Configuration and Installation

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

  • 381 Topics
  • 1,388 Replies

381 Topics

C
Freshman II
chenwmFreshman II
asked in Configuration and Installation

How do we backup Web Service Endpoints in Acumatica 2021 R2 Build 21.204.0055?

How do we backup Web Service Endpoints in Acumatica 2021 R2 Build 21.204.0055 to an XML file? Is it possible to do so? 

1
J
Semi-Pro III
5 months ago
C
Freshman II
chenwmFreshman II
asked in Configuration and Installation

Vendor - Primary Contact - Email system field

I would like to have Vendor - Primary Contact - Email in the Notification Template. May I know what the actual name of this field is?  

4
C
Freshman II
5 months ago
mpeck12
Freshman II
mpeck12Freshman II
asked in Configuration and Installation

Assign different Screen Colors for each Tenant

Platform - How How to Change Screen Color by TenantI see that this was a suggestion, and it is flagged as shipped. So far, I cannot find any instructions to make these changes. Probably, I am not using the correct terminology. If I can find out what the correct search term is, I can probably find the instructions.Please pass along any useful information you may be able to provide. 

12
N
Freshman I
5 months ago
J
Freshman I
jsung83Freshman I
asked in Configuration and Installation

Reset Admin password

What is the best way to reset admin’s password?  I cannot access one of our tenant for whatever the reason with admin log in. 

4
A
Jr Varsity II
5 months ago
F
Freshman I
freiter85Freshman I
asked in Configuration and Installation

How can I get a User/Role report including Active Directory Users Roles

How can I modify the User Report or Create a GI to include Active Directory Roles by User? Currently only Roles for Native Users show up or Overridden Roles for Active Directory Users.

2
B
Freshman III
5 months ago
jyounes
Freshman I
jyounesFreshman I
asked in Configuration and Installation

Assignment and Approval Maps - Setup

I’m trying to set up a one step reviewer.  A/P Clerk creates the bill and I approve it.  But they are still able to release the Bills on their own and I don’t know what I'm missing.    

3
jyounes
Freshman I
5 months ago
Ghazalshokrollahi
Freshman II
GhazalshokrollahiFreshman II
asked in Configuration and Installation

Hiding the option from drop down Bill type

Hi All, I have 2 questions:1:what is the best way to hide an option in a Bill type? removing a debit adj  2: What is the best way to hide a tab from a screen/ Form

3
Ghazalshokrollahi
Freshman II
5 months ago
P
Freshman I
PeteFraserFreshman I
asked in Configuration and Installation

I need help getting started with Acumatica configuration

I have been roped in to helping configure a current cloud install of Acumatica, and frankly, I’m out of my depth. I have a technical background, but have not used or configured any similar software.I thought that a good approach would be to start with a local installation on my Windows 10 Machine. I use it for video editing, so it’s quite well equipped. That would allow me to play with the company's data set safely in a sandbox. It would also allow me to work my way through Acumatica training guides (A150 looks like a good one to start with).My first question concerns which version of Acumatica to install. The company is using 2021 R2 (Build 21.210.0030), and the A150 lesson seems to need 2022 R1. Do I need to install both versions (one to run A150 lessons, and one to play with the company’s data set)?I decided to start with the download of ERP 2021 R2 Update 4 from the Acumatica site, but it seems to be an earlier version (21.204.0055) than the one we’re running in the cloud. I tried

6
P
Freshman I
5 months ago
V
Acumatica Employee
vkumarAcumatica Support Team
posted in Configuration and Installation

Steps to find list of Entity class, Entity profiles linked to an AttributeID (Attribute )

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

1
M
Jr Varsity III
5 months ago
clarkmcc
Freshman I
clarkmccFreshman I
asked in Configuration and Installation

Custom currency field error: the number does not fit the SQL decimal data type

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.

7
Dioris Aguilar
Jr Varsity I
5 months ago
K
Freshman I
KrujFreshman I
asked in Configuration and Installation

How to enable Reminder on Tasks (SaaS, not local-hosted)?

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?

1
hkabiri
Acumatica Moderator
5 months ago
A
Freshman II
aoberlander58Freshman II
asked in Configuration and Installation

MFA Authentication - Unknown Devices Only

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.

1
E
Varsity II
5 months ago
E
Jr Varsity II
edsonvelez64Jr Varsity II
asked in Configuration and Installation

Method not found: 'System.Collections.Generic.IReadOnlyDictionary

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

3
E
Jr Varsity II
6 months ago
D
Freshman II
dsenevirathne54Freshman II
asked in Configuration and Installation

How to Reset All passwords

Hi ,How can we reset all passwords at once.  Is it possible to reset all user passwords to a one passwords  at once? Thank you,Dulanjana

8
D
Freshman II
6 months ago
emelda71
Freshman II
emelda71Freshman II
asked in Configuration and Installation

Acumatica and MySQL - Illegal Mix of Collation Error On Instance Creation

I am getting this error when creating a new instance, any idea how to resolve it is much appreciated.  

4
emelda71
Freshman II
6 months ago
C
Jr Varsity II
ckwiat46Jr Varsity II
asked in Configuration and Installation

Automation Schedule scenario has not been performed due to the database lockout

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

5
C
Jr Varsity II
6 months ago
coleenmcnally22
Freshman I
coleenmcnally22Freshman I
asked in Configuration and Installation

Field level auditing on the Access Rights by Role form (SM201025)

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

4
Chris Hackett
Community Manager
6 months ago
C
Jr Varsity III
charithalakshan49Jr Varsity III
asked in Configuration and Installation

How Can we Identify a Purchase Order is linked via Mark for PO to a Sales Order?

How Can we Identify a Purchase Order is linked via Mark for PO to a Sales Order? Is there any field or grid column indicating that relationship?

3
C
Jr Varsity III
6 months ago
dales50
Semi-Pro III
dales50
asked in Configuration and Installation

PO approvals with multiple currency PO's

Has anyone found a way to set up a PO approval based on USD when the the PO’s can be in multiple currencies.  That is we need to have approval on PO over $20,000 USD regardless of the PO currency

3
M
Varsity I
6 months ago
xkylewrightx
Varsity I
xkylewrightxVarsity I
asked in Configuration and Installation

DeviceHub API Limit Exceeded

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!! 

2
purwandaruw47
Freshman II
6 months ago
S
Freshman II
Sai ChettiarFreshman II
asked in Configuration and Installation

Issue faced after upgrade

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=1.0.0.0, 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 

11
martinxfe
Freshman I
6 months ago
F
Freshman I
FoujanFreshman I
asked in Configuration and Installation

How to add cumulative Ex Cost total in approval maps for purchase order lines?

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.  

1
laurabarber08
Pro III
6 months ago
M
Freshman I
mna10Freshman I
asked in Configuration and Installation

access rights to add/edit vendor item ID

Hi, Is there a way to give rights to a user to just add/edit vendor item ID in the Stock items screen and save but not allow them to add/edit anything else on the stock items screen? 

6
laurabarber08
Pro III
6 months ago
A
Freshman I
atuljainajmFreshman I
asked in Configuration and Installation

Inventory based on Company

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.

1
kandybeatty49
Pro II
6 months ago
M
Freshman I
MasterLukeFreshman I
asked in Configuration and Installation

email sender notification template is ignored

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

4
M
Freshman I
6 months ago

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