Configuration and Installation

Where can I change the setting for the automatic logoff? Administrative Update (Apr 29, 2024):Beginning in 2023 R1 you can change the session timeout time in the UI on Security preferences form. Additional information about the different types of timeouts is here: https://community.acumatica.com/maintenance%2Dand%2Dtroubleshooting%2D229/how%2Dto%2Dextend%2Dthe%2Dsession%2Dtimeout%2D3933

Hi, I am having an issue with the ‘W(n)’ value in the URL generated by Acumatica.For reference, this is a sample URL https://domain/AcumaticaInstanceName/(W(n))/Main?ScreenId= AR3010PL Basically, when clicking a shared filter KPI widget on a Dashboard, the system opens the Generic Inquiry in a new tab, however the W(n) value is always the same and the shared filter that is opened is the same as when the user clicks the first filter. I am aware that this value is used for caching purposes, however I cant understand why its not incrementing such that the correct shared filter is opened. Has anyone had experience with such issues please? If so, can you please advise what can be done to sort such issues? Thanks,Nigel Pace

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!

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

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?

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  

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.  

Does anyone have the Acumatica-Procore integration set up?  Does it work well?  Are there any issues we should know about before getting this set up? Thank you!

A client is syncing Active Directory credentials from their on-premise domain to the “free” tier of Azure AD included with Office 365. They are using a cloud-hosted instance of Acumatica.  Can AD integration be set up with their Azure AD instance or would ADFS be required since their on-prem infrastructure is still the authoritative source?

In the Azure AD integration documentation it states that “Your company should have a Microsoft Azure subscription to register your Acumatica ERP instance in Azure AD”.  Does that mean that a premium-level P1 or P2 subscription is needed for each user or will the “free” tier included with Microsoft 365 work?

Hello，    I always get Acumatica installation package from http://acumatica-builds.s3.amazonaws.com/From version 2018 to the latest 2020R2 version， every version is having a same minor issue which happened on “Statement cycle” screen. (I am just wondering nobody else report this issue before? It exists in every package.)The issue is caused  by the incorrect code writing in AR202800.aspx, like below:  The right writing should be <px:PXLabel ID="Dash1" runat="server">?</px:PXLabel>             Yes, I can fix this issue quickly by myself, however, if every time after any upgrading I have to fix it again and again,  I feel frustrated.           Sorry to ask, is

We are looking for a solution to only approve a PO if it receive at least 2 approvals from a group. We have not been able to figure this out yet.

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?

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

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?

Are references pointing to wrong path? What is the fix? 

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

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! 

Use case :User wants to delete an attribute, ‘Delete’ is greyed out on CS205000 screen User wants to know if the attribute was ever used on an Entity class or an Entity profileSteps to find required information:Here are the steps to find out if an attributeID was ever linked to an Entity class and also on what Entity profiles is this attribute used.To find Entity class profile linked to an attribute:When you select an attribute on an Entity class profile ( say an Item class or Customer class etc.) an entry gets added to CSAttributeGroup table  Create a GI and pull all records from CSAttributeGroup table, filter by AttributeID, you can find Entity classes with specific AttributeID.To find Entity profiles linked to an attribute:When user adds a value for an attribute on an Entity profile ( Say select a value for an attribute on a customer profile or an item p

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

Greetings all,On page 9 in course T190 “Preparing the environment” I have completed everything up to:“4. Clone or download the customization project and the source code of the extension library from the Help-and-Training-Examples repository in Acumatica GitHub to a folder on your computer.”I have programming experience but am new to GitHub. How do I get the project and code files from Acumatica GitHub to my GitHup on my computer?Thank you in advance! 

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 a

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.

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.

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