Thanks for the reference and for the vote. I still have a voice whispering in the back of my head about something similar already in the system but I ...

Agreed Tim. The new interface provides an easier way to navigate but is a significant transition for folks used to the old interface. Additionally, se...

Nathan, The panel for Dashboards is included in standard Acumatica demo datasets but aren't included if you converted from an earlier version. Howev...

What version are you using John? There is an example included in versions 2017 R2 and 2018 R1. The Inquiry Title is DB-ARCustSummary To get a detail ...

Thanks for sharing Russ. Would you be willing to share a few screen shots so others can learn how you developed the solution? Did you see today's tec...

Tim, I tried every way I could think of to manually create a short year and modify the year ID to add an A for a second fiscal year definition in the ...

Well great. I tried to edit my post above to all you to read the addresses rather provide links but it didn't work. Tim, now I can't re-edit. Can you ...

Hey Mark, Welcome to Acumatica and the this forum. I think you will find yourself right at home. Tim does an excellent job moderating. Regarding the ...

I'm not sure why it didn't come through. It is anchored under the Explore sub-menu under AR.

Hey Tom, Sorry for the delay in responding. When I read your post from yesterday, everything looks to me like it is tied to projects: Customer Advance...

Tim, I did something similar. If you are using email or Exchange integration, you want to monitor and make sure the system is properly processing al...

Nope. Guilty of "assuming facts not in evidence". Since you could do something like that in FRx, I thought something similar would exist in ARM. Havi...

I hope you are charging by the hour! (That from a guy who NEVER charges by the hour!) With Velixo or ARM, you can knock out pretty much any kind of P&...

Someone is deep into developing financial reports this week. Very useful tip. I can see adding it to a report footer to document who and when the rep...

For those familiar with an now discontinued product called FRx, this is a familiar feature. It was designed explicitly for the application you outlin...

Are you tracking annual or monthly budgets? If annual, set up 6 attributes at the class level and track by item. CY budget sales, cogs, and profit /...

I recreated the same GI in Version 6.10.0755 with the same desired results. I'm not sure what the issue is. I recommend opening a case with Acumatica....

Daniel, I recreated your calculation in 2018 R1 this morning and it produced the results I was expecting. Which version are you using?

I created the same GI with expected results (Build 18.092.0030):

Michael, I'm with Tim. Please post a screen snip of the segment key definition for your account number along with a snip of you chart of accounts with...

I can see two ways to accomplish what I think you are asking for: 1) Look for all Sales Orders with a status of 'Back Order' (SOOrder.Status). I don't...

Don't forget Tim, if you are in a SaaS environment and therefore don't have access to the database, you can always reach out to your reseller. They ca...

Tom, we don't just serve up Acumatica for our customers, we use it internally as well. If you want to share how you are using Classes now compared to ...

Tom, as you have already surmised, you assign which attributes to track for each customer at the customer class level. Attribute values are tracked i...

Tim, it's been a while since I looked at the pricing for Avalara. There are at least 3 services that can be implemented (calc, filing, and certificate...

If you make sales out-of-state, be sure to keep an eye on the cases before the Supreme Court this year. They could have a huge impact on how states ca...

Greg, Don't over-think or over-engineer what I said. If a customer typically buys from a warehouse that is subject to taxes in an origin-based jurisdi...

VJW, I haven't updated the GI to address the new functionality introduced in 2017 R2. The customer using the GI only has one warehouse and does not o...

Tim, I don't have a solution for this, only questions. If you want to create a NACHA format file for all payments in a batch, don't need to mark 'Crea...

Greg, Like Tim, I'm no expert on taxes but I will share what I know. Based upon the few implementation I have done involving sales tax, nexus is deter...

Tim, The ARM report is an alternative but what we really need is a list of all accounts and subaccounts with an ending balance and related net activit...

Tim, Well, I just tested using the wildcard in a filter in another, newer copy of Acumatica and the filters worked as I had expected. Now I have to...

If you can delete the sales price records manually then try creating a Generic Inquiry to select just the rows you want to remove. On the tab titled ...

Tim, I didn't think the @function would work since @me doesn't work either. However, your formula should work just as well. If VJW will replace the T...

This is a sample of the data field value for a calculated column to determine in an invoice balance is over 90 days old but less than 120 days old =Sw...

You can do this with a pivot table and probably with a GI using grouping. The trick is to filter the quantity sold on each line for two columns. colu...

DW5253, did you find an answer? I just wanted to point out that even though you can easily mentally make the connection between you the user (user ...

Glad it helped VJW

Jane, I'm sorry for the delay in responding but composing a response took longer than expected. A year or so ago, we worked with Tim to develop a gene...

To begin, I don't have much experience with discounts in Acumatica. Up until now, we have done everything with item pricing. Businesses Issue: Track f...