Configuration and Installation

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

  • 639 Topics
  • 2,326 Replies

639 Topics

J
Freshman II
jfarrellFreshman II
asked in Configuration and Installation

ERP Transaction Limit - What happens if you go over?

Good morning Acumatica community! We are a very small business on the Acumatica scale so have to weigh cost at a premium. Our business has a large number of stock items that we work with (approximately 7k). While making adjustments to initial configurations, we are burning through a significant portion of our allocated ERP transactions each month and are currently at 90% for October.If we don’t upgrade to a higher tier but use more ERP transactions than our license covers, will we be charged after the fact? And if so, would it be cheaper for us to upgrade ahead of time knowing we will need the increase for two months only? Thank you,Julia

6
manikantad18
Pro II
1 month ago
T
Varsity I
TharidhiPVarsity I
asked in Configuration and Installation

Multiple Tenants having Separate Databases

Is there any possibility to have one instance (one URL) that has two different tenants which have separate databases.Requirements include,1) Ability of having different databases for different tenants2) We have created one sandbox with two tenants. In this license we can have 100 concurrent users. We need to create an additional instance in this same sandbox environment for development work.Attached below is the structure of the configured sandbox,  If there are any workarounds to this issue, or if you could give an explanation on how data is kept separate and identified in two different tenants that would be greatly appreciated.

5
Brian Stevens
Pro III
2 years ago
S
Freshman I
shores6Freshman I
asked in Configuration and Installation

View Only Access to Entire Site

Does anyone have an efficient way to grant a user view only access to the entire database?Thinking of an external auditor or a C-Level client, who wants to be able to poke around, but should not be able to create/modify/delete anything.Outside of creating a role and then clicking on every single form and saying view only.Hoping someone has come up with something more efficient!Thank you!

5
C
Semi-Pro I
2 years ago
M
MFerat91
asked in Configuration and Installation

Screens did not load in Google Chrome, Version 91

After login, the user only gets a spinning wheel and cannot access any screens to use the system.This issue was reported also for Google Chrome, version 76/77, and to proceed to work I had to set Disabled on Enable lazy frame loading (chrome://flags/). But this flag does not exist on the new version of Google Chrome.I mention that this issue I found on the Acumatica version 17.212.0020.  

5
Irina
Community Manager
1 year ago
L
Jr Varsity III
ldanczigerJr Varsity III
asked in Configuration and Installation

Login to Acumatica API through SSO

Does anyone know if its possible to login to Acumatica API using SSO/Active directory login?Per my research it doesn't look like its possible, only though user name and passwords logins. 

5
srogovtsev
Acumatica Employee
10 months ago
vpanchenko
Acumatica Moderator
vpanchenkoTeam Lead, Reporting&Core
posted in Configuration and Installation

Deprecate Wiki Access Rights to simplify things

Dear partners and customers,We need your feedback on whether this suggestion makes sense to you. Currently, we have very flexible management of access rights for Wiki pages: We have an assumption that there is no real need to configure access to Wiki pages with this level of granularity. We observed a number of support cases where a Wiki page was not accessible to some users/roles due to misconfiguration. Typically, Wiki pages don’t contain any sensitive information that should be hidden from somebody in the system.​So, we’d like to consider deprecating access rights management for Wiki pages, thus making them available to all users in the system by default.I’ve also created an Idea to vote for but decided to discuss it here as well to get your opinions faster. Any feedback would be much appreciated.

5
D
Jr Varsity III
1 year ago
S
Freshman I
sarahFreshman I
asked in Configuration and Installation

Access Rights to Delete File Attachments

I need to know how to give someone rights/access to delete uploaded files.For example, we upload item drawings to the item’s BOM and when we have a new/revised drawing, we want to delete the old drawing and upload the new drawing.Where do I go to give someone permission to delete the file attachment???

5
L
Freshman I
2 years ago
jmckinnon
Freshman II
jmckinnonFreshman II
asked in Configuration and Installation

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 ;-)

5
F
Freshman I
3 months ago
K
Freshman II
KellyMarchewaFreshman II
asked in Configuration and Installation

Automation Schedule for Email - Not Firing

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

5
I
Freshman I
11 months ago
C
Freshman I
CAllaireFreshman I
asked in Configuration and Installation

Absolute Path problem when launching Database for training servers

Absolute Path problem when launching Database for training servers.I cannot get my database to launch to run Accumatica. I have all IIS settings correct. I think it is a Microsoft SQL express or Windows admin permission issue  

5
C
Freshman I
1 year ago
JKurtz29
Jr Varsity III
JKurtz29Jr Varsity III
asked in Configuration and Installation

New 21R2 Instance, "An item with the same key has already been added."

I am trying to install a new instance on my local machine of 21R2 and when trying to access the instance immediately after install, I get an “An item with the same key has already been added.” error message.I’ve tried two separate builds (first and latest) and get the same.  Some of our other team members are using 21R2, but they all updated from 21R1 to get there.  I guess I can go that route if needed, but I would prefer to get a new instance of 21R2.   The stack trace follows below.   Any insight would be greatly appreciated.Stack Trace:  [ArgumentException: An item with the same key has already been added.] System.ThrowHelper.ThrowArgumentException(ExceptionResource resource) +60 System.Collections.Generic.Dictionary`2.Insert(TKey key, TValue value, Boolean add) +14338200 System.Linq.Enumerable.ToDictionary(IEnumerable`1 source, Func`2 keySelector, Func`2 elementSelector, IEqualityComparer`1 comparer) +302 Microsoft.Extensions.DependencyInjection.AspNetCoreServiceCollecti

5
JKurtz29
Jr Varsity III
1 year ago
E
Varsity I
EvanGVarsity I
asked in Configuration and Installation

Mobile APP - User can't login but can login to website

Good day,One user has contact me that he can log on to the website but not on the mobile app.  I changed the password but he still getting the “server unavailable”  Is this a security issue?  He has been able to login the past.  I am able to login to the APP. Any ideas on how to fix the issue.Thank you. 

5
S
Varsity I
9 months ago
L
Varsity I
lauracastagnaVarsity I
asked in Configuration and Installation

Multistage PO Approvals

Hi All, @Tim Rodman , I have setup a Multistep PO Approval where I cant get the second step to work. The first step is for two users to approve where I have used the “Collect All Approvals….” (Rule Actions\On Approval which works fine).  If the PO is < $15,000 then it need not go further and can be approved.The second Step is where I am having the issue.  I have read the documentation and applied the rules but am still having issues. Please see attached for setup.Any help appreciated.Cheers,Laura

5
DavidEichner
Pro III
1 year ago
K
Freshman I
klugo36Freshman I
asked in Configuration and Installation

Inventory ID Doubling Up when Confirming Order

Can someone help to solve this problem? each item shows double on the order confirmation, see attachment.   

5
K
Freshman I
1 year ago
M
Freshman I
mikeslabdpFreshman I
asked in Configuration and Installation

Duplicate User for Acumatica Portal - Same email address

To whom it may concern, I received an email saying "Welcome to Acumatica Community"With Username: michaels@digitalplanet When I recover password I receive the following message, " Sorry, that email address is already used! " It could only be this email address that you are receiving this email from.michaels@digitalplanet.co.za The users that have the duplicate Emails are as follows, michaels@digitalplanetmikeslabdp or mikeslab Please remove user mikeslabdp as it is the duplicate.

5
M
Freshman I
2 years ago
G
Jr Varsity II
gbrazelton14Jr Varsity II
asked in Configuration and Installation

DeviceHub - complete instructions for install and configuration, and using DeviceHub for FedEx labels

I am trying to help a customer with trying to get DeviceHub setup and eventually to get FedEx labels to print via DeviceHub.There are bits of information scattered in the community and on other Acumatica focused sites on the web. Acumatica help documentation also is difficult to find instructions for DeviceHub installation and configuration.Does anyone have a top-to-bottom documentation on at least the DeviceHub setup and usage? Thank you,Greg

5
A
Jr Varsity II
1 year ago
R
Jr Varsity II
rdennisj57Jr Varsity II
asked in Configuration and Installation

T190 Course - Cannot Deploy Acumatica Framework Tools

I followed instructions for: initial Configuration/Step 1: Preparing the EnvironmentSuccessfully installed AcumaticaERP, with Debugger Tools (NOTE; I did NOT install Acumatica Framework) Acumatica was installed on my PC at C:\Program Files\Acumatica ERP\AcumaticaERPI followed the instructions for: Step 2: Deploying the Needed Acumatica EPR Instance for the Training CourseThe PhoneRepairShop instance was installed on my I PC at: C:\Program Files\Acumatica ERP\PhoneRepairShopI followed the instructions for Lesson 1: Creating a Customization ProjectI set up the downloaded Acumatica code from Github, at: C:\Acumatica\Help-and-Training-Examples-202R2 I successfully completed the step: Loading the Items to the PhoneRepairShop Customization ProjectI followed the instructions for: Step 3: Binding the Extension LIbraryI copied the PhoneRepairShip_Code folder to C:\Acumatica\PhoneRepairShop\Projects I then Opened Visual Studio (2019 Community Edition) to build the project The build failed with o

5
Chris Hackett
Community Manager
7 months ago
E
Freshman I
erics49Freshman I
asked in Configuration and Installation

Recommended IIS settings for optimizing speed

Can anyone provide a “best practices” for optimizing IIS in production? We’ve experienced the following:IIS seems to need to “cold start” periodically. Takes about 30 seconds.Occasionally, during the day, while working with the system, it will “pause” for 20-30 seconds.The server CPU and memory are at less than 20% usage, as is the DB, so we have lots of horsepower.The server has a 10GB internet connection, and the client is on a 1 GB fibre.My thought is that this is an IIS configuration issue.

5
willie98
Jr Varsity II
1 year ago
G
Jr Varsity II
gbrazelton14Jr Varsity II
asked in Configuration and Installation

User's Home Page ( a specific dashboard) not being used.

A specific user has full rights to go to a specific dashboard without issue, but when setting the dashboard (or a different dashboard) as user Home Page, upon login it just goes to generic Welcome to Acumatica page. The user has full Granted rights to these dashboards and can see the dashboards just fine when choosing them from the menus.

5
G
Jr Varsity II
2 years ago
N
Semi-Pro I
NoahSemi-Pro I
posted in Configuration and Installation

How to set the default 'Ship Via' carrier on Sales Order and Shipments?

I cannot find anywhere how to set the default shipping carrier that is chosen on the Sales Order screen under the Shipping Settings tab under ‘Ship Via’ and also on the Shipment screen at the same place.We have implemented the FedEx carrier plugin, but not the UPS one.  UPS Ground is on the Ship Via Codes, but there is no place to select the default.  We have 6 FedEx Ship via Codes, from the plugin, and one UPS and UPS is defaulting on every document. Thanks, and this would be a good thing to include in the documentation on setting up carriers.

5
N
Semi-Pro I
2 years ago
Freeman Helmuth
Varsity I
Freeman HelmuthVarsity I
asked in Configuration and Installation

List of Special Roles in User Security

Is there anywhere in the Help file or otherwise that provides a list of all the special roles in Acumatica? We’ve run across this issue when we create a new role for a specific job. We assign the user the correct access rights for the screen but some UI elements are tied to a special role so they still don’t show.In our case it was being able to open / close Financial Periods-that function is tied to the Financial Supervisor roleHere is a list of special roles that I’ve come up with so far. I would love to have a complete list with explanations. I’m not sure on the ones with a question mark. The following roles in Acumatica are special roles that are tied to specific functionality AcumaticaSupport: Role for Acumatica Support. Access similar to Administrator except for User Management, Security Settings and Access Management. Administrator: System Administrator. Gives access to every area of Acumatica Anonymous: No access- think this may be used in API calls for the initial con

5
C
Freshman I
1 year ago
pandachan48
Jr Varsity II
pandachan48Jr Varsity II
asked in Configuration and Installation

Attributes for Employees

could someone show me how to add attribute in Employees?  

5
M
Freshman II
2 years ago
B
Freshman I
bradyr82Freshman I
asked in Configuration and Installation

Changing companies no Branches to companies with Branches no balancing

I have a customer who pulled a 180 on us and now wants to use Companies with Branches no balancing.  When i go to companies and change it i get the following error.Error: An error occurred during processing of the field Sales Sub. value 4 Error: 'Department' of 'Sales Sub.' does not exist in the system. Also when i go to change one from companies with branches back i getSequence contains no elements Any help would be great.

5
Kulvir Kaila
Jr Varsity I
1 year ago
M
Freshman I
mc37Freshman I
asked in Configuration and Installation

Adding a Button

Hello team,I am new to the software. I busy building my own screen.I have added a button on my screen, and the action i want it to perform is to clear all my textbox. Where or how do i perform the action for this.   Please i am struggling a lot.Regards M.C. 

5
J
Semi-Pro III
1 year ago
J
Jr Varsity II
jeremy4Jr Varsity II
asked in Configuration and Installation

Symbols for email

By default Acumatica displays sent email as an envelope and received email as a paper airplane. Am I missing something or isn’t this the opposite of what one might expect? Or is there a way to change it? 

5
G
Freshman I
2 years ago

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