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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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873 Topics

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HarshitaCaptain II

asked in Configuration and Installation

How to setup system email account for Google Workspace account?

Hello linkies,I have been trying to setup my google workspace account in Acumatica. Did tried to implement the same on System Email Accounts (SM204002) form but not able to setup. Kindly let me know how can I setup the same. Thank you in advance.

1 year ago

iacook28Freshman II

asked in Configuration and Installation

Outlook add-in logging in but not loading menu

My outlook add-in logs in successfully but then I just see the spinning Microsoft hourglass and no menu items load.What am I missing here?Thanks in advance

2 years ago

vidyakeerthikFreshman II

asked in Configuration and Installation

Automatically change in Processing Time Threshold value in Business Events

Hello,We are facing the below issue in Business Events. Could anyone have faced this before and any working solution, please suggest.Any inputs will be helpful, to troubleshoot the issue.Issue: In the business events settings, the “Processing Time Threshold(s)’ value is automatically resetting with some values often, for both Push Notification and Business Event Queue.Below are the screenshots for reference.Kindly let us know if any other inputs are required. Actual values set by us: 30 Values that got reset: 2 and 10 Thanks in Advance. Best Regards,Vidyakeerthi K

1 year ago

fpantelidakis65Jr Varsity II

asked in Configuration and Installation

Removing Fasttrack from a new Tenant

We are a new partner to Acumatica. We loaded a tenant that included the fast track Construction Edition for 2022 R2. However, our client is going to customize their preferences and will not use the Fasttrack. How can we remove this from the current tenant ort how do we create a new tenant without using a backup (if this is possible). Let me know.Thank you,Frances Pantelidakis

1 year ago

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

1 year ago

AndrewBGLPro I

asked in Configuration and Installation

Inventory > Stock Items > Vendors Tab > Delete Vendors

Hello,I am trying to find the specific Access Rights By Role that allows a user to delete vendors.I am looking under the Inventory Tab and expanded the list but I cannot find the specific permission.Attached is an image of the Element Properties for the delete button.

1 year ago

chenwmJr Varsity II

asked in Configuration and Installation

To disable 'delete' in header document and enable 'delete' in line document

Hello morning guys,Is there a way to configure the access right by screen by disabling the delete button in header document and enabling the delete button in the line document? Is that possible?The screen ID is CA304000.Thank you in advance.

1 year ago

rhooper91Varsity III

asked in Configuration and Installation

Approve Button on Notification Template to External Entity

Hello,Before I go down this path, I wanted to know if it would be a viable solution to add a button in an email to approve or reject a document based on selecting the link. I have been able to get an elementary version of this to work through sending certain text in an email for intake but the client wants to get more sophisticated with an actual actionable button.I believe this would be possible with some variation of the portal- they click the link, brings them to the portal, they can approve- but not all customers will have an access. So ultimately I need to be able to get a response back without the need to authenticate.Any input or experience on this topic would be greatly appreciated!

2 years ago

CAllaireFreshman I

asked in Configuration and Installation

Absolute Path problem when launching Database for training servers

Absolute Path problem when launching Database for training servers.I cannot get my database to launch to run Accumatica. I have all IIS settings correct. I think it is a Microsoft SQL express or Windows admin permission issue

2 years ago

coleenmcnally22Jr Varsity II

asked in Configuration and Installation

Field level auditing on the Access Rights by Role form (SM201025)

I am trying to setup Audit History on the Access Rights by Role form. I have the Audit form configured and active. When I view the Audit History on the Access Rights by Role I am not seeing the changes that were made to the role. I am receiving the dialogue box that appears when audit is not setup? Any help would be appreciated. Thanks..coleen

1 month ago

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.

1 year ago

manuelschulzeFreshman II

asked in Configuration and Installation

Problems with Microsoft Exchange / IMAP Email Synchronization

We’re trying to get the MS Exchange integration working. Part of it is working, calendar events and to-tos are being synced properly, and sending of emails works fine as well; however there are issues with syncing the email inbox.Our customer’s instance has two tenants, one for testing purposes and one that’s actually in use by our client (I’ll call it production).On the test tenant what happens is, I have to move emails from the inbox into a subdirectory of the inbox with the same name as is configured in the email section of the sync policy (SM204010). As far as I gathered, this is expected behavior.Whenever the sync process is executed, the emails from that subdirectory will show up in Acumatica, but on the exchange server the emails are automatically being moved back out of the subdirectory and into the main inbox folder.Is that also correct behavior? It seems strange to me. And if I manually move the emails back into the subdirectory and run the sync again, the emails do not appea

1 year ago

chidao

asked in Configuration and Installation

How to prevent users from editing Notes/ Files on Sales Orders

HI Team,There is any setting that we can lock the field Notes and File on Sales Orders after that SO is completed?

4 months ago

krausef77Semi-Pro I

asked in Configuration and Installation

Options of tracking Expiration Dates for Non-Stock items?

Hi All,We are currently exploring options to keep track of expiration Dates for Non-Stock items.Our client has Expiration Dates for Consumables that are Expensed right away and are in general treated like a Non-Stock Item.Before recommending rethinking the usage of these items to be Stock items, we wanted to see if there are any ideas or proven ways out there to keep track of Expiration Dates for Non-Stock items? Inventory Levels are not really needed but it should serve as an Indicator of what material they need to get rid of within their Facility. One example is Specialty Glue. Any ideas on how this could be accomplished without the need of having a Stock item for this.

1 year ago

tfarwell11Freshman I

asked in Configuration and Installation

Customer ID not autonumbering even with NEW and auto numbering

Auto Number is not population in the segment values portion as <NEW> and thus not creating a new and unique number when adding a customer. Any ideas why this is not carrying over?

1 year ago

jeffersonmacedoJr Varsity III

asked in Configuration and Installation

How to disable SSO and enable only 2fa?

Hello everyone, I would like to know how can I disable SSO and make only available 2FA login for the users? Thanks

1 year ago

RoyceLithgoPro II

asked in Configuration and Installation

Reports run via Automation Schedules with Email settings configured in Template aren't logged

Hello,I have a report that’s emailed out weekly. Everything is working fine with this report but there’s never any record of it in the All Emails page. I have to resort to Office 365 Message Trace to confirm that the email was actually sent. Is there a way to enable logging of such emails so they are viewable in All Emails?Thanks!

2 years ago

sujithraFreshman II

asked in Configuration and Installation

error while importing snapshot.

Hi Team,I’m unable to import snapshot since I’m getting the error, “ An error occurred while importing data into the 'APInvoice' table”. can someone help me to rectify this error.

1 year ago

Freeman HelmuthVarsity III

asked in Configuration and Installation

List of Special Roles in User Security

Is there anywhere in the Help file or otherwise that provides a list of all the special roles in Acumatica? We’ve run across this issue when we create a new role for a specific job. We assign the user the correct access rights for the screen but some UI elements are tied to a special role so they still don’t show.In our case it was being able to open / close Financial Periods-that function is tied to the Financial Supervisor roleHere is a list of special roles that I’ve come up with so far. I would love to have a complete list with explanations. I’m not sure on the ones with a question mark. The following roles in Acumatica are special roles that are tied to specific functionality AcumaticaSupport: Role for Acumatica Support. Access similar to Administrator except for User Management, Security Settings and Access Management. Administrator: System Administrator. Gives access to every area of Acumatica Anonymous: No access- think this may be used in API calls for the initial con

2 years ago

bradyr82Freshman I

asked in Configuration and Installation

Changing companies no Branches to companies with Branches no balancing

I have a customer who pulled a 180 on us and now wants to use Companies with Branches no balancing. When i go to companies and change it i get the following error.Error: An error occurred during processing of the field Sales Sub. value 4 Error: 'Department' of 'Sales Sub.' does not exist in the system. Also when i go to change one from companies with branches back i getSequence contains no elements Any help would be great.

2 years ago

bjeter78Freshman II

asked in Configuration and Installation

Server Error from recipient receiving instant notification from system email

Hello,I am testing the system email. When I click the “Log in” on the instant notification I receive the error below. Is this an easy fix? Did I miss a setting, or will the customers/vendors need to make this change also when they set up their emails? Please help me understand. Thank you,Barbie

2 years ago

ckwiat46Jr Varsity II

asked in Configuration and Installation

Automation Schedule scenario has not been performed due to the database lockout

Hi All,Need help to figure out why the Automation Schedule are not working, we are not in lock out mode but still we are getting error as “Automation Schedule scenario has not been performed due to the database lockout”. Please help us.I think this is happening from yesterday after we published new customization package. Below are the steps we followed when doing package publish first put in lockout mode, then took snapshot then deleted the snapshot, then removed the lockout modethen again, when i was about to publish the package, i put in lockout mode again and published the package then removed from lockout mode

2 years ago

edsonvelez64Jr Varsity III

asked in Configuration and Installation

Method not found: 'System.Collections.Generic.IReadOnlyDictionary

Hi,After upgrade to last version I receive this error: [MissingMethodException: Method not found: 'System.Collections.Generic.IReadOnlyDictionary`2<Microsoft.AspNetCore.Http.PathString,System.ValueTuple`5<System.String,System.Action`1<Microsoft.AspNetCore.Builder.IApplicationBuilder>,Boolean,Boolean,System.String[]>> PX.AspNetCore.PipelineOptions.get_ExactMatchPathHandlers()'.] PX.AspNetCore.Owin.<GetEndpoints>d__0.MoveNext() +0 PX.AspNetCore.Owin.EndpointRouteBuilderExtensions.MapCoreEndpoints(IEndpointRouteBuilder builder) +176 PX.Owin.<>c__DisplayClass8_0.<ConfigurationImpl>b__6(IEndpointRouteBuilder builder) +16 Microsoft.AspNetCore.Builder.EndpointRoutingApplicationBuilderExtensions.UseEndpoints(IApplicationBuilder builder, Action`1 configure) +55 PX.Owin.<>c__DisplayClass8_0.<ConfigurationImpl>b__5(IApplicationBuilder core) +201 PX.AspNetCore.Owin.Bridge.Build(IApplicationBuilder aspNetCoreApplicationBuilder, Action`1 co

1 year ago

chenwmJr Varsity II

asked in Configuration and Installation

How do we enable the magnifier icon in the search box?

Good day. How do we enable the magnifier icon in the search box?

1 year ago

AlfieFreshman II

asked in Configuration and Installation

How to Revoked the Standard Cost Field in Stock Item Maintenance

Hi Everyone, I am trying to figure out where I could set the revoked access to user access rights by role for current cost in the stock item screen. I revoked this in the inventory item and item/warehouse setting but it seems reflected again on the screen. Is there a field that I missed? Noted: I already tagged the access to specified users and set it as a view on the above setup (Inventories and Stock Items). Stock Item Screen Set up: Inventory Iten Set up in Item/Warehouse Settings

2 years ago

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