Configuration and Installation

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

  • 319 Topics
  • 1,128 Replies

319 Topics

M
Jr Varsity III
MarciaWJr Varsity III
asked in Configuration and Installation

Access Rights for viewing help screen

I have granted access to all roles for the Help screen (under the “Hidden”) workspace: But my users can’t see the help file.  When they press on help, they get this: Followed by a blank screen: Where else can I set these permissions so that it will work?

8
M
Jr Varsity III
4 months ago
G
Freshman III
Gerhard van den HeeverFreshman III
asked in Configuration and Installation

Assignment map for employees/users on leave

Is there a way to set up ‘proxy’ management to allow rerouting of requests/assignments to an employee’s proxy where the current employee is on leave/not available

1
V
Acumatica Employee
9 months ago
L
Varsity III
ltussing03Varsity III
asked in Configuration and Installation

Session Timeout on cloud based deployment

How can we increase the time before a use time’s out in a cloud based deployment of Acumatica?We do not have direct access to the servers since it is a cloud deployment.

2
A
Varsity I
3 months ago
E
Varsity I
eudescoelho29Varsity I
asked in Configuration and Installation

Virtualization

Hi Everybody,I know Acumatica is designed for cloud environment which I assume it means it is built for virtual environments.  Now… I have customers running Acumatica on physical servers who want to virtualise their Acumatica environment.  I’ve never thought of the following question:Are there any drawbacks/limitations to doing this virtualisation, I mean moving Acumatica to virtual machines?Many thanks for your thoughts and recommendations.

3
N
Jr Varsity III
1 year ago
A
Freshman I
annie0308Freshman I
asked in Configuration and Installation

How to I get the trial version of the 2022 R1 of Acumatica?

 I want to try out the product. Kindly help. How to get the trial version of the 2022 R1 of Acumatica?

3
V
Acumatica Employee
5 months ago
D
Freshman II
damonb56Freshman II
asked in Configuration and Installation

Field Level Audit configuration

I’m looking for clarification on how to configure Field Level Auditing. How do you know which Tables and Fields to select on the Audit screen? Example:I wanted to audit changes to the SALESPERSONS tab of the Customers screen, which corresponds to the “CustSalesPeople” table. I tried to set up field level auditing by selecting the relevant Table and Fields on the Audit screen, as advised in the wiki. I only wanted to track changes to the Customer Salespersons table, so I only selected that Table. However, none of my changes were tracked with this config. Through some trial and error, I was able to get the audit working by also selecting the BACCOUNT and CUSTOMER tables.Can anyone explain why I needed to select these additional tables? Understanding this would make setting up auditing much simpler in the future. Thanks!

3
Naveen Boga
Captain II
8 months ago
brianmcmillin100
Freshman II
brianmcmillin100Freshman II
asked in Configuration and Installation

What happened to the Hidden Workspace?

We recently upgraded from 2019R2 to 2020R2.  We were utilizing the Hidden workspace a suggested the Technical Tuesday: Using Hidden Folders to Manage Access RightsFollowing the update, all Generic Inquiries that were in the Hidden Workspace show ffffffff-ffff-ffff-ffff-ffffffffffff as the workspace.Hidden is not and option in the Workspace lookup, and if manually entered saving fails with:  Error: 'Workspace' cannot be found in the system.However, in Access Rights by Screen, the Hidden Workspace and it’s many members are present. Also, the Site Map SM200520 show these with an empty Workspace and Hidden not selectable.Do I only need to create a new Hidden Workspace?  Doing so in our test bed did not hide items as before.

1
V
Acumatica Employee
1 year ago
xkylewrightx
Varsity I
xkylewrightxVarsity I
asked in Configuration and Installation

DeviceHub reaching API Login Limit

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!!  

7
Dmitrii Naumov
Acumatica Moderator
8 months ago
P
Varsity I
ppowellVarsity I
asked in Configuration and Installation

Is it possible to configure Acumatica to use the Fedex One rate service through the Easypost plugin?

We are using the Easypost plugin in Acumatica and would like to use the Fedex one rate service.  According to the easypost api documentation this is achieved by passing the predefined_package name through to easypost.  We have created a box in Acumatica which is set up to match the Fedex Large box dimensions and with the Easypost predefined_package name for it in the Carrier’s package field (FedExLargeBox). Does the Acumatica Easypost plugin support sending a predefined package name?  If so how do we go about configuring this?  Defining a box with name FEDEXLARGEBOX and the Carrier’s package field populated with FedExLargeBox doesn’t seem to work. We still get varying rates dependent on where an order is shipped.We are using FEDEX_2_DAY as the service method if that has any bearing on it. Thanks for any help, Phil

10
C
Jr Varsity II
1 month ago
S
Freshman II
saikiranb36Freshman II
asked in Configuration and Installation

Very frequent issue

Can someone help me out with is. How can we solve this.

1
Ali Jani
Community Manager
2 years ago
N
Jr Varsity III
npace29Jr Varsity III
asked in Configuration and Installation

'W(n)' in Acumatica URL not incrementing, causing widgets with shared filters to not load properly

Hi, I am having an issue with the ‘W(n)’ value in the URL generated by Acumatica.For reference, this is a sample URL https://domain/AcumaticaInstanceName/(W(n))/Main?ScreenId= AR3010PL Basically, when clicking a shared filter KPI widget on a Dashboard, the system opens the Generic Inquiry in a new tab, however the W(n) value is always the same and the shared filter that is opened is the same as when the user clicks the first filter. I am aware that this value is used for caching purposes, however I cant understand why its not incrementing such that the correct shared filter is opened. Has anyone had experience with such issues please? If so, can you please advise what can be done to sort such issues? Thanks,Nigel Pace

2
N
Jr Varsity III
1 year ago
N
Freshman II
nadiyahnatyuk58Freshman II
asked in Configuration and Installation

Acumatica database - SQL Server Upgrade from 2012 to 2019

We run Acumatica 2020R2 and currently working on SQL Servers upgrade from 2012 to 2019. We have created new SQL Server 2019 and need to switch Acumatica production to it.I have successfully connected to new SQL Server (SQL2) from my local instance, now test it on DEV. Acumatica Configuration Manager have successfully updated database, but when trying to open website I receive error:Configuration ErrorDescription: An error occurred during the processing of a configuration file required to service this request. Please review the specific error details below and modify your configuration file appropriately.Parser Error Message: Login failed for user 'XXXXX\FEDXXX-DEV$'. User 'XXXXX\FEDXXX-SQL$' is <Domain>\<DEV Server name>$ This user was NOT created on SQL2 server during switch. Both DEV and SQL2 servers are internal and don’t have any restrictions.

3
C
Varsity I
11 months ago
mpeck12
Freshman II
mpeck12Freshman II
asked in Configuration and Installation

U100 Snapshot for Update 6 Build 21.106.0024

I am trying to find U100 Snapshot for  Update 6 Build 21.106.0024. Any idea where it has been hidden?

1
TimRodman
Semi-Pro III
1 year 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 II
1 month ago
A
Freshman I
awhitepwFreshman I
asked in Configuration and Installation

Bulk update sales orders

I am doing a GI through an API to pull in all Sales Orders. How do I write back via API to all the sales orders?

2
A
Freshman I
1 year ago
B
Freshman I
bhylandFreshman I
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
Freshman I
5 months ago
A
Freshman I
albalmaFreshman I
asked in Configuration and Installation

Assignment Maps Conditions How To?

I have to create an approval map where one of our salespeople is in charge of the East United States and the other is in charge of the other half.  I’m opening with the first condition being the lead class starting with DC (one of our brands) and then the states in parenthesis with all OR conditions:Any help making this work would be appreciated, I’m probably having an OR too many or too few, maybe not enough parenthesis?Thank you!

2
A
Freshman I
6 months ago
R
Varsity I
rodrigocid34Varsity I
asked in Configuration and Installation

Approval map for SO with Credit hold status

hi!Does anybody has the same issue in SO where the approval map for a status Credit hold is not applying correctly?In the next screen, I’m using the status field validating the value “Credit Hold” but it doesn’t work: And in the next screen, I’m using the Credit Hold Field to validate the approval but it doesn’t work neither: Any thoughts?? Are someone having the same issue? Thanks!

3
Doug Johnson
Community Manager
5 months ago
D
Freshman I
dougmcbride79Freshman I
asked in Configuration and Installation

How to set up free shipping with minimum order amount on select Item Classes

Can anyone offer instructions on how to configure Acumatica (2020 R1) to give free shipping on orders over $500 on select Item Classes?  

2
D
Freshman I
1 year ago
M
Freshman I
mcullen55Freshman I
asked in Configuration and Installation

Tracking and Managing Revisions in Acumatica and QMS

We would like to know how you addressed Revision control for Inventory and Manufacturing within Acumatica.  We are in the Life Science industry and we have regulatory requirements around Revision control at the item level.  We are considering native Acumatica and QMS for Acumatica but neither seems to address this.  If you have experience with this matter within Acumatica, please share.

3
jeremyd45
Semi-Pro II
8 months ago
P
Freshman I
psletuana1Freshman I
asked in Configuration and Installation

NoteID Datatype Acumatica 2020 R1

Is it safe to Drop table or Change data type of some column in Tables Starting ‘AM’? because I notice some of NoteID Column has Int data type. it is supposed to be Uniqueidentifier. it causes error on my upgrade from Acumatica 2020 R1 to Acumatica 2021 R1 

3
mvolshteyn
Acumatica Employee
11 months ago
V
Freshman II
victoravila63Freshman II
asked in Configuration and Installation

Increase the size of folders in the lines detail of opportunity screen

 Hello:In many screens we can upload files but the size is 1 GB and now I know for Acumatica that can be increased to 2 GB, with this articule:Next But we need in the screen of opportunities for line upload 2 GB, ¿is it possible with the articule top?Thank you     

15
V
Freshman II
1 month ago
rlugar39
Freshman I
rlugar39Freshman I
asked in Configuration and Installation

Does Acumatica provide a SAAS that can be installed on AWS Government or Azure Government?

Acumatica has a SaaS option that is hosted with either the AWS Government cloud or Azure Government cloud?

3
Aliya
Community Manager
1 year 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
1 month ago
M
Freshman II
martyjensen61Freshman II
asked in Configuration and Installation

Unable to open Project Quote listing after upgrading to 2020R2

We upgraded to version 20.207.0012.  The upgrade path was:from 19.205.0023 to 19.206.0036then to 20.201.0051then to 20.202.0043finally to 20.207.0012We did all of these update is one night and did not test inbetween updates.Testing seems to show most things are fine, however we now cannot open the Project Quotes listing page.  We are able to open the Project Quotes form (PM304500) and we can open existing quotes using that form, but any attempt to visit the Project Quotes listing (PM3045PL) results in this error:A table with the alias Owner cannot be found. We have in the past applied a customization project pertaining to quotes, but we unpublished before the upgrade and have not yet republished.  Those customization projects did not affect PM3045PL, but they did make changes to PM304500 and they did add a couple of columns to the CROpportunitiesProducts database table.  Of course, those columns are still in the database.Any help sorting this out would be much appreciated.

1
M
Freshman II
1 year ago

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