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Carl Brooks
Carl Brooks
@kingcarlos
Forum Home   |   Recent Posts
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Topics: 14 / Replies: 107
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RE: Acumatica Spanish Version

Sorry Tim, No tengo deniro.

6 years ago
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Everything Else
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RE: Implementing a webinar registration process in Acumatica

Hi Toon, It should be straight forward, use HubSpot to capture the interest, lead information and import into Acumatica using the Hubspot data prov...

6 years ago
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Everything Else
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RE: Non-Stock Sales report

Hi Richard, Sales Profitability by Item Class and Item, ScreenId AR674000 is one to consider

6 years ago
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Everything Else
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RE: Company Wiki Dashboard

Hi Tim, I am a big fan of the Wiki, below is an article on adding videos to wiki pages

6 years ago
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Everything Else
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RE: Tax Invoice title

@jeanne-pierre-van-der-gryp You enter it into the field on the invoice layout that you want to say Tax Invoice, see below ....

6 years ago
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Everything Else
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RE: Tax Invoice title

@daniel-o You are welcome Daniel, all the best

6 years ago
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RE: Tax Invoice title

Hey, Try this formula, I believe you are from Australia? =IIf([MYOrg.JurisdictionCountryID]='AU',IIf(((InStr([@FirstTimePrintedEmailed], ',' + [ARInvo...

6 years ago
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Everything Else
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RE: Demand Forecast Model of Moving Average - My Notes

Hi Tim The following spreadsheet is what I use to demonstrate the calculation of safety stock and reorder point. Replenishment-Calculation-of-Sugg...

6 years ago
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Everything Else
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RE: Import AP Bills and AR Invoices

Does the Sync Type not work for you? here is what the help says about it The type of synchronisation for the import scenario, which can be one of the ...

6 years ago
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Everything Else
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RE: Default Session Timeout / Login Expiration

@timrodman Indeed, another great export from Manchester, like myself 🤣

6 years ago
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RE: Pick Ticket Lines Duplicating

@kristin-christian Sorry to be a bit slow here but I thought you was allowing negative inventory, why are we going into back order? If one line is goi...

6 years ago
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Acumatica Report Designer
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RE: Pick Ticket Lines Duplicating

I used the standard report and that does not split the line, maybe you should cross reference your modifications to the standard for any clues.

6 years ago
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Acumatica Report Designer
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RE: Default Session Timeout / Login Expiration

If you are using Google Chrome you could also consider using Staying Alive from the Chrome Web Store.

6 years ago
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Everything Else
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RE: Time Card Materials Costing

@nicholas-smith Thanks for the reply - I encountered the same issue so your reply was great reassurance that the problem was not located between the k...

6 years ago
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RE: Limiting purchase items

When you say 2 items, do you mean they can only buy A and B or do you mean that they can only buy 2 at any point in time? If you are just restricting ...

6 years ago
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Everything Else
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RE: Images and Text Boxes on them

Does this work for you .....

6 years ago
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Acumatica Report Designer
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RE: Data retrieval and analysis -- what skills do I need? Where should I study?

@peter-jones I laughed out loud with your post, you should talk to these guys - it will make your life a lot easier! All the best, Carl

6 years ago
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Everything Else
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RE: @MonthStart & @MonthEnd not working under 2019.1

@royce-lithgo I have tested this also and have the same result in MYOB Advanced, exporting the GI and importing into a local Acumatica instance runnin...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Adding custom reports to screens

Hi Kevin, The inconsistencies with the ease of how you can use Automation steps to add reports in the SO and PO screens is frustrating because the AP ...

6 years ago
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Everything Else
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RE: How do I change Weight UOM in Companies?

Does this help, this is when these 2 fields where held on inventory preferences, really need to update this document

6 years ago
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Everything Else
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RE: Extracting Data From Navision – AP 4.0 SP1

Hi @timrodman Unfortunately not, the prospect is not using an SQL database, I have a couple of options the first is I found a couple of NAV resellers ...

6 years ago
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Everything Else
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RE: Pre-Going Live: Is it a big commitment (cost or time) to import historical data

Hey Doug, My first question would be, why is your historical data important to you? if your answer is for reporting and analysis purposes I would be ...

6 years ago
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Everything Else
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RE: Run an SQL Script at Time of Save

Would you not use a SQL trigger at DB level rather than through the Accumatica framework?

6 years ago
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Everything Else
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RE: Prepayment on Purchase order

Hey Richard, this enhancement request with Acumatica would be worthwhile reading for you. All the best, Carl

6 years ago
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Everything Else
Topic
Extracting Data From Navision – AP 4.0 SP1
6 years ago
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Everything Else
Replies: 2
Views: 1934
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RE: Integration with Google Enterprise email

Is this solution of any use???

6 years ago
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Everything Else
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RE: 6. Business Events – Creating a Task Automatically (Summit 2019 Session Examples

Thanks for this Tim, Just a question on the import scenario, I believe I am using the same screen but I do not get the options you have on your imp...

7 years ago
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Everything Else
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Inter-Company (Tenant) Transactions
7 years ago
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Everything Else
Replies: 3
Views: 2927
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RE: Acumatica Snapshot Export Format

The main benefit XML offers over binary is that it can be stored in version, controlled and easily compared. Binary on the other hand is more compact....

7 years ago
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Everything Else
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RE: Make Sales Order Number field compulsory?

If you create a new customisation project, navigate to the field, see below And then go to Attributes and add [PXDefault] as shown below Pub...

7 years ago
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Everything Else
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RE: Acumatica Import Scenario (Access Rights by Role)

Does this work, I hope so as it did in the past

7 years ago
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Everything Else
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RE: CHeck printing - 2 copies of every check

Hi Tim, We have been using this solution for printing multiple copies of the same report,

7 years ago
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Everything Else
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RE: Has Anyone Built Any Import Scenario's for Service Management?

I have added the lack of import scenario's to the ideas forum of Acumatica, please vote for it

7 years ago
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Everything Else
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RE: Welcome and Introductions

Great Idea Tim, Hi everyone - I am Carl, my linkedin profile is I work for MYOB and we are the company who have white labelled Acumatica for the AN...

7 years ago
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Everything Else
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RE: Has Anyone Built Any Import Scenario's for Service Management?

Thanks Michael, that would be a massive time saver for me, I have a bank of import scenario so if I can return the favor let me know. I have sent you ...

7 years ago
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Everything Else
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RE: How to direct approvals for time to the Project Manager

This is my condition This is my rule and this is the content on the employee field ((Activities.ProjectID.ApproverID.AcctCD))

7 years ago
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Everything Else
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Has Anyone Built Any Import Scenario's for Service Management?
7 years ago
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Everything Else
Replies: 15
Views: 4426
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RE: Acumatica 2019 R1 New Features

I am surprised that no one has mentioned the advanced WMS capabilities - suitable for a business with a smallish warehouse run by 1 or 2 staff to remo...

7 years ago
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Everything Else
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RE: How to direct approvals for time to the Project Manager

Will do - as a FYI I have got it working so I will share the results.

7 years ago
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Everything Else
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How to direct approvals for time to the Project Manager
7 years ago
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Everything Else
Replies: 6
Views: 3831
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RE: Using Unrealized Income in a Project Invoice

Is the change of behaviour documented in the release notes? if not I would raise it with Acumatica, if yes then you may be snookered.

7 years ago
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Everything Else
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RE: Acumatica Dashboard on TV

Google ChromeCast is an option, see

7 years ago
Forum
Acumatica Dashboards
Topic
Make Tax Digital - UK HRMC Requirement
7 years ago
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Everything Else
Replies: 1
Views: 2269
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RE: Making AUG Better

Thanks Tim, we in Australia are about to launch it so I will probably be more poacher than provider - but I promise to contribute when possible

7 years ago
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Everything Else
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RE: Making AUG Better

A board dedicated for Service Management

7 years ago
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Everything Else
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RE: Currency Management- how to reverse the entry posted by currency management?

Hi Vidhya Thulasi I would echo Royce's feedback and get in touch with Acumatica support to get their advice / help / assistance to fix this issue. Go...

7 years ago
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Everything Else
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RE: Currency Management- how to reverse the entry posted by currency management?

Hi Vidhya Thulasi are you saying that the entry created through the revaluation is out of balance?

7 years ago
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RE: Understanding Consolidations

Hi Royce, For reporting purposes have you investigated ????

7 years ago
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RE: Import historical documents as attachments

I think this thread in StackOverflow will help you,/p>

7 years ago
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Everything Else
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RE: Invoice Reminder Emails

You should look into This is a perfect Debtor Management tool and will add real value to your client

7 years ago
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Everything Else
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