Configuration and Installation

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

  • 640 Topics
  • 2,331 Replies

640 Topics

Michael Ndungi
Varsity I
Michael NdungiVarsity I
asked in Configuration and Installation

can't establish connection to the database server

Hello everyone,I'm trying to connect Sql server in a DB server to App server so as to create the application ERP but i get this error.Kindly assist. A network-related or instance-specific error occurred while establishing a connection to SQL Server. The server was not found or was not accessible. Verify that the instance name is correct and that SQL Server is configured to allow remote connections. (provider: Named Pipes Provider, error: 40 - Could not open a connection to SQL Server) -------------------------------------- Inner Exception: The network path was not found

5
Michael Ndungi
Varsity I
6 months ago
J
Jr Varsity II
jsieberJr Varsity II
asked in Configuration and Installation

Multifactor Authentication with Authenticator App

I’d like to setup Multi-factor authentication for all users in our tenant. I see options for sending an email or SMS but I would prefer using an authenticator app such as Microsoft Authenticator. Is this possible and I’m just not finding how to set this up?

3
J
Jr Varsity II
6 months ago
C
Freshman I
ctrabada28Freshman I
asked in Configuration and Installation

Need to add employee ID to project inquiry but keep getting a reference number

I need to add the project manager employee ID (AcctCD)  to the PM-Projects GI but keep getting the Account ID (BAccountID) instead. This is my setup. EPEmployee is linked to PMProject. How do I get the employee id that starts with “E”? 

4
meganfriesen37
Captain I
6 months ago
R
Captain II
ray20Captain II
asked in Configuration and Installation

Is Inventory Migration after 2021R1 be different?

Hello,      In help doc before 2021R2, like in 2021R1 below. We are having a section called “implementing inventory” and it gave out the guide to do inventory migration.      However, after 2021 R2, like the recent 2023 R1, this section was deleted, and can not be found anymore.  Why, is the inventory migration way be changed?           Please advise.

3
Laura02
Captain II
6 months ago
Mike Gifford
Jr Varsity III
Mike GiffordJr Varsity III
asked in Configuration and Installation

Is there a Timeline for 2023R1 official release?

I found an article pointing to February 2 release, which I dont think is accurate.  I have already installed the Previews/Betas. Just looking for the timeline on the official release. Thanks!

8
M
Jr Varsity III
6 months ago
P
Freshman I
paranthamanu84Freshman I
asked in Configuration and Installation

How to Edit Web.config file in Acumatica ERP Configuration installations?

Hi, Iam very new to Acumatica. I have Acumatica 2022 R2. Now My senior asked me to improve the speed to loading the Acumatica ERP Configuration installations via web,config, Any guidences will be helpful. Thanks

1
manikantad18
Pro II
6 months ago
C
Varsity I
chidao
asked in Configuration and Installation

Disable Button Release on Landed Costs with conditions

Hi All,I got a case when the user always forgot to change the currency when typing in Landed Cost.Ex: Instead of 100,000 VND, they forgot to change the currency from USD to VND (the default currency from the vendor is USD).So, it causes a big problem for our business, to prevent this issue I create a condition as imageand apply to the fieldbut it does seem not the right way so the system doesn't work.Could you please advise how we can prevent the above issue?Thanks all,Yên Chi

3
darylbowman
Captain II
6 months ago
C
Varsity I
chidao
asked in Configuration and Installation

Setup Kit Disassembly - Cost for component

Hi All,Business case: we have 1 container of chemicals. we will send it to the manufacturer to convert it into 3 bottles. The cost of bottles will include the cost of container chemicals divided into 3 plus the manufacturer's fee.Currently, I set up 1 Stock item (Finished Good) as a Kit and it’s included 3 components. I use the function Kit Disassembly to convert from 1 container to 3 bottles and add the cost of the manufacturer's fee. However, the original cost of material is not going to be the cost of the component as expected.Do you know any other flows that are more effective & meet the expectation?Our expectation is the cost of each bottle will be included the cost of container chemicals and the manufacturer's fee.Thanks in advance,Yên Chi  

0
C
Varsity I
6 months ago
O
Freshman I
osamaaslam49Freshman I
asked in Configuration and Installation

Authentication In Acumatica

I am having difficulty sending an authentication token in the headers while trying to populate fields in IN304000. I have obtained the token from the login API. However, when I set the token in the headers of the API to populate the fields in IN304000, I receive a "404 Not Found" error. Conversely, when I use the logout API and attempt to access the IN304000 API, I receive a "401 Unauthorized" error.

4
abhijit
Jr Varsity II
6 months ago
C
Varsity I
chidao
asked in Configuration and Installation

Select Multiple Invoices when creating Task

Hi All,Can we create a task link with multiple Invoices?Our cases: we use Task to implement for the receivable team. They will update the status of the invoice or customer on payment following the task. There are cases, multiple invoices will have the same notes, and it takes time if each invoice we create a task.Appreciated it if you have other advise on this case or knew how to set up multiple select.Thank you,Yên Chi  

4
C
Varsity I
6 months ago
I
Freshman I
ianmtyFreshman I
asked in Configuration and Installation

How to configure the "AP Bill" approval request emails so that they are sent to their recipient automatically since now the email remains "pending"?

How to configure the "AP Bill" approval request emails so that they are sent to their recipient automatically since now the email remains "pending"?In other words, on the SM507000 “Emails Pending Processing” screen, they remain with Mail status “pending” and they are only sent until you do “PROCESS” after having selected them.Detailed.-I have configured several Approval Maps in [EP205015], each of them with one or several steps, in each step a rule, where the entity object is "AP Document", and the approver is an "Employee".In "Accounts Payables Preferences" [AP101000], the Approval tab is "Active" in all Approval Maps. I'm using the system default Pending Notification Approval "AP Bill".So, when the A/P user adds a new Bill in "Payables" > "Bills and Adjustments" [AP301000] and sets an Owner or Workgroup ID in the "Financial" tab of the document, the approval process is triggered.In general the approval process works well, except that the notification emails to the user are not sen

3
I
Freshman I
6 months ago
B
Jr Varsity III
brettnothan9Jr Varsity III
asked in Configuration and Installation

.Net Core 3.1 for 2023R1

Download .NET Core 3.1 (Linux, macOS, and Windows) (microsoft.com) What exactly do I need to download/install from this page to run 2023r1? Thanks,Brett

1
V
Acumatica Employee
6 months ago
jenniferflores43
Freshman I
jenniferflores43Freshman I
asked in Configuration and Installation

It does not load the module tabs in acumatica in Chrome

Hello everyone, Can anyone show me how to enable the Acumatica menu highlighted in yellow color?I am using google chrome.Thanks in advance! 

7
abhijit
Jr Varsity II
6 months ago
dsimmerly
Varsity I
dsimmerlyVarsity I
asked in Configuration and Installation

Spell checking

Is there a spell checker in Acumatica ?

3
abhijit
Jr Varsity II
6 months ago
A
Freshman II
AnastasiaSchroeder88Freshman II
asked in Configuration and Installation

Extend segmented keys

Hello all, how can I extend the length of a segmentation key from 10 to 12 when data has already been created? When I try it, it comes to this error message:  

1
Laura02
Captain II
6 months ago
andythomas65
Freshman II
andythomas65Freshman II
asked in Configuration and Installation

Microsoft Azure Single Sign-on help (SSO)

Hi, Hoping someone can help, we have a site that want to use SSO with Azure and I’m looking for a config guide as the help files don't really cover it it any detail and i think I’m missing something.I’ve created a App in azure and configured it (i hope) but when i Associate the user from the User Profile Screen i get We're unable to complete your requestunauthorized_client: The client does not exist or is not enabled for consumers. If you are the application developer, configure a new application through the App Registrations in the Azure Portal at https://go.microsoft.com/fwlink/?linkid=2083908. Which makes me thinks my application is not configured correctly! Any help would be much appreciated

6
Chris Hackett
Community Manager
6 months ago
B
Freshman II
byates
asked in Configuration and Installation

Disable PO Delete

After a series of unexplained PO deletion I am trying to disable the delete button from the PO Header. I am in the Access by Screen and trying to change Delete from “Inherited” to “Revoke” but it keeps resetting to inherited. Is there somewhere else I should be changing this? 

2
B
Freshman II
7 months ago
L
Freshman II
LungileNjakazi37Freshman II
asked in Configuration and Installation

Error: 'Cash Account' of '[CashAccountCD]' does not exist in the system.

  Hi Please assist I keep getting the above errors when I try to add a cash account, What could be the cause and how can I fix it.

5
L
Freshman II
7 months ago
M
Jr Varsity I
marina25Jr Varsity I
posted in Configuration and Installation

Updating employee information - Organization Workspace

So, yesterday, I was presented with a bit of puzzling question. The client was updating the Branch Information in the Employee Profile (Organization) and the State and the Country fields would loose its original value. Of course, I was searching in the community, but did not find an answer that made sense. Therefore, I decided to add it in hopes to help someone else next time. In order for employee’s state and country remain, the Branch setup must have the state and the country as well. If those fields are blank, then any Branch update on the employee profile even though it has the right information, will be removed. Branch information screen shot below:Employee Information after selecting the branch that does not have address will not keep the information.  

1
Chris Hackett
Community Manager
7 months ago
E
Varsity III
eudescoelho29Varsity III
asked in Configuration and Installation

How to add SSH Authentication Key

Hello Community,In Synchronization tab of the File Maintenance screen, we find the field SSH Authentication Key when using SFTP.This field only allows to selecting a key from a list of existing keys. The list is currently empty.Does anyone what form to use to add an authentication key to this list please? Many thanksEudes

6
J
Freshman I
7 months ago
F
Jr Varsity II
fpantelidakis65Jr Varsity II
asked in Configuration and Installation

Canandian Localization How to

Hi, We are doing our first Canadian implementation. We have the Canada Localization enabled. They will be using GST taxes. However, are there any step by step guides on this. I have seen people referencing the VAT setup in open university but no instructions in running import scenarios for GST. Any help would be appreciated. Thank you,Frances 

1
meganfriesen37
Captain I
7 months ago
K
Jr Varsity II
kevinheng21Jr Varsity II
asked in Configuration and Installation

External File Storage

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.  

2
K
Jr Varsity II
7 months ago
B
Freshman II
Brian RowerdinkFreshman II
asked in Configuration and Installation

UPS Carrier Labels failing to print when more than one package on shipment

We are attempting to print UPS Carrier Labels from the Process Shipments Screen using Device Hub. We have device hub configured and as long as there is one package on the shipment the label prints fine. When there are two or more packages requiring multiple labels it still appears to be processing correctly on the Print Job Screen and the device hub monitor but nothing prints. Any ideas on what could be causing this. 

0
B
Freshman II
7 months ago
D
Freshman I
dherr70Freshman I
posted in Configuration and Installation

Open U T190 question

Greetings all,On page 9 in course T190 “Preparing the environment” I have completed everything up to:“4. Clone or download the customization project and the source code of the extension library from the Help-and-Training-Examples repository in Acumatica GitHub to a folder on your computer.”I have programming experience but am new to GitHub. How do I get the project and code files from Acumatica GitHub to my GitHup on my computer?Thank you in advance! 

17
cdegn
Freshman I
7 months ago
H
Captain II
HarshitaCaptain II
asked in Configuration and Installation

Gmail setup issue

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.

6
darylbowman
Captain II
7 months ago

Badge winners

Show all badges
Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2023  Acumatica, Inc. All rights reserved