Configuration and Installation
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other onfiguration questions
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Custom currency field error: the number does not fit the SQL decimal data type
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.
How to open/print .zplii?
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.
T190 Course - Cannot Deploy Acumatica Framework Tools
I followed instructions for: initial Configuration/Step 1: Preparing the EnvironmentSuccessfully installed AcumaticaERP, with Debugger Tools (NOTE; I did NOT install Acumatica Framework) Acumatica was installed on my PC at C:\Program Files\Acumatica ERP\AcumaticaERPI followed the instructions for: Step 2: Deploying the Needed Acumatica EPR Instance for the Training CourseThe PhoneRepairShop instance was installed on my I PC at: C:\Program Files\Acumatica ERP\PhoneRepairShopI followed the instructions for Lesson 1: Creating a Customization ProjectI set up the downloaded Acumatica code from Github, at: C:\Acumatica\Help-and-Training-Examples-202R2 I successfully completed the step: Loading the Items to the PhoneRepairShop Customization ProjectI followed the instructions for: Step 3: Binding the Extension LIbraryI copied the PhoneRepairShip_Code folder to C:\Acumatica\PhoneRepairShop\Projects I then Opened Visual Studio (2019 Community Edition) to build the project The build failed with o
System Email Accounts : The mail receive has failed.Exception has been thrown by the target of an invocation.
I’m working through the setup of System Accounts in anticipation of leveraging the Incoming Mail Processing feature. I’ve encountered a few different issues over the course of setting up ~20 System Email Accounts that are connecting to our MS365/Azure tenant. For the most part, things are working as expected BUT there are a handful of accounts that continue to be problematic… During the automated processing of the emails, some accounts encounter the error “The mail receive has failed. Exception has been thrown by the target of an invocation.” during the automated processing of the emails. As suggested by other threads within this community, I’ve opted to recreate the System Email Accounts and it’s associated External Application from scratch. This did seem to work, initially, but roughly an hour later the problem resurfaced. It’s been suggested that the error could be due, in part, to the quantity of emails being processed, specifically those stored within the defined root folder of th
How can I enable manual project numbering?
Can someone say what I am doing wrong? Or what else needs to be done to enable manual project numbering?All that is said in the documentation - you need to enable the checkbox - manual numbering, but this does not work. Acumatika does not allow creating a project with a custom identifier for me( I enter my ID when creating the project, but as soon as I go to another field my ID is deleted
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.
Can't get field level auditing to work
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
Deprecate Wiki Access Rights to simplify things
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.
How to Create a new Tenant and copy only master files and settings
I need to create a new testing tenant and only want to copy over master files (i.e. vendors, customers, chart of accounts, inventory (stock and non-stock items) and settings for payables, receivables, and general ledger, and inventory. What is the best method to do this and what is the estimated investment in time to create this scenario?
Exchange Integration and Automated Emails through Business Events
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?
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.
Microsoft Office 365 marking ACM batch emails as spam
Has anyone had the issue of Microsoft 365 marking emails as spam when send batched of email such as invoices?Our customer has been trying to resolve this with Microsoft. I only see on community idea in this topic to try to send CRM marketing emails in smaller bathes.Has anyone been able to resolve this?Dale SimmerlyCAL Business Solutions
How to create a site-check appointment for quotation without opening a service order?
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
Potential Security issue when using SSO with MS Active Directory
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
Allowing users to see Update History but not be able to Enable Field Level Audit
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.
Cannot access the modules in acumatica when connect using the server name "acumatica.xxx.com.\xxxx"
Hi All,We have problem in accessing the acumatica modules, when we connect using the “Server name: acumatica.xxx.com” and get the below error in screenshot. If we connect using IP address and localhost, then no issues, we can able to access all the modules in acumatica. Already we checked our DNS configuration, everything looks good. This issue happens suddenly.Please help me on this.Acumatica ERP Version: 2021 R1 Regards,Ramya
How to Update Acumatica Configuration Wizard
Hello,I have a test/development Acumatica instance running - Build 21.116.0049 . My Acumatica Configuration Wizard is version 21.108.0032. When I try and perform Application Maintenance, it says that work with that instance, I need to use a newer version of the configuration wizard.However, I cannot seem to figure out how to update the Configuration Wizard. I downloaded the latest installer from Acumatica, did a repair (since there was no option to update) with no success?How does one update the Configuration Wizard with interfering with the Instance Itself?
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