@timrodman 1. The grouping feature is what Acumatica support told us about too. We are still on 2018r2, so I ended up having to create events for ea...

I know this is a little off-topic, but I figured I would share our workaround to the dynamic URL for different carriers. We just include a link to th...

As long as the serial numbers are generated by Acumatica, you are fine. It is just the user generated serial numbers that are not supported. In the ...

FYI - from what we have been told, user defined serial numbers do not work with their scanning add-on.

Sorry for the delay in responding. August was an extremely busy month for us. Here is the screenshot attached.

Update for everyone. We found a pretty easy solution. I was able to grab the source code for the normal customer aspx page (AR303000.aspx). You can...

Update for everyone. I reached out to Fred and he helped with some custom javascript that did the trick. It was actually very easy to do. He had u...

Can you just do your normal join in the GI and then group by the inventory item fields you need and do a Max on the AlternateID on the results tab?

Something else I was thinking about - if you just want to see the data, you could use a side panel on the stock item list screen.

It depends on what you want to do with that file. If you can take the data vertically, just link Inventory and CSAnswers by NoteID and refNoteID. Th...

For shipping contacts, go to the locations tab. You can click on the set as default button to set a location as a default shipping address. I don't b...

Yes. On our task GI that is the side panel, I set it as an entry screen for tasks and then select the box for "Enable New Record Creation". Still no ...

you are basically correct. We want to be able to create a task from a GI. The button could be on the sidebar or the main customer GI. The issue we hav...

You could always cheat and enter Max in the Aggregate Function column. If you have multiple locations, I believe that will create 2 entries into InS...

We've also seen success using a <br > inside automation steps to prefill tasks with required data on multiple lines.

We've had no issues upgrading. We have a ton of views used for outside datafeeds and internal reporting and have not had any issues. The stored proc...

From the GI, we created a dashboard bar chart to summarize the data.

We did one, but it required a decent amount of work. Because we wanted to see upcoming invoices before they were released, we had to figure out a sol...

I haven’t played around with 2019 R1, but I remember reading that it fixes an issue where the Invoice doesn’t link to shipping info. In earlier versio...

CRCaseReferencr is the object to link for related cases - link in case to parentcaseid. Class is just CaseClassId from CRCase If you want to know any ...

When we first started, we were making copies of GIs all the time. We ended with multiple versions and issues where certain fields or links may not be...

That's funny - we just posted something very similar and received a few replies (). We asked Acumatica about the autologging in and they did not have...

I believe 2019R1 changed that. The header info goes to a new tab. You may be able to get someone to customize the export process to not put that sum...

You have to add something like this to the field properties [PXStringList (new string[] {“Option 1”, “Option 2”}, new string[] {“Option 1”, “Option 2...

Here is a potential different solution. You could use landed costs. I was doing some testing and it looks like it would work if you could get the land...

We have seen similar issues. We had to open the IN issue and release it manually. We also have had to change the bin location of one of the items that...