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Tim Rodman
Tim Rodman
@timrodman
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Topics: 210 / Replies: 2759
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RE: Dashboard Header Widget HTML not working in 2022 R2

Thanks for the heads up. That's a big bummer! I really liked being able to put HTML code in header widgets.

2 days ago
Forum
Acumatica Dashboards
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RE: Extract Chart from Dashboard into Report

Not that I know of, but that would be a nice feature.

5 days ago
Forum
Acumatica Report Designer
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RE: Creating pop-up warnings

@roycelithgo I prefer this method too. At a previous company that I worked at, I had over 200 email alerts running that caught bad data (we weren't us...

1 week ago
Forum
Everything Else
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RE: Building Generic Inquiries & Pivot Tables Course Feedback

@astra-mathis Thanks for the comment Astra! And this is the first time that I've seen someone use "AOU" for "Acumatica Online University", nice!

1 month ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Generic Inquiry Screen ID

I like the "K2 - don't uncheck the box" solution best 😀 But ya, editing the XML is the only real solution that I know of. Not the friendliest, but i...

1 month ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Custom DAC table, Generic Inquiry, Report Designer Issue

I've experienced this before when you don't mark the Primary Key fields with IsKey. For some reason Report Designer gets confused. Search for "IsKey" ...

1 month ago
Forum
Acumatica Report Designer
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RE: Auto Cancel Unserved Sales Orders

I think a Business Event would work well for this

1 month ago
Forum
Everything Else
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RE: Prevent mis-match in payment branch versus invoice branch

@rpiester Hmmm, separate Cash Accounts is how I've seen this solved in the past. Is the problem that it's generating Inter-Branch transactions?

1 month ago
Forum
Everything Else
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RE: Prevent mis-match in payment branch versus invoice branch

Does each Branch have a separate Cash Account?

1 month ago
Forum
Everything Else
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RE: formula for negative amounts in GI (Adding Calculated Columns – Example #2)

@mandreottola Oh wait, it looks like the [APInvoice.DrCr] field returns a D or a C so you'd still need to use an IIf statement. I was thinking it re...

2 months ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: formula for negative amounts in GI (Adding Calculated Columns – Example #2)

@roycelithgo Thanks for pointing that out. That's totally another way to do it.

2 months ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: formula for negative amounts in GI (Adding Calculated Columns – Example #2)

Hi Marisa, It looks like you're referencing one of the examples from the Course. I agree that it's a little weird to have to do a formula to flip ...

2 months ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Sales Order Comment Lines / Memo / Note Lines

@ddl I haven't looked at it in a while

2 months ago
Forum
Everything Else
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RE: ASC 842 Rules

@brleis Gotcha. That's the one that I'm aware of too.

2 months ago
Forum
Accounting in Acumatica
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RE: Transaction were not created during the allocations

I wish I could help, but it's been a while since I used allocations.

2 months ago
Forum
Everything Else
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RE: ASC 842 Rules

Is LeaseQuery the third party that you are looking at?

2 months ago
Forum
Accounting in Acumatica
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RE: auto-matching PO receipt to PO

Have you tried the Warehouse Automation functionality in the mobile app? It's probably too limited, but maybe it could be customized to do this.

2 months ago
Forum
Everything Else
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RE: Employee Time Clock in Acumatica

It looks great!

2 months ago
Forum
Everything Else
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RE: Employee Time Clock in Acumatica

Looks interesting Paul. Do you have any screenshots?

2 months ago
Forum
Everything Else
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RE: Cannot email notifications when business event triggers

I have found them to be very finicky too. I'm looking forward to a session on Business Events at Acumatica Summit 2023 where I'm hoping to learn more ...

3 months ago
Forum
Everything Else
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RE: Default Purchase Order Unit Cost - Last Vendor Price - Stock Items

@brendan-shepperd It follows the hierarchy mentioned above.

3 months ago
Forum
Everything Else
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RE: Default Purchase Order Unit Cost - Last Vendor Price - Stock Items

@mho You don't have to creat a Vendor Price Worksheet every time. It will pickup the cost that you enter on the Purchase Order.

3 months ago
Forum
Everything Else
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RE: How to automatically add file attachments to an outgoing email

I can't think of a way to do it. Maybe using an outside tool like Power Automate?

3 months ago
Forum
Everything Else
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RE: Sales Order Allocations disappear when a Shipment is confirmed - Bug or designed behavior?

@roycelithgo one of those "gifts" that keep on "giving" 😀

3 months ago
Forum
Everything Else
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RE: Updating Base Price based on previous margin

Maybe store the previous value in an Attribute or User Defined field?

3 months ago
Forum
Everything Else
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RE: Filter by Notes

@jgoldberger I don't see why not. Just use SOLine rather than SOOrder.

3 months ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Boolean Field Values in Results Grid

@dave-ziskind That's weird. I haven't needed the +1 before. I wonder what's going on in your environment.

3 months ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Adding navigation to CRActivity.Source field in GI

Maybe try CRActivity.RefNoteID instead?

3 months ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Pass Dashboard Parameter through to GI formula?

Ah, good point. It seems like you can only pass stuff to a Generic Inquiry filter, not to a Generic Inquiry parameter.

3 months ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Row Style Help

@agupta That's brilliant! Thank you for sharing that post!

3 months ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Adding Drop Ship PO # to Sales Orders GI

@mho Make sure you are doing a Max aggregation on the Order Totals rather than a Sum aggregation.

3 months ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Hiding Tenant Drop-Down on Login Screen

@zsolomon I would try opening a support case with Acumatica and ask them to make the change for you since a file on the server has to be modified. You...

3 months ago
Forum
Everything Else
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RE: Setting up User Security

@michaeltriffon Nice trick!

3 months ago
Forum
Everything Else
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RE: Microsoft Power APPS

Here's another relevant link that might be worth checking out:

3 months ago
Forum
Everything Else
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RE: Does this New Discussion Notification have a link?

Ah, much better, that seemed to do the trick:

3 months ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Topic
Does this New Discussion Notification have a link?
3 months ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 2
Views: 36
Reply
RE: Highlighting of Generic Inquiry Rows or Columns in Data Table Widgets

@lweinstein Try this:

3 months ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Highlighting of Generic Inquiry Rows or Columns in Data Table Widgets

@lweinstein Not in front of a computer right now so I'm replying from my phone and from memory, but those fields might be in the CR.Location table whi...

3 months ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Financial Report Formatting

For your first question, try this:

3 months ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Grouping by Quarter & by Field Values

Try joining to the DateInfo table 😀

3 months ago
Forum
Acumatica Report Designer
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RE: Access Rights - Header vs Line Level

Smells like a customization to me unfortunately

3 months ago
Forum
Everything Else
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RE: Altering the Good In Transit Report

That report doesn't have the data that you'd need. You'd need to pull different data to look at the historical transactions to be able to figure that ...

3 months ago
Forum
Acumatica Report Designer
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RE: All activities by user

What about using the INTran table since all of those transactions are inventory transactions?

3 months ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Generic Inquiry to Export Scenario

@dave-ziskind That's a weird error. I haven't tried the Excel export, only the CSV export so far. I wonder if it's your first column since the tree ...

3 months ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Generic Inquiry to Export Scenario

@roycelithgo I just updated the post with screenshots.

3 months ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: What is your role at your company?

@stakaki Welcome! With your Crystal Reports background, I'd be curious to hear if you find that developing reports with Acumatica Report Designer take...

3 months ago
Forum
Accounting in Acumatica
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RE: GI Duplicate Lines

Duplicate lines have to do with what you have on the RELATIONS tab. I see <SPLIT> in the Location column which should mean there are multiple li...

5 months ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Can you authenticate with Active Directory user

I don't think it's possible, but I think @gabriel added this to the Velixo product which is another way to bring Acumatica data into Excel.

5 months ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: 1 License for 10 Tenants issue

The License gets applied to the Instance and, as far as I know, the Instance can only be connected to one database. So, I'm pretty sure that all 10 Te...

5 months ago
Forum
Everything Else
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RE: Selecting a warehouse based on current branch in SO screen

The only thing that I can think of off the top of my head is the option in the user profile, but that's a default Warehouse globally, not specific to ...

5 months ago
Forum
Everything Else
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