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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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RE: Stock items lines on invoice sometimes double up randomly when there is more than one batch number

You should be able to attach an .rpx file (not an .rps file). Like this:

5 years ago
Forum
Acumatica Report Designer
Reply
RE: AP Document Recognition Not Working in Production Environment

Hi @pmkohler, I recommend posting this in the new official Acumatica Community Forums: For the foreseeable future, the Forums here will fo...

5 years ago
Forum
Everything Else
Topic
Creating "Harvester" Parameters
5 years ago
Forum
Acumatica Report Designer
Replies: 0
Views: 3103
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RE: Welcome and Introductions

Welcome @tra_user. You've got quite a title!

5 years ago
Forum
Everything Else
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RE: Adding Ledger name to a report header

@lexi0088 I don't unfortunately. Assuming you don't have that many ledgers, what about using a formula to turn the codes into hardcoded ledger descrip...

5 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Acumatica transactional emails going to customer spam boxes

I'm not an email expert, but this sounds like an "email problem" rather than an "Acumatica problem" since it sounds like Acumatica is sending the emai...

5 years ago
Forum
Everything Else
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RE: Excel Odata - Underlying Connection was closed.

@cielo-zipagan That's interesting that you're getting this error in Report Designer. The original post was about OData in Excel so it seems like a gen...

5 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: What is your role at your company?

@aghazali Great to see an Acumatica employee on here. Over 30 years experience? That's longer than Cal Ripken Jr.'s baseball career!

5 years ago
Forum
Accounting in Acumatica
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RE: Welcome and Introductions

Welcome @alconroy. I hope you don't mind relocating from My Area Not Listed to IRL - Dublin because I just updated your profile 😀 So you're living i...

5 years ago
Forum
Everything Else
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RE: Managing Lots in Inventory / Manufacturing

Hi @johnfothergill, I recommend posting this in the new official Acumatica Community Forums: For the foreseeable future, the Forums here w...

5 years ago
Forum
Everything Else
Topic
Default Sorting on Aggregate Results
5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 2
Views: 3460
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RE: 2020 R2 Sales Order and Shipment Status Error

Those look like two separate Sales Orders. Can you generate the Invoice for the Shipment on the first Sales Order?

5 years ago
Forum
Everything Else
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RE: Joining to DateInfo Table

@lauraj46 Alright, here's an update on this idea. First, thanks for kickstarting this idea with your really cool solution. Ryan and I covered your s...

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Company Wiki Dashboard

Hey @michaeltriffon, Hopefully this is what you're looking for:

5 years ago
Forum
Everything Else
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RE: Business Event with GI and Formula in Import Scenario

I haven't had much experience with Business Events and Import Scenarios, but what I have tried has been finicky so I'm not surprised. You might want...

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Tax category and reports

Hi @franzm, I recommend posting this in the new official Acumatica Community Forums: For the foreseeable future, the Forums here will focu...

5 years ago
Forum
Everything Else
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RE: Files on record.

@nperez There is a new feature in Acumatica 2021 R1 that allows you to remove them. Just set the Attach Notes To field on the Generic Inquiry (SM20800...

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: 2-step Approval process

Hi @bbonnell, I recommend posting this in the new official Acumatica Community Forums: For the foreseeable future, the Forums here will fo...

5 years ago
Forum
Everything Else
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RE: Graph labels not showing in a proper order

I think it's sorting alphanumerically since Acumatica isn't aware that it's a Date. There is an example in the SalesDemo database that I think is wh...

5 years ago
Forum
Acumatica Dashboards
Reply
RE: Expenses being approved upon submission, but can't see by whom

Hi @dave-ziskind, I recommend posting this in the new official Acumatica Community Forums: For the foreseeable future, the Forums here wil...

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: How to remove dash from segmented key

Hi @dave-ziskind, I recommend posting this in the new official Acumatica Community Forums: For the foreseeable future, the Forums here wil...

5 years ago
Forum
Everything Else
Reply
RE: Mass Update PO Dates

I just tried in Acumatica 2021 R1 (21.102.0070) and had the same experience. I think it's interesting in the third screenshot that the fields go blank...

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Password Validation Mask to include Special Characters

I'm pretty sure this is just a regular expression. I don't know the intricacies of regular expressions, but I did a Google search. Try the second ex...

5 years ago
Forum
Everything Else
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RE: How to make a reminder dashboard on Acumatica ?

So it would just count a person's sales activities that are set to remind them sometime today?

5 years ago
Forum
Acumatica Dashboards
Reply
RE: Acumatica custom Widget for UI.

This is interesting. Makes me wonder if you have tried the D3 JavaScript Library. Power BI uses D3. I don't know a lot about D3 except that it's made ...

5 years ago
Forum
Everything Else
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RE: Creating PO - status Hold

I haven't tried this specific scenario, but I would think it would be fairly easy to handle in the new Workflow Engine. We recently did a Live broadca...

5 years ago
Forum
Everything Else
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RE: Report P&L by department and location/segment using sub accounts

@jpvdg agreed. Sage Intacct handles financial reporting better than Acumatica. I think that's one reason why Velixo Reports is such a popular add-on.

5 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Can a customer Cross Reference for a parent account feed automatically to child accounts?

@jwaldron I just did a quick scan through the , but didn't see anything. Sounds like it would be a good "idea" 😀 to add a new one.

5 years ago
Forum
Everything Else
Reply
RE: Snapshot vs. Backup

@gproxy I've seen different SQL Database Administrators (DBAs) have different opinions. I'm sure it's one of those topics of vigorous debate during SQ...

5 years ago
Forum
Everything Else
Reply
RE: Tasks & Scenarios to be used with ECO/ECR''s

Hi @chrismoreland, I recommend posting this in the new official Acumatica Community Forums: For the foreseeable future, the Forums here wi...

5 years ago
Forum
Everything Else
Reply
RE: Limit to number of User-Defined Fields (UDF)

I'm not sure if there is a limit. Theoretically, I can't think of why there would be since the data isn't stored in columns in the database and you ca...

5 years ago
Forum
Everything Else
Reply
RE: Time Clock Entries --> Time Approvals (Manufacturing)

Normally setting up a hierarchy on the Company Tree (EP204061) screen takes care of this kind of stuff, but I'm not sure if it works in the Production...

5 years ago
Forum
Everything Else
Reply
RE: Column Header Date Formatting

This looks kind of familiar. I think I've run into something similar. I know it's clunky and winds up with a larger formula, but what about adding a d...

5 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Manipulating Period ID's in Report Designer

I wish we had a function like the TEXT function in Excel. It would make working with Dates and Periods so much easier.

5 years ago
Forum
Acumatica Report Designer
Reply
RE: Custom Grid Control on entry screen like Stock Items.

@blyder Very cool. I drove through there once on the way to Pittsburgh. In Columbus now raising kids, but I grew up in San Diego and went to UCLA for ...

5 years ago
Forum
Everything Else
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RE: API - Quickbooks to Acumatica and Vice Versa

@davidhunter Ah, Quickbooks Payroll, that scenario makes sense to me.

5 years ago
Forum
Everything Else
Reply
RE: Access rights: Super Admin user can change Vendor bank & Remove Attachments

Make sure the level above where you are defining the permissions is explicitly defined and not inherited. As for removing attachments, try changing ...

5 years ago
Forum
Everything Else
Reply
RE: GI not returning all records through SOAP API.

Hi @tomlibby, You might want to try StackOverflow for this one:

5 years ago
Forum
Everything Else
Reply
RE: BOM Overhead doesn't display

Hi @mlaraiv, I recommend posting this in the new official Acumatica Community Forums: For the foreseeable future, the Forums here will foc...

5 years ago
Forum
Acumatica Report Designer
Reply
RE: Import to Form from Excel

Hi @canawrot, I recommend posting this in the new official Acumatica Community Forums: For the foreseeable future, the Forums here will fo...

5 years ago
Forum
Everything Else
Reply
RE: Adding Running Total to Accrual Balance by Trans Date

@richard-heap Glad to hear that you've been enjoying the Live broadcasts that @ryanxbyte and I have been doing. I like YouTube Live because the record...

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Maxi / Aztec code support in Acumatica Designer ( cross post )

@jmck Agreed, you'd have to find a report writer that can handle Maxi / Aztec. I'm not sure of one myself.

5 years ago
Forum
Acumatica Report Designer
Reply
RE: Maxi / Aztec code support in Acumatica Designer ( cross post )

@jmck well, I mean if you have a report writer that can run reports in your browser, like SSRS, Power BI, Tableau, etc. You point to an Acumatica Gene...

5 years ago
Forum
Acumatica Report Designer
Reply
RE: Maxi / Aztec code support in Acumatica Designer ( cross post )

Interesting. I wonder if you might need a separate report writer that points back to Acumatica and grabs the data using OData.

5 years ago
Forum
Acumatica Report Designer
Reply
RE: API - Quickbooks to Acumatica and Vice Versa

I'm curious about the use case for this. Are the Acumatica Financial Modules too clunky for the users? Is that why they want to continue using Quickbo...

5 years ago
Forum
Everything Else
Reply
RE: Adding Running Total to Accrual Balance by Trans Date

@richard-heap Thanks for the examples!

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Put on Pending approval status when Exchange Rate Change...

Checkout this example that Doug put together, I think it's along the lines of what you're looking for.:

5 years ago
Forum
Everything Else
Reply
RE: Percentage of Total Revenue and Percentage of Total Expenses

What does your Column Set look like?

5 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Filters not appearing

I think you have to use the integer database key, not the Vendor ID / Customer ID that you see on the screen.

5 years ago
Forum
Acumatica Report Designer
Reply
RE: Cannot open database "Acumatica_IN" requested by the login. The login failed. Login failed for user 'Acumatica_App'.

Hi @franzm, I recommend posting this in the new official Acumatica Community Forums: For the foreseeable future, the Forums here will focu...

5 years ago
Forum
Everything Else
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