BTW, I found the following 2 new pieces of info while continuing to research: Commission ProcessingGenerally, information about salespersons associate...

Casey, Can you mock up what you are trying to accomplish in an Excel spreadsheet so we can make sure the answer we provide is on point? I'm sure you k...

Geremy, Are you using system email accounts or an Exchange integration? When emails are sent out, what email address is actually being used? Is it ...

Michael, are you saying that if you create an invoice in AR or SO and tie the invoice to a project, you can't code one of the lines to a liability acc...

Assuming you are using version 2018 R1 or later, there is no impact on your license by creating new companies or branches. You are permitted to have a...

I don't think it will be long before separate charts of account will be available as well.

Ronita, you will have to go through Automation Steps in the Customization Work Center. Once in, select cases as the screen id. You will have to define...

You need to give Acumatica a complete reference to the column you want to work with. The proper syntax for the field you seem to be referencing would ...

Jean, this will probably have to be done in something like Power BI. You can create it in a report by pulling the data into two buckets in the detail ...

@Alfred, we often recommend our customers set their company-managed credit cards up as cash accounts in the cash management module. This allows you to...

Using Report Manager to create a financial statement is the same as using Crystal Reports to create financials. While it is possible, why would you? ...

As a reminder, you should only include a company name in the URL if there is more than one company (tenant post-2017 R2) defined in the referenced Acu...

Can you create a new OData connection in an Excel spreadsheet on your workstation? Just to test the connectivity. Try to create a few new links in an ...

Hopefully, over time, you will be able to help your customer transition to an online solution for this. Acumatica makes it very easy to move away from...

Tim, that would be consistent with how Acumatica implements GL balance tracking in GL.GLHISTORY. In order to get a full trial balance, you need to lin...

Casey, I don't think you are going to be able to update the status field via a mass update. You can't affect a change to a field via an import scenari...

Liason Software, an Acumatica ISV, has a solution that is designed to automate this exact type of process. They have been around for a lot of years in...

I did something very similar except I knew the customer would almost always be looking at the previous month's activity. Therefore I set the defaults ...

Just found the solution for process manufacturers. The company name in Tayana Solutions. Their website is Again, I have no experience with either the...

John Silverman, your needs as specified for managing SDS's will require a customized solution. You might see if the team at JAAS has ever done anythin...

I also think it is important to be sure we are all using the same terminology. What version are you running @Mindover? If you are using 2017 R2 or ear...

I agree with Tim. You can use ARM to create financial reports for Projects as well as the GL. Also, note that Velixo can retrieve data from Projects a...

Thanks for providing the link info. I think it helps folks when they come looking for answers and review past discussions.

You might try adding DocType to your list of fields on the join between ARTran and ARInvoice.

I know it's asking a bit but would you mind sharing how you defined the join for each of the table relationships? I find this to be where my customers...

Create a new Parameter and set the default value to 'P0'. Then on the Conditions tab, on a new line, select the parameter as the data field, and in th...

Instead of looking for anything that contains 'PO', look for rows where left([POLine.OrderNbr],1) = 'P'.

Royce, have you tried formatting the output as an integer value rather than it's default timespan? I'm thinking of Tim Rodman's example with dates by ...

A couple of points: 1) Financial settings flow from the customer record and the shipping settings flow from the customer location record selected for ...

Michael, We did this for a customer in version 2017 R2. The target Object in your import scenario is found in Payment Settings -> Remittance Addres...

Are you using a system email account to send emails or are do you have the Exchange Integration implemented? When only using system accounts, they are...

Tim, I have run into this for years. The crux of the issues is a conflation of an accounting methodology and an inventory physical control methodology...

Geremy, Can you provide a little more information regarding the Address Type field you are referencing? On which screen is this maintained? (Customer ...

I'm with Ellie. Without context about your end objective, it's hard to provide advice. Can you help us understand what you want as an end result? Da...

Keith, have you tried scheduling the send and receive process to run automatically? We have ours set to run every 5 minutes.

Mark, I'm going to think out loud (while typing?) here and ask a few questions along the way. First, the biggest challenge here seems to be with cost,...

Royce, by definition, there can only be one of a specific item / serial number combination. It must always be a unique identifier. With lotted items, ...

Tim and I are on the same page. The number of records in the INLocationStatus more often than not will be dynamic based upon the number of locations d...

Royce, I'm not sure. This isn't my strong suit. I'm not a developer. If you have multiple tenants with different customization package bundles, I'm no...

The unpublishing projects issue is only partially related to publishing to multiple tenants. The important rule to remember is that when publishing cu...

I believe Kensium built the Product Configurator in conjunction with their development and deployment of Magenato for Shoebacca. Needless to say, they...

@Graeme, we have proposed the Product Configuration enhancement from Kensium Solutions in the past when working with stock items including size, color...

@Brandon, if you have 5 of one item in location one and 10 of the same item in location 2, you will bring in a total count of 15. However, since there...

I suspect it is because the Item Location Status table can have multiple rows per item. Therefore, if you have the item on the first row of your first...

I thought that might be the case. The next option is to use the @StartWeek variable within a function that adds a -1 to the date returned by the varia...

Please post a screenshot of the error.

I believe the @WeekStart is driven by the local settings in Acumatica. See the article on the Acumatica website: Acumatica Help Article The Time and ...

Rodney, I'm not a licensing expert but I strongly suggest the issue relates to your current version. You are pretty far out of date from what Acumatic...

Yep. However, we typically do the calculations in a report or GI.