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In order to allow me to focus on Consulting (click here) and Courses (click here), I continue to review all posts here in the Forums, but, in general, I'm only personally responding to posts that I mark as #AcumaticaTnT (click here). For Questions (click here), others may respond, or you can post over at Community.Acumatica.com (click here).
Sincerely,
Tim Rodman

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Posts with their shortened content
Raphael Fournier Export Scenario - Export same row twice (Conditionnal)  

By Raphael Fournier, 3 days ago

Forum Everything Else
  Hi, first of all i would like to say hello to the group, this is my first post here! I'm a beginner and we are in integration phase of Acu in our company. I created a GI and an Export Scenario for thi...
Chris M RE: Show week in year for a date  

By Chris M, 3 days ago

Forum Acumatica Generic Inquiries & Pivot Tables
  Perhaps this could be of use? It locates Monday of the current week, then calculates the week number. Replace "Today()" with the date field of your choosing. =Floor(DayOfYear(DateAdd(Today(),'d', 1-Da...
Marisa Andreottola formula for negative amounts in GI (Adding Calculated Columns – Example #2)  

By Marisa Andreottola, 3 days ago

Forum Acumatica Generic Inquiries & Pivot Tables
  Hi, Why doesn't Acumatica automatically use the negative calculation to view negative numbers in a GI? Why does this have to be a manual user function to remember to do?
Marisa Andreottola Sorting on pivot table  

By Marisa Andreottola, 4 days ago

Forum Acumatica Generic Inquiries & Pivot Tables
  Hi, I'm trying to do a pivot table with vendor ID, Vendor name and total amt. I would like to sort by Vendor name (which is listed 2nd in the rows table) however it just keeps sorting by Vendor ID (wh...
Tim Rodman RE: Sales Order Comment Lines / Memo / Note Lines  

By Tim Rodman, 5 days ago

Forum Everything Else
  @ddl I haven't looked at it in a while
Dawson Lane RE: Sales Order Comment Lines / Memo / Note Lines  

By Dawson Lane, 6 days ago

Forum Everything Else
  TIM Did you every hear back on this ? Do you know of any solutions ? Service Management has a comment lien by Sales Orders do not. Acumatica Needs a more improved comment line that doesn't require ...
Michael Freeman RE: Automated email on Failed Import Scenario  

By Michael Freeman, 1 week ago

Forum Everything Else
  I got it figured out. You have to use SelectedImportScenario as the table to create the generic inquiry. What threw me off is it doesn't load the list of Import Scenario names, you have to manually ...
Rick Piester RE: Calculations using FinPeriod  

By Rick Piester, 2 weeks ago

Forum Acumatica Generic Inquiries & Pivot Tables
  @ncantral Thank you! That's an excellent idea.
ncantral RE: Calculations using FinPeriod  

By ncantral, 2 weeks ago

Forum Acumatica Generic Inquiries & Pivot Tables
  I was just playing with a similar query. My solution was to join INItemSiteHist.finPeriodID to FinPeriod.masterFinPeriodID. This gives you access to the start and end dates for each period and you can...
Rick Piester Calculations using FinPeriod  

By Rick Piester, 2 weeks ago

Forum Acumatica Generic Inquiries & Pivot Tables
  I have a Generic Inquiry where I need to show the most recent 6 months sales of each item based on a defined ending period. To collect the data for each month I use the following formula: =iif([INIt...
Mike Collins RE: Company Financial Calendar  

By Mike Collins, 2 weeks ago

Forum Everything Else
  Problem solved. Steps followed: 1. Deleted the parent company, ensuring I got all the settings details (Access Role, GL Accounts, etc.) 2. Disabled Centralized Period Management on Enable/Disable Feat...
Mike Collins Company Financial Calendar  

By Mike Collins, 2 weeks ago

Forum Everything Else
  I had set up a new parent (consolidating) company before enabling Multiple Calendar Support in the Enable/Disable Features. It doesn't have any transactions, and both companies share one tenant. Comp...
Alec Axelblom RE: Adding an empty editable cell to a generic inquiry?  

By Alec Axelblom, 2 weeks ago

Forum Acumatica Generic Inquiries & Pivot Tables
  @danielbyrum Sorry for the late reply and thanks for trying to help! However I am working in Visma.net (Basically a Swedish copy of Acumatica) and it doesn't allow us access to customisation projects,...
Alec Axelblom RE: Barcode not showing up on shipment confirmation document when it is sent to mail via automatic notifications (SM205040)  

By Alec Axelblom, 2 weeks ago

Forum Everything Else
  Finally solved the reason why it did not work, which felt really satisfying. For some reason using "=[@ShipmentNbr]" as value on the Barcode worked perfectly fine for seeing the Barcode in the system ...
tlynn Using "End Period" is not working  

By tlynn, 2 weeks ago

Forum Acumatica Analytical Report Manager (Financial Report Writer)
  I have a very basic question. I'm still learning how to write financial reports. I'd like to run a 2023 P&L with YTD total through whatever period I enter in the report parameters: Attachment :...
Alec Axelblom Barcode not showing up on shipment confirmation document when it is sent to mail via automatic notifications (SM205040)  

By Alec Axelblom, 2 weeks ago

Forum Everything Else
  Hello, I have made a sales order and a delivery from that. I have set the condition in Automatic Notifications (SM205040) that when a new delivery is created with Status = Open, an email is created wi...
Michael Freeman Automated email on Failed Import Scenario  

By Michael Freeman, 2 weeks ago

Forum Everything Else
  I'm trying to automate some of our imports using automation schedules without needing to check them daily. What I would want is if the import throws an error or the record count is less than 1 then a...
Tim Rodman RE: ASC 842 Rules  

By Tim Rodman, 3 weeks ago

Forum Accounting in Acumatica
  @brleis Gotcha. That's the one that I'm aware of too.
Brent Leis RE: ASC 842 Rules  

By Brent Leis, 3 weeks ago

Forum Accounting in Acumatica
  @timrodman yes.
Kelly Burns RE: Transaction were not created during the allocations  

By Kelly Burns, 3 weeks ago

Forum Everything Else
  Teckla, Look at the settings under Allocation Rules and the tab Allocation Settings. I recommend reading the help file in Acumatica regarding this before making changes. However, I remember this ha...
Tim Rodman RE: Transaction were not created during the allocations  

By Tim Rodman, 3 weeks ago

Forum Everything Else
  I wish I could help, but it's been a while since I used allocations.
Tim Rodman RE: ASC 842 Rules  

By Tim Rodman, 3 weeks ago

Forum Accounting in Acumatica
  Is LeaseQuery the third party that you are looking at?
Tim Rodman RE: auto-matching PO receipt to PO  

By Tim Rodman, 3 weeks ago

Forum Everything Else
  Have you tried the Warehouse Automation functionality in the mobile app? It's probably too limited, but maybe it could be customized to do this.
Anita Munnich Inter Branch Mapping Import Scenario  

By Anita Munnich, 3 weeks ago

Forum Everything Else
  Hi All. I am trying to import the interbranch mapping using the below import scenario, but it is not working????? I have tried deactivating all the lines except Branch summary lines and even this wo...
Teckla Kapuenene Transaction were not created during the allocations  

By Teckla Kapuenene, 3 weeks ago

Forum Everything Else
  Hi Guys. I am trying to run the Project allocations and i get the error "Transaction were not created during the allocations". I am not sure of what i am doing wrong. Please assist.
Tim Rodman RE: Employee Time Clock in Acumatica  

By Tim Rodman, 3 weeks ago

Forum Everything Else
  It looks great!
Kelly Burns RE: Project Management Software Integrations  

By Kelly Burns, 3 weeks ago

Forum Everything Else
  Hi Natalie, We use a 3rd party cloud software (Wrike) and connect via API. You could use almost anything like it (ClickUp, Monday, etc.) that has an API. It is not the best solution, due to a lot o...
Natalie Carrier Project Management Software Integrations  

By Natalie Carrier, 3 weeks ago

Forum Everything Else
  Hi there, Is there any project management software that integrates with Acumatica? I have seen the community-supported Smartsheet integration and a reference to Assignar but nothing else. We are inves...
Paul Gilfoy RE: Employee Time Clock in Acumatica  

By Paul Gilfoy, 3 weeks ago

Forum Everything Else
  Attachment : Time Clock status examples.JPG Attachment : Employee Time Activities.JPG And for my next trick, I'll actually add the attachments to my message
Paul Gilfoy RE: Employee Time Clock in Acumatica  

By Paul Gilfoy, 3 weeks ago

Forum Everything Else
  This is our Employee Time Activities (EP307000) screen. The fundamental logic of my customization adds a time-clock to this screen. Many of the fields have been removed using Access Rights - Overti...
Tim Rodman RE: Employee Time Clock in Acumatica  

By Tim Rodman, 3 weeks ago

Forum Everything Else
  Looks interesting Paul. Do you have any screenshots?
Paul Gilfoy Employee Time Clock in Acumatica  

By Paul Gilfoy, 3 weeks ago

Forum Everything Else
  Just thought I'd share a few pieces of information about an Employee Time Clock customization that I did for our company in case anyone out there is looking for an Employee Time Clock in Acumatica. ...
angeline RE: Report P&L by department and location/segment using sub accounts  

By angeline, 4 weeks ago

Forum Acumatica Analytical Report Manager (Financial Report Writer)
  i need a report looks like above mentioned but i am using subaccount as department for p&l into a consolidated pnl. The below is sample of the excel file. How do we use Acumatica ARM to develop th...
Nathan Trauscht RE: Add Tracking information to SO Invoice form  

By Nathan Trauscht, 4 weeks ago

Forum Acumatica Report Designer
  If it is helpful for anyone, I successfully made a subreport showing package tracking numbers. I used this subreport on the Shipment Confirmation Report SO642000 1) Create a SubReport 2) Add SOPackage...
John.Shaddix RE: ASC 842 Rules  

By John.Shaddix, 4 weeks ago

Forum Accounting in Acumatica
  Following. Likewise, we are implementing ASC 842 here at YE to get 2022 in order ... we only have <10 operating leases so we are planning to handle it outside of Acumatica, but would be interested ...
Brent Leis ASC 842 Rules  

By Brent Leis, 4 weeks ago

Forum Accounting in Acumatica
  I am currently working with our CFO and I was wondering if anybody else familiar with the new ASC 842 adoption that is to take place. This is Accounting Standards Codification 842 – Leases (ASC 842) i...
John.Shaddix RE: auto-matching PO receipt to PO  

By John.Shaddix, 4 weeks ago

Forum Everything Else
  Following. We have not tried to automate, we're doing a fairly time consuming (but valuable) manual process. Interested to hear if anyone has worked up any form of automation.
nshah002 auto-matching PO receipt to PO  

By nshah002, 4 weeks ago

Forum Everything Else
  I have a requirement to automate the PO receiving process meaning the receiving clerk would scan the packing slip and then automatically the packing slip would be matched to the PO and PO lines being ...
Brendan Shepperd RE: Default Purchase Order Unit Cost - Last Vendor Price - Stock Items  

By Brendan Shepperd, 4 weeks ago

Forum Everything Else
  @timrodman thanks 👍
Cerese Carlstrom RE: Company Wiki Dashboard  

By Cerese Carlstrom, 4 weeks ago

Forum Everything Else
  @czarinan I am having this same issue. Did you ever find the solution?

 

 

 

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