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Configuration and Installation

Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other onfiguration questions

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dsimmerlySemi-Pro III

asked in Configuration and Installation

Device Hub workstation

Are there and documented system requirement for the workstation where device hub is running ?

6 months ago

ngerstFreshman II

asked in Configuration and Installation

Sales Order Send Email Issue

I'm encountering an email related issue with two users who have identical permissions. Both users have access to the Sales Order module (and all other permissions match) and are attempting to send emails from the Sales Order screen using the "Send Email" button. However, the behavior differs between the two users.One user, upon clicking the "Send Email" button, is presented with a popup containing an email template where they can edit sender information, recipient details, and compose a message. Meanwhile, the other user experiences no response upon clicking the same button, even after ensuring that pop-up blockers are disabled.To investigate further, I logged in as both users on my machine, and indeed, observed the discrepancy in interaction behavior. Additionally, I have reviewed all email settings to ensure that neither user has automated emails configured.Lastly we are working in 2023 R2 currently for an upgrade. This is one of the last remaining issues we have to figure out befor

7 months ago

skumar98Freshman I

asked in Configuration and Installation

How to add a role in the Users Screen when the role is not visible ?

User A does not show AP Clerk role when the User Type is Accounting , however when the User Type is Purchasing , I can see AP Clerk available for User A. My question is with User Type as Accounting , how can I add the AP Clerk role when it is not even showing in the roles ?

7 months ago

epanJr Varsity II

asked in Configuration and Installation

how to "Canadian tax reporting" and 'Tax" under companies configuration

Hi There,I’m testing T5018 and noticed that there’s “Canadian tax reporting” available under 2023R2 version, however, I can’t find it under our companies setting but in demo. Just wondering how to added this to our companies for T5018 filling. Also, we used to have “taxes” under company but it’s gone under 2023R2 sandbox environment. Just wondering how can this be added back? Thank you. Demo screenshot;2023R2 sandbox screenshot: do not have” Canadian Tax report” and “Taxes” Tabs Current production tenant have “taxes” Tab

6 months ago

PatrickBaconFreshman II

asked in Configuration and Installation

Modify Sales Order Subaccount for Sales Orders Systemically

On some of our sales order, we have large system orders (perhaps 1% of orders) where are controller has the requirement that we post to a different subaccount than a common replacement or re-ordering of a part order. We default our sales account - subaccount to our prevalent replacement/re-ordering account (99% of orders). Our posting class for our items defaults to the inventory item entry for the sales account and the sale account subaccount.Questions: 1. I see a couple of "out of the box" actions available for sales orders where one can modify the sales order lines systemically (e.g. recalculate pricing). I suppose there is no other way than to have our order entry staff to manually enter the subaccount for these system orders manually on each line, right?2. We do our quoting of our large system orders on an Excel spreadsheet even though we our using the Project Accounting module within Acumatica with a line by line breakdown of items and their quantities. We envisioned loading thes

7 months ago

GastonRuggeriFreshman I

asked in Configuration and Installation

AR documents not showing in global search

After an Acumatica upgrade, we noticed that global search is not working properly:Some AR documents are not showing up in global search at all. Certain users can't find specific AR documents, while others can.I restarted the Full-Text search on screen SM209500. After that, I regenerated all the indexes without success, global search is still not functioning at 100%. I'm not sure if there's another action I can take to regenerate indexes. Thank you!

6 months ago

NetAdmin42Semi-Pro II

asked in Configuration and Installation

Time Card week id not showing up

We are using the Time Card system, but NOT Payroll. Just this week, the Week ID is no longer showing up. Where do I go in Acumatica to set this weekly ID? See screenshot below for reference.

7 months ago

jionymacabuhayVarsity I

asked in Configuration and Installation

Error when importing Snapshot in Local Environment

Hello!Need your inputs, I’m receiving this error while trying to import a Snapshot from Production to our Local Acumatica environment. Is it because the size of the Snapshot?

7 months ago

dsimmerlySemi-Pro III

asked in Configuration and Installation

Easy Post in Sales Demo

trying to configure a demo of EasyPost in my 23R2 Sales DemoI have the API Keys and created the Carrier with UPS as the EastPost CarrierTest connection will passWhen I create a new ship via, select the Carrier but there are no ServicesWhat am I missing ?How do I know if my keys are “good”?

6 months ago

abdulkariyn

asked in Configuration and Installation

Why is my Local Acumatica Test Environment taking forever to load or timeouts al together

Hello,I have installed a Acumatica local instance on my laptop and it was loading up my U100 and S100 data in the first couple weeks just fine, but it seemed to get slower and slower every time I launched the instance to input data from the training manuals. Now the instance has started to time out when I attempt to launch it from the Acumatica configuration wizard. What can I do to speed up loading the instance Should I be using a laptop How can I create a reliable an stable test environment for low to no cost?Thanks for your help. Abdul

7 months ago

marvinowera60Freshman II

asked in Configuration and Installation

Installing PX.Templates in Visual Studio 2019

Hi Acumatica Community,I'm encountering an issue with installing PX.Templates in my Visual Studio 2019 environment. My goal is to access templates such as FormDetail, FormTab, FormView, ListView, TabDetail, and TabView directly within Visual Studio.Unfortunately, I've encountered some difficulties in this process. I would greatly appreciate any guidance or assistance you could provide to help me successfully install these templates. Thank you very much for your time and support. I install it with my Acumatica Framework 19.121.0006Here is the template I want to install.

7 months ago

Sagar GreytrixCaptain II

asked in Configuration and Installation

Inspect element feature enable from Access rights

Hi community,I'm working on enabling the inspect element (CTRL + ALT + Click) feature for non-admin users who don't have the Customizer role. Wondering if I can handle this through Access Rights by Role or Access Rights by User settings.I found This link, but it's still pending review, so I'm not sure if it's feasible or not.Thanks,Sagar

7 months ago

rbandy

asked in Configuration and Installation

Load Balancing Web Servers

We are experiencing a number of performance problems. We are an on prem installation hosted in an Azure environment. Has anyone implemented multiple web servers and any of the Azure Load balancing options? In the pre-Azure days this would have been accomplished by creating multiple Web Server VM’s behind a NetScaler. I am looking for a similar option, if it is viable with Acumatica.

7 months ago

osutherinFreshman I

asked in Configuration and Installation

Rounding Gain/Loss Account

Still new to Acumatica, so there are some features that I am now looking into that I feel may benefit our business.With our old accounting software, we used to manually round invoices, but they always went to our default AR/Sales accounts. I think that the Invoice Rounding feature in Acumatica would help us roll out this practice for all invoices. However, I am running into an issue with setting it up…I’ve enabled the feature under CS100000 and I’ve set the AR preferences to “Nearest” and “1.00.” We will not utilize the AP rounding so I’ve kept that at currency precision. However, when I do this in AR Preferences, it says: “To use this rounding rule, you should specify Rounding Limit on General Ledger Preferences (GL.10.20.00) form.”Problem is, nothing on the GL Preferences form says anything related to this. Looking into it further, I am also not able to specify a Round Gain or Loss account, which I would particularly be interested in for tracking the revenue from this practice. Am I

7 months ago

NetAdmin42Semi-Pro II

asked in Configuration and Installation

I am looking for post-Install Acumatica configuration steps template or best practices

First, before pointing me to them, I have already completed Acumatica badges for System Administration and Implementation Project Mgmt. Those modules did not answer my question.What I am looking for, is if there is some kind of Acumatica standard set of steps/procedures that must be followed for setting up an ERP system.For example, here are some very ‘high level’ steps that I have created on my own below, but am looking if Acumatica has something like this as a template or even an Excel spreadsheet of. However, I am looking for something MUCH more detailed, like, “Before setup of GL, need to setup Project Account Groups”Configure Company Information Define Chart of Accounts Configure General Ledger Set up Branches and Business Accounts Define Users and Security Roles Configure Employees and Users Define Customers and Vendors Configure Inventory Setup Sales and Purchase Documents Define Tax Settings Customize Screens and Workflows Integrate with External Systems (if applicable) Data

7 months ago

FrankieDCFreshman I

asked in Configuration and Installation

Request for Simplified Returns and UPS Return Labels

UPS has native integration in Acumatica, but can we have automation for UPS return labels to be generated within a return?The question behind this is because there is a lot to do when handling returns, and want to simplify this process. I’m wondering if there is any native configuration in Acumatica for generating UPS return labelsThank you for answering this question

8 months ago

yudeleanne

asked in Configuration and Installation

Learning Acumatica without a Business Administrator

“You might not be allowed to view this area. Access to Knowledge Base, Product Downloads and Ideas is controlled by your assigned role in Acumatica CRM. If you require access, please work with your business account administrator to assign you the proper role.” I do not understand who is my business account administrator. I am planning on taking some courses on my own. How would I go about downloading Acumatica for learning purposes?

8 months ago

MAXM

asked in Configuration and Installation

Compliance Management

Is there a way to add compliance rows as part of the Project Templates?

1 month ago

HarrySemi-Pro II

asked in Configuration and Installation

How to use Shared Column Configuration?

Hello all,I have been trying to work on Shared Column Configuration, but it is not getting applied. Kindly let me know if i am following the correct steps:Setting up the list of the columns, to be displayed, using Column Configurator → Selecting Shared Column Configuration.I am looking to hide the Currency field for all the users except for admin. And there would be some other fields too that will be made visible/invisible on regular basis.Moving them to the list of Available columns:Selecting the table under Shared Column Configuration:And at last selecting the users for whom the columns shouldn’t be displayed:And clicking on Finish.The columns are getting invisible but after logging into the bernia’s account, I am able to change my columns:How can I restrict the user to not be able to add it again.Thanks in advance.

8 months ago

ashleybVarsity I

asked in Configuration and Installation

Last Login Date Blank with Active Directory

Hello - We recently implemented Active Directory sign on and I have noticed we lost the visibility of “Last Login Date”. Is there a way we can still find this information somewhere?

8 months ago

bmardanianFreshman I

asked in Configuration and Installation

Seeking Advice on Upgrading from 2020 R2 to 2023 R2

Hello Community,Our company is planning to upgrade our software from version 2020 R2 to 2023 R2. We aim to ensure a smooth transition and are seeking insights on potential challenges and key considerations for this upgrade process. Specifically, we would appreciate feedback on:-Any known issues or bugs that have been encountered during or after the upgrade to 2023 R2.-Recommendations for pre-upgrade preparations and best practices to minimize downtime and disruptions.-Critical post-upgrade checks to ensure system stability and performance.-Documentation or resources that can guide us through the upgrade process.If you have experienced this upgrade or have relevant expertise, your advice and any additional notes would be highly valuable to us. Thank you for your support.

8 months ago

vannakheng66Freshman II

asked in Configuration and Installation

Can we configure live mail in acumatica

I try to config live mail not successfully

8 months ago

abdulmuksithshahul61Freshman I

asked in Configuration and Installation

Issue in Bounce back emails

I configured my email account to send an email to a wrong email address. "I would like to receive bounce-back notifications for emails or warning messages."Is that possible in Acumatica?

8 months ago

jcesarFreshman I

asked in Configuration and Installation

Acumatica 2020 R2 20.207.0012 installer

Can someone support me by providing a copy of the Acumatica installer version 2020 R2 20.207.0012, it is no longer available in the download repository on Amazon

8 months ago

NetAdmin42Semi-Pro II

asked in Configuration and Installation

How to restrict access to User Preferences

I have a need to keep my users from changing the default time zone under their My Profile (User Preferences).I cannot recall or find where that setting is under the Access Rights by Role screen.Does anyone know where that is in the list of options?Thank you,Jeff

8 months ago

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