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Configuration and Installation

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

  • 1,057 Topics
  • 3,879 Replies
1057 Topics
nhorvathNAW
Freshman II
nhorvathNAWFreshman II
asked in Configuration and Installation
Difference Between Setting up Restriction Group vs. Restrict Visibility To

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?

3631
J
Semi-Pro II
F
Freshman I
Fie
asked in Configuration and Installation
How to Set up the Power BI in Acumatica

Hi Community, Seeking your assistance for reference to set up POWER BI in Acumatica

1712
Manikanta Dhulipudi
Captain II
K
Freshman I
keyrllosesam158Freshman I
asked in Configuration and Installation
can not open multiply companies in Acumatica app for ios ?

can not open multiply companies in Acumatica app for ios ?

170
K
Freshman I
A
Freshman I
abhishekkcFreshman I
asked in Configuration and Installation
404 error during authentication while setting up system email setup

Hi All, Sometimes I receive this error during authentication of system email. However, Sometimes, it works. Can you please help me to find the root cause of this error? I am trying to setup a system email. 

1683
A
Freshman I
WillH
Varsity II
WillHVarsity II
asked in Configuration and Installation
Customisation/Tampermonkey -Can you change the favicon dynamically, rather than just replacing siite.ico?

H there,I‘ve been giving some thought to Favicon’s (the little logo that appears in the tab bar of a site).I’m wanting the ability to make individual screens within Acumatica surface a different FavIcon, based on the tenant in use, or the screen selected, for example. I’m aware that you can customize the favicon for a whole siite by just replacing site.ico But I’m having trouble trying to figure out how to do this at a deeper level.I was looking into using TamperMonkey to override the favicon for specific sites without having to work with Acumatica code, but I’ve gotten blocked on that method. (Suggestions for how to do this would be appreciated.  I have scripts that work for _other_ sites, but while the header > icon link has been overridden with a new URL/encoded image, the page itself seems to be overriding my changes at a different level.  Ditto for overwriting the Title of pages)

260
WillH
Varsity II
R
Jr Varsity III
RobLoweJr Varsity III
asked in Configuration and Installation
Limit Activity Editing

Is there a way to restrict users to only be able to edit activities created by them and not be able to edit ones created by colleagues i.e. you can only edit your own activities?

301
jamesh
Semi-Pro I
richardr
Freshman I
richardrFreshman I
asked in Configuration and Installation
Acumatica 2023 R1 and IMAP

Acumatica and IMAPA few months back, IMAP stopped working, and I had to reconfigure the system email account set up in Acumatica to use POP3. We are using Acumatica version 2023 R1. Are there any issues I should know about with IMAP utilizing this version of Acumatica? If not, can anyone provide a link on how to properly set up IMAP to work with the 2023 R1 version of Acumatica? Thank you. 

1013
jamesh
Semi-Pro I
A
Freshman I
ajeeva
asked in Configuration and Installation
How to Restrict User Access to company

Hi All, I have got in total 6 companies and currently any user that log ins has access to all 6 of them.  I want users to only have visibility of the company they belong to and restrict access to any other company. I know I will need to create a role, but not sure what settings to change about the role under Access Rights by Role. Thanks in Advance. 

1346
Laura02
Captain II
MichaelShirk
Captain II
MichaelShirkCaptain II
asked in Configuration and Installation
Mass Update Access Rights

We just updated our production instance to 24R2 over the weekend.I should have thought to check this, but we had a number of different Generic Inquires created by different users that didn’t have access rights set. Obviously, during the upgrade, all “Not Set” access rights were changed to “Delete”. There are about a dozen screens that I want to go through and set every role to “Revoked”,but we have a lot of user roles in the system. (Afterwards, I’ll manually grant access for roles that require it.)Is there any better way to do this than to manually go through every role for each screen? I would be very comfortable doing this via a database update, but I’ve tried finding the database table that stores this information with no success. 

1674
Chris Hackett
Community Manager
S
Freshman I
selder53Freshman I
asked in Configuration and Installation
2023R1 Shipping Integrations

Has anyone else had to add the shipping integration and have it cost $2400+ annually.  We never had to do this before but with the upgrade this is what we are being told.

1873
T
Varsity I
S
Freshman I
sarahFreshman I
asked in Configuration and Installation
Access Rights to Delete File Attachments

I need to know how to give someone rights/access to delete uploaded files.For example, we upload item drawings to the item’s BOM and when we have a new/revised drawing, we want to delete the old drawing and upload the new drawing.Where do I go to give someone permission to delete the file attachment???

12846
G
Jr Varsity III
martinxfe
Jr Varsity II
martinxfeJr Varsity II
asked in Configuration and Installation
Consolidated Customer statement defaults to branch sorting. Removing branch group breaks statement footer.

We opted to use branches because we are technically a two branch company internally, however, as far as our customers are concerned we are one company, one branch. Because we opted for branches, the default customer statement (consolidated included) form wants to group AR documents by branch but this confuses our customers who expect all their documents in order by document date. This in spite of the AR Preferences consolidation setting set as below:  I attempted to remove the Branch group in the report designer, and while this fixed the sort order, the “...AgeBalance00-05” fields started calculating as though only for the first branch.Further testing suggests the report was using the groupOrganization footer which does use the OrganizationAgeBalance00-05 fields rather than the customer equivalents, but both customer and organization are higher level groups than branch, so I don’t know why they would be recalculating as though per branch. Does anyone know how to keep branch configurati

39311
martinxfe
Jr Varsity II
asommer
Varsity I
asommerVarsity I
asked in Configuration and Installation
Customer ID format error.

When trying to create a new customer I keep getting this error message:“Customer ID is formatted incorrectly” Here is a screenshot:Creating this same customer works in our development environment which has the same version as our live environment.  Is there some configuration setting I’m missing somehow?Thanks!

355
asommer
Varsity I
A
Freshman I
AP13Freshman I
asked in Configuration and Installation
Generic Inquiry parameters available

Hi,I’m a beginner with generic inquiry configuration. I’m wondering what are all the available functions similar to @me, @monthend, etc. that we can use as a value in the parameters or conditions sections and that are not presented in the “Help” section of Acumatica. Is there a full list available somewhere other than those showed in the operators/functions below?  Thanks!

1192
Kandy Beatty
Captain II
E
Jr Varsity III
edsonvelez64Jr Varsity III
asked in Configuration and Installation
Connection to RabbitMQ failed

Hi,I have this error after install the last version of Acumatica. Connection to RabbitMQ failedThe service RabbitMQ is running. Thanks,EV

445819
stevec94
Freshman II
K
Semi-Pro I
krausef77Semi-Pro I
asked in Configuration and Installation
Restrict Documents by Branch a User is logged into - User has access to all Branches

Hi All,We have usecases across clients that are coming down to the User only seeing Records assigned to a Branch he is logged into.The User has access to all Branches, but should only see Records that are (1) not restricted and (2) that are restricted to the Branch the User is logged into.Currently/natively, it seems that ACM either gives you access to everything based on the Branch Roles assigned to the User, or the User needs to only be assigned to one Branch to apply the Restriction. Using the Restrict Visibility on Master Records was our first choice until we realized that it applies on a role level rather than looking at what Branch the User is active in.restriction Groups are also applicable. Do we know if there is a workaround or other native options here to make this work? There seems not to be a good way to do the following: User works for both Branch 1 and Branch 2. (has both Roles assigned).User is logged into Branch 1. User should only see relevant Vendors for Branch 1. Onl

360
K
Semi-Pro I
C
Semi-Pro I
chidao
asked in Configuration and Installation
Inter-Branch Transactions disabled - Cant process transaction

Hi All,I have 1 Tenant with 2 companies, with the master data (stock item info, warehouse info) are the same.I am doing Inventory Receipt IN301000. If the Warehouse are setup for specific Branch (as this is a required), it seems I cant use this warehouse for another Branch with feature Inter-Branch Transactions disabled?Current I always get the error message “Inter-Branch Transactions feature is disabled.” even I sign in the correct Company that I wanna create transactionAre there anyone knowledge in this can help me confirm if my concerns is correct?Thanks in advance,Yên Chi

320
C
Semi-Pro I
SergioSP
SergioSP
asked in Configuration and Installation
Setting Up Acumatica Instances for Team Training and Snapshot Access

I'm new here as our organization is transitioning to Acumatica!I'm trying to set up Acumatica in a way that allows our team to access instances to use snapshots and complete training courses. My main question is: What is the best approach for setting this up to support multiple users?Should I install Acumatica and the relevant snapshots individually on each team member's workstation, or would it be better to set up a shared environment, like a VM or server? I’d like to hear about your experiences with these setups, especially any pros and cons you've encountered.Thanks in advance for your help!

581
Laura02
Captain II
P
Freshman II
podonnell1Freshman II
asked in Configuration and Installation
Row Level Security to select only certain segments if one segment already selected

Hi Everyone,We are working with subaccount segments and row level security. Let’s say we have 2 segments in the subaccount , XX-XXX. Both of these segments have a 1 for 1 on row level security groups, group ABD and group IPE. Both groups are type A. Both segment 1 and 2 will have subaccounts in group ABD and group IPE.       What we are trying to achieve is if we select subaccount segments from group ABD on the first segment, we segment 2 to only show the ABD subaccount segment value (and not see IPE). For example below, we select ABD in segment 1, but we also see subaccounts from IPE. -- We want to restrict this to only ABD in the second segment. For this testing, our user is part of both group ABD and IPE.  Currently I have not figured out a way to do this on GL Account Access. Is this possible in Acumatica?Thanks

431
Laura02
Captain II
jhouser
Captain II
jhouserCaptain II
asked in Configuration and Installation
Require 2 approvals from the same group of approvers

I’m working on a PO approval map. There are many approvers with various approval limits. I need to require two approvers for PO’s over 50K. I understand that a specific number of approvers can’t be specified for a single step, it’s either 1 or ALL.So, I’ve created a 2nd step for PO’s over 50K. Needs to have the same group of approvers though. This presents a problem, because having the same approvers in both steps basically causes it to skip the second step. I thought I could solve this by using “Approver ID does not equal ___” in the rule conditions. But it doesn’t work. Wondering if I’m using it wrong, or if not, what is the point of the Approval entity in approval maps?Here is a dumbed down version I tested without success. Step 1: Two rules, CEO and CFO, both with specific employee specified. No conditions. Complete step on approval. Step 2: Same as above except each rule has a condition to require employee’s approval if they did not approve in step 1 (goal anyway). Screenshot belo

1778
meganfriesen37
Captain II
F
Freshman I
fpantelidakis07Freshman I
asked in Configuration and Installation
SO Invoice Notification Template not pulling correctly

Hi, When I go into Receivables→ Processes-->Print Invoices and Memos and try to email a sales order invoice it’s not picking up the same e-mail template that I linked under Sales Order Preferences Mailing & Printing called InvoiceNotification. I made changes to that e-mail template but why under Print Invoices & Memos it’s not picking up the correct template. Am I doing something wrong. Thanks, Frances 

723
F
Freshman I
afomichev
Acumatica Moderator
afomichevPlatform Analyst
posted in Configuration and Installation
Acumatica Global Search Improvements

Hi Community, We are planning to rework our Acumatica Global Search (or Universal search) and now we are collecting requirements for this feature. The most popular ideas like categories and including attributes have been already included, but still, we would like to ask for your opinion about any ideas and problems related to global search, feel free to write it here.

55314
A
Freshman I
T
Freshman I
tim50Freshman I
asked in Configuration and Installation
Google SSO - setup question

Good day all, I have a self-hosted public-dns trial version of a 22R2 setup Build 22.206.0035 and I’m trying to enable Google SSO following this guide, but after enabling the options in the features the Google option still does not show up for me at login. Is it because I’m using the trial version?  https://www.acumatica.com/blog/maintaining-acumatica-users-through-google-workspace/

1873
R
Pro III
R
Pro III
ranjithduraisamy72Pro III
asked in Configuration and Installation
SSO Configuration with Google.

Does anyone has done SSO configuration with Google?

612
R
Pro III
rcreasy
Varsity I
rcreasyVarsity I
asked in Configuration and Installation
Access RIghts - access to print but not create Debit Memos

I need to give a user access to print Debit memos. The user has access to print Invoices. I am struggling to find the node that handles Debit Memos.Can anyone help?We are 23R1 (I know. Upgrade is in process...)

722
rcreasy
Varsity I

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