5 March 2019, Kuala Lumpur (Malaysia)
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Thank you.
Thank you.
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Info Cloud Asia receiving Partner of the Year 2018 Singapore & Malaysia award by Acumatica Software
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Acumatica SSO. Hiding login options from a login page. ADFS case.
Hi Everyone,
When implementing Single Sign On in Acumatica, sooner or later you may wish to remove Normal User / Password from the login screen.
Login page that had User/Password fields also Sign In button:
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What I really wanted is to leave Company Choice and Blue Pyramid only:
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Well, thanks to Acumatica RnD Team, we do not have such option under Acumatica UI yet...
So, have to become a little bit a "web designer" and, get to the IIS server, find Acumatica folder, where your site is installed and do a little modding on the Login.aspx
Normally this is C:\Program Files (x86)\Acumatica ERP\"YourInstanceName"\
There find the folder Frames, and inside will be Login.aspx file.
Make a copy of it :) just in case...
Now let's modify this file to hide what we don't want to show the ordinary user:
Add Visible = "false" here:
<asp:TextBox runat="server" ID="txtUser" CssClass="login_user border-box" placeholder="My Username" Visible="false" />
And here:
<asp:TextBox runat="server" ID="txtPass" Width="100%" CssClass="login_pass border-box" TextMode="Password" placeholder="My Password" Visible="false" />
And here:
<asp:Button runat="server" ID="btnLogin" Text="Sign In" OnClick="btnLogin_Click" CssClass="login_button" OnClientClick="login_Click()" Visible="false" />
Save, Restart, Enjoy.
Best,
Sergey.
When implementing Single Sign On in Acumatica, sooner or later you may wish to remove Normal User / Password from the login screen.
Login page that had User/Password fields also Sign In button:
What I really wanted is to leave Company Choice and Blue Pyramid only:
Well, thanks to Acumatica RnD Team, we do not have such option under Acumatica UI yet...
So, have to become a little bit a "web designer" and, get to the IIS server, find Acumatica folder, where your site is installed and do a little modding on the Login.aspx
Normally this is C:\Program Files (x86)\Acumatica ERP\"YourInstanceName"\
There find the folder Frames, and inside will be Login.aspx file.
Make a copy of it :) just in case...
Now let's modify this file to hide what we don't want to show the ordinary user:
Add Visible = "false" here:
<asp:TextBox runat="server" ID="txtUser" CssClass="login_user border-box" placeholder="My Username" Visible="false" />
And here:
<asp:TextBox runat="server" ID="txtPass" Width="100%" CssClass="login_pass border-box" TextMode="Password" placeholder="My Password" Visible="false" />
And here:
<asp:Button runat="server" ID="btnLogin" Text="Sign In" OnClick="btnLogin_Click" CssClass="login_button" OnClientClick="login_Click()" Visible="false" />
Save, Restart, Enjoy.
Best,
Sergey.
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Acumatica Page Missing under Google Chrome Browser
Hi Everyone,
This one is a hot topic, recently chrome team released some changes to the Chrome Browser, so that some PAGES could get missing.
You still see Menu, still see screen list but the page itself is gone, blank, empty.
How to fix?
Just change settings in the Chrome:
1. Type chrome://flags/ in the browser address bar and press Enter.
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2. You should see the list of options:
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3. In the search bar type Lazy Frame or just Lazy:
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4. Under Enable lazy frame loading choose Disabled:
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5. Press Relaunch Now at the right bottom corner:
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That is it.
Thank you,
Sergey.
This one is a hot topic, recently chrome team released some changes to the Chrome Browser, so that some PAGES could get missing.
You still see Menu, still see screen list but the page itself is gone, blank, empty.
How to fix?
Just change settings in the Chrome:
1. Type chrome://flags/ in the browser address bar and press Enter.
2. You should see the list of options:
4. Under Enable lazy frame loading choose Disabled:
5. Press Relaunch Now at the right bottom corner:
That is it.
Thank you,
Sergey.
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Changing Acumatica Home Landing Page in 2018R2
Hi Everyone,
Just noticed that in 2018 Acumatica sets landing page as a complex one with multiple links and unnecessary information for some of my customers. This is what comes as default when you click on your company logo:
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If your customer for example does not have access to the Internet or for whatever reason wants not to see this page but instead have immediate choice of setting it - I found a way to set landing page as User's profile. So, if user did not set the Home Page for (it)self then system will suggest it for the beginning. Here is how you can do it.
1. Make sure you have access to the database or can execute a script there.
2. Run the following script against your database:
update sitemap set Url = '~/Pages/SM/SM203010.aspx' where Url = '~/Frames/Default.aspx'
3. Restart your IIS server.
4. Check on opening the system landing page becomes now User profile:
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5. Here user may change the landing page as desired. What I did is changed to Account Summary in GL, so next time you click on Company Logo, it will navigate you there.
Please note that you can technically change the page for each module or per company if you modify the above script accordingly.
All the best,
Sergey.
Just noticed that in 2018 Acumatica sets landing page as a complex one with multiple links and unnecessary information for some of my customers. This is what comes as default when you click on your company logo:
If your customer for example does not have access to the Internet or for whatever reason wants not to see this page but instead have immediate choice of setting it - I found a way to set landing page as User's profile. So, if user did not set the Home Page for (it)self then system will suggest it for the beginning. Here is how you can do it.
1. Make sure you have access to the database or can execute a script there.
2. Run the following script against your database:
update sitemap set Url = '~/Pages/SM/SM203010.aspx' where Url = '~/Frames/Default.aspx'
3. Restart your IIS server.
4. Check on opening the system landing page becomes now User profile:
Please note that you can technically change the page for each module or per company if you modify the above script accordingly.
All the best,
Sergey.
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REST based WEB Service. Using the Note field Correctly.
Hi Everyone,
Here is a tutorial on how to set/update the note field for records.
Setting a note value
To set a note value by the contract-based REST API, do the following:
Send the request. The response contains 200 OK status. The body of the response includes the list of fields of the record in JSON format. The following is an example Save the request Update the note field Send the request. If the request is successful, the response contains the 200 OK status code and includes the list of updated records in JSON format. The following is an example
Here is a tutorial on how to set/update the note field for records.
Setting a note value
To set a note value by the contract-based REST API, do the following:
- Retrieve the record in question
- Set your contract-based REST API request with the following settings:
- HTTP method: GET
- URL: https://<entity>/Default/<endpoint version>/<endpoint name>/<record name>
- No parameters for request
- Headers:
- Accept -> application/json
- Content-Type -> application/json
{"id":"e72ca73d-ffcf-4b96-a07b-54988f9cd632","rowNumber":1,"note":"","CountNbr":{"value":"FCN000021" },"Details":[...],"custom":{},"files":[]}
- Set your contract-based REST API request with the following settings:
- HTTP method: PUT
- URL: https://<entity>/Default/<endpoint version>/<endpoint name>/<top-level record name>
- No parameters for request
- Headers:
- Accept -> application/json
- Content-Type -> application/json
- Body of the request (where NOTECONTENT should be the note):
{"id":"e72ca73d-ffcf-4b96-a07b-54988f9cd632","note":"NOTECONTENT",}OR{"CountNbr":{"value":"FCN000021" },"note":"NOTECONTENT",}
{"id":"e72ca73d-ffcf-4b96-a07b-54988f9cd632","rowNumber":1,"note":"NOTECONTENT","CountNbr":{"value":"FCN000021" },"Details":[...],"custom":{},"files":[]}
- Make sure to always specify the note parameter to the note value, even when it is not being changed, as otherwise the note will be set to a empty string. This goes for all PUT requests
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Restricted Use of Control Accounts in Acumatica (2019R2 and up)
Hi Everyone,
Let me share recent Douglas Johnson video on Control Account feature in Acumatica:
Please be warned however, that even though this feature was introduced with option not to choose account as a control account.
It will always check on certain scenarios like Reversing a Bill, whether AP account is marked as control account or not.
It may cause issues if your customization are sensitive to warning messages.
So please take note. However in overall feature is a right one.
Thank you,
Sergey,
Let me share recent Douglas Johnson video on Control Account feature in Acumatica:
Please be warned however, that even though this feature was introduced with option not to choose account as a control account.
It will always check on certain scenarios like Reversing a Bill, whether AP account is marked as control account or not.
It may cause issues if your customization are sensitive to warning messages.
So please take note. However in overall feature is a right one.
Thank you,
Sergey,
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Removing List as Entry Point feature for Newer Versions
Hi Everyone,
If your clients are not really fond of this "new feature", especially when you open a data entry screen menu item and all of a sudden user is getting 100,500 records into your screen, with all server burden overload attached. We have an option now.
There is a way to switch it off.
Via user interface it has to be done One by One for all the data entry screens, as shown here:
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Note the screen name, open it, then click CUSTOMIZATION -> EDIT GENERIC INQUIRY:
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And once opened here is the option you need to amend:
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There are two ways of doing it - complete removal of the entry list, then un-tick the option, save, done. OR you can leave entry list there but restrict the initial load to 50 records only. then amend Select Top to 50.
This will guarantee no strain to your server any more.
Now, for those who read it up to here, a bonus, here is a script that will do all this for all screens at once, it works for all implementations, as long as you have not modified the GI manually:
update GIDesign set selecttop = 50 where companyid = 1 and PrimaryScreenIDNew is not null
If your clients are not really fond of this "new feature", especially when you open a data entry screen menu item and all of a sudden user is getting 100,500 records into your screen, with all server burden overload attached. We have an option now.
There is a way to switch it off.
Via user interface it has to be done One by One for all the data entry screens, as shown here:
Note the screen name, open it, then click CUSTOMIZATION -> EDIT GENERIC INQUIRY:
And once opened here is the option you need to amend:
There are two ways of doing it - complete removal of the entry list, then un-tick the option, save, done. OR you can leave entry list there but restrict the initial load to 50 records only. then amend Select Top to 50.
This will guarantee no strain to your server any more.
Now, for those who read it up to here, a bonus, here is a script that will do all this for all screens at once, it works for all implementations, as long as you have not modified the GI manually:
update GIDesign set selecttop = 50 where companyid = 1 and PrimaryScreenIDNew is not null
All the best,
Sergey.
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Excel Based Reporting. Velixo vs GI
Hi Everyone,
Please note a bright example of how OData in Acumatica can be used by Excel based reports.
This demo also discusses a new Excel feature Dynamic Array, that is something worth to look at.
So, please take a look at Velixo, which is Excel based Acumatica tailored reporter (and not only).
They have recently added Single Sign On (SSO).
Have fun
All the Best,
Sergey.
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Acumatica Framework Developer Alert. Join Now or Never.
Dear Acumatica Developers.
If you are keen to try your skills and face new challenges coming from the Education sector - please send a message to my LinkedIn or email.
Today with the new landscape, new forms of learning, telecommunication and artificial intelligence we can take the opportunity and progress very fast. Please join the team of experienced developers.
Best,
Sergey.
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Centralized Period Management feature in Acumatica ERP
Dear Readers,
Some new features in Financial have such ambiguous naming that needs to get clarified.
Centralized Period Management feature, that is implemented in the latest versions can be switched on or off at the Feature Set screen:
The only function of it is to synchronize fiscal period closure. Meaning in all Branches/Companies under a dedicated Tenant fiscal period will get closed at the same time if you ticked that option. You can't have say branch A GL period 01-2021 be open while in branch B 01-2021 to get closed.
Actually, it was always like that before introducing Tenant-Company-Branch hierarchy in Acumatica.
You close period in a tenant, it closes everywhere.
Now we have an option to close period in branch A but keep it open in branch B.
So if you want it - 'untick' Centralized Period Management feature option.
All the best,
Sergey.
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