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Configuration and Installation

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

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  • 3,869 Replies
1053 Topics
C
Jr Varsity II
cviannaJr Varsity II
asked in Configuration and Installation
Sales Order Screen - Order Number - View Only

Hi everyone,I am trying to restrict the Order Number field from certain roles and it seems to not be working, I don’t understand what could be the reasons to further investigate. At the moment I have it as view only and it works in the side panel but not on the same tab, new tab, or popup screen method.Could anyone shed some light to help? Below is the screenshot where I have restricted to view only. Under Sales order screen. Thanks,Clauber

673
saifalisabri
Jr Varsity II
J
Varsity I
jsudakVarsity I
asked in Configuration and Installation
How do we set up the Acumatica Payments Customer Portal?

How do we set up the Acumatica Payments Customer Portal?I have reviewed all the posts I can find and none of them provide step-by-step instructions on how to set up the Acumatica Payments Customer Portal.  Where do I find this Company Portal? 

3368
Dmitrii Naumov
Acumatica Moderator
sean21
Varsity II
sean21Varsity II
asked in Configuration and Installation
Certain fields changing language - not sure why

We have English and Chinese System Locales set up. Users are reporting randomly that the Sales Order Status is showing as Chinese characters while everything else is English. Is there any way to detect how or why this would happen? I’m wondering if this is user initiated somehow. Every time I investigate, the Sales Order Status is back to English...  

372
R
Pro III
T
Semi-Pro III
tahayabaliSemi-Pro III
asked in Configuration and Installation
Acumatica Upgrade to 2024 R2 Build 24.207.0011

Hi, All. I am trying to upgrade my 2022 R2 to 2024R2. I am aware that direct increment is not possible so I upgraded my instance to 2023R2 23.220.0007 but when i try from this to my 2024R2 it says Upgrade process has been interrupted. The database cannot be upgraded because your current build (23.220.0007) is incompatible with the build (24.207.0011) you want to install. Wait for the next update package that will be compatible with your current build. what should I do in this case? should i go with 2024 R1 first? DO i need to validate and publish customization packages before upgrading to 2024 R2?Thanks

4047
iqraharrison
Captain II
N
Varsity I
NovstatVarsity I
asked in Configuration and Installation
How to Change the Default Status of an AP Bill from Balanced to On Hold

Hi all.How do we change the default status of an AP Bill that was created from an Expense Claim? When we release an expense claim, the AP bill is automatically balanced. We want the AP Bill of an Expense Claim to be put on hold first for some reason. Thank you in advance.

2015
K
Acumatica Employee
A
Freshman I
anupusefulbiFreshman I
asked in Configuration and Installation
Local Acumatica not displaying correctly

I am running Acumatica Instance correctly, but CSS is not loading properly  

533
Manikanta Dhulipudi
Captain II
SergioSP
SergioSP
asked in Configuration and Installation
How to Remove "Agree to Proceed" Warning on Every Login

In our test environment, every time a user logs in, they are presented with an "Agree to proceed" warning that must be accepted before accessing the system. This is understandable for first-time logins, but it's becoming annoying for our team since it appears on every single login. Has anyone encountered this before, and is there a way to disable it?Thanks in advance!

341
M
Acumatica Employee
N
Freshman I
nathanoFreshman I
asked in Configuration and Installation
Is Chrome the preferred browser for Acumatica and why?

We have users that would like to use Edge browser vs Chrome.  Are there real reasons why Acumatica uses Chrome as the preferred browser?  

882
N
Freshman I
Michaelh
Semi-Pro III
MichaelhSemi-Pro III
asked in Configuration and Installation
DeviceHub Admin Rights

Is there way to get DeviceHub to run without running it as an administrator? Every install I do requires admin rights to run it after install and I don’t want all the users having admin rights. Any solid work-arounds here or am I missing something?This is regarding turning DeviceHub on in Administrator Mode / getting it to work without administrator mode. I know I need admin rights for the first install. Thanks!

22410
S
Semi-Pro III
ejmillar
Varsity II
ejmillarVarsity II
asked in Configuration and Installation
Sales Demo data for 24_114_0020

I’m looking for sales demo for a SAAS environment.I’ve looked at https://acumatica-builds.s3.amazonaws.com/index.html?prefix=builds/zip/salesdemo/2024R1/ but the sales demo isn’t available for the version which we currently have. Does anyone know where I can get it?

1393
ejmillar
Varsity II
S
Freshman I
s3raph777Freshman I
asked in Configuration and Installation
Error when uploading snapshot in the U100/SweetLife instance

Error: Could not find a part of the path 'c:\temp\2e5c91c0-0311-4eb7-ae46-ce1b0e79796c.zip'. | CommunityI have hyperlinked a similar issue from this community forum. I am having the same issue as the OP, but the solution provided in the replies is not working as a viable solution for me. Would anyone know if there is an alternate solution I have not been able to find in previous threads?

1135
S
Freshman I
zinginfo
Freshman I
zinginfoFreshman I
asked in Configuration and Installation
Automating Access Rights Update in Acumatica Using Import Scenario

 I am an Admin in Acumatica, and I need to update Access Rights by Screen frequently. Currently, I do this manually through the UI, but I want to automate this process.I attempted to use an Import Scenario, but I am facing difficulties mapping the tree structure of the Access Rights by Screen form. I couldn't find a way to properly set access levels for different roles using this approach.Has anyone successfully automated access rights updates in Acumatica?Is there an alternative method, such as using APIs or custom processing, to simplify this process?Any guidance or suggestions would be highly appreciated

1213
zinginfo
Freshman I
B
Freshman I
BDreithFreshman I
asked in Configuration and Installation
Activity Screen - Track Time & Billable check boxes

Is there a way to set the Activity screen to not have the "Track Time and Costs" and "Billable" check boxes marked when creating a new activity from a project?  We would like to have it that the user would have to check the boxes if they apply instead of them automatically being checked to start.

19710
dspennacchio74
Freshman II
B
Freshman I
boulton86Freshman I
asked in Configuration and Installation
New Acumatica Instance Error

Hello.I have an existing Acumatica Instance deployed on a AWS EC2 Windows Instance and I’m trying to move it to a new AWS instance. I installed the Acumatica Configuration Wizard (using the current version) on the new server and clicked on Deploy a new acumatica Instance. I then connected to my SQL server and chose  the existing database option and selected the database from the list of databases. However after clicking next - an error message appears saying: Database version cannot be empty, but the problem is I don’t see any field where to input the database version. (see attached screenshot).Any help would be greatly appreciated Thanks

524
B
Freshman I
M
Varsity I
matthewjames83Varsity I
asked in Configuration and Installation
Intercompany Drop Ship Order

We have a prospect that has two companies, one base in ROI and one based the UK. The 2nd ROI company does not hold any stock and all sales orders are supplied by the primary UK company. We’ve worked through using intercompany and believe it would work for them to a degree but ideally we would like the Intercompany Sales Order in the UK company to be dispatched to the customer address for the ROI company. If we select to raise the intercompany PO from the ROI company to the UK company as a drop ship PO, we cannot seem to generate the intercompany SO from the “Generate Intercompany Sales Orders” process within the UK company. This means the ROI company would have to theoretically “Receipt” the stock to their ROI warehouse to immediately despatch their customer sales order. This adds another level of admin the customer would like to avoid as they would like the paperwork from the UK company to have to delivery address of the ROI company customer. Any suggestions would be appreciated. 

2385
mharvey
Freshman I
rcreasy
Varsity I
rcreasyVarsity I
asked in Configuration and Installation
Access Rights to add vendor to Stock Item

I am struggling to find how to give a role access to add vendors to stock items, What node/nodes do I need to add insert rights to?  

577
rcreasy
Varsity I
rcreasy
Varsity I
rcreasyVarsity I
asked in Configuration and Installation
Rich Text Editor Menu Access Rights

Hello,Is there a way to manage rich text editor menu item access? e.g can I disallow a role adding a table?TIARoger

325
rcreasy
Varsity I
J
Varsity I
jsudakVarsity I
asked in Configuration and Installation
How do we set up a Restriction Group for Business Accounts?

How do we set up a Restriction Group for Business Accounts? It seems an Entity Type is required to set up a Restriction Group, but in Restriction Groups there is not an Entity Type for Business Accounts. We are trying to restrict view and access to the Business Accounts to only the Owner of the Business Account. Thank you. 

18618
bencrooks
Freshman I
Z
zerdevstack
asked in Configuration and Installation
Local Acumatica not displaying correctly

Hi, I just tried to install Acumatica to my local computer but whenever after I successfully installed and configure it, it does not display correctly. Has anyone experienced this? 

542
Chris Hackett
Community Manager
A
Freshman I
abhishekkcFreshman I
asked in Configuration and Installation
How to maintain privacy in MYOB Advanced?

We are struggling to maintain data privacy. A user can see other user’s data in one way or another in MYOB Advanced. We have collaborated with our solution provider to fix ‘Access Rights by Screen’, however, there is always a loophole where user can see the data. Latest Example:User is able to see other user’s data by searching through search bar and navigating to ‘Transaction and Profiles’ option. 

979
Chris Hackett
Community Manager
J
jdavisTraining
asked in Configuration and Installation
New Locations on Sales Orders don't use customer defaults but does on Customer Locations

Hi Team,I am experiencing a strange system process that I am trying to figure out if its intended or a customization somewhere.Essentially if you create a new record on Customer Locations screen the new location will auto pull in “Warehouse”, “Ship Via”, and “Shipping Terms”. Essentially the account defaults.Yet when you do the same action of creating a new location on the Sales Order these defaults don’t get pulled in. My gut is saying there is an issue here because if the account defaults aren’t being used for new locations what is the point of account defaults?-Jacob

120
J
C
Freshman I
ceannoglesbyFreshman I
asked in Configuration and Installation
Incoming documents units of measure

We are using incoming documents to process vendor invoices. Our vendors are billing us in a unit of measure that is different from the purchasing unit of measure on the purchase order.  The conversion exists on the items and what we are being invoiced is also the base unit of measure. It does not appear that the purchase order is fully reconciling against the invoice, the quantity is still showing unbilled but the amount is 0.00.  The purchase order remains in completed status and not closed.How does this functionally work and does the system run any nightly updates to correct this?

953
C
Freshman I
salmanrahman
Freshman II
salmanrahmanFreshman II
asked in Configuration and Installation
Multiple approvers

I was hoping someone could explain how to achieve this in leave approval scenario. Organisation has multiple teams. When an employee applies for leave, the notification should go to 2-3 senior members of the team although there will always a primary approver who is the manager/supervisor of the team. This is so that if tje manager is away someone else can be notified and action the leave approval/rejection. Subsequently when the approval/rejection is actioned all the people who were approvers would also get a notification verifying that it has been actioned. Is this configurable at all? 

694
mclarke88
Jr Varsity III
D
Pro I
DrewNisleyPro I
asked in Configuration and Installation
Shopify Import Filtering

Has anyone had any success with the Import Filtering on the customer entity of the Shopify connector? We want to set up where customers will import and update in Acumatica if they are newly created in Shopify, but after initial import, will not update in the future.No matter what field I attempt to filter by in the Import Filtering section of the Entities screen, it will always show up to process. I have even done some testing in which I typed the exact email into the value box to see if it will filter that out, but it still will show up to process. Is this just a broken process or am I doing something wrong?I know you can do this for sales orders at least to some extent as shown in the post below, but I can’t seem to do it with any fields on the customers entity. 

1192
D
Pro I
asommer
Varsity I
asommerVarsity I
asked in Configuration and Installation
Pacejet Workstation ID

We just upgraded to 2024 R1 from 2023 R1 and in our last version the Pacejet customization added a “Shipping Services” tab to the Shipments screen with a field named “Pacejet Workstation ID” which our deployment department used to send lables to different printers.  I can’t seem to find that in 2024 R1, can someone point me to where to find that or similar functionality?Thanks!

584
asommer
Varsity I

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