AugForums.com

An Acumatica User Group

  • Free
    • Start Here
    • In-Person Gatherings
    • Power BI Workshop
    • Podcast
    • Rolodex
    • Blog
    • Forums
  • Paid
    • AugSQL
    • GI Course
    • GI Library
    • Consulting
  • Register
Acumatica Forums

By using this website, you agree to our Terms of Use (click here)

KDYoung
KDYoung
@kdyoung
Forum Home   |   Recent Posts
Eminent Member
Follow
Profile Activity
Topics: 8 / Replies: 18
AllTopicsReplies
Reply
RE: Editing Expense Claims

We have a similar need. Did you ever figure this out?

3 years ago
Forum
Everything Else
Topic
Updating Prepare Invoice grouping logic in Process Orders
5 years ago
Forum
Everything Else
Replies: 1
Views: 1607
Topic
Sales Order Shipment that does not update inventory
5 years ago
Forum
Everything Else
Replies: 1
Views: 2757
Reply
RE: Adding custom report to AP30.10.00 (AP Bills and Adjustments )screen

@sblumenthal - FYI - In our case all I had to do was give rights to the Administrator role. Once I did that the parameters were available.

6 years ago
Forum
Acumatica Report Designer
Reply
RE: Adding custom report to AP30.10.00 (AP Bills and Adjustments )screen

@sblumenthal - Full rights for ALL users?  That is odd!  What is even more odd is that for us it wasn't all reports - just some seemingly ra...

6 years ago
Forum
Acumatica Report Designer
Reply
RE: Adding custom report to AP30.10.00 (AP Bills and Adjustments )screen

@sblumenthal - yes I have seen this at a client.  I have not been able to figure out why.  For the few reports I just told the client they'd...

6 years ago
Forum
Acumatica Report Designer
Reply
RE: Business event triggering an email based on Custom GI question

After a few back and forths with support, found out it is a bug/problem introduced with the Construction Edition - so nothing wrong with our environme...

6 years ago
Forum
Everything Else
Reply
RE: Business event triggering an email based on Custom GI question

@brandon Hi Brandon, Thanks for the response! I attached a couple screenshots showing what I see. However, I imported this exact same custom GI t...

6 years ago
Forum
Everything Else
Topic
Business event triggering an email based on Custom GI question
6 years ago
Forum
Everything Else
Replies: 6
Views: 2050
Reply
RE: Moving Acumatica User Security (User Roles) Between Tenants (Companies)

I just tried this and when I hit the "+" to get the list of available screens to select, only 291 screens showed up. It was missing the majority of A...

6 years ago
Forum
Everything Else
Reply
RE: Creating a Drop Shipment

@timrodman Funny you should say this because we have started to use Sales Orders more for certain types of projects that use inventory from existing o...

6 years ago
Forum
Everything Else
Reply
RE: Adding custom reports to screens

@carl-brooks Thank you for the example. I was able to add a report to the Purchase order screen via Automation Steps but the Purchase Receipts screen...

6 years ago
Forum
Everything Else
Topic
Adding custom reports to screens
6 years ago
Forum
Everything Else
Replies: 4
Views: 2999
Topic
Activities related to Leads and Opportunities
6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 1
Views: 2355
Reply
RE: Including file attachments when printing an invoice

Thanks Harsha!! I will give this a try.

6 years ago
Forum
Everything Else
Reply
RE: Including file attachments when printing an invoice

One point I just caught as i re-read your comments, the file must be stored in a file system and I can't use the file stored in the database - is that...

6 years ago
Forum
Everything Else
Reply
RE: Including file attachments when printing an invoice

Harsha, thanks for the response. Do you have any examples, documentation or can you point me in the right direction as to how I would go about doing ...

6 years ago
Forum
Everything Else
Topic
Including file attachments when printing an invoice
6 years ago
Forum
Everything Else
Replies: 12
Views: 6697
Reply
RE: Linking items in Project Cost Budget to Inventory On Hand

Thanks Wyatt.ERP. I did try that before but you reminding me of that forced me to look at it again and I realized I was linking to the wrong column w...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Linking items in Project Cost Budget to Inventory On Hand

I thought I tried that before but I will try that again. Thanks!

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Linking items in Project Cost Budget to Inventory On Hand

Thanks for the feedback. But I need to left join to StoragePlace Status on Project code AND Inventory ID. Inventory ID is only in PMCostbudget.

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Topic
Linking items in Project Cost Budget to Inventory On Hand
6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 5
Views: 2099
Reply
RE: Creating a Drop Shipment

@timrodman Hi Tim, No - I meant no sales order at all. Our client doesn't use sales order but uses project. They were hoping to 'drop ship' larger i...

6 years ago
Forum
Everything Else
Reply
RE: Custom date field in opportunity screen not displaying data

Response from an Acumatica support person.. Evidently they changed some things with 2018R1. See comments/answers below from support. After making this...

7 years ago
Forum
Everything Else
Topic
Custom date field in opportunity screen not displaying data
7 years ago
Forum
Everything Else
Replies: 2
Views: 3699
Reply
RE: Creating a Drop Shipment

We have a client who is using project and wants to use drop ship functionality to have material sent to job site but there will be no related sales or...

7 years ago
Forum
Everything Else

Online Members

  • Tim Rodman Kevin Halme
Acumatica Forums

Terms of Use & Disclaimers :: Privacy Policy

Copyright © 2026 · AUG Forums, LLC. All rights reserved. This website is not owned, affiliated with, or endorsed by Acumatica, Inc.