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Kelly Burns
Kelly Burns
@kburns
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Topics: 0 / Replies: 11
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RE: Transaction were not created during the allocations

Teckla, Look at the settings under Allocation Rules and the tab Allocation Settings. I recommend reading the help file in Acumatica regarding this...

2 years ago
Forum
Everything Else
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RE: Project Management Software Integrations

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 ...

2 years ago
Forum
Everything Else
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RE: Multiple parameters in link dashboard widget

Tim...I wanted to make sure you knew that Google is smart enough to know if a tracking number is FedEx or UPS. So, you could use your Google search U...

3 years ago
Forum
Acumatica Dashboards
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RE: Multiple parameters in link dashboard widget

Very cool! Thanks for the info, Tim!

3 years ago
Forum
Acumatica Dashboards
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RE: Getting the salesperson name from a parameter

The field you're looking for is likely [ARTran.SalesPersonID_description]. Replace the @Salesperson with ARTran.SalesPersonID_description and see if...

3 years ago
Forum
Acumatica Report Designer
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RE: External File storage in Acumatica SaaS environment

Greg/Tim: I came across this today and have created a Case with our VAR to get more clarification. I find it interesting, because we are using Ext...

4 years ago
Forum
Everything Else
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RE: Visible Expression & Note Text

@tra_user Ahh...yes...I should have looked at that as well. I didn't notice it was "bold" (meaning not default). I never touch that ProcessOrder set...

4 years ago
Forum
Acumatica Report Designer
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RE: Visible Expression & Note Text

This works for me when I set the VisibleExpr on the Detail Section. It looks like you might be trying it on the text box, which should still work, I ...

4 years ago
Forum
Acumatica Report Designer
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RE: Mass Update Sales Order Status

I assumed Custom Fields, yes. The GI's I have include Custom Data Fields, as well as a field using CSAnswer data to make the Attribute value visible...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Mass Update Sales Order Status

Hmmm...I'd have to know a bit more. In your GI, on the ENTRY POINT tab, do you have it set "Replace Entry Screen..."? I do not. What ScreenID are ...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Mass Update Sales Order Status

Ronita, We use "Mass Update" on Custom fields nearly every day. We have Project and Sales Order GI's and our Project Managers and Coordinators upda...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables

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