Configuration and Installation
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other onfiguration questions
- 438 Topics
- 1,626 Replies
Departing Users and Employees
What are the best practices for when Employees/Users leave your company?How long should you keep salespersons in the system as inactive and can you eventually delete them?Should you set a user to disabled rather than deleting them?If you delete either a salesperson or a user, does this cause issues in data they might be tied to?
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.
How to automate default email templates
Hello,We have below requirement to trigger an automated email to the customers.RequirementWe have created the new Notification Template in Acumatica. When we create a form in Magento, that activity will be created in Acumatica as Opportunity. - This part working fine. We have triggered an email with that Notification Template and observed everything workign fine. But we are pending with automation email part. As soon as opportunity is created in Acumatica, it should trigger an email to client. Could you please let know how to achevie this part. Best Regards,Naveen B
Using Scales with Devicehub without having Warehouse "Automated Warehouse Operations".
Is there a way to connect a single scale, maybe two or three in time, to Devicehub without having to purchase "Automated Warehouse Operations"? It seems kind of silly that we can’t even connect one.Will we ever purchase "Automated Warehouse Operations"? Likely in time but we have a long way to go before getting into the Manufacturing and Warehousing aspects of Acumatica and we’d like to be utilizing this in Shipping now.Is there a compromise or work around anyone’s thought of that works? Thanks ;-)
AcuWebSiteManager : a global cli tool to manage acumatica instance sites
Hi,In this topic, i want to talk about an open source tool that i have developed for my own use but it may be useful for acumatica community. The tool is named AcuWebSiteManager and it is just a wrapper over ac.exe acumatica command line with some custom enhancements.When i install and/or uninstall acumatica sites with the wizard provided by acumatica, i m doing some boring manual tasks :Put the same infos again and again in wizard when i install a site Delete files, database, app-pool, etc keeped when i uninstall a siteSo, i developped the tool that help me to avoid those repetitive tasks. The tool is developped as a global net tool and is published to nuget.org so you can install it by running this command in your terminal :dotnet tool install -g AcuWebSiteManager --ignore-failed-sourcesAfter installation, you can follow the instructions in installation guide in order to play with the tool :Create a site Delete a site List sites Export database to bacpac file Import database from bac
How to make a check box default to checked?
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?
How to Optimize Speed in Local Instance
Hello Acumatica Community, I just started training in Acumatica University. I am running a local instance of 2020 R2 with Microsoft SQL Server Express. Everything seems to be working fine, but speeds on the local host are very slow. I have a brand new machine (i7 cpu, 16gb ram, SSD), but loading forms is still very slow. I configured IIS with the default settings outlined in the installation guide. Does anyone have a recommended configuration to optimize speed on a local instance? I do not see any forum discussion related to this topic. Also, is standard SQL Server recommended over SQL Server Express? Thanks!Andrew
Do I have the option to turn on/turn off automation schedule history log?
Hello, For example, the system are having a scheduler “send all emails” at 2 minutes interval. Yes, the execution log is helpful for troubleshooting. However, it might also cause a lot of records that are not quite useful. Can I turn on/ turn off for each scheduler the log? Or can system automatically clean the historical log that are more than like 30 days ago?
Should I use a "Branch" or "Sub-accounts" for new Division?
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?
Microsoft Azure Single Sign-on help (SSO)
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
import snapshot into test environment
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?
Customer Portal - Customer Parent-Child relationship
Since currently it is only a relationship 1 to 1 when assigning a Contact to a Business Account, is there a way to allow a contact to have access to the parent and all children accounts' information from the portal?In other words. I have Parent Business Account ID (PBA) assigned to a Contact (C) and PBA has multiple children (MC) associated to it.Can then C, have access to PBA and all MC's information on the portal by Business Account? Thanks
How does Acumatica system send auto-reply email messages?
I saw from another community topic that Acumatica can automate sending a reply message to incoming emails...how is this done? Is it through Business Events or some other means? Here’s our scenario:We are using Cases to bring in all the service requests that we receive from a shared mailbox. These service request email notifications require that we “accept” the service call within x minutes. They also require that the “accept” be appended to the end of the existing subject line.Example of the original email subject: DISPATCHED: Work Task 22350022 Store 26094 Priority 2 - MediumExample of our accepted reply: RE: DISPATCHED: Work Task 22350022 Store 26094 Priority 2 - Medium accept Back to the original question… can this be done through Business Events or another means of automation that does not involve customize development?
Default Physical Inventory Reason Code always selected when Generating Physical Inventory
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”) ?
Upgrade server CPU, reinstall license
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?
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