Learn
Learn
Support
Support
Product
Community
Partners
MAP
- Marketing Automation Platform

Community
Discussion Forums
Configuration and Installation

Configuration and Installation

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

958 Topics
3,498 Replies

When you subscribe we will email you when there is a new topic in this category

958 Topics

Most replies

Most views

Newest first

vishalsharma49Freshman I

asked in Configuration and Installation

Unable to get Approver for po as condition based in Assignment and approval screen.

Hello Experts, I am facing issue while approving po based on condition applied in Assignment and approval screen ,please have a look to the screenshot attached with it , do i have missed something in mapping.When Order total is >100 2.When order total is >10003.When order total is >10,000So i all the three conditions Assigned to and approver are the same.

280

6 months ago

bclarkJr Varsity III

asked in Configuration and Installation

How to hide Products in Specific Sales Channels in Shopify?

Hello, We have recently started using Shopify for both ecommerce and point of sale. We have several products that we want to ONLY sell at the POS and not online. It is my understanding that the Export to External check box is what syncs the products over to Shopify, and then the Visibility is what has it show up on the sales channels within Shopify. Our Store Default is Visible and Set as Available (Track Qty). When the product syncs over with this format, it becomes available on all sales channels. We have manually (using bulk edit within Shopify) removed products from certain channels, like the website. However, we have noticed that when a product resyncs, since the visibility is set to Visible, it turns the product back on for all channels. Is there something within Acumatica we can set to prevent this from happening or assign it to the channels we want to be active? Thanks in advance!

621

6 months ago

fpantelidakis65Jr Varsity II

asked in Configuration and Installation

Hiding Approve Commands under Time and Expenses-Approvals

Hi, I have a client that wants to hide the Approve, Approve All, and Reject buttons at the top under Approvals. See print screen below. I went into security preferences and found the Approvals section but no additional options. I cannot find the option to do this. The Data Field is called EPApprovalProcess. Is this found somewhere else or can it even de done? Please let me know. Client is on 2023 R1. Thanks,Frances

1228

6 months ago

kristybrooks83Jr Varsity II

asked in Configuration and Installation

Approval Reassignment Notification

Does the Pending Approval Notification template get sent again when an approval is reassigned or delegated?

894

6 months ago

NetAdmin42Semi-Pro II

asked in Configuration and Installation

Is there a way to perform mass update of classes to add an attribute

I have a list of about 50-75 different Case Classes. I want to add an attribute to all of them. Is there a way to mass update all of them? Or do I have to do them “one at a time”?Just simply looking for an easy way. If I have to do them one at a time that is fine.Thank you,

413

6 months ago

artFreshman I

asked in Configuration and Installation

CreatePurchaseOrders submit different order number - RESTFul-API

HelloI’m trying to submit create purchase orders screen Id: PO505000 the bellow images are my endpoints structure Top-Level from CreatePurchaseOrders endpoint, screen id PO505000 and Details from Details, in order to be able to submit multiple data at a timeand the action is Processthis is my url: https://{baseUrl}/entity/GTPDefault3/20.200.001.001/CreatePurchaseOrders/processwhile submit it with POST request it return 202 accept message,this is my json code: { "entity": { "VendorId": {"value": "V10106"}, "VendorName": {"value": "ABC"}, "Location": {"value":"05"}, "LocationId": {"value":"05"}, "VendorRef": {"value":"09078987"}, "CreationDate" : { "value" : "05/20/2024"} }, "Details":[ { "LineNbr" : {"value" : 2}, "Selected" : {"value" : true}, "OrderNbr": {"value": "Code-000395924"}, "InventoryId": {"value":"1MM650WHT-S"}, "OrderQty": {"value": 1.00}, "UnitCost": {"value": 20.00 },

451

6 months ago

cmorelandSemi-Pro III

asked in Configuration and Installation

Remove Logo From Company

We have a single company with multiple branches. We have a logo set on the company level. I want to remove the logo from the company and set up a branch-specific logo. I don't see a way to remove the logo from the company settings.

552

6 months ago

kudzaim20Jr Varsity II

asked in Configuration and Installation

Upgrade issue from 2022 R1 to 2023 R2.HTTP Error 503. The service is unavailable

Good dayI have upgraded from 2022 R1 to 2023 R2 by installing the file from the community website. I did a direct upgrade from built Build 22.106.0015 to the latest built on 2023 R2.After first upgrading the database and finished of updating the website and all processes were successful.The Instance I upgraded named BuffaloDB. When I then tried to Launch the application I got the error message shown below, “HTTP Error 503. Service unavailable”What could be the issue?I even did a new separate instance to see if I can login I manage to create a demo instance but the one I tried to upgrade from 2022 R1 failed. How can I make the upgraded instance from 2022 R1 to 2023 R2 work? On this installation it is on VMWARE as a way of testing the upgrade in the actual production environment.Also on this installation I do not have .NET 4.8 framework could it be the issue?

2826

6 months ago

sam64

asked in Configuration and Installation

Email Attachment

Adding files attached in header files section of the particular order in the Purchase order email template automatically and option to remove before sending the emailfor eg the PO has two files attached, but when we get into the email template, we are again forced to add the two attachments along with the PO document which is redundant.Anyways it can be done.

1211

7 months ago

StrumbowerFreshman I

asked in Configuration and Installation

How to change someone's default dashboard

When our consulting firm set up our users in Acumatica, they set our AR Admin with a default dashboard as the AP Clerk (with no other options) and our AP Admin as the AR Clerk (also with no other options).How can I change the default dashboard to show AR Clerk with our AR Admin User and the same with our AP Admin? Also, when I went to the homepage on our AP Admin’s User Profile and added the AP Clerk as her homepage. Nothing changed. We are using 2024 R1 Version

723

7 months ago

rcreasyVarsity I

asked in Configuration and Installation

Access Rights - Invoice->Financial->Customer Tax Zone

Hello, I need to give edit access to Invoice->Financial->Customer Tax Zone (see screenshot below) to a role. I cannot find the node in Access Rights by Screen that controls this field. Can anyone help? Can anyone help me with how to navigate to an access node with a known field?

619

7 months ago

jayw85

asked in Configuration and Installation

Directing to configured OIDC provider

Hi,I’ve recently configured our Acumatica instance to provide an additional OIDC authentication provider via an IdP that we control ( Auth0 ). My question: is there a way that I can link directly to this additional authentication provider rather than sending a user to the Acumatica login first?An example scenario: An end-user logs into our own internal platform where Auth0 is the primary authentication provider. Then, we would have a link in our platform where we direct the end-user to Acumatica, but we’re sending them to authenticate against the additional OIDC provider we’ve configured directly rather than sending them to the default Acumatica login page and having them click the button associated with our new OIDC provider. Basically, I’m trying to take out that additional button click.Thanks

240

7 months ago

tahayabaliVarsity I

asked in Configuration and Installation

.BAK file

Hi, All. I have .bak file that have my company Acumatica data. I need to create new env using this .bak file and need to test data in acumatica. My question is how can i use this file. Do i need to use configuration wizard or ssms? Any link or guide is appreciated. Thanks

894

7 months ago

wadeTech

asked in Configuration and Installation

Microsoft Azure Files (not blob) Document Storage

Hello Everyone!My organization is just getting started with an Acumatica implementation and we are looking into utilizing Acumatica’s document storage capabilities for attachments. Has anyone utilized Microsoft Azure Files for this? I have not been able to find any resources that would point me in one direction or the other. This is the solution my company is leaning towards to remove typical network shared drives. We would like to leverage it for Acumatica as well if possible.Thank you in advance for any help you can provide!

301

7 months ago

Rmak0501Jr Varsity III

asked in Configuration and Installation

User setting to send email

Hi,May I ask which role I need to give to a user so the person can send out email from the ERP system?Thank you.Regards,Raymond

933

7 months ago

IvKay2019

asked in Configuration and Installation

Row Security by Employee

Is it possible to restrict access to Purchase Requests by users/employee?Requestors should only have access to their request. Approvers can view theirs and those requiring their approval. Open requests accessible to users allowed to create requisitions

931

7 months ago