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Patrick Kohler
Patrick Kohler
@pmkohler
Forum Home   |   Recent Posts
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Profile Activity
Topics: 4 / Replies: 20
AllTopicsReplies
Reply
RE: Accounting Journals that show specific debits/credits

I think this could be accomplished through a custom report or custom generic inquiry. If you are starting from the GL you would need to link back to...

3 years ago
Forum
Accounting in Acumatica
Reply
RE: General Question on SQL Knowledge and ACU

From my perspective as a SQL developer, I often get frustrated when working with Generic Inquiries and Report Designer because what would normally be ...

3 years ago
Forum
Everything Else
Reply
RE: Looking for hourly consultant

@nburton Hello Nicky, I would be happy to discuss your needs and requirements. Please contact me at your convenience for a quick chat. Regards, ...

3 years ago
Forum
Everything Else
Reply
RE: Nested iif statements issue

Laura, Have you tried using the Switch function instead? You might also consider setting up your defaults in the Departments under Organization un...

3 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Type mismatch in the expression: '-'.

The resolution to this issue was not in the Column Set but rather in the Row Set. A user had added a row referencing another row without the "=" sig...

4 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Type mismatch in the expression: '-'.

If I cast them to Double I get tis error: An error has occurred while the CDbl(Identifier(B)) function was being executed:'Input string was no...

4 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Type mismatch in the expression: '-'.

Hi Dianne, We have added a couple of accounts that do not have transactions yet. I have tried forcing a zero value of the column is null but that ...

4 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Topic
Type mismatch in the expression: '-'.
4 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Replies: 6
Views: 2193
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RE: DSO and GMROI

@infosourcing, I am curious as to your requirements for the GMROI calculation. Would you mind sharing your requirements?

4 years ago
Forum
Everything Else
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RE: DSO and GMROI

I created a generic inquiry to calculate DSO trend for 360 days and 90 days based on AR data. You can download the instructions and the GI xml file ...

4 years ago
Forum
Everything Else
Reply
RE: Building Generic Inquiries & Pivot Tables Course Feedback

Tim, I think videos are easier and faster to absorb than simply written instructions. A video allows the viewer to listen and follow along on the sc...

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Building Generic Inquiries & Pivot Tables Course Feedback

I just finished the Pivot Tables section which much more useful than the training documentation provided by Acumatica and easier to get through as wel...

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Building Generic Inquiries & Pivot Tables Course Feedback

Tim, I finished the lessons up to the first Pep Talk. Your format is really good, concise and very easy to follow and understand. Even after spend...

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: display current version and build

It should be at the bottom of the login screen

4 years ago
Forum
Everything Else
Reply
RE: Pulling data from one GI to another - possible?

I think I recall hearing something to that effect at Summit. I believe that is on the roadmap for a future release but not imminent...

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Credit Reference Report Needed

I am working on a similar request for one of my clients. Once I have something concrete I will share in this post. If I were to do a report I would st...

4 years ago
Forum
Acumatica Report Designer
Topic
AP Document Recognition Not Working in Production Environment
5 years ago
Forum
Everything Else
Replies: 1
Views: 1766
Reply
RE: Manipulating Period ID's in Report Designer

Well it has been an interesting journey into the bowels of Acumatica and I have discovered the following which has been confirmed by Acumatica. If y...

5 years ago
Forum
Acumatica Report Designer
Topic
Manipulating Period ID's in Report Designer
5 years ago
Forum
Acumatica Report Designer
Replies: 2
Views: 1430
Reply
RE: Report Designer Tables join

I am new to Acumatica as well and I am spending a lot of time reviewing out of the box reports to gain insights into how Acumatica themselves create r...

5 years ago
Forum
Acumatica Report Designer
Reply
RE: Custom Report Numbering Best Practices

The response from Acumatica was not encouraging. Basically they do not have an established standard and suggested to look up the forms, generic enqu...

5 years ago
Forum
Acumatica Report Designer
Reply
RE: What do you want most from Acumatica?

I would like to see a more robust Pivot Table engine with more functionality such as adding calculated fields and more flexibility in creating present...

5 years ago
Forum
Poll Questions
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RE: Custom Report Numbering Best Practices

Thanks for the prompt response Wyatt. I have asked Acumatica if they have documented best practices on the subject and I will post their response to...

5 years ago
Forum
Acumatica Report Designer
Topic
Custom Report Numbering Best Practices
5 years ago
Forum
Acumatica Report Designer
Replies: 4
Views: 2441

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