@michael-peck I'm not sure there is a lot of published info on this. However, while in the ARM tool, you will find the export and import buttons in th...

@ddunn nice post. Thank you!

@daniel, this just proves the theory, even a blind squirrel can find a nut from time to time.

@Coleen, well done. You might also consider enabling OData access on your GI and then linking to it directly from within Excel. If you use the data fr...

Don't get too caught up in two companies sharing a single ledger. Each company's instance of the ledger is still unique to the company. Don't forget t...

When I was at CS3, we had customers on both APS and CBS (EBizCharge). Both worked well and the installation and training went well. Each has provided...

Lisandro, to do what you are suggesting, you will need to change the valuation method of the stock item in question from Average to either FIFO or Spe...

Lisandro, the report designer is part of the Acumatica installation found in AcumaticaERP folder. Download the file titled AcumaticaERPInstall.msi, sa...

Tim, you can also think of the company tree in Acumatica as a copse of trees rather than a single organism. Kind of like a bunch of Aspen. If you see ...

@timrodman Now that is a flash from the past. Do you remember the interaction with the guy who was sitting a few seats down the bar from us? He was in...

Thanks for your reply Toon. I am happy this helped. I have needed to explain the same thing to customers with limited knowledge of the difference betw...

Toon, FIFO and LIFO are accounting methods used to determine the value of on-hand inventory based upon an assumption that either the oldest item was r...

Welcome, Lindsey. As will any forum or peer group, the more you contribute, the more you will get out of your experience here. Contributing includes n...

Peter, while you are looking at Phocas as Carl suggests, also look at DataSelf. This solution is so solid that Acumatica now uses it internally. /p>

@tami-lynn-hoyt I think so but I could be wrong. We only set up customers with very simple tax scenarios with the standard tax tools in Acuamtica. If ...

You have taxable Tax ID's in your Exempt Categories and Exempt ID's in your Taxable Categories. I have always kept them separate and then create di...

How many Tax Categories do you have created? Can you share screenshots of the TAx Category setup for EXEMPT and one other taxable Category? Also, can ...

Tami, take a look at how you have defined the tax category "EXEMPT". Are there any Tax ID's defined within it? How are your 'TAXES' defined?

Interesting. I read your post as apoplectic, not apocalyptic. I have experienced similar issues with integrations. In my case, it was an outside devel...

@matt-tries-to-do-things Your comments are very detailed and extremely helpful for those looking to implement a shipping integration. Thank you for sh...

@matt-tries-to-do-things, do you mind sharing where you set up that exclusion?

@mark-kowalskil, the most complex I have done had about 40. If you are doing something with 100 columns, working in an excel spreadsheet might be help...

They work beautifully. I find the ROW SET import most helpful. We have built new row formats is Excel and imported them into Acumatica. It usually req...

Arline, just read your blog. Condolences on the loss of your Yoga.

Arline, Love your detail and am grateful for your sharing. When installing SQL, we learned a long time ago to move the installation directory and/or ...

@dominic-albrecht, to make sure the correct things are monitored, is the following translation of your process terms to Acumatica processes correct? P...

Muhamad, you have a couple of options on how to handle miscellaneous payments. The biggest question that has to be answered is 'how is the payment mad...

Judy, I would echo both Tim's and Royce's statements. Challenges can come up for a variety of reasons. Acumatica currently supports over 3,000 differe...

@timrodman, you are absolutely right. They can't retire the vestiges of the old UI fast enough. It's not that I think the new UI is going to change an...

Royce, I can see doing this with a dashboard based upon multiple GI's pulling data from each transaction file involved.

BTW, the 'Cost Separately' flag you reference at the Warehouse level is for something completely separate from what I think you are looking for. If se...

Nathan, I suggest you start with the Inventory Valuation report and start reverse engineering from there. Pick an item using FIFO for a valuation ...

Good advice Julian. Thank you.

Welcome aboard Meg! You are blessed to be working with the Aktion team and have my condolences on officing with Tim! 😉 In all seriousness, Tim is an ...

Tim, you are right on 'when they get too big' moving to a backup. However, before you resort to that, use the Export Mode option of 'Full except Attac...

Michael, is the ACH file formats in Brazil and the PI different than the NACHA format used in the State? If you need to create an ACH file in AR, the...

@nimat-vadera Welcome to the neighborhood! My best tip to new members is 'the more you contribute the more you learn and get back.' Enjoy and glad to ...

If the three columns you show are the only values you want, don't include ARInvoice or SOInvoice. These three columns can be found in ARTran which is ...

I haven't tested this but does the project module respect the rules set up in AR Sales Prices? You can set unique pricing by customer for items. This ...

When I commented on this post, I was not prompted to log in first. Does that mean the system used a cookie to retain my credential?

I noticed no one asked about costing methods in use. I would expect this to have an impact on resolution options. Using Average Cost is a lot easier t...

Queena, The video's that Tim shared in this discussion string are conceptual designs. They were taken from a demonstration conducted by developers at...

Patrick, Tim winning a 'number of tweets' contest is a little like Barry Bonds winning a home run contest at the local high school. The contest was ov...

Rob, I tend to look for a canned report that contains the same data I want to work with and then harvest the schema definition from it as a starting p...

Rob, I strongly recommend establishing a naming convention for all GI's you build. We use the 3 letter id of CS3 for every GI we build. It is the firs...

Rob, First, welcome to club Acumatica! Second, as you start working with Acumatica, you will get the opportunity to learn usability tools and feat...

Tim, thanks for the leg work. I recently found another way to do this is to add a field twice to a GI. So, using your example, I would include the A...

Tim, Thank you for the well-wishes. There is a lot of change coming for me in the next several months. Regarding the commission tab, what you are desc...

Did you try this trick? I saw it a while back but haven't tried myself as of yet so no promises.

Hey Casey, I don't know that you are going to be able to get everything you are looking for above within a Generic Inquiry without creating a custom...