Configuration and Installation
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other Configuration Auestions
- 381 Topics
- 1,388 Replies
Is there an Acumatica method to merge two tenants into one which are currently in the same database?Client has multiple companies and multiple branches in two separate tenants, is it possible to merge the two tenants into one, if they share the same Chart of Accounts and same periods? If not, Is there a script that can be run to bring the master records together with just the settings without transactions?
We received an interesting Support case today from James Harris (LiveViewTech) where a large volume of emails processing was giving the following error message on every email after the first several dozen: “Too many login attempts, please try again later.” The failed emails when opened had the error: “Unable to write data to the transport connection: An established connection was aborted by the software in your host machine.” The system administrators tried everything that they could think of, including the suggestion from the Acumatica Support tech’s Chat to consider that GMail had locked the account. (It wasn’t locked, however. In fact, this actually was the first thing that they checked, even before it was recommended by the Support tech.) They tried restarting the server, using an SMTP relay, exploring several proposed online solutions for this error message, etc. But, nothing worked. Some additional background, before providing their solution: These emails with attached invo
Consolidated Customer statement defaults to branch sorting. Removing branch group breaks statement footer.
We opted to use branches because we are technically a two branch company internally, however, as far as our customers are concerned we are one company, one branch. Because we opted for branches, the default customer statement (consolidated included) form wants to group AR documents by branch but this confuses our customers who expect all their documents in order by document date. This in spite of the AR Preferences consolidation setting set as below: I attempted to remove the Branch group in the report designer, and while this fixed the sort order, the “...AgeBalance00-05” fields started calculating as though only for the first branch.Further testing suggests the report was using the groupOrganization footer which does use the OrganizationAgeBalance00-05 fields rather than the customer equivalents, but both customer and organization are higher level groups than branch, so I don’t know why they would be recalculating as though per branch. Does anyone know how to keep branch configurati
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”) ?
How can I determine why I get 'You have insufficient rights to access the object (Cst_CRTaskMaint)' when trying to create a new task on the tasks screen.
We are running into problems with creating a new task on the Tasks screen under Time & Expenses.From looking at the effective rights of the user in Access rights by user the user shows as having delete permission on the tasks screen. They can get to the screen and even click to add a task when an error message pops up saying ‘You have insufficient rights to access the object (Cst_CRTaskMaint).’How can I determine why this is failing? Does this depend on the user being granted access to another screen first? Has anyone else run into this issue?Thanks for any help,Phil
Hello Community,I set up 2 FACTOR authentication to an Acumatica instance. The goal is to have an access code delivered by email. I found two troubles in using this feature: Although my intention is to use on email , the instance always sends a two factor authentication message for using push request method and the user has to click on “Use another authentication method” link which leads to another prompt where the user can click on “Receive code by email”. This is confusing for the user and is an unnecessary extra step. Really annoying if you need to do multiple sign-ins along the day. Another issue is the fact that two email are sent: one has for a Device Code and the other is for a Sign in Code. I do not understand this logic. Has anyone faced this issue out there? is there a workaround to eliminate those prompts and have a message confirming that an email was sent with the Sign in code to <email address>? It would be so much simpler and logical, in my opinion.
In the pre-setup instructions (Installation Guide/Preparing for Installing Acumatica ERP), it says to enable these IIS features. It should clarify that only ASP.NET 4.7 (or appropriate ASP.NET version for the installation) needs to be included. Not ASP.NET 3.5, which is usually an option in IIS setup (see below).
I have taken a bunch of backups through the system over time for 2021R2. Now I want to upgrade to 2022 R1. My current version number of 2021 R2 is too high to be upgraded with 2022 R1. So I wanted to go back to a backup that was old enough to be supported by the 2022 R1 installer for upgrade.When I went to my list of backups, I noticed that almost all of them list the latest version of 2021 R2 as the version. However, that version didn’t come out until a few weeks ago, and most of the backups were from way before it came out.Can anyone explain (you will see there are a few backups in the list with a previous version….but not most of them)? How can backups taken before the latest version came out now have the latest version number?
Found in Sale Demo 2022R1:An Opportunity with an approved Sales Quote does not have the option to Create Service Order (or Sales Order) in More / Actions, but same Opportunity with same quote in draft status allows action to create Service OrderWhat am I missing ?
Hello,We are trying to customize our Acumatica login page. We would like to hide the native login box from the main login page, create a separate page for this and have it as NativeLogin.aspx, we were able to do this in our testing environment and a login box popped up and it was working. When we replicated this in our production environment it was not.We are using SSO with Azure AD, our tenant url is https://erp.sitelogiq.comAny help to get this resolved is greatly appreciated. Having the login page simplified will greatly improve user experience.
Hi Team, I have some query on how to set the base currency in a tenant.Case 1 - We have a company in the United states, India, Europe. All have their own company currency i.e., Base currency - USD,INR,EUR. If I set the Company Currency for United states, the base currency is taken as USD. If I tried to create another company for India the same USD base currency field was freezed and automatically taking USD. As per the Document, base currency once set in the system will be applicable for all the companies in a tenant. In order to have multi base currency, then we should able the multi base currency option from Enable/Disable features. When we trying to enable it, system ask us to disable some features like Contract management, Payroll, Time management etc. But we do have payroll and time management in our business.Case 2 - In the above three companies, how we can perform the consolidation. My reporting company is in US, we are in need to provide the consolidated report in USD quarterly
We are testing multi-factor authentication with the Acumatica mobile app. With Andriod, we receive the approval notice on the mobile device and can approve or deny access easily. With iPhones, the user must re-enter a code each time they attempt to log in. Have others found this difference between iPhone and Android? Are there any settings or updates needed on iPhones so a code isn’t required for each log in?
I have removed some snap shots from our production instance and ran the “Optimize Database” operation. However I am still seeing space being occupied by the snap shots. Has anyone else seen this? How can i keep up with the Whitespace usage and Acumatica.
I need to create a project approver role, which basically has view only rights to the whole of projects, except for the ability to approve project quotes.The problem is that I can’t find an element for approval (which other screens do have): How do I grant this permission?
Hi, We need to enter the tax rate in the system when creating the tax and show the tax rate on the documents but no need to create entries for the tax amount in the system. The tax rate needs to act as a showcase. Is there any possibility to cater to this requirement in the system?Your kind attention is highly appreciated. RegardsAmanda
These zones for grabbing and dragging column width:Seems to be locked to a single pixel, I’m not even old or unfamiliar with computers and still struggle to get my mouse in that perfect little zone to resize things.Every day I get complaints that this is too hard to work with, is there any way to make that zone larger like even 5 pixels would be a huge improvement?
Most Windows servers are 64-bit these days. 64-bit OS’s are able to utilize more memory and tend to be more stable than 32-bit. It seems that Acumatica only has a 32-bit version of DeviceHub, as far as I can tell. is this correct, and if so, are there any plans for a 64-bit version?
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