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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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RE: Error Message: Financial Period is closed / Allow Posting to Closed Periods

@aaron-s Yes, first populate the Post Period field with April, then you can go back and change Date to something in March. It will give you a yellow...

5 years ago
Forum
Everything Else
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RE: Exporting Reports to Excel (with a Unit set) - Any way to have an Excel sheet created per unit?

I think that Velixo can also break down the report for email distribution as well. For example, automatically emailing individual Salespeople their sa...

5 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Pulling Revenue Year to Date (YTD) figures from GLHistory for Dashboard Scorecard

@ahmedbahar Take a look at these two joins in the Trial Balance Summary (GL632000) report:

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Serial numbers in columns

Can you attach the .rpx file of the report that you're using?

5 years ago
Forum
Acumatica Report Designer
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RE: What is your role at your company?

@dianne-a Sounds like you've had an interesting journey at your current company. Sounds fun!

5 years ago
Forum
Accounting in Acumatica
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RE: Is the Parameter Schema Field Mandatory?

I think it's required. Without it, Acumatica doesn't know how to display the Parameter.

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Can a customer Cross Reference for a parent account feed automatically to child accounts?

@daniel I always like going simpler myself whenever possible. Complicated relationship trees can get difficult to understand.

5 years ago
Forum
Everything Else
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RE: Carrier VDA Shipping Label (VDA 4994)

Someone out there might have one, but I don't unfortunately. There are a lot of forms that would be nice to have out-of-the-box, but they aren't there...

5 years ago
Forum
Acumatica Report Designer
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RE: Bug in processing a Purchase Requisition

Hi @jhoannaj, I think you’ll have better luck with this post in the new official Acumatica Community Forums: For the foreseeable future, t...

5 years ago
Forum
Everything Else
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RE: AP Void Question

Hi @mikerosz, I think you’ll have better luck with this post in the new official Acumatica Community Forums: For the foreseeable future, t...

5 years ago
Forum
Accounting in Acumatica
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RE: Split Default Warehouses

Hi @matthewjames, I think you’ll have better luck with this post in the new official Acumatica Community Forums: For the foreseeable futur...

5 years ago
Forum
Everything Else
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RE: Tracking Purchase Order Changes in Acumatica

@kurtybauer Great point about the AuditHistory table size. I haven't seen any articles from Acumatica about performance, would be a good question for ...

5 years ago
Forum
Everything Else
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RE: Odata Feed in 2020 R1

I have experienced #2 and #3, but not #1.

5 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: Bug: Unable to Preview Reports on Report Designer

I haven't used the preview feature much other than when it first came out. I find myself running all of my reports in the browser so I know that I'm s...

5 years ago
Forum
Acumatica Report Designer
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RE: Payment and Application Type - Customer Refund

Hi @tlynn, I think you’ll have better luck with this post in the new official Acumatica Community Forums: For the foreseeable future, the ...

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Timecard reports/queries

@tricia-carlson Ah, good point. I think you'd need to move what's on the CONDITIONS tab into the Join conditions to get the employee to stay visible.

5 years ago
Forum
Everything Else
Reply
RE: Saving a GI as a table to use in a separate GI

Using a Generic Inquiry in another Generic Inquiry isn't supported yet, but there is a feature request that you can go out and vote on. It sound...

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Adding a TAB to the Stock Item for Customer Forecasting Info

Hi @stacy-johnson, I think you’ll have better luck with this post in the new official Acumatica Community Forums: For the foreseeable futu...

5 years ago
Forum
Everything Else
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RE: How do you link a SO to a PO AFTER the PO is created?

The link is stored on the Sales Order Line, so you have to set the link on the Sales Orders (SO301000) screen. I've found it a little finicky, but you...

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Amend a SO with a status of "Shipping"

I think @ryanxbyte might have done a customization to handle this.

5 years ago
Forum
Everything Else
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RE: Acumatica version 2019R1: ERP instance, companies/tenants, branches

You can do it by User, but not by Company as far as I know. In other words, if your user has access to Company A and Company B, then they will s...

5 years ago
Forum
Everything Else
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RE: Format of the financial period from the textbox.

@nicksm I think you're on the right track with CInt, but shouldn't the +3 be outside of the CInt function, not inside it?

5 years ago
Forum
Acumatica Report Designer
Reply
RE: Mass change for Invoice Template

This looks slightly different than my screenshot: I also noticed that you're getting a warning on the Customer ID field: If you hover ...

5 years ago
Forum
Everything Else
Reply
RE: Device Hub and On Premise Install of Acumatica

I haven't used it personally, but my understanding is: 1. Acumatica is running as a IIS web service. Maybe they could have found a way for IIS t...

5 years ago
Forum
Everything Else
Reply
RE: Landed Cost - Distribute to mutiple purchase receipts from one freight invoice

Hi @anita75-2, I think you’ll have better luck with this post in the new official Acumatica Community Forums: For the foreseeable future, ...

5 years ago
Forum
Everything Else
Reply
RE: Converting Comparative Generic Inquiry into Report (in Report Designer)

@gustavo-carrasquillo One thing that looks funny to me is that your formulas are in groupFooterSection3 (Footer of Division), but the Division group d...

5 years ago
Forum
Acumatica Report Designer
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RE: Alternate ID Issue

@nmri It might make more sense to test the Alternate Type rather than the Alternate ID. Here's a sample formula: =Switch([INItemXRef.AlternateType]=...

5 years ago
Forum
Acumatica Report Designer
Reply
RE: Inventory Ageing Report

@doug-mcbride you can try sending @carolinehern a direct message through the forums.

5 years ago
Forum
Everything Else
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RE: Are you going to Acumatica Summit 2021 in May?

@kingcarlos Do you guys have an "MYOB Advanced Summit" down there? If so, maybe I can come to one after the virus is over.

5 years ago
Forum
Poll Questions
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RE: Popup screen fields not being auto populated

Are you clicking the SEND button in both scenarios or the SEND button in one scenario and the ACTIONS menu option in the other scenario?

5 years ago
Forum
Everything Else
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RE: Create payment

Hi @cndr, I think you’ll have better luck with this post on StackOverflow (click here) or in the new official Acumatica Community Forums: For ...

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Topic
Error or Blank Screen when creating a Pivot Table on a Generic Inquiry
5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 0
Views: 1408
Reply
RE: Using « start with » unstead of « contrains »

It's a contains search, not a "starts with" search unfortunately. You could key in "170" instead of "17" to be more restrictive. Or, if you want...

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Compressing Images

That would be cool. Not that I know of personally. Are you storing attachments in the database or outside in something like Amazon S3?

5 years ago
Forum
Everything Else
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RE: Support for custom fonts

@ckwiat That's what I've experienced with MICR which is just another font: https//www.augforums.com/acumatica-micr-check-font It's weird that ...

5 years ago
Forum
Acumatica Report Designer
Reply
RE: Is Acumatica a Public Company?

Another high profile hire for Acumatica. Sanket Akerkar has become the Chief Revenue Officer.

5 years ago
Forum
Everything Else
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RE: schema diagram

I still find myself using a local copy of Microsoft SQL Management Studio to check for primary keys on the database tables. Technically, this isn't th...

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Topic
Generic Inquiry RESULTS GRID Column Order
5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 1
Views: 2718
Reply
RE: Are you going to Acumatica Summit 2021 in May?

@paulfoster driving isn't a bad option. I drove the leg between Ohio and Southern California 5 times in 2020. It's a great way to get out of COVID cla...

5 years ago
Forum
Poll Questions
Reply
RE: Special Character (Examples: + - * / %) In Generic Inquiry Formula

@grant-westmill Not sure what causes the forward slash. I was wondering the same thing.

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: How to turn on Manufacturing module

In Acumatica 2020 R2, Manufacturing is now in the core. No more Customization Project and no more separate license. Hear more in this Podcast episode:

5 years ago
Forum
Everything Else
Topic
Are you going to Acumatica Summit 2021?
5 years ago
Forum
Poll Questions
Replies: 5
Views: 1210
Reply
RE: Special Character (Examples: + - * / %) In Generic Inquiry Formula

You are SOOOOO close. You have to "escape" a special character with a backslash. By "escape", I mean that you put the backslash before the special cha...

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Topic
Removing MOST USED Filter
5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 1
Views: 1479
Reply
RE: Acumatica 2020 R2 (Cash Return)

@brleis Sorry, that's all the info I have unfortunately. I haven't tried it personally. This would be a good post to repost on the new Community.Acuma...

5 years ago
Forum
Everything Else
Reply
RE: Data Dictionary

Here are some related Discussion Topics, including the last one about the tool from Yuriy that @jmasi mentioned:

5 years ago
Forum
Everything Else
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RE: Acumatica Schema Browser from Juriy

Thank you @toonsix

5 years ago
Forum
Everything Else
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RE: Acumatica 2020 R2 (Cash Return)

I still see CR - Cash Return in the Order Types (SO201000) screen in my Acumatica 2020 R2 (20.204.0032) demo environment: As for POS, back at ...

5 years ago
Forum
Everything Else
Reply
RE: Is Acumatica a Public Company?

@smbwayne I don't mean an Acumatica-only IPO possibility. I mean a joint-IPO with IFS where they combine into one company before going public. If IFS ...

5 years ago
Forum
Everything Else
Reply
RE: Opportunity Screen - Relation to Sales Order Number

@drustorm21 I just tried looking for a relationship between the Opportunity Lines and the Sales Order Lines, but I can't fine one. It seems to only be...

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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