Configuration and Installation

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

  • 438 Topics
  • 1,626 Replies

438 Topics

B
Freshman I
bimckenzieFreshman I
asked in Configuration and Installation

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?

4
purwandaruw47
Freshman II
1 year ago
B
Jr Varsity II
bhylandJr Varsity II
asked in Configuration and Installation

Attribute issue

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. 

4
B
Jr Varsity II
11 months ago
C
Freshman I
cbuiss53Freshman I
asked in Configuration and Installation

DeviceHub password : loud and clear

HiI have installed the DH on my computer and the pw is clearly displayed.I have NOT installed any other acumatica app except for the DH.Did I miss anything? Thanks for your help  

4
C
Freshman I
1 year ago
Naveen Boga
Captain II
Naveen BogaCaptain II
asked in Configuration and Installation

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

4
Irina
Community Manager
2 years 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
8 months 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 ;-)

4
Dana Moffat
Acumatica Moderator
6 months ago
A
Jr Varsity III
abdiJr Varsity III
asked in Configuration and Installation

change images login in acumatica saas

How to change images login in acumatica saas? or how to access xml login pages in acumatica saas?

4
Naveen Boga
Captain II
1 year ago
A
Freshman I
AcuDevFreshman I
posted in Configuration and Installation

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

4
A
Freshman I
2 years ago
M
Freshman I
mylescarroll22Freshman I
asked in Configuration and Installation

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?

4
M
Freshman I
1 year ago
abarney7288
Freshman I
abarney7288Freshman I
posted in Configuration and Installation

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

4
dang.huynh
Jr Varsity III
2 years ago
R
Captain II
ray20Captain II
asked in Configuration and Installation

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?

4
Naveen Boga
Captain II
2 years ago
L
Freshman II
lcombrinck55Freshman II
asked in Configuration and Installation

Purchase Order Approval Mapping

When I create a Approval Map for Purchase Orders, click on ADD STEP, the Reason Settings disappear from the Rule Action Tab. How can I have a Reason for Approval & Reason for Rejection on the Purchase Approval Map?

4
C
Jr Varsity I
1 year ago
ashtonwilliams96
Freshman II
ashtonwilliams96Freshman II
asked in Configuration and Installation

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? 

4
ashtonwilliams96
Freshman II
1 year ago
andythomas65
Freshman II
andythomas65Freshman II
asked in Configuration and Installation

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

4
hkabiri
Acumatica Moderator
11 months ago
P
Freshman I
pmarotta50Freshman I
asked in Configuration and Installation

Workflow Training

Looking for a training guide or course for the new feature of WorkFlow.  Need to start at basic training.  Partner university does not have any courses on this.  I started to see that you need to removed all automation steps on a screen.  This seems scary. Any ideas.

4
Doug Johnson
Community Manager
1 year ago
L
Freshman I
lori00Freshman I
asked in Configuration and Installation

Opt out of ellipsis navigation

Is there a way to opt out of using the ellipsis button during navigation?  The action tab was replaced during upgrade which is confusing.

4
Naveen Boga
Captain II
1 year ago
A
Jr Varsity III
andrew15Jr Varsity III
asked in Configuration and Installation

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?

4
E
Varsity II
1 year ago
N
Freshman I
nperez94Freshman I
asked in Configuration and Installation

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

4
V
Acumatica Employee
1 year ago
sean21
Jr Varsity III
sean21Jr Varsity III
asked in Configuration and Installation

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?

4
C
Varsity II
1 year ago
Michael Hansen
Varsity I
Michael HansenVarsity I
asked in Configuration and Installation

Disable RELEASE per user

Is there an easy way to disable the RELEASE button in Inventory Adjustments for a specific user? If not, how do you set a role for this? I have this role shared with many users, so I’m hoping not to make a duplicate role with this single field disabled in it if possible.

4
Naveen Boga
Captain II
2 years 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
7 months ago
D
Freshman I
DarnallFreshman I
asked in Configuration and Installation

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”) ?

4
D
Freshman I
8 months ago
R
Captain II
ray20Captain II
asked in Configuration and Installation

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? 

4
R
Captain II
1 year ago
M
Freshman I
mlish50Freshman I
asked in Configuration and Installation

Adding Attributes to Location files?

I would like to add some attributes to the Customer Location files…  Can it be done?

4
M
Freshman I
1 year ago
D
Varsity I
dougmcbride79Varsity I
asked in Configuration and Installation

Help Setting up SMS / Mobile Notifications

How do you set up SMS / Mobile Notifications?  Is there a document that shows us the steps?  

4
V
Freshman I
1 year ago

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