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Configuration and Installation

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

  • 897 Topics
  • 3,300 Replies
897 Topics
C
ceannoglesby
asked in Configuration and Installation
Incoming documents units of measure

We are using incoming documents to process vendor invoices. Our vendors are billing us in a unit of measure that is different from the purchasing unit of measure on the purchase order.  The conversion exists on the items and what we are being invoiced is also the base unit of measure. It does not appear that the purchase order is fully reconciling against the invoice, the quantity is still showing unbilled but the amount is 0.00.  The purchase order remains in completed status and not closed.How does this functionally work and does the system run any nightly updates to correct this?

70
C
1 day ago
J
Jr Varsity III
jmorganJr Varsity III
asked in Configuration and Installation
How is the modern UI in 24R2 enabled on the mobile app ?

I am assuming that this exists.

254
J
Jr Varsity III
1 day ago
Varsity I
vib1980
asked in Configuration and Installation
Error when upgrading from 2022 R1 - 2023 R1

Hi Team,We are getting the below error while upgrading db from 2022r1 - 2023 r1. Any thoughts.MySQL version - 5.7.1System.NotImplementedException: MySqlScripter: There is no conversion from logical data type Udt to MySql physical type   at PX.DbServices.Points.MySql.MySqlScripter.scriptColumnDataType(TableColumn col, String& comment)   at PX.DbServices.Points.MySql.MySqlScripter.getColumnDefinition(TableColumn col, String tableName, DefaultScriptingMethod scriptDefault)   at PX.DbServices.Points.MySql.MySqlScripter.<Script>d__40.MoveNext()   at PX.DbServices.Points.DbmsBase.DefaultExecutor`1.Execute(Func`1 cmdProvider)   at PX.DbServices.Points.DbmsBase.PointDbmsBase.executeCommands(IEnumerable`1 commands, ExecutionContext context, Boolean withoutUsingDb)   at PX.BulkInsert.Installer.PointInstallationExtensions.RunSchemaFirst(PointDbmsBase point, DataSchema schema, ExecutionContext context, Boolean customScript, Int32 timeoutMultiplier)   at PX.BulkInsert.Installer.PointInsta

141
hkabiri
Acumatica Moderator
1 day ago
R
Freshman II
ranjithduraisamy72Freshman II
asked in Configuration and Installation
External application configuration

I’m configuring email accounts for a customer using Google accounts. Is a separate external application required for each email account? Unable able to view already used external email account. 

131
ed.goodman
Acumatica Employee
2 days ago
K
kstehman
asked in Configuration and Installation
importing two units of measure conversion for one stock item

is it possible to import multiple units of measure conversions on the same import scenario?  

161
lauraj46
Captain II
2 days ago
G
gowrishankarsaravanakumar33
asked in Configuration and Installation
Issue on Project Quote Import Scenario

Hello Everyone, We are encountering an error when attempting to update the status of project quotes from Draft to Prepared using the import-by-scenario feature. The ‘New Project ID’ cannot be empty and View name:Quote Please Advise.

121
Manikanta Dhulipudi
Captain II
3 days ago
dougmcbride79
Semi-Pro I
dougmcbride79Semi-Pro I
asked in Configuration and Installation
Stop Salespersons from changing credit limit

We just noticed our salespersons can change the customer credit limit and the amount of a customer bill that can be written off.  The salepsersons are not admins.  What security rights can I change so salepersons cannot do these two things?

212
MichaelShirk
Semi-Pro II
3 days ago
W
wvniekerk123435
asked in Configuration and Installation
12 Year Transactional Data Import

We have a customer in the medical manufacturing field. They need to transfer approximately 12 years of transactional data to Acumatica from a legacy system. We know this is not the norm - but being in the medical industry they need to be able to track any medical equipment manufactured by lot number sold to their customers. Backward and forward tracking.What would be the best approach to import this data? Anyone with similar requirements?

101
dcomerford
Pro I
5 days ago
J
Jr Varsity II
JReppardJr Varsity II
asked in Configuration and Installation
Email profile setup from different shared mailbox

Hello. I am in the process of setting up email profiles for employees so they use the native email function to send emails from Acumatica via the templates.  Question: Can you create a user profile for an employee, but use a shared email address. I want to have our customer service group all have the same email address attached to their profile so when a SO is ready to be sent via email that they are all sent via the customer service internal shared mailbox address vs their own personal. I considered having the “To” be from the shared mailbox , however I didn’t want to do that because I have sales persons who will need to send the SO from the email function but want it to come from their own personal. ( setting up a personal email profile and having this work I have had success already so it just the shared question setup). Has anyone ever been able to do this ?? Thanks 

260
J
Jr Varsity II
6 days ago
B
Freshman I
bwong91Freshman I
asked in Configuration and Installation
Email Tags between distinct acumatica customers

I have encountered an case where my client is sending POs from Acumatica to another company which is also using Acumatica. Because both companies are using the default Email Tags [ ] they are having issues communicating with each other as their emails are routing incorrectly. With the expansion of Acumatica clients I have a feeling that this is going to become a more common occurrence. Is there any plan in place to handle this type of issue? Aside from changing my clients Email Tags, which many of their other vendors are now used to, what can we do to resolve this communications issue?

202
B
Freshman I
5 days ago
Omar Ghazi
Acumatica Moderator
Omar GhaziAcumatica Moderator
published in Configuration and Installation
Acumatica Modern UI - FAQ and Managed Availability Sign-up

Hello, ISV’s, partners, developers, and customers,We have enabled Modern UI on all test environments with 2024 R2 Update 2 for our users to use all the available features alongside the Classic UI.Additionally, we are excited to announce that we are entering Managed Availability with our Modern UI initiative! We are looking for early adopters to provide us feedback and try the new features in production environment starting 2025 R1. There will be limited availability for this program. Steps to sign up are listed below. They can also be found on the Managed Availability program details. Enroll for the Modern UI Managed Availability Program (2025 R1 Production Instances)To ensure a quality experience, participation in managed availability offerings is limited. During enrollment an Acumatica team member will evaluate your use case and determine if your needs can be met. We may limit the number of participants to ensure there are sufficient implementation and support resources.Customers: co

480
Omar Ghazi
Acumatica Moderator
8 days ago
K
Freshman I
kseal60Freshman I
asked in Configuration and Installation
Numbers Appearing for Access Rights

Hey there, The access rights for various forms, such as the Wiki form is showing numbers instead of "Granted” or “Edit” for example.  Here you can see that numbers should not be showing up. Thanks!

306
K
Freshman I
8 days ago
S
Jr Varsity III
sspencerJr Varsity III
asked in Configuration and Installation
Expose SalesDemo from AWS server to public URL

We have used the Acumatica Instructions and created an AWS server, installed Acumatica, I can use RDP to login to the AWS and access Acumatica with the Local Host.   We now want to be able to access this sales demo from a public URL without having to open the RDP.   I believe this would be done with IIS, but havent had to configure anything like this is a long time.  Goal would be to access the SalesDemo as Https://<Domain>.AcumaticaDemo.Com Thanks

40
S
Jr Varsity III
8 days ago
A
Freshman I
alejandradiaz68Freshman I
asked in Configuration and Installation
Acumatica ERP Wizard localhost Error

I had Acumatica Wizard installed with Windows 10 and after upgrading it to Windows 11 I get the following error when running an instance Is there anything to fix it?  

191
hkabiri
Acumatica Moderator
8 days ago
M
Jr Varsity II
matthewbeebeJr Varsity II
asked in Configuration and Installation
Challenges with 2024R2 Project Inventory

Kicking the tires on the Project Inventory support in 2024R2 as we’ve needed that capability for three years. So excited to see the progress. However the upgrade process seems to be losing/orphaning inventory records during the process.Background: our 22.117.0016 system has 9,000 inventory records with non-zero quantity, 6,000 records across projects, another 3,000 in ProjectX (e.g. unspecified, I think Acumatica is now calling that “free stock”). After upgrade to 24.201.0052 (by way of 23.119.0015), the Project Inventory Quantity and Cost GI shows just 2,677 records, only 300 of which are non-zero (which is particularly weird, as I wouldn’t generally expect qty on hand to be zero in the GI).My initial thought was the GI is just broken, but digging deeper it appears that there is something not working right with the conversion from the old project stock to the new concept of project stock.Is there documentation on how this conversion should work, and/or any documented dependencies for

272
M
Jr Varsity II
9 days ago
richardr
Freshman I
richardrFreshman I
asked in Configuration and Installation
How to setup email in Acumatica

Hi there,I am new to Acumatica. We are currently running a system email account in Acumatica. We want to move to having individual email accounts set up in Acumatica. At the moment, a test user account and email were created in Acumatica and Office 365. In system email accounts, I made an email account ID and name, POP3 Incoming mail server outlook.office365.com, outgoing smtp.office365.com, incoming server port 995 outgoing 587, TLS for encryption. Timeout 2 Mins; however, when testing, it fails. All ports are open on the Office 365 side. I want to seek guidance on how to get this test account operational in Acumatica. Thank you in advance for any help and advice. 

623
Chris Hackett
Community Manager
4 days ago
K
Freshman I
kseal60Freshman I
asked in Configuration and Installation
Access Rights by User - Number Shows Up for "Access Rights"

Hey there. The system I am working on is showing a number for the access rights on the “Access Rights by User” screen. Context: An accountant in AP expressed to me that they cannot create new bills on the bills and adjustments form. They are assigned several roles, some of which have “Delete” rights to everything in AP (the AP Admin role). However, the user cannot create or delete bills. I went to look at the user access rights and that is when I saw the “4” everywhere. I managed to fix it and give them access rights by manually changing the AP Admin access rights to the Bills and Adjustments form from “Inherited” to “Delete”. I am very confused though because it was inheriting delete, so I don't know why changing it from inherited fixed it. Furthermore, the numbers are confusing.Thanks!

284
K
Freshman I
10 days ago
S
scottkdc
asked in Configuration and Installation
ERP Configuration Wizard - Can't upgrade the 'Instancename' site

I’m upgrading from 2024 R1 to 2024 R2.  ERP installation goes fine, and the database upgrade completes successfully.  However, the site upgrade fails. Full text from the window is here -Exception occurred while updating the site files. -------------------------------------- Inner Exception: Exception occurred while backing up the files from 'C:\Acumatica\Program Files\Instance\AcumaticaDB2023R1\' directory. Try to do it manually.  --------------------------------------  Inner Exception:  Could not find a part of the path 'C:\Acumatica\Program Files\Acumatica ERP\BackUp\Sites\AcumaticaDB2023R1_20241010_173255.zip'. This looks like some sort of permissions error, but I’m just guessing.  I am an domain admin, domain account explicitly in the Administrators group on the server, and has Full Control in Windows permissions.  I don’t know if it’s my credentials used when the site is updated, or if it’s an Acumatica or IIS user. I have restored my VM back to the point before I started the ERP

252
darylbowman
Captain II
8 days ago
K
Freshman I
kseal60Freshman I
asked in Configuration and Installation
Predefined Administrative Roles - Admin Role vs Others

Hey there! I am curious on if any roles are needed besides the “Admin" role for a system administrator to be able to do literally anything/everthing in the system. I see there are a ton of other administrative roles and wanted clarity on if any of these should be combined with the Administrator role. I have been assigning each admin user every single administrative role, but I feel like that is unnecessary and pointless. Thanks!

326
ed.goodman
Acumatica Employee
14 days ago
davecrewe17
Freshman I
davecrewe17Freshman I
asked in Configuration and Installation
Full-text search warning will not clear

Hi all,I have a local instance set up for training (Build 24.112.0026), and I am seeing the following message on the Transactions and Profiles tab after performing a Universal Search:The search by a phrase or a list of keywords might not work because the Full-Text Search feature is not enabled. Contact an administrative user to enable the feature.I have run ‘Process All’ on the ‘Rebuild Full-Text Entity Index’ screen, and I have also tried the ‘Restart Full-Text Search’ option, but I am still seeing the warning.Anyone seen this before or know how to deal with it?

528
davecrewe17
Freshman I
8 days ago
K
Freshman I
kgriffinFreshman I
asked in Configuration and Installation
Business Event Notifications

Is there a Business Event Notification option when a specific item is purchased? I have tried setting up an event but Item ID is not in any of the fields. Is there a way to add this as a field to track? Also, how do I attach the purchase order to the email notification? Reason: certain items require special handling and other departments need to be aware of the purchase when it takes place. 

202
K
Freshman I
16 days ago
S
spritchard
asked in Configuration and Installation
Multiple AWS SMS topics

We use AWS to send text messages, we have an Amazon SNS topic “Acumatica” and an access key associated with that. As more departments send SMS notifications through Acumatica, we would like the replies to go to different people. Is it possible to set up multiple SMS providers in Acumatica pointing to different AWS topics? Has anyone done this?

20
S
18 days ago
dpruckus
Freshman I
dpruckusFreshman I
asked in Configuration and Installation
Need Advice on Upgrading from 2023 R1 to 2023 R2

Hey team, I have just update to the latest of 2023R1 build 23.120.0004. Now I have downloaded 2023R2  23.206.0006 and installed it on the server, however, trying to run the update via erp config wizard, but im getting error that this build is newer and is not supported. What am I doing wrong? Im trying to update to 2023R2 and after move to 2024r1. Upgrade process has been interrupted. The database cannot be upgraded because your current build (23.120.0004) is incompatible with the build (23.206.0006) you want to install. Wait for the next update package that will be compatible with your current build.

689
dpruckus
Freshman I
16 days ago
E
Jr Varsity III
ericklasimin61Jr Varsity III
asked in Configuration and Installation
Unable to Install Acumatica 2023 R1 Build 23.116.0019

Hi there, I am facing an issue on installing Acumatica on local machine. The error message shown: The drive structure: I would appreciate it if anyone could point me to the right direction on this.

505
E
Jr Varsity III
21 days ago
C
Freshman I
chighfieldFreshman I
asked in Configuration and Installation
Open/Preview File Attachments in Web Browser

Is there a way to configure the system or the web browser which allows you to preview/ view attachments, without downloading them?  If I just want to reference them, I don’t necessarily need to download them.

415
darylbowman
Captain II
4 days ago

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