Configuration and Installation

Hi, All. I am trying to upgrade my 2022 R2 to 2024R2. I am aware that direct increment is not possible so I upgraded my instance to 2023R2 23.220.0007 but when i try from this to my 2024R2 it says Upgrade process has been interrupted. The database cannot be upgraded because your current build (23.220.0007) is incompatible with the build (24.207.0011) you want to install. Wait for the next update package that will be compatible with your current build. what should I do in this case? should i go with 2024 R1 first? DO i need to validate and publish customization packages before upgrading to 2024 R2?Thanks

Hi folks,    Hope you are doing well.    During using Acumatica ERP, recently we have such a quest about updating a closed invoice.The details will be:Create a custom db field on invoice screen AR300010. Add it to UI. Closed the invoice. Update value on this field.Looks once an invoice is closed, all the fields get locked down.We wonder that is there a way to make that particular field editable even on a closed invoice? Best regards. Yan

Hi, Is there a way to give rights to a user to just add/edit vendor item ID in the Stock items screen and save but not allow them to add/edit anything else on the stock items screen? 

I’m struggling to add a new currency field to my SOLine DAC. ErrorsWhen setting the value on any of the SOLines, if the value is >=100, then I get this error.CustomizationHere’s how I added the custom fields: I created two fields, a UsrSalesRepUnitCost and a UsrCurySalesRepUnitCost, with the following attributes in each. The “Database Scripts” section in the customization project window indicates the both of the custom fields are using the `DECIMAL(8, 4)` datatype, which I would assume

On the Exchange Server Configuration screen I am getting the following error message: An exchange URL cannot be auto-discovered.An attempt to auto-discover the exchange URL by login failed. Please specify a correct exchange server URL.The remote server returned an error: (401) Unauthorized. Does anyone know why that error message occurs, and how it can be fixed?  

Good morning Acumatica community! We are a very small business on the Acumatica scale so have to weigh cost at a premium. Our business has a large number of stock items that we work with (approximately 7k). While making adjustments to initial configurations, we are burning through a significant portion of our allocated ERP transactions each month and are currently at 90% for October.If we don’t upgrade to a higher tier but use more ERP transactions than our license covers, will we be charged after the fact? And if so, would it be cheaper for us to upgrade ahead of time knowing we will need the increase for two months only? Thank you,Julia

To access Acumatica rest API's Acumatica ERP creating cookies for authorization when we hit the login API.Authorization cookie not working after some time, all API return “You are not logged in”.Please let me know what is the maximum time/ max age for cookie variable after login?

Hi Team,I am facing an error. Could not find a part of the path 'c:\temp\2e5c91c0-0311-4eb7-ae46-ce1b0e79796c.zip'. When creating a snapshot,.

Can someone say what I am doing wrong? Or what else needs to be done to enable manual project numbering?All that is said in the documentation - you need to enable the checkbox - manual numbering, but this does not work. Acumatika does not allow creating a project with a custom identifier for me( I enter my ID when creating the project, but as soon as I go to another field my ID is deleted 

 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? 

could someone show me how to add attribute in Employees?  

Is there a way to specifically assign a GL account a default Subaccount?For example, I have the following two GL accounts11000 Accounts Receivable12000 Accounts PayableBoth are assigned to Asset classes and Control Modules respectively as11000 Accounts Receivable AR AR12000 Accounts Payable AP API want to assign a default subaccount to each of the two GL accounts like this11000 Accounts Receivable default Subaccount : 00009-90012000 Accounts Payable default Subaccount : 00010-100Both of those subaccounts are in the subaccount list, but I cannot find the setting where I can set that the respective GL accounts need to use the respective subaccounts.Thank you,Jeff

Does anyone know why the “Sign in as user” function is greyed out and unavailable on the user screen (SM201010). This functionality is usually available, but every once in awhile it will be greyed out. Screenshot below. Thanks!   

There is a Quick Checks screen (AP304000). It is maintained with predefined workflow.I need to customize some actions of the workflow.Just in case, I use 2022 R1 version.Examples, to be specific with my customization needs:When is invoked the Release action, I need to write the quick check amount to my custom table. When is invoked the Void action, I need to delete the amount from my custom table.I don't need to change the workflow. I need to expand activities that are done by the present actions.If to customize actions properties with the customization editor. On the Field Update tab I have access to the fields of the Quick Check screen only.When to customize via code. There is no place to declare action body. I know how to extend a regular graph action – declare delegate, then in the extended method invoke base method.But how to extend an action of a workflow?

We’re running 21R1 with a system email account configured to use Azure Modern Authentication.  I’ve had users report a few instances of messages not being downloaded by Acumatica.  They’re finding this out when customers send follow up responses that quote their previously sent message.It appears that these emails are just being skipped for no reason I can discern. The system schedule history does not show any errors for processing during the time that message would have been downloaded.Each time I have confirmed that the message is in the inbox for the account Acumatica is configured to use.   These messages are marked as unread in the Outlook web UI and no one other than myself has the password to sign into this account directly.  None of the emails I’ve investigated were being marked as junk.The most recent instance of this happened last week and as far as I can tell, nothing is amiss with the message.  The end user did not modify the subject and the To addre

I am having trouble getting a user access to Generate a customer statement with Generate on Demand.The user has multiple roles. Only one of these roles should have access to run the report.In access rights by screen → Receivables→ Customers → Customer → Generate on Demand I have given the “Edit” to the role which should have that right.When a user has multiple roles does Acumatica prioritize the most restrictive role? If that is the case, I suppose the role without access to Generate on Demand is preventing access?I have dozens of unique situations like this, and am hoping I don’t have to create a unique role for each.

How do we set up the Acumatica Payments Customer Portal?I have reviewed all the posts I can find and none of them provide step-by-step instructions on how to set up the Acumatica Payments Customer Portal.  Where do I find this Company Portal? 

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.

We have a need to apply tax at a line item level from Projects when an invoice is created, and then add that to the invoice total.Is that a base functionality of Acumatica Projects or would that require a customization?I am new to using Projects so I am not sure how line item taxing works with Projects and project billing.If it is a base function of Acumatica Project and you know how that works, could you explain in some detail how that occurs?Thank you,Jeff

Hi, is there a difference in copying a tenant vs creating a snapshot then exporting and importing it?does one include customizations, etc or do they basically do the same thing?

Hello!I cant seem to edit the workflow on the AP301000 (Bills and Adjustments) screen. Am i missing something or do some screens not have this option? CheersAndy

Hi, looking for help on customizing invoice and sales order forms. I’d like to add the existing customer phone number and email address to the printed form.   

It would be very, very beneficial to have 3 tenants for even just the implementation phase so the implementation can go smooth and we can set-up a test environment/UAT along with the Production Environment and the demo environment. If they need an extra tenant for an additional company, then we add that extra tenant as a paid one.I agree, this takes away a major factor in the decision process. Many of our customers buy Acumatica alone for the extra tenants...

Hi community,I'm working on enabling the inspect element (CTRL + ALT + Click) feature for non-admin users who don't have the Customizer role. Wondering if I can handle this through Access Rights by Role or Access Rights by User settings.I found This link, but it's still pending review, so I'm not sure if it's feasible or not.Thanks,Sagar

I’m not entirely clear on what license is needed for what with regards to SSO.  What are the different use cases for the “Google and Microsoft SSO” license and the “Active Directory and other external SSO”?  Also, now that Acumatica has switched over to OpenID integration for SSO is there a specific license needed to enable the “OpenID Connect” feature and are the other SSO licenses still needed?