Configuration and Installation

I may have missed something, but DocuSign esignature feature seems to have disappeared. Is this no longer supported by Acumatica? Also, even though AdobeSign is still listed in the marketplace as an option, I don’t see the setup or package for that either.  We have a customer we are taking live that we provided information on this feature, and now we cannot deliver it.  

Hello -Is there an easy way to bring in/import all active directory users? Or do these need to be added one by one from the Users screen? If import is feasible, can we “override AD roles with local roles” at the same time?Also, I am a bit confused on the AD Group/User Roles set up. Is this essentially redoing all access roles for every user? Is there no way to get the new AD users to default based on their current set up? Not sure what the quickest route is but as of now it’s sounding like I will need to manually tie the same Acumatica username roles to everyone’s AD user account.

Hi Team, Thank you to everyone who has chimed in on past events.  This community has been amazing.  Do any of you know of a way to get emails sent out to a person/workgroup when a task or event has been entered with them as the owner?  Seems like this should be a functionality but I am not finding any answers to hopefully make this a reality.  Any feedback is greatly appreciated!

 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.  

Hello,I am looking for go live checklist and cutover plan for 2023 R1. Appreciate if anyone can point me to the resource.Thanks,Hari

Hi, I am trying to update the numbering sequence for the Projects screen, but I am running into the error shown below.  Here is what Segment 1 looks like. Is there anything that jumps out at you to justify why the above error was complaining about the format? Also, if I was to make a change to any of the attributes in the segment grid, I get the error that is shown below. Does this mean that I can’t make changes to this without making changes to the children first? 

I have a site operating 10 companies within one tenant.     They want to send their invoices /statements from an email address relating to the relevant company.   Within the notification template they can only set one email account which is not company specific.    Anyone came across this with a solution ? 

Hi ALL,Suppose the Company (PRODUCTS) has 2 Branches (PRODRETAIL, PRODWHOLE) as shown. I see that. After being created, a company's branches will use that company's Access role by default. It is not possible to edit the Access role of each Branch.How to create Access Rights for users to only use one branch of the company ?  Regards,NNT 

Use case :User wants to delete an attribute, ‘Delete’ is greyed out on CS205000 screen User wants to know if the attribute was ever used on an Entity class or an Entity profileSteps to find required information:Here are the steps to find out if an attributeID was ever linked to an Entity class and also on what Entity profiles is this attribute used.To find Entity class profile linked to an attribute:When you select an attribute on an Entity class profile ( say an Item class or Customer class etc.) an entry gets added to CSAttributeGroup table  Create a GI and pull all records from CSAttributeGroup table, filter by AttributeID, you can find Entity classes with specific AttributeID.To find Entity profiles linked to an attribute:When user adds a value for an attribute on an Entity profile ( Say select a value for an attribute on a customer profile or an item p

I wanted to create a new tenant to use for testing, and when I did, I unknowingly exceeded our license limit of 5 tenants. I was unable to access this tenant, and I thought maybe something went wrong, so I tried creating another. Same problem, I couldn’t access it. So I thought I could create a new tenant and immediately set the status to Test Tenant, but once again I couldn’t access it. So now we have three new tenants that I cannot access. How can I delete them if I cannot access them? Thank you for any help. This is driving me crazy. Dave

How do we set up the Acumatica Payments Customer Portal?I have reviewed all the posts I can find and none of them provide step-by-step instructions on how to set up the Acumatica Payments Customer Portal.  Where do I find this Company Portal? 

Hi All,we try to configure Azure AD as IDP and SSO for our Acumatica/Haufe X360 Instance.Right now in a Test Instance.If I follow the instructions here We get an Error:Integrating Acumatica ERP with Azure Active Directory Error Message:Description: 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: An exception was thrown while activating λ:PX.Data.Access.ActiveDirectory.IActiveDirectoryProvider.Source Error: An application error occurre

I want to change path in External File Storage setting in Acumatca. But I don’t see any action to do that. Please advice me.  

I’ve been considering the difference between setting up restriction groups for Customers and Vendors versus using the Restrict Visibility To field in Acumatica. My thinking is that restriction groups might be more useful when there’s only one company/branch.Personally, when restricting Customers or Vendors, I prefer using the Restrict Visibility To field and specifying the company or branch. This involves creating the necessary access roles and applying them to the relevant company or branch. When a user logs in, they’ll only be able to see the Customers or Vendors associated with their assigned company/branch.In comparison, I find that restriction groups are more complex to set up and maintain. They can be applied to all customers or vendors using the "Apply" button under the customer or vendor class, but it’s more tedious.In your experience, when do you choose one method over the other?

Hi, All. I am trying to upgrade my 2022 R2 to 2024R2. I am aware that direct increment is not possible so I upgraded my instance to 2023R2 23.220.0007 but when i try from this to my 2024R2 it says Upgrade process has been interrupted. The database cannot be upgraded because your current build (23.220.0007) is incompatible with the build (24.207.0011) you want to install. Wait for the next update package that will be compatible with your current build. what should I do in this case? should i go with 2024 R1 first? DO i need to validate and publish customization packages before upgrading to 2024 R2?Thanks

Part 2: Determining the Right Time for Your Acumatica Version UpgradeIn our previous blog post, "Why Upgrade Your Acumatica Version," we explored the compelling reasons to keep your Acumatica software up to date. In this follow-up article, we delve into the critical question of timing. When should you embark on the journey of upgrading your Acumatica version? The answer lies in a thorough assessment of several key factors:1. Software Support: Start by evaluating the support lifecycle of your current Acumatica version. Acumatica typically offers support for the current and previous versions. To ensure continuous access to technical assistance and updates, aim to schedule your upgrade within this support window.2. Feature Relevance: Analyze the new features and functionalities introduced in the latest Acumatica version. Assess

 “Unable to read data from the transport connection: An existing connection was forcibly closed by the remote host. Unable to read data from the transport connection.”Emails processing failing. Unable to get rid of the above errors. Kindly assist 

Hello Linkies,I have been trying to setup my gmail account into the system, followed the steps as mentioned in the below blog article, but still not able to generate the connection.Kindly let me know the resolution.https://www.augforums.com/using-gmail-with-acumatica/https://www.strategiesgroup.com/blog/acumatica-system-email-processing-for-gmail/ Thank you in advance.

Getting a message in a 2021 R2 demo site.  Is there a specific screen where I can turn this on?  Never seen this message before.

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?

Hi all,I’m wondering that how do I change the logo of a branch.thanks for the help! 

I haven’t been able to find any articles about this issue so I hope it is OK to ask a question here.  I have a sandbox running 2019 R1 19.120.0012.  I updated this site a few weeks ago using the Apply Updates option in the System Management area.  When I try to use the Configuration Wizard to update the database it gives me the following error: Upgrade process has been interrupted. The database cannot be upgraded because your current build (19.120.0012) is incompatible with the build (20.200.0077) you want to install. Wait for the next update package that will be compatible with your current build.The call stack indicates that the installer doesn’t seem to know about 19.120 release. at PX.BulkInsert.Installer.InstallationCommon.IsAllowToUpgrade[t](String currentPrintVersion, String installerPrintVersion, List`1 KnownVersions)   This seems to validate what the 2020 R2 release notes say about the direct upgrade path from

We are a general contractor with two office locations.  Each location has its own “Branch” in Acumatica.  This works great. We are about to start a new “Division” in one of our locations.  I’ll need the ability to create financials for the new division.  Should this be a third “Branch” or should I start using sub accounts? 

We are using the Easypost plugin in Acumatica and would like to use the Fedex one rate service.  According to the easypost api documentation this is achieved by passing the predefined_package name through to easypost.  We have created a box in Acumatica which is set up to match the Fedex Large box dimensions and with the Easypost predefined_package name for it in the Carrier’s package field (FedExLargeBox). Does the Acumatica Easypost plugin support sending a predefined package name?  If so how do we go about configuring this?  Defining a box with name FEDEXLARGEBOX and the Carrier’s package field populated with FedExLargeBox doesn’t seem to work. We still get varying rates dependent on where an order is shipped.We are using FEDEX_2_DAY as the service method if that has any bearing on it. Thanks for any help, Phil

Hello, How do we check which Notification Templates are being used based on checking the email log? Thanks!