Configuration and Installation
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other Configuration Auestions
- 319 Topics
- 1,128 Replies
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.
Hello, I am attempting to set up Acumatica such that outbound emails are automatically processed (that is, I want them sent out every minutes). I have attempted to set up Automation Schedules both for the Emails Pending Processing Screen (SM.70.00.00) and Send and Receive Emails (SM.70.00.10). However, the emails are “stuck” in the Pending Process phase on SM.70.00.00 (manually processing them works just fine). I have a few questions regarding this: First, my understanding is that this is achieved through setting up an “Automation Schedule”, correct? Are there any other ways to achieve this? If so, which screen should the schedule be set up on, SM.70.00.00, SM.70.00.10 or both? Lastly, and the real prompt for my question, neither of the schedules I set up for SM.70.00.00 or SM.70.00.10 are firing (per SM205030). There are no errors, just no “last executed” values. The schedules are active, were set to “start” in the past (6/27/2021 and 6/28/2021), are a “Daily’ Schedule Type with an E
Is it possible to default check boxes as checked? For example, in the Kit Specification (ScreenId=IN209500) the Allow Component Addition box and the Allow Component Qty Variance boxes default as unchecked. My client always has to check these. I want to make them default to checked. I’m guessing this is going to require a customization but was hoping otherwise. What would that customization look like?
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
Has anyone had the issue of Microsoft 365 marking emails as spam when send batched of email such as invoices?Our customer has been trying to resolve this with Microsoft. I only see on community idea in this topic to try to send CRM marketing emails in smaller bathes.Has anyone been able to resolve this?Dale SimmerlyCAL Business Solutions
We are a general contractor with two office locations. Each location has its own “Branch” in Acumatica. This works great. We are about to start a new “Division” in one of our locations. I’ll need the ability to create financials for the new division. Should this be a third “Branch” or should I start using sub accounts?
Hi, Hoping someone can help, we have a site that want to use SSO with Azure and I’m looking for a config guide as the help files don't really cover it it any detail and i think I’m missing something.I’ve created a App in azure and configured it (i hope) but when i Associate the user from the User Profile Screen i get We're unable to complete your requestunauthorized_client: The client does not exist or is not enabled for consumers. If you are the application developer, configure a new application through the App Registrations in the Azure Portal at https://go.microsoft.com/fwlink/?linkid=2083908. Which makes me thinks my application is not configured correctly! Any help would be much appreciated
We are wanting to upgrade from 2020 R2 to 2021 R1. We are on premise so we need to move the a snapshot to a test environment. We have been on acumatica for just over a year and our snapshot is already to large to import with the default settings. We have adjusted the webconfig to allow for our snapshot size of 1.5 Gb (we are just over the limit with our snahot being 1.1Gb).We now get the error “Error: The file is not found, or you don't have enough rights to see the file” I have tried importing from the server directly with the snapshot right in the c drive. I have tried creating other snapshots, thinking the first one was corrupt.We do have custom fields created and need a way to bring the snapshot over for proper testing. What would the official way of doing this be?
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”) ?
Hello, We are planning to upgrade our server’s hardware in the coming days.Per my previous experience, this would cause the “installation ID” change.Then if I have to apply the license, I have to firstly deactivate the previous deployment on the old installation ID. But, right now, I can not find the deactivate button in customer portal.Is it not necessary anymore, or I have to go to a right place?
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
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 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.
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?
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