Configuration and Installation

Hi All, Hoping to get some guidance on tenant snapshots, restoration & customizations.Scenario: need to update Test tenant with a Live tenant snapshot (full) that has customizations.Questions:Should the customizations be unpublished in Live before the snapshot is taken? Before the snapshot is restored in Test, should the customizations be unpublished?Any other suggestion or guidance would be greatly appreciated.Thank you for your assistance.John  

Emails are just sitting on Pending Processing when i go to Exchange Synchronisation Process and Process error below prompted; CS Error: An error occurred during the synchronization of emails.You have exceeded the available concurrent connections for your account. Try again once your other requests have completed. When i tried t initialize server as belowbelow error prompts;You have exceeded the available concurrent connections for your account. Try again once your other requests have completed.

A client is requesting restriction groups to limit what accounts/subaccounts can be used with each branch. I have this mostly configured but they would also like: when a user selects a certain GL account, only 1 subaccount should be available for selection. So, for example, the user selects account 123456, only the 1000 subaccount is available. The catch is, they still want to be able to use the 1000 subaccount outside of the GL accounts that it’s required for. I set up 2 restriction groups per this knowledge base article: Visibility of Subaccounts by Account Knowledge Base ArticleAnd it works. When 123456 is selected, only 1000 is shown. But I also need 1000 to be available (not required) when GL account 789101 is selected. 

Hello Everyone,I’m using Acumatica for data integration purpose and came to an issue of "exceptionMessage": "Execution Timeout Expired.  The timeout period elapsed prior to completion of the operation or the server is not responding.","exceptionType": "PX.Data.PXDatabaseException" We tried to find the root cause and later realized that after we have installed oracle database into the server, this issue started. And whenever oracle db. was turned off, we were able to access all the entities both in web and in API.We are using Acumatica with SQL serverIs there any solution to run both Acumatica and Oracle db. at the same time?

Hello gurus,I need your help please.One of my SAAS clients wants to use the new Outlook Add-in ( the new version using OpenID) . I configured it per the instructions and, in Outlook, I opened an email and clicked on the Acumatica add-in then I get the following error: 404 - File or directory not found.I also configured this add-in on my local development instance and it works fine. I checked the manifests ( one from the cloud instance and the other from my local instance) and I noticed a difference on the URL of the resources as for instance:For the local instance:<AppDomain>https://deveudes.tascolihost.com/</AppDomain><SourceLocation DefaultValue=https://deveudes.tascolihost.com/Frames/Outlook/OidcFirstRun.html /><bt:Image id="icon1_16x16" DefaultValue=https://deveudes.tascolihost.com/Frames/Outlook/Acumatica_Teardrop_RGB_MayanBlue_16X16.png /> Whereas, for the cloud instance:<AppDomain>https://xyz.acumatica.com/Scripts/</AppDomain><SourceLocatio

Many Acumatica customers use Microsoft 365 collaboration platform (Teams, Outlook, PowerBi, Office, etc) together with Acumatica.  In this AI era, Microsoft has come up with Fabric, an Analyics platform, and Copilot as it’s AI engine.  What’s Acumatica’s strategy to facilitate these tools to its customers? 

Hello! We are looking to set up SSO for google. Did purchase the Advanced Authentication. To my understanding that this includes Active directory and other external SSO, Google and Microsoft SSO, two-factor authentication, and openid connect.Issue is we are missing the Google and Microsoft SSO in enable/disable features. And do not see the Google and Microsoft SSO in Activate License screen. Question is do we need to pay separately for the Google and Microsoft SSO license? What does the Advanced Authentication include?Thanks!

Hi there,We’ve restored the snapshot on a new Tenant on the same site, changed credentials, and Printers were populated to the system. When we execute a Print Job, DeviceHub receives it, getting Poll but failing Printing after a couple of attempts. If having the same settings, we changed credentials to the other tenant, and everything is working as expected.Has anybody encountered a similar issue? Please share your thoughts

I’m looking for a stand alone document scanner for use in shipping to scan all documents that go into the box and then attach it to the shipment as a PDF file.I’ve tried a couple of different scanners (Lexmark and Kyocera) but they are not standalone and the TWAIN software does not play well with device hub as both require user input on the scanner and never sends the scanned document back to device hub. Any recommendations of scanners that have worked for you?  I’m current running 2020 R2, planning to upgrade to 2021 R1

Hi, Does any one have instructions in how to create an EFT payable file in Acumatica without having the Canadian localization installed. Let me know. The price for the Canadian localization is a little too much for the client and we have to go through the customization route. Thanks,Frances  

How does the “Keep Audit History” under security preferences work exactly? I understand it’s an integer of months, but….Does it run immediately after saving?Do I need to optimize the databse or anything to get it to trigger?I have a LARGE audit history, many many GB and I know that if this triggers it will take a moment. I’d like to be minimally disruptive with my system. How do I use this function properly? How do I know it executed?

Hello everyone,I’m new to Acumatica, so apologies if this is the wrong place to ask. I recently installed Acumatica 2025 R2 and successfully created an instance using the U100 demo data. I’ve been really interested in exploring the AI features, especially the Anomaly Detection functionality, after watching a recent webinar where it was mentioned that these features are available now.I also read through the Acumatica 2025 R2 Beta documentation, which states that the Beta release gives early access to the code and requires contacting an Acumatica Partner and completing a Presales Support Case to participate. However, this didn’t seem applicable to my situation.When I go to the Enable/Disable Features form to enable GL Anomaly Detection, it prompts me for a license and won’t let me activate the feature. I’m not sure if there is a generic license key available that could be used to test or demo this feature. I tried the license key that is provided in S100 System Installation and Maintenan

We are wanting to upgrade from 2020 R2 to 2021 R1.   We are on premise so we need to move the a snapshot to a test environment.  We have been on acumatica  for just over a year and our snapshot is already to large to import with the default settings.  We have adjusted the webconfig to allow for our snapshot size of 1.5 Gb (we are just over the limit with our snahot being 1.1Gb).We now get the error “Error: The file is not found, or you don't have enough rights to see the file”   I have tried importing from the server directly with the snapshot right in the c drive.  I have tried creating other snapshots, thinking the first one was corrupt.We do have custom fields created and need a way to bring the snapshot over for proper testing.  What would the official way of doing this be?

I can see the workspaces in the Main Menu during Edit but when I exit, I cannot see them. How do I expose them? Thanks so much.  

We are setting up our locations in Acumatica, and are using the Avalara address validation tool. When we set up a location, the address and LocationID is the same as we are using in Avalara, yet the “Validated” button within Acumatica is framed in red and unable to be chosen. Has anyone experienced this? If so, and if you know how to repair, I would be grateful.  

Hi I need help because apparently, this contact is already connected with another user. When I checked the Employees tab, there is not even an Employee login. How do I fix this?  

Hi, I just tried to install Acumatica to my local computer but whenever after I successfully installed and configure it, it does not display correctly. Has anyone experienced this? 

When attempting to Import the L100 snapshot on local instance of 2025R1 the following error is produced:Package version ‘25.100.0054’ differs from application version ‘25.101.0153’.The current tenant is already loaded w/ U100 as can be observed by the Gibbs user, but I don’t believe that should pose an issue given I am only trying to import the snapshot at this point.When looking online for I wasn’t able to find a Build 25.100.0054. 

Installing a new local acumatica installation for testing purposes. The installation went fine with no errors but when I try to go to the web page to log in I get:HTTP Error 500.19 - Internal Server Error The requested page cannot be accessed because the related configuration data for the page is invalid.IIS works fine because I can pull up the page for the default site. Grateful for any insight on this.Thanks in advance!

I am running Windows 10 Home,. I have installed sql server developer edition 2022 and sql server Management Studio 21.4.8I am able to run through the installation process of Acumatica, set up the database and install a new instance of the application. However, when I try to launch the application from the Application Maintenance screen, I get the message “The system cannot find the file specified”. I have no issues with connecting to the database within SQL Server Management Studio.Using Chatgpt I have validated all ISS settings. The only potential issue i can see is that windows 10 Home does not support windows authentication and this appears to be required. Do i need to upgrade to windows Pro ?Any ideas would be welcome.   

Hi CommunityI am setting up a client with multiple companies in the same tenant, who have chosen to use departments as branches. My challenge is that each company has a similar department, e.g. MKT (Marketing). It doesn’t appear to be possible to allow a branch with the same name to be added to each company.I have tried with branch balancing and not balancing.Is there a way around this please? TIA

Hi, I am trying to setup an Adobe eSign in MYOB Acumatica instance by following this link MYOB Acumatica Adobe E-signI have already set the configuration in the Adobe side. But unfortunately, I couldn’t find the eSign in MYOB, and when I check it in the Access Rights by Licence Type, it is Revoked for all Licence Types.  How can I access the eSign functionality?

Hi,How can we configure the Vendor Portal and what are the initial functionalities of the Vendor Portal? Thank You 

We’ve been setting up MFA with the “required for unknown devices” with native Acumatica accounts.Does anyone have technical details of the logic of how an MFA would be triggered?  I’m unable to find any detailed information on how this works.  I would guess that logging into Acumatica on a new device would prompt for an MFA approval?  What other scenarios would trigger an MFA authentication?  I have yet to see an MFA request since the original setup.