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Configuration and Installation

Configuration and Installation

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

957 Topics
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JReppardJr Varsity II

asked in Configuration and Installation

Email profile setup from different shared mailbox

Hello. I am in the process of setting up email profiles for employees so they use the native email function to send emails from Acumatica via the templates. Question: Can you create a user profile for an employee, but use a shared email address. I want to have our customer service group all have the same email address attached to their profile so when a SO is ready to be sent via email that they are all sent via the customer service internal shared mailbox address vs their own personal. I considered having the “To” be from the shared mailbox , however I didn’t want to do that because I have sales persons who will need to send the SO from the email function but want it to come from their own personal. ( setting up a personal email profile and having this work I have had success already so it just the shared question setup). Has anyone ever been able to do this ?? Thanks

470

2 months ago

Omar GhaziAcumatica Moderator

published in Configuration and Installation

Acumatica Modern UI - FAQ and Managed Availability Sign-up

Hello, ISV’s, partners, developers, and customers,We have enabled Modern UI on all test environments with 2024 R2 Update 2 for our users to use all the available features alongside the Classic UI.Additionally, we are excited to announce that we are entering Managed Availability with our Modern UI initiative! We are looking for early adopters to provide us feedback and try the new features in production environment starting 2025 R1. There will be limited availability for this program. Steps to sign up are listed below. They can also be found on the Managed Availability program details.If you want to get an overview of the Modern UI in Acumatica, please read our blog posts:Part I: A Modern User Interface for a New Technology Era | Acumatica Cloud ERP Part II: Modern UI Continued | Acumatica Cloud ERP Enroll for the Modern UI Managed Availability Program (2025 R1 Production Instances)To ensure a quality experience, participation in managed availability offerings is limited. During enrollm

4740

2 months ago

kseal60Freshman I

asked in Configuration and Installation

Numbers Appearing for Access Rights

Hey there, The access rights for various forms, such as the Wiki form is showing numbers instead of "Granted” or “Edit” for example. Here you can see that numbers should not be showing up. Thanks!

376

2 months ago

sspencerJr Varsity III

asked in Configuration and Installation

Expose SalesDemo from AWS server to public URL

We have used the Acumatica Instructions and created an AWS server, installed Acumatica, I can use RDP to login to the AWS and access Acumatica with the Local Host. We now want to be able to access this sales demo from a public URL without having to open the RDP. I believe this would be done with IIS, but havent had to configure anything like this is a long time. Goal would be to access the SalesDemo as Https://<Domain>.AcumaticaDemo.Com Thanks

2 months ago

rodrigocid34Varsity III

asked in Configuration and Installation

Restrict access scenario: Give a user access to specific branch should only view inventory quantity from other branches

Hi!I have a specific scenario in MultiCompany/Branch environment related to access rights.Our customer has 3 different stores and each store has a warehouse related. A user of one store should only have access to warehouse inventory from another store but it should not be able to work in other branch than the one that has been assigned. I dont see a feature that could help me with this (access roles, restriction groups, restrict visibility). Does anyone have a configuration like this? Thanks.

99314

3 months ago

Jp89

asked in Configuration and Installation

Can approval processes be created for Opening a new Vendor or Customer account?

Can approval processes be created for Opening a new Vendor or new Customer account?

67111

3 months ago

kseal60Freshman I

asked in Configuration and Installation

Predefined Administrative Roles - Admin Role vs Others

Hey there! I am curious on if any roles are needed besides the “Admin" role for a system administrator to be able to do literally anything/everthing in the system. I see there are a ton of other administrative roles and wanted clarity on if any of these should be combined with the Administrator role. I have been assigning each admin user every single administrative role, but I feel like that is unnecessary and pointless. Thanks!

406

3 months ago

kgriffinFreshman I

asked in Configuration and Installation

Business Event Notifications

Is there a Business Event Notification option when a specific item is purchased? I have tried setting up an event but Item ID is not in any of the fields. Is there a way to add this as a field to track? Also, how do I attach the purchase order to the email notification? Reason: certain items require special handling and other departments need to be aware of the purchase when it takes place.

262

3 months ago

NetAdmin42Semi-Pro II

asked in Configuration and Installation

Scheduler not running business event

I have setup a business event to trigger by schedule, but in the Automation Schedules list it is NOT check marked under “Status” and I cannot figure out why the business event is not executing at all.Does anyone have any suggestions as to why this is NOT working?

1748

3 months ago

junmao01Varsity I

asked in Configuration and Installation

Cannot start 2024 R1 instance after current windows update

I restarted my laptop today after the current windows update. All my local Acumatica 2024 R1 instances don't work anymore after restart. They all work fine yesterday. I get the following error. Does anyone have the same problem?Method not found: 'Serilog.LoggerConfiguration Serilog.Configuration.LoggerSinkConfiguration.Logger(Serilog.ILogger, Boolean, Serilog.Events.LogEventLevel, Serilog.Core.LoggingLevelSwitch)'.

1718

3 months ago

spritchard

asked in Configuration and Installation

Multiple AWS SMS topics

We use AWS to send text messages, we have an Amazon SNS topic “Acumatica” and an access key associated with that. As more departments send SMS notifications through Acumatica, we would like the replies to go to different people. Is it possible to set up multiple SMS providers in Acumatica pointing to different AWS topics? Has anyone done this?

3 months ago

ericklasimin61Jr Varsity III

asked in Configuration and Installation

Unable to Install Acumatica 2023 R1 Build 23.116.0019

Hi there, I am facing an issue on installing Acumatica on local machine. The error message shown: The drive structure: I would appreciate it if anyone could point me to the right direction on this.

645

3 months ago

jzhuVarsity I

asked in Configuration and Installation

Is there a way to set PO source to Drop-Ship automatically for all items?

Hi! I have created a replenishment class, I have set replenishment parament for one item to test, but I still could not get the PO source to automatically show up Drop-Ship when I create a sales order. I have also tried the suggestions from this related topic Set item to always dropship | Community (acumatica.com). Are there any other settings I should be aware of to have drop-ship show up automatically?

766

3 months ago

cmorelandSemi-Pro III

asked in Configuration and Installation

Installation not Showing Available Websites

I am setting up a QA/Testing Env. This is all on one box. Everything is installed. however the acumatica installer is coming back with no available websites. (See img)

2062

3 months ago

ramya15Jr Varsity III

asked in Configuration and Installation

How to apply search function for Tree Selector in Acumatica

Hi Team,Currently, there is no Search function is available for the Work Group TreeView selector in Acumatica.Could you please help me, how we can configure the search function to the tree selector as highlighted below. Regards,Ramya

3 months ago

krausef77Semi-Pro I

asked in Configuration and Installation

Approach to USMCA Customs Form

Hi All, We have a customer needing a USMCA Form out of Acumatica. I know there is the Canadian Localization but this is really not applicable to them for being based in the US and just exporting on a somewhat regular basis to Mexico and Canada. Does anyone have a good approach to the USMCA Form or is aware of any native Add-ons that would solve this? Thank you!

221

3 months ago

bfellerFreshman I

asked in Configuration and Installation

Shipping Locations

Where do I add a new shipping location? We have a drop down of choices to pick from when entering a new Purchase Request but I need to add a new location to this list and cannot find where to do so.

315

3 months ago

mjonesFreshman II

asked in Configuration and Installation

Self Service Portal not installing correctly

We are trying to install the self service portal and cannot seem to do so on our instance. It continually gives the error that it cannot copy the files if I try to name the instance “Portal”:Or it gives the error that it cannot find the files if I try to name it ANYTHING else even if I change the installation file path. If I create a brand new database and instance on this same server, all works fine. For a period of time it would not even run the configuration wizard. This is on my self hosted NFR instance on Azure. We have a ticket open with Acumatica, but I thought I'd try here as well since we haven’t been able to make any headway.

384

3 months ago

dsimmerlyPro I

asked in Configuration and Installation

2023 R2 Build release dates

Is there a place where I can see all the release / publish dates for all the builds of 2023 R2 ?

331

3 months ago