Configuration and Installation

hi!Does anybody has the same issue in SO where the approval map for a status Credit hold is not applying correctly?In the next screen, I’m using the status field validating the value “Credit Hold” but it doesn’t work: And in the next screen, I’m using the Credit Hold Field to validate the approval but it doesn’t work neither: Any thoughts?? Are someone having the same issue? Thanks!

How to change images login in acumatica saas? or how to access xml login pages in acumatica saas?

What is the best approach to accomplish the following:User X is restricted to only be able to see Customers A, B, and C. User Y is restricted to only be able to see Customers D, E, and F. But all other users are unrestricted and can see all customers (A through F).

Hello,     recently I have been testing upgrading an instance from 2024r2 to 2025r2 directly. I have met some issues which I have never met before during other version upgrades. So I am writing this down here for others' reference, and also hope experts can help check whether my solutions are right or wrong. Issue 1:Inner Exception:A default full-text catalog does not exist in database 'xxx' or user does not have permission to perform this action.Query in question:exec pp_EnableFullTextSolution: I found a catalog named "ft" already exists but with default=0, then I altered the "ft" default to 1. Rerun the wizard, the error disappeared. Issue 2:An exception occurred during migrations of web.config. Please contact your Acumatica support provider.Solution: I rerun the wizard, performed the "Change Database" action

In Short: The issue I am having is upgrading in Trial Mode. I am wondering if my account just does not have access to the “Download Package” function (because I don’t have an account). Which would be an easy answer, but not good news for my pre-implementation testing scenario.Longer version for anyone interested in offering reply. I have been reviewing Acumatica software...in Trial Mode (pre-implementation). I have installed locally from Open University provided software. I have gone through setup, import data, set up some minor customizations (new columns that move data from SO to SO.Invoice...and created those same columns in AR.Invoice for customized reporting...I set up and tested the custom reporting...systems works great! But I wanted to test going through upgrades. I Snapshot’d the tenant, created new instance (sandbox), customizations tested fine, I turned off the customizations in the tenant, went to maintenance mode, downloaded the

HI All When we try to click Send/Receive All in the Email Accounts screen, we are receiving the following error:Error:The mail receive has failed.Exception of type 'PX.Common.IO.LineSizeExceededException' was thrown.The customer has verified and confirmed that the emails are being received in their original mailbox, but they are not syncing into Acumatica.As part of the troubleshooting, I also increased the file upload size in the system preferences, but the issue still persists.Could you please assist

Hi Acumatica Community,I'm creating a Generic Inquiry (GI) that joins EPTimeCard and EPTimecardDetail using the TimeCardCD field. The goal is to display all EPTimecardDetail records, but only for Time Cards that are either: Pending Approval, or Approved Currently, when I join these two tables in the GI and filter by status, I only see records where EPTimeCard.Status = 'A' (Approved). I want to also include records where the status is 'P' (Pending Approval), and exclude On Hold and Rejected records.My join is based on:EPTimecardDetail.TimeCardCD = EPTimeCard.TimeCardCD However, the GI still seems to only return approved records.Has anyone successfully configured a GI to include both approved and pending approval time cards?

Hi AllFor the last few days I have been getting the error shown in the screenshot below in my Production environment which causes the application to be stuck on a loading screen. Any ideas on what cuases this and how to have it fixed, please? Currently to fix it, I restart the server because I’m not sure where else to check. My version is 25R1 and it is a PCS deployment. 

We are trying to create a new carrier for Easypost, and choose US units (Pound/Inch) for Carrier Units.  Both the LB (Pound) and IN (Inch) were defined in the Unit of Measure, however, only the LB is available for Pound, but the IN is not available for Inch in the Carrier Units section.  Does anyone experience the same issue?  Any suggestion would be greatly appreciated. We are using 2024 R2 version.  Thanks...

Hello,I have my task emails set up to send out when a user gets a new task. For some reason, the emails are only sending out once a day at 8:30am. What is the best way to get them to send out as the task is assigned?Thank You,Brent

Hi AllI’ve noticed that since upgrading to 25R1, everytime I look at an audit history there are a mismatch in the times. The summary section at the top will show the correct time for my timezone and the detail section will show the UTC time (I am in a UTC -4 timezone). Has anyone else experinced this and is there a way to have this corrected, please?See screenshot below for reference.ThanksAmitSummary section show correct time to match timezone (UTC-4), detail section shows UTC Time 

Hi Team, When I publish the package in 2025R2 i am getting following file path issue. System.Exception: An error occurred while copying files to the temp directory ---> System.IO.PathTooLongException: The specified path, file name, or both are too long. The fully qualified file name must be less than 260 characters, and the directory name must be less than 248 characters. at System.IO.PathHelper.GetFullPathName() at System.IO.Path.LegacyNormalizePath(String path, Boolean fullCheck, Int32 maxPathLength, Boolean expandShortPaths) at System.IO.Path.GetFullPathInternal(String path) at System.IO.File.InternalCopy(String sourceFileName, String destFileName, Boolean overwrite, Boolean checkHost) at Customization.CstSyncWebsiteFolder.SyncDir(String src, String dest) at Customization.CstSyncWebsiteFolder.SyncDir(String src, String dest) at Customization.CstSyncWebsiteFolder.SyncDir(String src, String dest) at Customization.CstSyncWebsiteFolder.SyncDir(String sr

Using V2021 R2.  When I try to send an AR invoice via email (in the invoice screen under Printing and Emailing or from the Print Invoices and Memos screen), I get the error message.  I can print to screen and then send to email from the print screen.What setting am I missing?

the date contained in the rate table.  When taking this date in consideration; is this looking at the transaction date (date from timecard) or the system date like here 3/3/2026.   I created rate table with effective date 2/2/2026 and in our test system when I posted timecards with dates prior to 2/2---1/1,½,1/3 etc. it still applied the new rate.  There wasn’t a preexisting rate either.    

in which module (construction, finance, AP, System Mgmt) can find the permission to grant user the ability to change the system date ---the 3/3/2026 below 

The acumatica/company logo stopped showing on our Portal.I was wondering what accessrights do I need to have to see the logo? 

Hi,I am implementing my first Bank Feed using the “From File” (CSV) option for a corporate credit card.The objective is to: Generate Expense Receipts Ensure proper bank reconciliation Maintain clean matching between the corporate card and the cash account Since this is my first implementation, I would appreciate guidance on best practices and common pitfalls.1️⃣ Transactions to Include in the File (For Expense Receipts + Reconciliation)I need to code my parserTo ensure proper reconciliation, should the CSV file include: Only purchase transactions? Or both purchases and payments? What about interest charges, fees, or adjustments? Example of the file structure I am working with:

Hello there,I have Tenant A (Main Company) and Tenant B (Start up). Email set up is the Exchange server configuration. We want one user to send emails from Tenant B as well as Tenant A.Therefore, we just copied the External Application settings of Tenant A to Tenant B and synced only that one user’s email account in Tenant B.When the user tries to send emails from Tenant B, it is picking the previous sent emails from Tenant A too.Can we use the same email address for two different tenants? Is the above the correct way to set up in these type of scenario or do we need two distinct email addresses for this user?Thank you for your inputs.Regards,

Good day,User can’t login from Outlook from the ACM Icon.  They are getting the attached message. The direction seem inconsistent. On each role?Any suggestions?EvanStep 1: Verify and set up access rights:Sign in to Acumatica as an administrator. Navigate to the Access Rights by Screen (SM201020) form. In the tree, select Hidden > Outlook Add-In Read Mode. Set up access rights for the needed roles, or reset access rights by selecting Not Set in the Access Rights column for the Administrator role. Save your changes.Step 2: If access rights are set correctly and the issue persists, a corrective script should be applied. Please submit a case to Acumatica Support to receive the script and any assistance you may need with running the script.

How do we give someone access to SHARE COLUMN CONFIGURATIONS? I can only get it to run when I give someone admin rights, but these are managers for specific segments, not admins. Where do I enable SHARE COLUMN CONFIGURATIONS for these users? I swear I’m just blind, it has to be somewhere in Access Rights, but I’m not seeing it under hidden, system management, configuration, etc. Thank you in advance to whoever has the eagle eyes to find this setting!

Currently, in Sales Order Preferences, there is only one default Shipment Numbering Sequence configured (e.g., SH####).However, the business requirement is to have different shipment numbering sequences depending on the Order Type.For example: Standard Orders → SH#### RW Order Type → SL#### Is it possible to configure multiple shipment numbering sequences based on Order Type? If not available natively, is there a workaround (e.g., customization, automation, business event)?

Hi, I am trying to update the numbering sequence for the Projects screen, but I am running into the error shown below.  Here is what Segment 1 looks like. Is there anything that jumps out at you to justify why the above error was complaining about the format? Also, if I was to make a change to any of the attributes in the segment grid, I get the error that is shown below. Does this mean that I can’t make changes to this without making changes to the children first? 

Has anyone successfully used the AI Assistant in 26R1 beta? I obtained a license key for it and am able to access the assistant, but when I ask it questions it just spins. Things I tried:Opened browser console and found this error: Warning: No client method with the name 'usermessagesent' found.Cleared browser cache.Exposed a GI to AI Assistant, then located AI Assistant Data Processing screen (ML503010) to process it. Got the error in screenshot below. Is AI Assistant not intended to work in beta version?  

Hi Community,I created a custom Acumatica screen, and I wanted to restrict users from deleting records.However, in my custom screen, the Delete action was not listed, so I couldn’t control it through access rights.

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.