Configuration and Installation

We have a web-hosted Acumatica instance (2021 R2).We use Tasks quite a bit, and we frequently set due dates and although we check the “Reminder” box and set a date, nothing happens. There’s no pop-up, no email, nothing. Essentially, the “Reminder” box is useless to us right now. Apart from setting up my own Business Event that will email people when triggered, I don’t understand how I can get the “Reminder” box to do anything? I found instructions to “Turn on Reminders” https://biofermenergy.acumatica.com/(W(1))/Help?CompanyID=BIOFerm+Energy&ScreenId=ShowWiki&pageid=667e2765-09c0-4800-a02d-0e225b8203e1, but these instructions seem to only work with locally-hosted setups of the ERP (hence the topic being underneath the tree of System Administration/Maintaining Acumatica ERP Locally).  I could not find equivalent setup instructions for web-hosted ERP… Can anyone help?

I have a client using Acumatica MFA with the option to only require a code on new or unknown devices only. It seems that Acumatica is requesting the code nearly every time even though they are logging in using the same computer.Has anyone experienced this of have any suggestions?We have tried changing browser settings to allow all cookies but still no luck.

Hi ,How can we reset all passwords at once.  Is it possible to reset all user passwords to a one passwords  at once? Thank you,Dulanjana

Hi All,Need help to figure out why the Automation Schedule are not working, we are not in lock out mode but still we are getting error as “Automation Schedule scenario has not been performed due to the database lockout”. Please help us.I think this is happening from yesterday after we published new customization package. Below are the steps we followed when doing package publish first put in lockout mode, then took snapshot then deleted the snapshot, then removed the lockout modethen again, when i was about to publish the package, i put in lockout mode again and published the package then removed from lockout mode

How Can we Identify a Purchase Order is linked via Mark for PO to a Sales Order? Is there any field or grid column indicating that relationship?

Has anyone found a way to set up a PO approval based on USD when the the PO’s can be in multiple currencies.  That is we need to have approval on PO over $20,000 USD regardless of the PO currency

I have DeviceHub configured successfully with printers, but when I add a usb scale it exceeds the API request limit all on its own after a minute or two. Seems like devicehub is updating the SMScale table with the scale weight, but then forgetting to log itself out after??Does anyone have any ideas? TY!! 

Hi All,I want to create inventory based on a company. I have 4 companies, i want 3 companies to share 1 list and 4th company to have a separate list, which should not be visible to the first 3.I don’t want to create user roles for it or restriction groups.Is there any other way i can achieve it?Thank you.

hi everybody,i set the “From” adress in our ShipmentConfirmationNotification to “versand@”, but it will always be overwritten by the user profile email settings of the automated sender, in this case “info@”.    Does anybody know how to avoid this? Thank you!!Best Regards, Benjamin

Is there an Acumatica method to merge two tenants into one which are currently in the same database?Client has multiple companies and multiple branches in two separate tenants, is it possible to merge the two tenants into one, if they share the same Chart of Accounts and same periods?   If not, Is there a script that can be run to bring the master records together with just the settings without transactions?

There is a default Physical Inventory reason code in Inventory Preferences. I have approximately 20 different Physical Inventory Types generated by Item Class. When you select “GENERATE PI”  in “Prepare Physical Count” it always pulls the default reason code from Inventory Preferences. I need a different reason code for each of the Item Class Inventory Types. Does anyone know if there is a way to set this up so you don’t have to change the default reason code every time before selecting “GENERATE PI” (in “Prepare Physical Count”) ?

HiLooking to figure out which REST API I can use to update/amend the substitution lists.The swagger.json at the top level isn’t showing me much helpI can subaccounts but not substitutionsIdeas?  

Hello Community,I set up 2 FACTOR authentication to an Acumatica instance. The goal is to have an access code delivered by email. I found two troubles in using this feature: Although my intention is to use on email , the instance always sends a two factor authentication message for using push request method and the user has to click on “Use another authentication method” link which leads to another prompt where the user can click on “Receive code by email”. This is confusing for the user and is an unnecessary extra step.  Really annoying if you need to do multiple sign-ins along the day. Another issue is the fact that two email are sent: one has for a Device Code and the other is for a Sign in Code. I do not understand this logic. Has anyone faced this issue out there? is there a workaround to eliminate those prompts and have a message confirming that an email was sent with the Sign in code to <email address>? It would be so much simpler and logical, in my opinion. 

In the pre-setup instructions (Installation Guide/Preparing for Installing Acumatica ERP), it says to enable these IIS features. It should clarify that only ASP.NET 4.7 (or appropriate ASP.NET version for the installation) needs to be included. Not ASP.NET 3.5, which is usually an option in IIS setup (see below).  

I have taken a bunch of backups through the system over time for 2021R2. Now I want to upgrade to 2022 R1. My current version number of 2021 R2 is too high to be upgraded with 2022 R1. So I wanted to go back to a backup that was old enough to be supported by the 2022 R1 installer for upgrade.When I went to my list of backups, I noticed that almost all of them list the latest version of 2021 R2 as the version. However, that version didn’t come out until a few weeks ago, and most of the backups were from way before it came out.Can anyone explain (you will see there are a few backups in the list with a previous version….but not most of them)? How can backups taken before the latest version came out now have the latest version number?  

When I process an email activity Acumatica gives an error saying “Mail Processing Is turned Off”How do I fix this, I tried to enable that option from Email Preferences screen. But I couldn’t find that kind of option there😐 

Hi Team, I have some query on how to set the base currency in a tenant.Case 1 - We have a company in the United states, India, Europe. All have their own company currency i.e., Base currency - USD,INR,EUR. If I set the Company Currency for United states, the base currency is taken as USD. If I tried to create another company for India the same USD base currency field was freezed and automatically taking USD. As per the Document, base currency once set in the system will be applicable for all the companies in a tenant. In order to have multi base currency, then we should able the multi base currency option from Enable/Disable features. When we trying to enable it, system ask us to disable some features like Contract management, Payroll, Time management etc. But we do have payroll and time management in our business.Case 2 - In the above three companies, how we can perform the consolidation. My reporting company is in US, we are in need to provide the consolidated report in USD quarterly

We are testing multi-factor authentication with the Acumatica mobile app.   With Andriod, we receive the approval notice on the mobile device and can approve or deny access easily.   With iPhones, the user must re-enter a code each time they attempt to log in.   Have others found this difference between iPhone and Android?  Are there any settings or updates needed on iPhones so a code isn’t required for each log in?

I have removed some snap shots from our production instance and ran the “Optimize Database”  operation. However I am still seeing space being occupied by the snap shots. Has anyone else seen this? How can i keep up with the Whitespace usage and Acumatica.   

Hi.  We are in the initial phase of implementation and are considering changing our Project numbering scheme?  Does anyone have any good schemes that work for them?Thanks,Brent M. Tabor

S100 has the steps for deploying on localhost but didn’t find any on public/private cloud. Can anyone share guide/steps/manual.Thanks.

I need to create a project approver role, which basically has view only rights to the whole of projects, except for the ability to approve project quotes.The problem is that I can’t find an element for approval (which other screens do have): How do I grant this permission?

Hi, We need to enter the tax rate in the system when creating the tax and show the tax rate on the documents but no need to create entries for the tax amount in the system. The tax rate needs to act as a showcase. Is there any possibility to cater to this requirement in the system?Your kind attention is highly appreciated. RegardsAmanda 

These zones for grabbing and dragging column width:Seems to be locked to a single pixel, I’m not even old or unfamiliar with computers and still struggle to get my mouse in that perfect little zone to resize things.Every day I get complaints that this is too hard to work with, is there any way to make that zone larger like even 5 pixels would be a huge improvement?

Hi, looking for help on customizing invoice and sales order forms. I’d like to add the existing customer phone number and email address to the printed form.