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Carl Brooks
Carl Brooks
@kingcarlos
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Topics: 14 / Replies: 107
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RE: Error for certain users when refreshing data in Excel

Never experienced this myself, but could you try these? Option 1 1. Go to the DATA tab in Excel and click on the Connections icon. 2. Find the connec...

7 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: Snapshot vs. Backup

Hi Brenda, Snapshots should be used only as an option for people who are implementing the software in my opinion. Before the introduction of maintena...

7 years ago
Forum
Everything Else
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RE: Creating Customer ID and changing part number

The only way I could see this working is to allow on the fly entry for the first segment of the customer ID and then key in the first 3 characters man...

7 years ago
Forum
Everything Else
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RE: Import Scenario for Purchase Receipt with Serialized Stock

Hi Royce, that's because it is serialised stock so therefore the receipt quantity will always be defaulting to a quantity of one.

7 years ago
Forum
Everything Else
Topic
Adding Videos to Wiki Articles
7 years ago
Forum
Everything Else
Replies: 1
Views: 2481
Topic
Import Scenario for Purchase Receipt with Serialized Stock
7 years ago
Forum
Everything Else
Replies: 6
Views: 4923
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RE: Default #of Copies to Print on a Form

Usually the scenario we face is that the shipping confirmation has a maximum of 2 or 3 requirements, 1 for the customer, 1 for back office (sometimes)...

7 years ago
Forum
Acumatica Report Designer
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RE: Integration with WooCommerce

Hi Daniel, this is great to hear and I believe you did a lot of due diligence in this area

7 years ago
Forum
Everything Else
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RE: Importing Parent Customers, Child Customers and multiple Locations

To give you my experience 1. If I want to import a customer with a parent and many locations, is it correct to assume that I would import the Parent C...

7 years ago
Forum
Everything Else
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RE: Default #of Copies to Print on a Form

Hey Ilesh, fancy bumping in to you hear 😀 Does this help - it should as it has in the past

7 years ago
Forum
Acumatica Report Designer
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RE: Mass Email images not showing in body of email

Are you using MS Outlook? If yes which version? If not what are you using and What is the image file type being used? I did a quick test by just inser...

7 years ago
Forum
Everything Else
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RE: CRM Module - best use/case ideas?

The main drivers I have for why you should use CRM in your business is the following, 1) Opportunity Management This should do a number of activitie...

7 years ago
Forum
Everything Else
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RE: Integration with WooCommerce

One of my ISV's out of New Zealand in the MYOB Advanced eco system have built a WooCommerce connector and have happy customers, I can do an introducti...

7 years ago
Forum
Everything Else
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RE: Manage / Reduce Database Size

If you need to explain to a client the reason behind the size of their database you can take a snapshot of their data and restore it into a local inst...

7 years ago
Forum
Everything Else
Topic
Can you modify the Favorites in the Modern UI
7 years ago
Forum
Everything Else
Replies: 4
Views: 2876
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RE: List of all screens in Acumatica

Hi Chris, If you have Acumatica on premise you can run the following SQL Script, select screenid, * from sitemapwhere screenid is not NULLorder by si...

7 years ago
Forum
Everything Else
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RE: Formula to add account and sub accounts on report

Does this article help?

7 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Landed Cost Functionality

Hey Tim, You also have a fourth option,very useful for those containers which have been filled with orders from multiple suppliers.

7 years ago
Forum
Everything Else
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RE: Price based on Buckets when purchasing Inventory

Screen ID AP202000 using break qty's will take care of item price under / over qty 20. The total cost is that a line total cost? if so you could use t...

7 years ago
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Everything Else
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RE: PO Approval - notifying users on Approved or Rejected

I documented this a while back (only for the approved part) see/p>

8 years ago
Forum
Everything Else
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RE: Forecast and seasonality

The demand forecast model simply put works out your vendor lead time, daily sales demand and measures deviations on vendor lead times and daily sales ...

8 years ago
Forum
Everything Else
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