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0:00 AUGForums.com Live Introduction #Acumatica
5:47 Generic Inquiry Overview
8:50 The Generic Inquiry Foundation
11:25 Email Shortcut for Business Events
14:27 Show All Contact Toggle Trick
18:11 Acumatica 2021 R1 Linking Tracking Number to FedEx
21:00 Link to Amazon for Matching a Price in a Side Panel
25:21 eCommerce Sync Status Side Panel
27:15 Audit History as Side Panel and Structuring a Report for a Side Panel
41:30 Plug for Velixo Reports
43:00 Exporting to Excel vs. OData (including Power BI and CONCATENATEX)
51:49 Monthly Sales History in a Generic Inquiry
53:57 Getting the “Last” Record
56:43 The Wyatt.ERP Technique
1:00:06 Final Thoughts
Chat Transcript
Where is everyone physically located today?
sunny and warm NJ
NJ
Wendi Taylor – Atlanta GA
Where did the Salesperson Desc value come from? BIz Acct record?
I added another table to the standard Invoice GI. Needed the State of LOC of invoice. I found the correct table & correct field, Added it to the results grid. But it didn’t pull the state data.
Hey Classic Automation LLC, do you have a forum discussion about that issue that we could link to?
No. Should I create one?
Curious to hear how people have increased your comfort with BUILDING inquiries over time, especially since navigating the DACs can be hard to understand/lightly documented.
Agree, would be good to see @Classic Automation LLC on the Community site
I think I need to understand left and inner joins.
Which VOIP system are you using?
@Classic Automation LLC – Since JOINs are a SQL thing and not an Acumatica thing, you can checkout a SQL tutorial like this one: https://www.w3schools.com/sql/sql_joi…
That google doc shows that?
It shows tracking #s as a side panel
@Toon Six
We’re using StreamYard.com for the broadcast
Ryan, you are a genius!
will this be available for viewing later ?
No way can you this in Sage without programmng.
Great I will use this video for selling Acumatica.
thanks
Yes, BIgCommerce experience very needed
But dont’ performance and storage take a hit if you have field level audit on system wide when you have lots of users?
Thanks for asking this Tim. How would Saas cope?
Do a process screen in Aumatica for doing such high volume tasks
We do something similar for audit history. Old records are exported to a CSV then deleted after a year. Probably 80% of the space usage was just SOLine audit data
Could you share the details of this company that came in with the performance tuning?
Can indexing also work for Saas? Assuming not?
I have had Acumatica delete my audit history data before (Saas customer). Just gave them a date range and which table.
Which DELL server runs your Acumatica ERP instance?
Thanks @Leslie Alt
Wow.
Ryan, could you explain again your first case for displaying the customer contact record when a phone call comes in. Sorry.
My experience says the same, Tim – people asking for a report means a spreadsheet.
90% of the time they just export to excel or end up using the GI version of the same report
Yes, Tim. People want to take control of their stuff.
Do you have any work arounds for Mac Excel users for pulling in Odata in?
The velixio news is EXCELLENT, since it currently doesn’t support Mac’s either. Thanks for the responses guys.
itemQty 6 months is what?
@Dianne Aguilera – Thanks for the confirmation!
It’s OK Tim, you’re louder than the saw!
Thank you. This was really good.
TIm, why was this posted to only AUGForum members in linkedin?
This is unique to AUGFOrums live.
Thanks!
Thanks both.
PLease a discussion forum
No more sound
i can hear you
Sound is bac
I have sound