Configuration and Installation

Hi All,I encountered an error when opening certain invoices from the Invoices and Memos GI.The error message is:"Cannot open this record for editing: The form AR301000 does not contain it."However, these invoices open without any issue directly from the Invoices screen. The problem occurs only when opening them through the GI.I also verified the navigation settings, and both DocType and RefNbr are correctly assigned.Please advise if there are any known issues or if anything else needs to be checked.Regards,Lalith

Image1mine is 2024 R2 , i would like to know how to setup home screen as first homepage to all user ? i already navigate to site preference and set homepage there, but after i login as user, what they will see as first page was acumatica default welcome screen as showned below:Image 2after i click home button then only showned as “Image 1” . And then i tested by assigning “Wiki Author” role to any user ID which that role provides access rights for creating Wiki articles, then only that user with “Wiki Author” role can see the homepage article i published earlier on wiki. Can somebody help me ? I need to know how to configure this so that users can access my ‘homepage’ in view-only mode, without assigning any roles that allow them to edit the Wiki content. How can we configure the system so that the first page displayed to users upon login is the homepage containing my Wiki article? Thank you.

It used to take hours to update my local Acumatica Dev/Sandbox environments with the latest data from our production instance.I would avoid it for as long as possible, then some urgent bug would arise that needed testing, so I would scramble to get it done. Our tenant snapshots are fairly large, so it would take a few hours upload and restore them. That was after fiddling with the web.config file to increase the snapshot size limits so I hopefully wouldn’t run into any issues. Then I discovered the process that I want to share with you today. Please note that this does require you to have access to backup files from the database that you wish to copy. We host our own Acumatica instance with frequent, full database backups, so this works really well. Here’s what I like to do. Publish any latest customizations to your production Acumatica instance. (If you want the backup that you restore to your local instance to have the latest customizations on it.) Ensure that you have a local (usern

Hi everyone, We gt files from a remote server with syncronisation feature of Acumatica.But we need to also export this same files we import in application to an other serveur destination.The same fields in sm202510 Screen (file maintenance) are used to store the information serveur.Is this any way to perfom this?Thanks a lot.Cécile

Something that might not be obvious to everyone:A tip for anyone using the PatchTool for Acumatica 25R1+ patches: When you download the latest PatchTool zip file, it could be tagged as "blocked" by Windows because it came from another computer. If you just use Windows to extract it, all of the extracted files will also be blocked. As a result, when running the PatchTool, it may not use the correct .dll version needed and throw an error due to incompatibility of binaries. To avoid this issue, options are:Unblock the .zip file after downloading through the file properties dialog checkbox before extracting files, Unblock the contents of the .zip file after extracting the files Use a 3rd party compression tool like 7zip to extract the files., Modify Windows group policy to unblock files from the download folder.

I could very well be missing a basic setting. My company utilizes the following workflow:Customer requests a new workstation We go to our vendors and find the best cost We decide internally what we want the markup to be and estimate our services price We send a quote to the customer with our internally agreed upon price. After the customer signs, we convert to a sales order and select “Mark For PO” We then follow the PO process as is. When we create a quote, we want to be able to set the cost and price manually and review our margin details on the Totals tab. For larger purchases, we typically require pre-payment and we definitely don’t stock those kinds of items. Almost all items are purchased to fulfill customer requests. Because of this, we can’t adjust the cost for Lot/Serial tracked items with Specific valuation via inventory adjustments because we don’t have the item yet and wouldn’t be ordering until the customer agrees to the quote.  We are still in the process of implementing

 Import by Scenario Hi. I need your help regarding importing the withholding tax. It says “The system failed to commit the TaxRevisions row.” I have unchecked the commit box for the taxes ID and still no result. What should be the solution for this one? Import Scenario 

Hi, I’m setting up a automation schedule for recalculate customer balances. I have about 1000 customers, but the schedule only run for two customers all the time. I have tried the same schedule setup in a local environment which runs for all customers without any issues. Below is the schedule I have added. Trying to figure out why it is limited to two customers all the time. No conditions are available and here are the other settings. Thank you,Dulanjana

Hi I have one well configured Construction tenant with one company with 15 branches. We are taking over another company that also does construction that has different chart of account. I think I can get everything setup by using access and restriction groups. But it will a pain sharing vendor amongst other things. If it helps one is 4 digit and one is 5 digits. Is this a bad way of thinking? Should I just stand them up as a different tenant? Help appreciated!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Good morning!I was asked to edit our Sales Order Email template so that the customer can reply to the salesperson for a more targeted communication. I can pull the sales persons name without issue, however how would I like their email address as well? I’m not sure where to find that. Is there a way to reply to the email and automatically have it go back to the sales person on the order? Thank you!Brent

Is anyone aware of a way to specify Favorites as the Home Page on a user profile (SM203010)?  Since the Favorites functionality behaves like a pop-up and not a full-fledged screen there doesn’t seem to be a way to select it.  Any ideas?Thanks!Laura

Hello Everyone, So one of my client want to have a bidding notifications in Acumatica if the request up to 20 million, so it will directly go to bidding even if they are already input the vendors name. Please help us to solve about this. But is it available in Acumatica, i mean without need like a special customization for this notifications biddings.Please help us about this, i really appreciate it.

Happy Monday!Our Purchasing department is looking to open Requisition Details from the request screen. However upon opening the new screen, it’s blank. This works for me as an admin so I know it is permissions related.  I currently have delete permissions set to all requests. I want the users to see the requisitions but not create them so I have that set as view only. However I’ve had that set as delete as well with the same result.  Brent

I’m not entirely clear on what license is needed for what with regards to SSO.  What are the different use cases for the “Google and Microsoft SSO” license and the “Active Directory and other external SSO”?  Also, now that Acumatica has switched over to OpenID integration for SSO is there a specific license needed to enable the “OpenID Connect” feature and are the other SSO licenses still needed?

The client would like to set the “Reply Address” to default to the email address of the user that created the document being sent. So if the account is “purchasing@email.com” and the receiver replies to the sent email, the reply would go to “person@email.com” who had created the purchase order that was sent. If there was an additional field on the Email Template form for it would be easy: Unfortunately that doesn’t exist, so I went to the System Email Accounts form, but the “Reply Address” field will only allow a valid email address. I haven’t found any info on coding that field so not sure if it’s even possible. 

Is there a dark mode setting, or a change-the-colors setting, that will only affect one user?

Hi peeps,The Automation Schedule is setup with the branch to run with:But this is not being “applied” when running. How do I know?Because the Autom. Schedule History tells no records processed and if I open the screen with the default branch, it doesn’t show the NZ records.But if I change the branch on the top menu, open the screen and apply the filters it does have records to process:This is happening to any Automation Schedule that we have to set the Branch as different that the default one.There’s currently Automation for Generate Payments and Run Recognition. Any thoughts?

I am trying to set up my AP Bill Approval Map to ignore all of our vendors that are carriers. They come through via EDI and have a separate process that they must go through. When I turn on the Bill Approval, my EDI invoices receive an error. How can I code my map to ignore these vendors?   

Hi there, I am searching for any available in depth training materials, webinars or Acumatica university materials covering Business events and Automation Schedules. Unfortunately, I could not locate anything apart from the online help. 

We’re evaluating whether to publish a check printing & mailing application on the Acumatica Marketplace and would like feedback from the community before we finalize that decision.Our solution is designed to extend Acumatica’s current check-handling capabilities. Key features include: Printing checks to PDF with customizable layouts, logos, and stubs Handling check mailing on behalf of customers, including FedEx overnight options Providing more flexible formatting and check-design customization than the standard tools Offering an automated service for organizations that don’t want to print or mail checks internally Before we move forward, we’d like to understand whether the Acumatica community sees a meaningful need for this type of service.Questions for the community: Do Acumatica users and partners feel there is a gap in the current check-printing and mailing workflows that an external app should fill? Are businesses actively looking for outsourced check mailing, or are m

Version 25R1, after switch, it seems that last login time in user profile and last activity field is updated anymore. it always shows “last sign -in “ as 1999-12-31 7pm (ETC) for users with entraID, native user like admin does not have this issue.

Hi,I was wondering if somebody has ever deploy a case sensitive database for their Acumatica instance and if yes how do you go about it.Thanks!

Hello,Looking to initiate approval maps for AP and PO’s under certain conditions.Documentation indicates that a notification will be sent, but I don’t see how I link the notification template to the approval rule?   Do I set up a notification template like this then Acumatica sends an email every time any document is created that needs approval? 

I am trying to install Acumatica 2025 R2 (also tried R1) on to a fresh Windows 2022 server in AWS with a MySQL 8.0.43 RDS instance for the DB. When I deploy a new instance the installer starts then the dialog just disappears. I have verified MySQL is accessible to the EC2 instance. I get the following events logged when I try any insight would be helpful: Application: AcumaticaConfig.exeFramework Version: v4.0.30319Description: The process was terminated due to an unhandled exception.Exception Info: MySqlConnector.MySqlException   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()   at MySqlConnector.Core.ResultSet+<ReadResultSetHeaderAsync>d__2.MoveNext()   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()   at MySqlConnector.MySqlDataReader.ActivateResultSet(System.Threading.CancellationToken)   at MySqlConnector.MySqlDataReader+<CreateAsync>d__97.MoveNext()   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()   at System.Runt

Expand below for Table of Contents:Overview Getting Started Anomaly Detection Mechanics Features and Capabilities Additional Troubleshooting Known Limits and Tips  OverviewIn Acumatica 2024 R2, we released a feature to detect anomalies to identify unusual numeric patterns in Generic Inquiries (GIs). It helps you spot data errors, process exceptions, and outliers that may indicate business issues. The feature analyzes numeric fields in selected GIs, compares values across defined groups, and assigns a severity level to each detected anomaly. ⚠️ IMPORTANT NAMING CHANGESStarting with 2026 R1, Detection of Numeric Anomalies in Generic Inquiries will be renamed to Anomaly Detection. The new name and structure will simplify our naming and unify the functionality across multiple modules, including GL Anomaly Detection—whose functionality will be merged into Anomaly Detection. To reduce confusion, the rest of this FAQ will refer to the Detection of Numeric Anomalies in Generic Inquiries as Ano