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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
Posts with their shortened content | ||
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Export Scenario - Export same row twice (Conditionnal)
By Raphael Fournier, 3 days ago
Forum
Everything Else
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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... | ||
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RE: Show week in year for a date
By Chris M, 3 days ago |
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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... | ||
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formula for negative amounts in GI (Adding Calculated Columns – Example #2)
By Marisa Andreottola, 3 days ago |
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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? | ||
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Sorting on pivot table
By Marisa Andreottola, 4 days ago |
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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... | ||
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RE: Sales Order Comment Lines / Memo / Note Lines
By Tim Rodman, 5 days ago
Forum
Everything Else
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@ddl I haven't looked at it in a while | ||
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RE: Sales Order Comment Lines / Memo / Note Lines
By Dawson Lane, 6 days ago
Forum
Everything Else
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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 ... | ||
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RE: Automated email on Failed Import Scenario
By Michael Freeman, 1 week ago
Forum
Everything Else
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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 ... | ||
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RE: Calculations using FinPeriod
By Rick Piester, 2 weeks ago |
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@ncantral Thank you! That's an excellent idea. | ||
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RE: Calculations using FinPeriod
By ncantral, 2 weeks ago |
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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... | ||
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Calculations using FinPeriod
By Rick Piester, 2 weeks ago |
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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... | ||
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RE: Company Financial Calendar
By Mike Collins, 2 weeks ago
Forum
Everything Else
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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... | ||
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Company Financial Calendar
By Mike Collins, 2 weeks ago
Forum
Everything Else
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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... | ||
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RE: Adding an empty editable cell to a generic inquiry?
By Alec Axelblom, 2 weeks ago |
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@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,... | ||
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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
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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 ... | ||
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Using "End Period" is not working
By tlynn, 2 weeks ago |
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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 :... | ||
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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
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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... | ||
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Automated email on Failed Import Scenario
By Michael Freeman, 2 weeks ago
Forum
Everything Else
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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... | ||
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RE: ASC 842 Rules
By Tim Rodman, 3 weeks ago
Forum
Accounting in Acumatica
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@brleis Gotcha. That's the one that I'm aware of too. | ||
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RE: ASC 842 Rules
By Brent Leis, 3 weeks ago
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Accounting in Acumatica
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@timrodman yes. | ||
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RE: Transaction were not created during the allocations
By Kelly Burns, 3 weeks ago
Forum
Everything Else
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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... | ||
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RE: Transaction were not created during the allocations
By Tim Rodman, 3 weeks ago
Forum
Everything Else
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I wish I could help, but it's been a while since I used allocations. | ||
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RE: ASC 842 Rules
By Tim Rodman, 3 weeks ago
Forum
Accounting in Acumatica
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Is LeaseQuery the third party that you are looking at? | ||
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RE: auto-matching PO receipt to PO
By Tim Rodman, 3 weeks ago
Forum
Everything Else
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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. | ||
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Inter Branch Mapping Import Scenario
By Anita Munnich, 3 weeks ago
Forum
Everything Else
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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... | ||
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Transaction were not created during the allocations
By Teckla Kapuenene, 3 weeks ago
Forum
Everything Else
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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. | ||
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RE: Employee Time Clock in Acumatica
By Tim Rodman, 3 weeks ago
Forum
Everything Else
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It looks great! | ||
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RE: Project Management Software Integrations
By Kelly Burns, 3 weeks ago
Forum
Everything Else
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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... | ||
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Project Management Software Integrations
By Natalie Carrier, 3 weeks ago
Forum
Everything Else
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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... | ||
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RE: Employee Time Clock in Acumatica
By Paul Gilfoy, 3 weeks ago
Forum
Everything Else
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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 | ||
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RE: Employee Time Clock in Acumatica
By Paul Gilfoy, 3 weeks ago
Forum
Everything Else
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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... | ||
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RE: Employee Time Clock in Acumatica
By Tim Rodman, 3 weeks ago
Forum
Everything Else
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Looks interesting Paul. Do you have any screenshots? | ||
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Employee Time Clock in Acumatica
By Paul Gilfoy, 3 weeks ago
Forum
Everything Else
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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. ... | ||
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RE: Report P&L by department and location/segment using sub accounts
By angeline, 4 weeks ago |
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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... | ||
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RE: Add Tracking information to SO Invoice form
By Nathan Trauscht, 4 weeks ago |
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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... | ||
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RE: ASC 842 Rules
By John.Shaddix, 4 weeks ago
Forum
Accounting in Acumatica
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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 ... | ||
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ASC 842 Rules
By Brent Leis, 4 weeks ago
Forum
Accounting in Acumatica
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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... | ||
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RE: auto-matching PO receipt to PO
By John.Shaddix, 4 weeks ago
Forum
Everything Else
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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. | ||
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auto-matching PO receipt to PO
By nshah002, 4 weeks ago
Forum
Everything Else
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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 ... | ||
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RE: Default Purchase Order Unit Cost - Last Vendor Price - Stock Items
By Brendan Shepperd, 4 weeks ago
Forum
Everything Else
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@timrodman thanks 👍 | ||
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RE: Company Wiki Dashboard
By Cerese Carlstrom, 4 weeks ago
Forum
Everything Else
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@czarinan I am having this same issue. Did you ever find the solution? |