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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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Gerhard van den HeeverFreshman III

asked in Configuration and Installation

Assignment map for employees/users on leave

Is there a way to set up ‘proxy’ management to allow rerouting of requests/assignments to an employee’s proxy where the current employee is on leave/not available

5 months ago

rodrigocid34Varsity II

asked in Configuration and Installation

Restrict visibility by task

Hi,Is there a way to restrict visibility by tasks without having the PROJECT MODULE in the customer license?Lets say that I want to restrict visibility for tasks that are assigned to different departments or workgroups.Thanks!

6 months ago

krausef77Semi-Pro I

asked in Configuration and Installation

Issues with Selector Attributes as UDFs

Hi All, We currently try to enable Selectors for Sales Orders and AR Invoices as secondary references.The Sales Order Selector works but seems to filter out specific Values. Based on a small sample it only looks at the Default Order Type. For the AR Invoice Selector no Values show up at all. Any ideas as to why this is acting like this?Definitely would’ve expected all Sales Order Types and rather Filtering based off Status and at least some results on the Invoice side.

6 months ago

ltussing03Captain II

asked in Configuration and Installation

Session Timeout on cloud based deployment

How can we increase the time before a use time’s out in a cloud based deployment of Acumatica?We do not have direct access to the servers since it is a cloud deployment.

6 months ago

ggnabasik

asked in Configuration and Installation

Upgrading from 2023 R2 to 2024 R1

We did an upgrade to 2023 R2 (23.211.0017) as an initial upgrade step from 2022 R2.We then tried to do an upgrade to 2024 R1 and downloaded the latest installer.After running the install and trying to do an upgrade of the existing 2023 R2 install, it appears that the 2023 R2 version we just installed (23.211.0017) is a later version than the installers for 2024 R1. Upgrade notes for 24.101.0059:You can upgrade your Acumatica ERP instance to 2024 R1 Update 1 if you have any of the following builds installed:• 2022 R2 Update 22 (22.222.0013) and earlier• 2023 R1 Update 15 (23.115.0031) and earlier• 2023 R2 Update 9 (23.209.0023) and earlier I then looked at the Upgrade notes from 24.100.0139 Acumatica ERP 2024 R1 can be upgraded from the following particular versions: • 2023 R2 Update 6 (23.206.0006) and earlier• 2023 R1 Update 13 (23.113.0042) and earlier• 2022 R2 Update 20 (22.220.0026) and earlier Question: how long does it usually take Acumatica to allow upgrades to the latest versio

6 months ago

skumar98Freshman I

asked in Configuration and Installation

How to pull list of custom roles ?

Acumatica provides predefined roles and our company have custom roles created for specific business needs. How to pull the list of custom roles in the acumatica system.

6 months ago

skumar98Freshman I

asked in Configuration and Installation

How to identify a given role is predefined role or custom role from screen ?

I can see that acumatica has a help article that lists the predefined roles , but I would like to know how to identify whether a specific role is ‘predefined’ or ‘custom’ , through a screen in acumatica .

6 months ago

darylbowman

asked in Configuration and Installation

How can I get the PDF editing capabilities that I saw in the release demo?

Is this an out-of-the-box feature, or an add-on of some sort?

6 months ago

skumar98Freshman I

asked in Configuration and Installation

User Role for only reports

Does acumatica provide a role that can give read only access to all reports only. If not, can we create a role that can provide access to all reports only . We have a user who needs access to only reports .

6 months ago

rodrigocid34Varsity II

asked in Configuration and Installation

Automation schedules on separate instance or processing node

Hi,Anybody know if Automation schedules coud be run only from separate instance with a secondary license or a processing node? Thanks!

6 months ago

psoni1585Varsity I

asked in Configuration and Installation

Restrict supplier bank account details

Hi, We have received a request from the client specifying that certain users should be restricted from accessing and editing supplier bank account details under the supplier master payment instructions. However, these users should still have the capability to edit other supplier details such as address and contact information.How we can achieve this in the system ?

6 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

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

ReddyFreshman I

asked in Configuration and Installation

Error: Could not find a part of the path 'c:\temp\2e5c91c0-0311-4eb7-ae46-ce1b0e79796c.zip'.

Hi Team,I am facing an error. Could not find a part of the path 'c:\temp\2e5c91c0-0311-4eb7-ae46-ce1b0e79796c.zip'. When creating a snapshot,.

6 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

arismiliotis40Freshman I

asked in Configuration and Installation

OpenID in Multi-company setup

Hello all,A probing question first:Does anyone use OpenID Authentication with a multi-company setup?The real question:How can I use OpenID Authentication in a multi-company setup AND NOT have to fully log out from a company to switch to a different one?My current status is I have OpenID Authentication working in multiple companies, BUT to switch company one needs to fully log out and make a new copmpany selection on the Login Screen. The company selector, once logged in is not even available.I am willing to even make a customization to achieve this.Caveat: We are currently on version 21R1.We are upgrading to 23R2, as I type, so I am looking for help for that version too… Thank you all,ari

6 months ago

stinsora

asked in Configuration and Installation

Insall Acumatica on Azure App Service?

I know I can install Acumatica on an Azure virtual machine, but can it be installed on Azure App Service? This will be my company’s internal test and demo environment and just looking at options.

6 months ago

yashodhalakshini85Freshman I

asked in Configuration and Installation

Employee ID Number Sequence

Hi Team,We have configured the following regarding the automation of number sequences of employee ID.Number Sequence IDNumber Sequence IDSegment KeysSegment KeysAlthough we have done the above configurations, the employee ID is not automated. Kindly let me know if any additional step or additional configuration needs to be done to automate this function. Thank You/RegardsYashodha

6 months ago

ajeeva

asked in Configuration and Installation

Test Environment Access

Hi, Is there a way to restrict employees access/logging into Test environment? We only want them to have default access to Live instance as most of the employees do not need access to Test environment. I know you can restrict module access by using Access rights by role, but this still means the user can login to the test environment with restricted access, just wondering if there is another way to restrict logging into Test entirely. Thanks

6 months ago

jlongidmFreshman I

asked in Configuration and Installation

Acumatica Training Verison Substitute

Hello Community,I am working on learning Acumatica for the first time and I am working through the S100 System Installation and Maintenance course. In the course it specifies to use the 23.200.0151 build for the Acumatica 2023 R2 GA version. This version is restricted though. Without going through the hoops to get that version, are there any versions that are an acceptable substitute? I have access to the builds download page as well. I just need a known version that works for this training course.Thank you,Justin Long

6 months ago

mdyerFreshman II

asked in Configuration and Installation

Add Number of Digits to the Length of the Payment Reference Number

Hello - When attempting to cut checks, we are getting the below error message, “Cannot generate the next number for the sequence”, and the last payment reference number was 9999. It seems like there us currently a 4 digit cap on the length of the Payment Reference Number. How do I extend the length available numbers on this field? I could not find it in the numbering sequences, and it is different than the AP Payment numbering sequence.Thanks!!

6 months ago

HarrySemi-Pro II

asked in Configuration and Installation

Enabling Hold option for Expense Claim

Hello all,i have been trying to allow the approver of expense claim to be able to change the document on Hold even after it’s approved but before releasing so that they can edit the particular doc. I tried to modify the Access rights by setting the Hold = Edit but it still doesn’t allow the employees with Approver role to change the expense claim doc back to hold after approving the doc. How can I get this done?Thanks in advance.

6 months ago

fosterjeff01Freshman I

asked in Configuration and Installation

Devicehub new scanner shows in Acumatica but errors "not configured" when used

When configuring a scanner in Devicehub on a workstation, the scanner shows up in Acumatica when you click “UPDATE SCANNERS LIST”, but in the Devicehub log it says “Scanner [scannername] is not configured on this Acumatica instance. Please check configuration”. It clearly is connected, as it will respond each time you click to update the list in Acumatica again, but if you try and use it you get “[Error] NT: Failed to scan [#] on [scannername]”, as well as “[Debug] [#] ScanJob Debug” ==Login - _screen” I’ve checked that the major/minor revs of the Devicehub match the Acumatica instance, as well as that the instance uses the correct capitalization of the instance name. Logs show no further info about what the error issue is. I see similar issue posted for Devicehub printers that were caused by those two issues, but they don’t seem related to this issue. The Devicehub user has Administrator permissions. Anyone have any other thoughts on what would cause this?

6 months ago

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

skumar98Freshman I

asked in Configuration and Installation

What should be the maximum current usage percentage to maintain ?

If I exceed certain percentage , will that cause an issue in the system performance ?

6 months ago

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