigger an automated email to the customers.RequirementWe have created the new Notification Template in Acumatica.  When we create a form in Magento, that activity will be created in Acumatica as Opportunity. - This part working fine. We have triggered an email with that Notification Template and observed everything workign fine. But we are pending with automation email part. As soon as opportunity is created in Acumatica, it should trigger an email to client.  Could you please let know how to achevie this part. Best Regards,Naveen B

10894
Irina
Community Manager
L
Freshman I
lschomaker78Freshman I
asked in Configuration and Installation
Test Email Error

Hi, This morning, I logged into Acumatica thinking I would make some final changes to an email campaign before sending. As a final check, just to make sure everything performs as I expect, I tried to send myself a test copy. However, when I attempted to do this, I ran into an error. “535: 5.7.3 Authentication unsuccessful.” Has anyone else experienced this problem? If so, could you help point me in the right direction to resolve it? I would greatly appreciate any advice the community can provide. I am fairly new to Acumatica’s marketing tools and am still trying to learn my way around.In case it’s helpful, I created a screen capture which shows the exact steps I took to create the email send which led up to the error. You may view it here: http://ior.ad/7hoVThanks,Laura

3952
L
Freshman I
E
Semi-Pro II
eudescoelho29Semi-Pro II
asked in Configuration and Installation
Virtualization

Hi Everybody,I know Acumatica is designed for cloud environment which I assume it means it is built for virtual environments.  Now… I have customers running Acumatica on physical servers who want to virtualise their Acumatica environment.  I’ve never thought of the following question:Are there any drawbacks/limitations to doing this virtualisation, I mean moving Acumatica to virtual machines?Many thanks for your thoughts and recommendations.

1923
N
Jr Varsity III
E
Semi-Pro II
eudescoelho29Semi-Pro II
posted in Configuration and Installation
Potential Security issue when using SSO with MS Active Directory

Hello,Just a heads-up about a potential issue when using MS Active Directory in Acumatica 19.211.0011.The way the integration works can be summarised as follows: You map AD groups to Acumatica roles (in Acumatica); When a domain user connects to Acumatica for the first time , a new user is automatically added to Acumatica with the same name of the domain user; Acumatica then assigns roles to this new user according to the mapping.However, there is a bug in the API code and a user is created in Acumatica even though the domain user is not in any Active Directory group mapped to Acumatica roles. This new user profile is created automatically in Acumatica for this non-authorised domain user which gets permissions as guests. By default, Acumatica has a couple of screens opened to guests. The only thing we can do  for the moment is to ensure that no screen is available for those authorised users (guests). Also, it drives us to another problem as client may have let’s say about 300 or 500 em

2380
E
Semi-Pro II
P
Freshman I
patricklong02Freshman I
posted in Configuration and Installation
Active Directory Security Issue 2020 R1 106.0005

We install 2020 R1 and ran into a security issue with the release.  Users did not have to enter passwords to enter the site, also they could enter anyone’s id in the user field and get in as that person.Acumatica has a suggestion about turning off the “Guest Account” in AD.  They also have produced a Hot Fix for us that we are implementing 106.0010.  Anyone using Windows AD in 2020 Rx, may want to check out if they have a similar issue.  Then if so get together with your VAR to address it.

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M
Acumatica Moderator
M
Freshman I
mrivera67Freshman I
asked in Configuration and Installation
I can not seem to call screen PO.64.10.00 when modifying a Notification Template

I am trying to change my notification template for approved PO and I can not seem to call screen ID PO.64.10.00, can someone help me please?  Kind regards,Melq 

943
V
Acumatica Employee
PorchlightZach
Varsity III
PorchlightZachVarsity III
asked in Configuration and Installation
Cannot upgrade to 20.200.0077 from 19.120.0012 (2019 R1)

I haven’t been able to find any articles about this issue so I hope it is OK to ask a question here.  I have a sandbox running 2019 R1 19.120.0012.  I updated this site a few weeks ago using the Apply Updates option in the System Management area.  When I try to use the Configuration Wizard to update the database it gives me the following error: Upgrade process has been interrupted. The database cannot be upgraded because your current build (19.120.0012) is incompatible with the build (20.200.0077) you want to install. Wait for the next update package that will be compatible with your current build.The call stack indicates that the installer doesn’t seem to know about 19.120 release. at PX.BulkInsert.Installer.InstallationCommon.IsAllowToUpgrade[t](String currentPrintVersion, String installerPrintVersion, List`1 KnownVersions)   This seems to validate what the 2020 R2 release notes say about the direct upgrade path from 2019 R1 to 2020 R2:Acumatica ERP 2020 R2 can be upgraded from the f

5551
Aliya
Community Manager
S
Freshman II
saikiranb36Freshman II
asked in Configuration and Installation
Very frequent issue

Can someone help me out with is. How can we solve this.

1331
Ali Jani
Community Manager
paul68
Freshman I
paul68Freshman I
asked in Configuration and Installation
Can we use Sandbox generation tool in the Acumatica Portal to upgrade more than one major version?

When we use the tool in the Acumatica Partner Portal to request a sandbox for upgrading a SAAS customer, can we upgrade more than one major version (ie from 19.1 to 20.1)?  We recently used the tool to create an upgrade sandbox but found that we could only upgrade on version at a time.  Is it only possible to create a sandbox for upgrading more than one version by filing a support case?  If our customer is moving up two version we don’t want to have them go through the upgrade process twice.

3712
paul68
Freshman I

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