Kristi, Take a look at the material included in the course call Microsoft: DAT206x - Analyzing and Visualizing Data with Excel in edx.org. You can tak...

Tim, if you're going to go to the trouble of adding a custom field, just add a commission rate attribute to each item in inventory. Maybe just popula...

Haven't seen that one before. What's the context?

I was being a big dummy. Didn't look closely enough to spot the 2019 R1 doc. Thanks! (I'm sure it is a working document and will probably change seve...

Have you been able to find any documentation on what's included in 2019 R1?

Someone's playing with the new Release Candidate! The extensions on GI's and Dashboards certainly makes life a little easier.

I also found this to be fixed in 2017 R2 in update 17.212.0020. It may have happened sooner but I confirmed it fixed in this patch.

I'm glad you got it tied down. Security is extremely granular. Only set security where it is absolutely needed and always start at the highest level p...

Brian, I agree with you, this sounds suspiciously like a security rights issue. When our customers run into challenges here, I always remind them that...

Brian, Please provide a screenshot of the automation step setup you are referencing. Typically, automation steps execute menu options from a drop-down...

Tim. Please post what version of Acumatica you are running.

Tim, If you find a resolution please post it. I just had a customer report the same issue with a few of their machines as well. It doesn't happen with...

As always, I appreciate you sharing your insights. It helps imensly.

Tim, Once again, great article with specific instructions on how to get an immediate return with a very practical application as an example. However, ...

Gotta say, that is a VERY handy little trick. After reading your post, I installed the Chrome add-in and gave it a whirl around the dance floor. Thank...

Brian, we have made it a standard practice to add two columns to any GI whose result set may need sorting, grouping, or filtering by year or month. Y...

Often times, the value you are using within a condition is not always the same as the value you would use in a filter on the same column. For instanc...

Jake, you can always set the due date to current if it is blank. To do this, wrap the formula Tim provided on May 4 with an appropriately configured i...

Are you new and old classes of the same type? For example, are they both expenses or liabilities? Changing from a balance sheet type of class to an i...

Gabriel, Can you bring us up-to-date on your plans for Velixo; Go-to-market plan, where to find more information, pricing, support, etc.? We have star...

Can you provide an example of what you are trying to accomplish?

Now Tim, let's not let our imagination run free with conspiracy theories.

Thanks Jean. I will reach out to my contact at CBS and check into the details. This would be pretty helpful. Let me know how your testing goes.

Hey Russ, Like any good chef, we believe in eating your own cooking so we implemented CRM internally on 1/1/2018. We moved from SalesLogix. The proces...

Grant, You can logically but there isn't a seperate data table for sub-tasks. Since the Task ID can be broken into pieces in Segmented Keys, you can b...

Daniel, First, thank you for reminding me of the global reach of Acumatica. I loose site of that at times and forget that others are in different cou...

Happy to help. I have a customer in an similar situation. Their cash-and-carry volume is just on the cusp of making a POS system cost effective. Until...

Jean, If my understanding is correct, you are processing a payment on a cash-and-carry type invoice. You have a invoice for $19.95 and the customer ha...

Daniel, The bigger question here is 'Is it legal to charge a customer as service fee to use a credit card'? In most states, this is not allowed and wi...

1) Branches disappeared - confirm that Multi-Branch Support is still turned on in Enable/Disable Features. If so, did any of your customizations effec...

Hey Daniel, I might be missing something in what you are asking. With non-integrated carriers, you can still manually define one or more packages on a...

Jake, Based upon what you shared above, it would be a lot of work to just add a % sign at the end of the number but if still interested, think about d...

Well. I tried but could not get the system to add " Pct" to the end of the percent values. It returned a blank value. Trying to add " %" causes an err...

Brandon, You are absolutely correct. My second response was supposed to post on another topic. Not sure how it posted to this one, much less twice. ...

You asked two questions and I'm going to answer them in reverse order. 2) Yes, you can pull data in any order and format you want. You have three majo...

Jake, The DiscPercent column in the Terms DAC is an example of a field that is natively defined as a percentage.

Jake, On the results tab is a column called Schema Field. This column does several things but in the context of a GI, it provides formatting of the ...

2018 R1 provides the ability to turn off the integration to the GL by module. This was done to allow the loading of opening entries without impacting ...

Royce, I agree that an expansion of approvals would be helpful. For example, it would be nice to have an approval process associated with Journal Tran...

I'm not positive but it sounds as though you are trying to reproduce a subset of the Historical Inventory Balance report. If this is correct, you can ...

I'm not aware of a way to reference the results of one calculated column in another calculated column. Therefore you have to repeat the calculation. E...

I don't know if this will help but I found the following comment from Doug Johnson following a Tech Tuesday article on moving dashboards and generic i...

See if the below Tech Tuesday article helps.

Looking at your GI, you are using sum functions within your calculation of the fill rate. Acumatica doesn't like aggregate functions within an aggrega...

I think the issue as to do with the value of your calculation's denominator . If it is 0 or Null, you are dividing by zero and therefore produce an e...

Kraig, I assume you want the quarter in which the reporting period falls to be quarter that displays. If that is the case, I would create six column...

The email process in Acumatica could benefit from some consolidation. Emails, Exchange Integration, and Automation Notifications all involve emails an...

Sorry for misspelling your name Taylan. Please let me know if the above helps.

Taylon, I suspect you are see the emails with a status of 'Draft' from within 'All Emails' under Configuration/Email/Explore. If you look for the sam...