System Health and Performance

Dear All,We are following the consigned inventory process in this articlehttps://www.acumatica.com/blog/how-to-implement-consigned-inventory-part-1/ the default setting for the transfer receipt is transferred type 2-step, which means we have to create a Purchase Receipt for that transaction.is it possible to change it to 1-step? It means skip the step creating Purchase Receipt and auto release transferThanks in advance.Yên Chi

I have a strange problem that bugged me for ages. For certain records there is a mismatch with the number of attached files vs the count of files. In the example below, you can see it has one file, but states two for the count. I’ve come across a similar thing in the Companies screen on the Visualization Tab, where the Logo File file URL has remained. In this instance, it is fixed by clicking Upload, which ‘nulls’ the path name due to no file being there.In this example though that little trick doesn’t work. Please, any advice would be great, as it is confusing to see a file in the screen, but have no actual linked.

I understand that in the 2025 versions that we are forced to lock out the system to copy company or create a snapshot, which creates a "safe" version.  However, this is creating a very large issue when trying to assist our customers in troubleshooting production issues.We frequently use the copy company to troubleshoot customer's issues without having to make changes directly into production at the time the issue arises.  It is not practical for us to request that customers log out of the system each time we need to create a copy, so now we cannot troubleshoot issues as effective or efficiently as before.  We cannot realistically ask our customers to have all of their users log out and we cannot ask our technicians to only work on troubleshooting after hours.Is there a way to copy company or create a "not safe" snapshot purely for troubleshooting purposes?  We need to be able to assist our customers in real time without forcing them to shut down the system and some issues require copyi

Every few days, our Outlook add in stops working for all users. In Outlook, you click on the ribbon and the add in does nothing and the sidebar is blank. The only way we’ve found to fix this is to uninstall then reinstall the add in. The add in is managed at a admin/company wide level and it can take a number of hours for the uninstall/reinstall process to work. 

If I understand correctly, in a SaaS environment, I cannot use a backup I download from the Backup Access Service to restore my production tenant.  I need to pay separately to have Acumatica restore from backup?

Hi,A client is having an issue where they receive the error below on occasion, but sometimes it happens more frequently than other days.Have you ever run into a similar issue before? If not, is there anything you would recommend I check?Also, in case it matters, they are all using Macs, not Windows computers.Kind regards,Andrew  

Hi All,How to make Acumatica automatically export reports to Excel files according to the set date/time and automatically upload to Microsoft OneDrive folder?Description of specific requirements: At 8:00 AM every day. The system will automatically export the "Inventory Balance" report to an Excel file and automatically upload it to the Microsoft OneDrive folder.I look forward to your guidance !Best Regards,NNT

Hello all!We have an accounting employee that when running large jobs, gets kicked out of Acumatica. I know we can change the time out which we have to 30 minutes. We lowered it for security reasons. I didn’t see a way to change it per person so I assume that is not allowed. Is there a way to trick the system to stay logged in longer? Moving the mouse, etc.Thank You!

Hi, I am trying to release this attached bill but keep on getting this error, I have updated the numbering sequence as well for some reason few bills are still returning this error. Anyone else encountering same problem?

Seems as though 24R2 Version of Acumatica has gotten rid or disabled the autocomplete function in fields?Not the biggest deal, but definitely a pain when trying to input information. Wondering if anyone is also struggling with this, and if there is a work around. Thanks!

Client wants to Back up the data in their production environment to the test instance of Acumatica. Currently we use a single instance multi tenant environment which has production, UAT & test intance for this client. Production is under tenent id 2 and Test instance is under tenant id 3.We need to clarify would there be any issues if we perform this process of creating a snapshot of live environment and restoring it in the test instance and what impact would it have in the whole system since we run a single instance multi tenant environment.What will be the impact that would have on the data that are already in the test environment would they get override when we do the restoration or would they be duplicated and the would there be any impact in the current configurations/Customizations  of the production environment? 

I like how I can click the VIEW HISTORY button on the Automation Schedules (SM205020) screen to see when the Automation Schedule ran, how many records were processed, if there were any errors, etc.But I’d also like to know how long the Automation Schedule took to run. Something like an Execution Completed column with a Date / Timestamp would be nice.I’m trying to find out how long my Automation Schedules are taking. Some of them might only take 5 minutes, while others might run for over an hour. It’s important to know if some Automation Schedules are overlapping each other because sometimes you want to make sure that a certain Automation Schedule finishes before another certain Automation Schedule starts.Does anyone know if there is a way to find how long an Automation Schedule ran for?  

When I attempt to click on ‘Test’, an error message appears. Could someone please explain the cause of this error and how it can be rectified? 

How do I translate the ContextScreenId from the resource governor into an actual Screen ID? I have a user who is making the resource governor trigger and I cannot find what screen is causing the issue.  Data from Resource Governor:ContextScreenId = ~/GENERICINQUIRY/GENERICINQUIRY.ASPX?ID=B65DA13B-32EF-4C2F-8772-E545BB718F76ContextUserIdentity = <REDACTED>CurrentCompany = <REDACTED>EventID = ResourceGovernor_RequestTerminatedEventIdSourceContext = ResourceGovernorCustomData =[  {    "ContextID": "D5B4327E5D066E8311F0850A30104E5C",    "Screen": "~/genericinquiry/genericinquiry.aspx?id=b65da13b-32ef-4c2f-8772-e545bb718f76",    "ElapsedSeconds": "53",    "TypeOfRequest": "UI-GI",    "ErrorType": "UIRequestDisconnected",    "CurrentCompany": "<REDACTED>",    "CustomMessage": "Denial Code 527- The operation was cancelled because a client was disconnected. Contact your provider for further assistance. CorrelationID: 8DDE72E391364E9; Timestamp: 2025-08-29T18:59:46.8562665Z" 

In researching the high number of ERP transactions, we seem to be incurring, the EDI transactions are counting as ERP transactions along with the transaction cost with SPS and EDI? These significantly pump up the ERP transactions since a majority of our business is EDI based. Something as simple as updating statuses, runs the entire file every time and is counting each line as an ERP transaction. Since these Mapadoc reports tend to be suspect, sometimes this can get run multiple times per week. SO we pay for each part of the SPS transaction and add to the ERP transactions every time we run anything in SPS. Why are we paying twice since this is an Acumatica add-on and integrated - shouldn’t there be an advantage?

For one user, the search bar of the data fields does not work. So he has to click search icon and get the relevant value from the table. Can someone please help me to resolve this issue?

I recently joined a company in the UK , and we extensively use Acumatica for all aspects. In the first week they had to do a snapshot of our data (not that big of a db, as it sub 50gb in size) … but it took almost 4 hours. This would make me think its MS SQL on a server.Now my understanding of AWS and its supported databases (we host on AWS) is that AWS Aurora is SQL compliant, and as such Acumatica should run on it - this is a more robust for resilience and speed (read replicas, fast snapshots etc).Perhaps in my naivety I am making an assumption, but does Accumatica in the backend,  a typical setup us MS SQL ... and if so why not AWS Aurora ?Is it cost or ??? Or any of you as customers running on AWS Aurora in the backend, and positives vs drawbacks.Excuse the ignorance here, I just started, but nothing showed up on a search.

 I am getting  this error on branchid validation on different users. I have to restart the application in order to fix it.The problem the branch at the top ribbon just disappears 

Has anyone created custom dashboards or business events to help track essential system metrics, such as user activity, system health, or security related information? While we’re familiar with the existing screens and reports, we’re looking for solutions that provide streamlined insights. We would greatly appreciate any recommendations or practices you’ve found effective. (Note: working in Acumatica Cloud ERP 2024 R1)

I’ve been hearing that Acumatica cares more and more lately about ERP Transactions (vs. Commercial Transactions) so it’s super important that companies keep an eye on how many ERP Transactions they have each month and that they aren’t going over the number of ERP Transactions that they are licensed for or they will start having to pay more for Acumatica. I’m ok with ERP Transactions, they make sense to me, but I noticed a scenario where what I consider to be 1 transaction actually counts as 2 ERP Transactions. Can someone from Acumatica (maybe @Aliya) explain why this is happening? You can see the scenario shown in my demo environment (no customizations) in this 4 minute video segment: 

Acumatica markets its software as being sold based on the number of transactions the customer performs. So in theory, it should not care about the hardware specs of an individual client server that is running Private Cloud, as long as they are operating within the limitations of their transaction count (Acumatica will care with regards to servers it hosts on clients’ behalf, because there is a cost impact to Acumatica of provisioning more performant/expensive servers).However, if you look at the help documentation, you get statements like this with regards to Private Cloud subscriptions (https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=54ef574c-0adf-48a0-b5be-d3438a6e5400):When your organization purchases a Private Cloud Subscription (PCS) or Private Cloud Perpetual (PCP) license for Acumatica ERP, your purchase manager selects a License Tier, which limits the parameters that influence system performance. The License Tiers are grouped into the following series:S Series: Inc

We’ve had issues lately with Business Events firing late (10-15 minutes delayed).  I’ve been told to look at the System Queue Monitor screen to see what’s going on, but this shows me almost nothing.  I have the three queues at the top (Push, Business Event, Commerce).  The bottom panel shows nothing.  Initially I didn’t have the Log Trigger Details checkbox checked, but that is checked now (with the “Keep Stats” field set to 2 days) and I’ve since restarted the system as well--still nothing shows up.We do have a processing node, but I don’t see anything useful in this screen on either that or the user node.We are SaaS; do I also need to have Acumatica enable anything on the server side?

Hello Experts,      I described this problem in another post, but due to time constraints, I didn’t explain it clearly enough at the time.The goal was to quickly find a workaround at that time. Now that we have a workaround, I hope more experts can help identify the root cause. Below is a detailed description:Background:We recently upgraded from 2021r2 + Windows Server 2016 + SQL Server 2016 to 2024r2 + Windows Server 2022 + SQL Server 2022. The 2023r1 version appeared as an intermediate version during the upgrade process. Our site has 3 tenants, all using the exact same PO3020PL. Two tenants can normally display PO3020PL and load PO-Receipts for editing on the generic inquiry page(SM651700). One tenant encounters the following issues: Directly accessing .../ScreenId=PO3020PL results in a timeout prompt. When editing PO-Receipts on the generic inquiry edit page, once a selector is used to select a PO-Receipt, the page appears to freeze. For the problematic tenant, all other PL-s

We are working on updating our Business Continuity Plan and the question came up about Acumatica’s treatment of our system and how backups work, where they’re stored, etc. Where is the best place to go to understand all of the mechanics of how our data is stored, how often it’s backed up and what the process would be to retrieve in the event of an incident?

New to Acumatica and have been using Project Quotes since January. Google Chrome is our browser, users are experiencing the following error throughout the day and randomly. Does anyone have any insight on this error and how to remedy ? It is not related to the timeout setting in the UI / Security.