Configuration and Installation
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other Configuration Auestions
- 354 Topics
- 1,262 Replies
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 profile), a line gets added to CSAnswers table Create a GI on CSAnswers table and set a filter based on AttributeID, you can find li
I’m struggling to add a new currency field to my SOLine DAC. ErrorsWhen setting the value on any of the SOLines, if the value is >=100, then I get this error.CustomizationHere’s how I added the custom fields: I created two fields, a UsrSalesRepUnitCost and a UsrCurySalesRepUnitCost, with the following attributes in each. The “Database Scripts” section in the customization project window indicates the both of the custom fields are using the `DECIMAL(8, 4)` datatype, which I would assume would allow values as high as 9999.9999. QuestionsWhy am I getting an error indicating that the value 150.0000 is too large? Have I properly configured the two custom fields to accurately work for representing currency? I couldn’t find any resources in the documentation about creating custom currency fields.
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,After upgrade to last version I receive this error: [MissingMethodException: Method not found: 'System.Collections.Generic.IReadOnlyDictionary`2<Microsoft.AspNetCore.Http.PathString,System.ValueTuple`5<System.String,System.Action`1<Microsoft.AspNetCore.Builder.IApplicationBuilder>,Boolean,Boolean,System.String>> PX.AspNetCore.PipelineOptions.get_ExactMatchPathHandlers()'.] PX.AspNetCore.Owin.<GetEndpoints>d__0.MoveNext() +0 PX.AspNetCore.Owin.EndpointRouteBuilderExtensions.MapCoreEndpoints(IEndpointRouteBuilder builder) +176 PX.Owin.<>c__DisplayClass8_0.<ConfigurationImpl>b__6(IEndpointRouteBuilder builder) +16 Microsoft.AspNetCore.Builder.EndpointRoutingApplicationBuilderExtensions.UseEndpoints(IApplicationBuilder builder, Action`1 configure) +55 PX.Owin.<>c__DisplayClass8_0.<ConfigurationImpl>b__5(IApplicationBuilder core) +201 PX.AspNetCore.Owin.Bridge.Build(IApplicationBuilder aspNetCoreApplicationBuilder, Action`1 co
This is our first private cloud installation and though everything is accessible locally (the install was done on a virtual app server with a connection to a virtual db server), I am unsure of next steps to be able to access acumatica externally via chrome. What would the client or we need to provide/set up in order for the site to be accessible like this?I’m assuming they would need to provide certs for https, purchase a public IP address to bind the site to, and we would just need to configure the site under IIS with that information and the hostname (something like acumatica.customerdomain.com). But I’m unsure about all that and whether there needs to be something needed to be done with the domain. Can someone break this down for me? I don’t have too much experience with this sort of implementation. Thanks in advance!
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
I am trying to setup Audit History on the Access Rights by Role form. I have the Audit form configured and active. When I view the Audit History on the Access Rights by Role I am not seeing the changes that were made to the role. I am receiving the dialogue box that appears when audit is not setup? Any help would be appreciated. Thanks..coleen
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!!
Hello Friends We have an Acumatica 2021R1 instance with build 21.116 Using the Apply Updates screen, we are trying to upgrade it to 21.119 build. Right after the upgrade process is completed, we are seeing this error messageCould not load file or assembly 'PX.Telemetry.Adapter, Version=126.96.36.199, Culture=neutral, PublicKeyToken=null' or one of its dependencies. The system cannot find the file specified. Could you please assist if there is anything that I am missing here on the upgrade or if anything needs to be done before initiating the upgrade? ThanksSaikumar C
I have an approval map for PO order total between 5K ad 50K for PO lines having “X” project code.But if there are multiple lines having different project codes, how can I just pick up my lines with “X” project code and add up Ext Cost Amount , if the total of these lines over 5000 then it’ll send it to approver, but if this total is less than 5k no need to go to approver.
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?
We received an interesting Support case today from James Harris (LiveViewTech) where a large volume of emails processing was giving the following error message on every email after the first several dozen: “Too many login attempts, please try again later.” The failed emails when opened had the error: “Unable to write data to the transport connection: An established connection was aborted by the software in your host machine.” The system administrators tried everything that they could think of, including the suggestion from the Acumatica Support tech’s Chat to consider that GMail had locked the account. (It wasn’t locked, however. In fact, this actually was the first thing that they checked, even before it was recommended by the Support tech.) They tried restarting the server, using an SMTP relay, exploring several proposed online solutions for this error message, etc. But, nothing worked. Some additional background, before providing their solution: These emails with attached invo
Consolidated Customer statement defaults to branch sorting. Removing branch group breaks statement footer.
We opted to use branches because we are technically a two branch company internally, however, as far as our customers are concerned we are one company, one branch. Because we opted for branches, the default customer statement (consolidated included) form wants to group AR documents by branch but this confuses our customers who expect all their documents in order by document date. This in spite of the AR Preferences consolidation setting set as below: I attempted to remove the Branch group in the report designer, and while this fixed the sort order, the “...AgeBalance00-05” fields started calculating as though only for the first branch.Further testing suggests the report was using the groupOrganization footer which does use the OrganizationAgeBalance00-05 fields rather than the customer equivalents, but both customer and organization are higher level groups than branch, so I don’t know why they would be recalculating as though per branch. Does anyone know how to keep branch configurati
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”) ?
How can I determine why I get 'You have insufficient rights to access the object (Cst_CRTaskMaint)' when trying to create a new task on the tasks screen.
We are running into problems with creating a new task on the Tasks screen under Time & Expenses.From looking at the effective rights of the user in Access rights by user the user shows as having delete permission on the tasks screen. They can get to the screen and even click to add a task when an error message pops up saying ‘You have insufficient rights to access the object (Cst_CRTaskMaint).’How can I determine why this is failing? Does this depend on the user being granted access to another screen first? Has anyone else run into this issue?Thanks for any help,Phil
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.
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