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Royce Lithgo
Royce Lithgo
@roycelithgo
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Topics: 47 / Replies: 510
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RE: Import Scenario to add allocations to a Purchase Receipt

@ellie Yes i got it to work with this: Excel file has Receipt Nbr, Inventory ID, Lot/Serial Nbr, Qty

7 years ago
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Everything Else
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RE: Accessing SubReport Values in Main Report

I don't think you can pass values back from a subreport. Can't you calculate the remaining balance in the main report without relying on the totals fr...

7 years ago
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Acumatica Report Designer
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RE: 1. Displaying Record Created Date/Time - Summit 2019 Session Examples

Captions are inconsistently defined, hence my previous comment.

7 years ago
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Acumatica Generic Inquiries & Pivot Tables
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RE: Reporting on Completed warehouse activities

You won't get very far trying to apply conditions to aggregates in GI and anyway, as you already know, there's no distinct option.

7 years ago
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Everything Else
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RE: Accessing SubReport Values in Main Report

You use parameters to pass from main to sub. Refer Lesson 5 of S130 Open Uni training.

7 years ago
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Acumatica Report Designer
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RE: Error Messages constantly while in Service Orders / Appointments

Error messages such as?

7 years ago
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Everything Else
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RE: 1. Displaying Record Created Date/Time - Summit 2019 Session Examples

I wouldn't worry too much about how it defaults Captions. In most of my GIs, I manually assign all Captions and column widths to have a nicely formatt...

7 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Reporting on Completed warehouse activities

You got me there Dom, we don't use Audits. But are the Audits the only way you can get the desired reporting outcome? Or to put it another way, can yo...

7 years ago
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Everything Else
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RE: Imbalanced source import files in GL

As I am a consultant I can't give away IP of my client. I am however willing to answer questions and give direction. I was pretty new to Acumatica whe...

7 years ago
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Everything Else
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RE: Imbalanced source import files in GL

Yes you can generate multiple lines from one source - just add as many of these as you need: In our system I wrote a couple of GIs that look for cert...

7 years ago
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Everything Else
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RE: GI: Condition based on results

So you only want rows where x/y < 100 or x/y > 300? Isn't that the same as x < 100 * y or x > 300 * y If so then that's 2 conditions, Data...

7 years ago
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Acumatica Generic Inquiries & Pivot Tables
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RE: Setting up automated invoicing

@ellie You'd have to look through the available Datafields and see whether that information can be pulled in to the template.

7 years ago
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Everything Else
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RE: Setting up automated invoicing

@ellie I can think of two solution to your issue. 1. Add the conditional data to the Invoice report via customisation. 2. Display it inline in the em...

7 years ago
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Everything Else
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RE: Setting up automated invoicing

You can do different templates depending on the Type of Invoice. You should definitely include Type in your criteria and limit it accordingly. You mig...

7 years ago
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Everything Else
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RE: Member Rating

You mean hide it on the profile? Doesn't really add any value so yeah why not.

7 years ago
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Everything Else
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RE: Reporting on Completed warehouse activities

As we don't use our warehouse in the way you do i can't help you with a specific example. Did you have a GI that you already wrote that wasn't working...

7 years ago
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Everything Else
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RE: Setting up automated invoicing

@tami-lynn-hoyt the Automation Notification needs to be based off the page where the source event occurs. If you want something to happen off release ...

7 years ago
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Everything Else
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Member Rating
7 years ago
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Everything Else
Replies: 3
Views: 2396
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RE: Setting up automated invoicing

@tami-lynn-hoyt No worries and good luck with it. Let me know how you get on with the Notification Templates.

7 years ago
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Everything Else
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RE: Setting up automated invoicing

@tami-lynn-hoyt, this might get you started. I can only suggest setting something up in a test tenant and seeing how it works. It would help if you ...

7 years ago
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Everything Else
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RE: Reporting on Completed warehouse activities

When you say report, do you mean use an existing report or do you mean build something in GI or Report Designer? If the latter, do you have any experi...

7 years ago
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Everything Else
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RE: Setting up automated invoicing

If you mean different templates for the notifications, you can setup different notification templates and apply branch criteria on the Conditions tab.

7 years ago
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Everything Else
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RE: ODBC Error in Power BI - Connection forcibly closed by remote host

I'm not aware of any table row count limit, might be a data size issue. Do you have a lot of columns in each row and perhaps any columns with a lot of...

7 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: Reporting on Completed warehouse activities

What are you trying to accomplish and what isn't working?

7 years ago
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Everything Else
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RE: Payment Notifications

Something like that but you need to find out the object names. To be honest, I can't remember how i worked out those names as they don't appear in th...

7 years ago
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Everything Else
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RE: Finding the Length of an Acumatica Field

How awesome would it be if they added the max length to Inspect Element. I am dreaming of course.

7 years ago
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Everything Else
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RE: Payment Notifications

You need to do something like this to list multiple records - object names will change depending on context. <foreach view="Transactions"> ((Tra...

7 years ago
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Everything Else
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RE: How to add Grand Totals to the end of the Trial Balance Detailed report

If you look at the VisibleExpr for that groupFooter, you will see this: Now look at the Variables for groupHeaderSection3: So you should be able to ...

7 years ago
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Everything Else
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RE: Create Monthly P&L Summary for Past 12 Months and Previous 12 Month Periods

Yes dealt with it many times. You need to use GLHistoryByPeriod as your driving table. You will then need to join GLHistory twice. Give one of the joi...

7 years ago
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Acumatica Dashboards
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RE: Chrome Issues with Chrome V76.0

Wow thanks so much for this. This would have been a disaster for our site today if I hadn't read this. Although i think the correct URL to go directly...

7 years ago
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Everything Else
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RE: Make a website url from a field able to drill down to that url on a new browser screen

I voted!

7 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Perform Left Join on an aggregate?

GI is so limiting in Acumatica. Aggregates are performed at the end and nothing can be done with them. I really miss direct SQL queries.

7 years ago
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Acumatica Generic Inquiries & Pivot Tables
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RE: Error when importing Fixed Assets Classes

Looks like a required field is missing. As always, do debug Import Scenario failures, you need to do manually what the IS is doing in the same order. ...

7 years ago
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Everything Else
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RE: Importing xlsx file of stock items

Sorry no resources that will make this process any easier. I built multiple Import Scenarios for all our data imports for our cut-over to Acumatica. Y...

7 years ago
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Everything Else
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RE: Importing xlsx file of stock items

You need to build an import scenario for Stock Items. First create a data provider and configure your import file format, then build the import scenar...

7 years ago
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Everything Else
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RE: ODBC Error in Power BI - Connection forcibly closed by remote host

It could be a timing issue then if you have bigger tables that refresh fine. If you run the query directly in Acumatica and do a full download, does i...

7 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: Joining Row level security and users table

Without Bitwise operators available in GI, it's just not possible. If you feel strongly about needing it, add an idea to the ideas portal. Frankly sp...

7 years ago
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Acumatica Generic Inquiries & Pivot Tables
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RE: ODBC Error in Power BI - Connection forcibly closed by remote host

I would try shrinking the data set to determine whether size is the issue. Of this 100mb of data, is all of it changing, or is some of it historical?

7 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: Make Sales Order Number field compulsory?

@brandon There are several free courses available on Open Uni that might get you started. Check out the application development section at the bottom.

7 years ago
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Everything Else
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RE: Add Inventory ID to Invoice

Only stock items have Inventory ID on AR Tran rows. To correctly filter non-stock lines from your results, you should be using condition: ARTran.Inve...

7 years ago
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Acumatica Generic Inquiries & Pivot Tables
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RE: Make Sales Order Number field compulsory?

Does this help?

7 years ago
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Everything Else
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RE: Conversion failed when converting the varchar value 'ONLINE DISCOUNT' to data type int

Acumatica does some behind the scenes magic to map CD text values to ID internal numeric values when you directly reference a field in GI, whether it ...

7 years ago
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Acumatica Generic Inquiries & Pivot Tables
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RE: Conversion failed when converting the varchar value 'ONLINE DISCOUNT' to data type int

Please do it the proper way, as per Brandon's first option. Using internal Id fields in queries is just asking for trouble and not user friendly eithe...

7 years ago
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Acumatica Generic Inquiries & Pivot Tables
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RE: Make a website url from a field able to drill down to that url on a new browser screen

It is not possible to inject HTML in to GI results. It can be done with reports, just look at some examples of ones that already do it. In GI you are ...

7 years ago
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Acumatica Generic Inquiries & Pivot Tables
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RE: Import Scenario base on fixed-field length .txt file

I just noticed a typo, it should be: =CInt(Substring([Data],0,4))

7 years ago
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Everything Else
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RE: Import Scenario base on fixed-field length .txt file

Indeed there is no default data provider type for fixed text. The only nasty way i can think of is use the CSV data provider type, import each record ...

7 years ago
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Everything Else
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RE: Payment and Applications entering an Bank Fee

The way we do it is enter a Transaction under Cash Management for bank fees and then those transactions as well as customer payments get reconciled in...

7 years ago
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Everything Else
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RE: TimRodman.com is now AUGForums.com

Tim all good now - it came up yesterday. Site looks great!

7 years ago
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Everything Else
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RE: Shortcut key to collapse (and expand) summary

Sorry but i don't see how pasting JS code answers the original question. If they do have a keyboard shortcut then what is it?

7 years ago
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Everything Else
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RE: Multiple Branches = IN Issue

You don't know how to enable the feature?

7 years ago
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Everything Else
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