Configuration and Installation
Assignment Maps and Approvals, Workflow Automation, Security, System Configuration, Licensing and other onfiguration questions
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One of our clients has changed internet providers. The new company has asked us:“We will need the public IP of the site where the Accountig software is. We will have to create a connector to accept connections from that IP.”The original internet provider set things up fine and never asked for this.Where do we get this?Thanks.
What would cause the following behavior? Everything prints except the document details (Customer details, line items, etc.). It started occurring after a recent update to 2022 R2 Build 22.218.0023. We are using Device Hub when processing the print. The printers are set in the users profile.
I am looking for an option within Acumatica that could restrict users from shipping more than the open quantity/order quantity. If we do not introduce such restriction there will always be possibility of shipping wrong quantity; more than what is in the actual order.Following is a shipment with total quantity of 25 Shipment with 25 QuantityFollowing is Shipment Line Details with more than 25 Quantity though the detail quantity is 0 but it creates confusion and errors by users.Shipment Line Details Allowing to enter more than 25 serials
Our production is hosted in Acumatica SAAS environment and users login using Active Directory. We created a new instances in our PCS environment for Testing purposes and restored a snapshot of production. Can someone please share how I change our sandbox to enable the users to login using their existing user ids so they still maintain all their previous roles and have their favorites, dashboards etc.
Hi, In Acumatica, we have created a guest role and a corresponding contact user type. The goal is to create users linked to Vendor contacts to allow them to login and see a few inquiries and be able to upload some documents.If I use Login as User to see the what access they have, it works exactly as I intend. However, it is impossible to try and login as these users. We always receive an invalid credentials error. Even if we use reset password, the reset password ends up saying invalid credentials as well somehow. I know it’s trying to log the correct user in because the failed password attempt counter does increment in the database. Equally, login via email address does not work at all. It says invalid credentials as well and doesn’t increment the failed password counter in the database (and yes, I did create the user after enabling login via email setting) Failed login with external user If I compare the setup I did to say the standard portal user role and type and read through the d
We are merging companies and two of the companies have Acumatica. In order to properly test the two tenants together with the respective customizations, we need to have a full snapshot to import into the sandbox. Unfortunately it stops due to the size restriction for the SAAS version of 1 GB.
I am still learning what Time & Expense actually does. One question comes up. If I have a time card where part of the time entries are in, (for example), the month of November and the others are in the month of December, (or even if part of the time entries are in Fiscal Year 2023 and the others are in Fiscal Year 2024), how does Acumatica process those split entries when we want to close our Financial periods at the end of every month and the end of every year?Thank you,
I know how to set the flags for SO’s, Projects, Invoices, etc to keep them from being released when a Customer is on Credit Hold. However, is there a way to keep a customer from even being “selected” for a SO, Project, or Invoice in some setting or configuration?Or does that require a customization?Oh, I was in the middle of writing a customization to extend and add more “customer status” codes to the basic drop-down values list in Customer; but is there a way to do that without a customization? Not a big deal, just curious.Thank you,
Hey everyone, I’m noticing while installing Acumatica on a local machine that the configuration wizard (i tried 2 different builds) are missing the buttons that are normally there. Any insight? Is it simply a compatibility issue? Missing buttons on the bottom right?
I am extremely disappointed with the Apple smartphone application, is this normal? Are any updates planned? Update button ANDROID - we have the good buttonAPPLE - we have a text “EntryeditingView..UpdateButton.Title New DACANDROID - When we push create butoon, the new screen (container) open correctly APPLE - When we push create butoon, the screen stay and we must to fresh to see the new record, and we must to click top open What do you think ?
Hello, I am having a hard time finding the location of a specific class so that I can tweak access rights. I am looking to edit the rights for the unit conversions section of the stock items page. I see that the data class is called ‘INUnit’, but I cannot find this on the ‘access rights by screen’ page. Can anyone please let me know where this class is nested so that I can edit the rights to it? Thanks, Casey
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 - I am currently working on User Access and was wondering how you restrict access to the Delete Row Button on the Details section of the AP Bills and Adjustments Screen. Below is a screen print of the button I am trying to limit. Any help is appreciated - Thank you.
We use subcontractors for some of our clients. Today, we have them logging into the main Production system of our Acumatica instance for Time Entry and Case management.Is it possible to allow that same login id to access the Acumatica Portal rather than the Production system for accessing the Time Entry and Case management screens?If so, can that be done through configuration or would it require a customization? (I probably would NOT do this if it required a customization).Thank you,Jeff
How can I fix the "validated" button on locations for our business in Acumatica (using Avalara for validation)
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.
Hello, I followed the S100 video to set up a trial version to do some testing of Acumatica, but when I try to launch the instance, I get a login failed screen. I looked around and couldn’t find any TBS info on this topic. Just wondering if theres something simple i’m overlooking. I copied the server error below. Server Error in '/AcumaticaERP' Application. Login failed for user ‘XXX$'.Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.Exception Details: Microsoft.Data.SqlClient.SqlException: Login failed for user ‘XXX$'.Source Error: An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below. Stack Trace: [SqlException (0x80131904): Login failed for user 'XXX$'.] PX.Data.PXDatabase.ge
Where can I find my customer portal URL?I have verified that Customer Portal is enabled in Enable/Disable Features I have verified that Customer Portal is checked in Activate License I have verified that I have some users added to the Portal Admin roleURLs that I've tried:https://$company.acumatica.com/AcumaticaPortal/Frames/Login.aspx http://$company.acumatica.com/AcumaticaPortal https://$company.acumatica.com/AcumaticaU100Portal/Frames/Login.aspxWays that I've tried to find Acumatica's customer portal URLAcumaticaERP_Self-Service_Portal_Admin.pdf within acumatica, searched for "portal" - no results help.acumatica.com overview of the acumatica self-service portal Configuring the self-service portal all pages managing access to the self-service portal all pages tailoring the self-service portal all pages portal interface guide signing in "In the Address bar, type the URL of the Self-Service Portal instance and press Enter. This opens the Sign-In page." youtube https
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