Configuration and Installation

We have items we stock and count in whole eaches. We buy those items in pounds. Pounds can be a smaller unit than eaches, but we don’t want partial eaches in stock. We had our Company’s Quantity Decimal Places set to 0 and this worked fine. We assumed the risk of minor rounding errors during receipt, they never caused a problem.Recently we increased our Company’s Quantity Decimal Places to 2 to support other items. Now we cannot receive parts in pounds unless we uncheck the Divisible Base Unit box, but we don’t want partial eaches in stock. How can we get the system to round like it did when we had Quantity Precision at 0? 

Hello, with Entra ID SSO, if a user attempts to log into a tenant they don't have access to, Acumatica will create a record in the Users table for that user with no roles assigned.  They will receive an error and are unable to log in, but the user creation is a compliance issue for some clients.  Is there a way to prevent this from happening?For clients with SOC 2 Type 2 and other security certifications, how are you managing this?Thank you,

We have a need to completely isolate data between tenants into separate MS-SQL databases. As an example Company A and B cannot share a database due to parent company regulations. The two tenants will share a single instance and each set of tenant data will reside in a separate DB, e.g. DBA and DBB.The installation documentation reads: “ The following diagram shows an architecture with multiple application instances. Each instance has multiple tenants, and each tenant has its own database.”Here is the documentation link: https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=4b65b79b-e09d-46bd-9a85-7c1c0bb4eba5I see that instances are tied to a single database and I do not see a way to get the desired configuration as described in the documentation.Can someone please help me? Either how to get the desired configuration or a concrete refutation of the documentation.Thank you

Hi - I am currently working on User Access and was wondering how you restrict access to the Delete Row Button on the Details section of the AP Bills and Adjustments Screen.  Below is a screen print of the button I am trying to limit.   Any help is appreciated - Thank you. 

We are trying to set up reminders in Acumatica and the help documentation shows there is (or was) a notification bell icon in the Info Area that would bring up the Reminders Dialog Box. We have gone through support to enable reminders and they’re working but I don’t see the bell icon. We are using 2025R2.  

Hi everyone,I’d like to share a simple but useful branding customization tip for Acumatica:changing the background images on the Acumatica login screen.This is a small change, but it helps reinforce company branding and improves the first impression for users logging into the system every day.Below is the practical step-by-step approach we usually follow.1. PrerequisitesBefore making any changes, make sure you have: Administrator access to the Acumatica server (IIS) Background images in JPG format, recommended size 1500 x 1000 px Access to the Acumatica instance folder on the server Default image location:C:\Program Files\Acumatica ERP\{instance_name}\Icons (Replace {instance_name} with your actual instance name.)2. Steps to change the login backgroundStep 1: Prepare your images Choose high-quality images aligned with your company branding Resize to 1500 x 1000 px Save as JPG Use the following naming convention: login_bg1.jpg login_bg2.jpg login_bg3.jpg (and so on

Hello,  Hope you are doing well.  We have a Generic Inquiry with multiple lines, which require to be taken to an email body. The Email will be triggered by an Automation Schedule connected to a Business Event.   Also, we tried taking the results values to the mail body by adding Data Fields, but it requires defining as much as lines to cater all the lines on the Generic Inquiry results. Hence that did not work on us too. Is there any method that we can use to add the results to the mail body? Thank You 

We have a brand new instance of 25R2 using the Modern UIThere seems to be a issue with the Phone Types not properly displaying on the Account Contact When the screen is refreshed the types will flash on and then disappearThis occurs on new blank records and new imported recordsMy guess is this a browser issue but have not found a known issueHas anyone seen this ?    

I have a new customer based in Canada and we need a FastTrack Snapshot but with Canadian Localization, I attempted to restore a regular FT Distribution Snapshot, but everything was in USD and no matter how much I deleted I couldn’t change the base currency.  Can anyone provide a snapshot for a Canadian localization?

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

I have spent a lot of time searching for a solution to this, but I’m stuck. Microsoft’s habit of continually changing things doesn’t help any of us. I’ve been working with MS Graph for a lot of years, and it never ceases to frustrate me.I am trying to configure email in Acumatica using Microsoft Office 365. I followed the steps in the documentation, and it works perfectly when I’m sending from the user I’m logged in as.My struggle is coming from trying to send from another mailbox. I’ve tried both shared and licensed mailboxes, and I cannot get either to work.When I attempt to send an email from the Shared mailbox, this message is returned: The mail send has failed. 535-5.7.139  Authentication unsuccessful, SmtpClientAuthentication is disabled for the Tenant. Visit https://aka.ms/smtp_auth_disabled for more information.When I attempt to send an email from the Licensed mailbox, this message is returned:The email cannot be sent because the account you signed in with does not have permiss

Is the Acumatica eSign Integration ready for 25R2 Modern and Classic UI? The download page only lists the GA version with no indication of UI application. With the Always Current list coming out last week, we’re already <75 days before upgrades.Thanks!

In Classic UI, I could duplicate Site Map records by assigning different Screen IDs and pointing them to the same URL. When I attempt to switch one of these duplicated records to Modern UI, I get the error below:I have one client in particular who leans extensively on the ability to duplicate out-of-box screens in order to assign them as unique Entry Points in GIs.

I am trying to add the AP - Bills and Adjustments  &  Checks and Payments screen to the mobile app but I can’t get it to show up in the mobile app.I added the workspace to the mobile workspaces screen and the visible button was checked.I added the screens and checked the visible button: Then I went to the generic inquiry screens and clicked the expose to mobile application button  What am I missing that they are not showing up on the mobile end?

Hi AllI’m looking for some advise on the best path to take to update a database an re-deploy an Acumatica instance.My scenario is as follows:The deployment is PCS, it was initially started with a database, let’s call it ‘DB’ and Acumatica 2019R1. There was then a change in company and it was decided to create a new database, let’s call it ‘DB2’ and we deployed Acumatica 21R2.‘DB’ and ‘DB2’ are hosted on the same server, let’s call it ‘SRV1’‘DB2’ and the Acumatica instance were then upgraded over the years and we are now at 25R1 and ‘DB’ was left as is with 2019R1 for archival data. The 2019R1 instance can still be accessed as the site files still exist. Currently, 2019R1 is not able to be supported on any modern browser so the database - ‘DB’ will need to be upgraded.I can spin up a server to accomodate the upgrade of ‘DB’ from 2019R1 to 25R1 as I have the various Acumatica installers required.Where I would need clarification is when I have to restore ‘DB’ to ‘SRV1’ and deploy a new in

Trying to add Approval Map to Credid Memos   

This file is under 20 mbs as a binary and just over 20 mbs as xml.  No where near the 1gb limitation i have seen documented.  This is not an on prem so no restores are possible.  This happens when I try to import the snapshot into the test Tenant that was created and exported in the live enviroment on the Tenant screen. Any thoughts?  I have tried without attachements (it was only 6 mbs)

For Projects, I want to add a user defined field for project manager on the project to put notes in and checkbox fields. I would like them to be the only one able to edit those fields.  I don’t want them to be able to edit other items on that screen.Is it possible to give a role permission to edit a specific user defined field(s) without giving a role permission to the whole screen? 

Hi All,When we tried importing the above demo snapshot on our test environment it doesnt show any data.I wonder if anyone have encountered any of this issue before.Looking forward to any help.  

         Does Acumatica support deploying applications and databases on separate servers? If so, should I prioritize configuring the hardware for the application server or the database server?

 User Is set to View ONLY Access for Several Workspaces but still is able to Perform Actions on a ItemUse Case: Set ROLE Access for a Screen/Form to ‘View Only’ Ex: Purchases Orders from ‘Access Right by Role”  It is assumed that for Purchase Orders this ROLE/USER can only VIEW PO’s but not Edit them.By default all FIELDS and ACTIONs within the FORM are set to INHERITED.  However, the ACTIONs on the PO are still Available and can be utilized: for example, an open PO can Receipted or be Put on HOLD.  Since this is VIEW ONLY access shouldn’t ACTIONS also be VIEW ONLY? And this inadvertently gives ACTIONABLE / EDIT access to user that should be VIEW ONLY.  This is a security Flaw and Has been caught in client Compliance AUDITs The only way I’ve been able to counter this is at the FORM Access Level is to REVOKE the ACTION ITEMS Is there any way around this?   Shouldn’t VIEW ONLY apply to ACTIONs as view only also? IS this a BUG?   Shouldn't this be fixed?    NOTE: This applies to ALL FORMS

After a series of unexplained PO deletion I am trying to disable the delete button from the PO Header. I am in the Access by Screen and trying to change Delete from “Inherited” to “Revoke” but it keeps resetting to inherited. Is there somewhere else I should be changing this? 

I had a client today ask me directly what the requirements are for a system email account. They had initially setup a group email list, not a true mailbox and I knew that was likely not acceptable. There are several tiers for the actual mailbox with differing prices. There is an email kiosk account that is most affordable, and limits the inbox size to 2GB. Is the size of that mailbox any sort of Acumatica requirement, or is this just dependent on how much email the users expect to have coming through? The costs involved are relatively minor but I wanted to be prepared when I follow up.

Hi all,Someone asked me an excellent question, and I’m asking here because it feels like something there probably is an existing tutorial for, but I'm failing to find it in my searches.Assuming a customer has Azure Entra ID configured for logins, and native users are all forbidden (So OData via basic Passwords isn’t available)Has anyone got complete instructions/a complete tutorial for configuring a PowerBI connection to Acumatica as a Connected Application (To retrieve data)?I’m slightly afraid I’m going to have to teach myself how to write a Power Query connector from scratchhttps://learn.microsoft.com/en-us/power-bi/connect-data/desktop-connector-extensibility#certified-connectors(I have looked into installing the Acumatica content pack for Power BI, but I’m under the impression that pack isn’t maintained fully, and I’m having problems installing it which I’ve reached out to Microsoft support to help me diagnose.)

 What can I do with a user that constantly is getting locked out? Besides clearing temporary files and cookies, what can be done to minimize this issue?