Well here we are 2025 and at least in 2024 R1 release, not much has changed. Business Events still perplex me. I have written probably well over 100...

For those who do not want to use the Description, you can use the AccountID (internal number, not the AccoundCD).

Tried using an import scenario to Delete Tasks. So far no luck. I have done similar for Emails. But cannot do same for Tasks. Tim's recommendatio...

In reviewing the DAC Schema Browser, I found the file (LastPICountDate), but it is flagged as hidden. Pity.

Hi Travis An alternative to the above is to use Pop Up Notes and Business Events. Neither of these approaches require programming. We have co...

This is a good question. Suggest you log an enhancement request. My expectation which is fulfilled in other ERP systems is that printing the results...

Hello TravisAs Patrick mentioned, you can easily create a solution in the form of a Generic Inquiry or dashboard that satisfies the user requirement. ...

normally the approach you took works. Although I did need to add at least a description to the item.

You can already do this, but only at the screen level not at the overall role. So good idea.

Your assessment is correct. This is an useful feature that applies to Purchasing and Sales. Suggest you post an idea or vote for existing idea on th...

@kuhnami You and Tim are correct. The Replan Backorders works as stated, but as Tim mentioned there are gaps in the functionality. I worked around t...

Hi Laura Try putting the Page Break on the Group Footer Section1 - see screenshot

Hello GregUse a subaccount segment for pseudo projects. This provides for: Validation - you validate the segment from predefined list Easy data ...

Hello EdAll sorts of benefits: Approval and Assignment maps use Employees Tasks, Activities, Events use Employees. I typically setup an corres...

Hello Tim Did you consider changing the "Maximum File Upload Size in KB" in the File Upload Preferences?

If the "perforation" is moving, normally I would look to the reason. The information below must be variable in height. So look at "fixing" the heigh...

Hi Tim Great minds think alike. After I posted, I thought of the same. I have a subreport that I can tweak a little that will do just that.

Hi Natalie Alternatively, you can just load an image and define the areas that are clickable and the associated actions. There is a Technical Tuesd...

@abrunner Whatdo you mean by "dynamic rather than static"?

Yes - use a Kit Assembly. B is the finished item and A is the component. Setup Steps Flag B as a Kit Setup Kit Specification for B. Either a...

There may have been a schema change in relation to that field where it used to use Salutation and now uses Attention

Does anyone know the "secret sauce" in relation to Email Activities? I have tried Email$RefNoteView, EmailActivity$RefNoteView, CurrentMessage$RefNo...

Hello John Interesting dilemma. Must have been some important reasons to have separate ledgers. Not much you can do about the Actual ledgers post ...

Good one Tim

See the attached xml built using 20.115.0039. Simply grouping the sales orders by customers and aggragting the OrderDate using the Max (OrderDate) an...

Hello Chris Depending on the browser you can click and drag the email to the quote/task. Prerequisites: Acumatica - .msg has to be defined in ...

Yes - because Discount Amounts & Percentages are available when creating the approval, you should be OK - see screenshot

Hello John Looks like you are nearly there. I have tested the following Import Scenario successfully: Please note that I have hard coded th...

@timrodman Unfortunately here in Australia, there is a lag between Acumatica releases and local deployment. The distributor in Australia is rollin...

Thanks Kurt I was wasting my time until I saw your pointers.

Hello all Another approach is instead of using a Calc Type column is to use a GL Type column where the DataSource is across the 12 months required.

Hi all I had nine such ratios in a report. As you could imagine the formulas in Tim's excellent approach would have gotten very long. I was not sure...