Configuration and Installation

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.   

Most Windows servers are 64-bit these days. 64-bit OS’s are able to utilize more memory and tend to be more stable than 32-bit. It seems that Acumatica only has a 32-bit version of DeviceHub, as far as I can tell. is this correct, and if so, are there any plans for a 64-bit version?

Hello Admins!Just sharing my recent experience:Upgrade from 20.115.0039 to 21.100.0127 failed with the following error message:Upgrade process has been interrupted. The database cannot be upgraded because your current build 20.115.0039 is incompatible with the build 21.100.0127. Wait for the next update package that will be compatible with your current build. Note: Release Notes indicate that migrating from 2020R1 is direct.I was glad to find out that  upgrading instance in build 20.206.0011 to  21.100.0127  was successful (including Portal).  

I was doing some checks on space usage this morning - we are on a SaaS model and have purchased a set amount of storage space.I was wondering what the MLEvent table records?  Just under 10% of our current data storage is used up by this table. 

Hi All.  New to the acumatica scene.  We at my office, are trying to setup a server, which we will use to have our in  house Acumatica Instance(s).  My company wants to avoid the cost of purchasing an in house SQL License; and want to have us put all the Acumatica SQL databases, into a shared SQL instance.  They would give us administrator rights to the SQL Databases, but no rights to anything else related to that SQL Instance, and no rights to do anything to the SQL server itself.So i am reaching out, to see if anyone can give me some pro’s and cons, or what we would not be able to do, or could have issues with; if we cannot be masters of the SQL database, and have control over the servr that SQL is on.For starters, our Acumatica server, we intend on having an instance with all our Demo sets.  We plan on having 3 people, have their own instance of acumatica, to train on, and get badges.  I am a SQL guy, in the Sense that i will go into SQL Management studio, and setup views, maybe pro

Hello, We have an amazing prospect that will need Exchange Integration to coordinate scheduling with Service Management.  The client uses Kerio Connect.  Does anyone have experience using this email application with the Exchange Integration module? 

Hello,I am testing the system email. When I click the “Log in” on the instant notification I receive the error below. Is this an easy fix? Did I miss a setting, or will the customers/vendors need to make this change also when they set up their emails? Please help me understand. Thank you,Barbie    

Hello!I cant seem to edit the workflow on the AP301000 (Bills and Adjustments) screen. Am i missing something or do some screens not have this option? CheersAndy

Hello,We are having trouble with Debit Adjustments in AP becoming status “Balanced” instead of routing for approval. This is a new site on version 2022 R1. Build 22.101.0085 .In our test environment, I set up a very simple Approval Map that says where AP Document.Type = Debit Adjustment, send to an employee.The Approval Map is activated in AP Setup.TWhen Un-holding any Debit Adjustment, the status becomes “Balanced.”  The help indicates Bills, Credits, and Debits can be routed for approval.  What am I missing?  Thank you!!

I have a customer who pulled a 180 on us and now wants to use Companies with Branches no balancing.  When i go to companies and change it i get the following error.Error: An error occurred during processing of the field Sales Sub. value 4 Error: 'Department' of 'Sales Sub.' does not exist in the system. Also when i go to change one from companies with branches back i getSequence contains no elements Any help would be great.

Hello everyone,I need to customise the login page for a client. The login logo was replaced but I found out that the logo has a link attached to it which is  defined as follows:I was not able to find a way to replace that url with the customer’s web site url in a customisation project. Does anyone know a way to replace that URL , please? Many thanks...

I have granted access to all roles for the Help screen (under the “Hidden”) workspace: But my users can’t see the help file.  When they press on help, they get this: Followed by a blank screen: Where else can I set these permissions so that it will work?

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

Hi Team, We would like to know about the below points : 1. Can Acumatica be implemented to Indian customers, if yes, then - are the country features like Tax, Local languages, Address pincode available in the Acumatica 2022 R1?2. We are able to see the country field and Local language also, but we are unable to select the pincode and the state for India.3. Suppose if we have our company with 3 branches setup in 3 regions (eg. India ,USA, and Italy) is it possible to have country specific language and localization? And can all this be done from a single instance? 

Is it possible to have the owner field in an Activity auto populated?   Is this a development only area?

I am getting the following error message when I try to publish changes made to my customization project , I added a new field ton the journal transaction screen GL301000Publish CustomizationCompiled projects: FeedmixCustomisation1.0.0,materialUsageValidation started.System.NullReferenceException: Object reference not set to an instance of an object.   at Customization.ModuleEditor.InjectNewFields(CstDocument doc, FilesCollection context)   at Customization.CstManager.ValidateDocument(CstDocument doc, Action`1 logMessageDelegate, Boolean patchLibInDB)   at PX.Customization.CstValidationProcess.ValidateCurrentDocument(Action`1 logMessage, String& warnings)   at PX.Customization.CstValidationProcess.CompileInternal()   at PX.Customization.CstValidationProcess.<>c__DisplayClass6_0.<ProcessRequest>b__0()How do I resolve these issue?

Docusign will not connect. Im in a test sandbox and I have Use Test API box checked off & API URL  https://demo.docusign.net/restapi and I save and try to connect and get an error. I do have a docusign account and Ive provided the login info within the email & password fields. What am I missing?  

I have enabled field level auditing.In the Audit screen, I selected the following:When I change the name of a vendor and save it (changed name to eQ Bank Test)then click Tools - Audit History, there are no changes shown:It looks like I’ve done everything correctly.I’ve tried this in multiple installations of Acumatica on different versions but no luck.~Joe

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. 

Hi,I had a small customisation project which was working on 2020R2 but seems to have stopped working on 2021R1The workflow for Shipments (SO3020000) would change the shipment date on the shipment document to todays date when the shipment was confirmedAttached is screenshot of the workflow, I have tried with =Today() and checked the from schema box to use @Today but neither work. I would appreciate any suggestions 

I may have missed something, but DocuSign esignature feature seems to have disappeared. Is this no longer supported by Acumatica? Also, even though AdobeSign is still listed in the marketplace as an option, I don’t see the setup or package for that either.  We have a customer we are taking live that we provided information on this feature, and now we cannot deliver it.  

 I want to try out the product. Kindly help. How to get the trial version of the 2022 R1 of Acumatica?