Configuration and Installation
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other Configuration Auestions
- 385 Topics
- 1,395 Replies
Hello everyone,I need to customise the login page for a client. The login logo was replaced but I found out that the logo has a link attached to it which is defined as follows:I was not able to find a way to replace that url with the customer’s web site url in a customisation project. Does anyone know a way to replace that URL , please? Many thanks...
All the addresses in Acumatica are 3 lines - Address line 1, address line 2 then city, state, postal code and finally country. Our international customers require at least one more line of address. As per example:In this example the Finance Department is an attention line and is not part of the address. I could squeeze the first 3 lines into 2 lines but it is just not correct and I would be certain it would slow down any package delivery.
Hi everyone,My name is Mike and located in Vancouver, BC, Canada. I recently decided to learn Acumatica but, as you can imagine, as a newcomer, I'm facing a 'few' challenges with downloading, installing and running sample demo of Acumatica on my computer, etc. I got access to all the installation guides available BUT I think it’s time that I speak with a live person who can help me remotely. Anyway, I finally got Acumatica 2022 R1 going but I cannot load the U100 Tenant (Error message: Package version ‘22.202.0040’ differs from application version 22.104.0012). I'd really like to speak with an Acumatica installer who can help me to upload the training tenant material and stuff. I appreciate any suggestions. Here's my contact info:email: Mike@MikeT.caCell: 604-817-1970Thank you and all the best.Mike
Hi All,I am just wondering if there is a resource/check-list out there for customers pre and post upgrade?For example, release all existing purchase returns, purchase receipts, related accounts payable bills and debit adjustments.I was unable to find something on the Acumatica forums regarding this, but we are trying to streamline our Client processes surrounding upgrades.Sincerely,Sid
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
Hello, we are having issue with getting Acumatica to print out the shipping label using Fedex integration. DeviceHub with printer and scale is connected to Acumatica, communicating, no issue there. everything is good until the end when we want to print the label(it is set to auto-print), it just gives us a downloadable version of label in .zplii format which we cant do anything with it. would be more convenient to have it print right away when shipment is confirmed.access rights, default printer, stock label and other settings are all good. using Zebra label printer.
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.
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.
In 2020 R2, I can't figure out how to allow users to able to see Update History (Tools...Audit History) without also being able to click on the Enable Field Level Audit button. I would like users to see update history and not be able to do any Enabling. The Field Level Audit role allows the Audit History item to show on the Tools menu but I can't see where I can control the Enable button.
We are in the process of implementing Acumatica.Our workflow requires us, in many cases, to do a site-check for measurements etc. before we can generate a quote.We would like to keep things simple for our field technicians so that all they need to deal with in the app is the appointments section.The problem is that when an appointment is created from an opportunity, a service order is created automatically, which basically shifts the processes a step forward before a quote was created. Once the quote is created in the opportunity level (post measurement appointment), the quote details will not copy to the service order (since it is already open).In our case, if we use opportunities then we’re required to go back and fourth between services orders and opportunities, coping and pasting information from quotes to create invoices, and extend all companies to customers (while they might not be in the end).How can Acumatica be used correctly in this scenario without creating any awkward work
Hello,Just a heads-up about a potential issue when using MS Active Directory in Acumatica 19.211.0011.The way the integration works can be summarised as follows: You map AD groups to Acumatica roles (in Acumatica); When a domain user connects to Acumatica for the first time , a new user is automatically added to Acumatica with the same name of the domain user; Acumatica then assigns roles to this new user according to the mapping.However, there is a bug in the API code and a user is created in Acumatica even though the domain user is not in any Active Directory group mapped to Acumatica roles. This new user profile is created automatically in Acumatica for this non-authorised domain user which gets permissions as guests. By default, Acumatica has a couple of screens opened to guests. The only thing we can do for the moment is to ensure that no screen is available for those authorised users (guests). Also, it drives us to another problem as client may have let’s say about 300 or 500 em
We install 2020 R1 and ran into a security issue with the release. Users did not have to enter passwords to enter the site, also they could enter anyone’s id in the user field and get in as that person.Acumatica has a suggestion about turning off the “Guest Account” in AD. They also have produced a Hot Fix for us that we are implementing 106.0010. Anyone using Windows AD in 2020 Rx, may want to check out if they have a similar issue. Then if so get together with your VAR to address it.
I installed Acumatica framework v: 20.2/20.210.0044, but there are not pages with project, payables, etcIs it possible to add these pages to the solution? If yes, can anybody help me - how I can do it? May be it is available for another version of framework..
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.
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.
I have enabled field level auditing.In the Audit screen, I selected the following:When I change the name of a vendor and save it (changed name to eQ Bank Test)then click Tools - Audit History, there are no changes shown:It looks like I’ve done everything correctly.I’ve tried this in multiple installations of Acumatica on different versions but no luck.~Joe
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
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?
Has anyone run into the following: We have configured MS Exchange with Modern Azure Authentication - that’s working fine except for emails that are triggered via a business event or an automation schedule. These are triggered using the admin user and without an Owner attached: This was fine when using Standard email accounts, but when we specify the account to send from on the Notification template, we get this warning - and true enough, the email generates but is never picked up in the Synching of Exchange and actually sent. It’s status stays as Pending Processing. I have tried using an assingment map to assign an owner, but the owner field is non-editable at the time the email is generated so it never updates. I have also tried Linking it to an employee/contact/Entity - but this doesn’t seem to work either? Any ideas?
Hello Team! Currently, we have a default email setup in the system.We are trying to see if it is possible to assign another system email for a specific transaction document type - while keeping the default email as is. For example, our default email is set to “firstname.lastname@example.org”, and we would like to keep it as the default while being able to send AR Invoice using “email@example.com” We would like to be able to use the “Email Activity” email functionality (See Diagram C ) to send the email, so we can review the email body and the documents being attached. When we were testing it, the Email Activity window still keeps on selecting the default email address.Is this possible to set up this way? Please see screenshots below of our current config On the “Mail & Printing” tab of the customer profile, we have set the “rma” email for “Invoice” So far no template set yetDiagram A On the “Mail & Printing” tab of the Customer Classes screen. We selected the class for that particular customer.
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