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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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RE: Disabled Lot/Serial Number for Transfer Order

I just did one in the SalesDemo company and it seemed to work:

6 years ago
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Everything Else
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RE: Way to alert user of minimum purchase amount for free shipping on a Purchase Order

@megan-friesen If you set the Reorder Point to the threshold, wouldn't that trigger it appropriately?

6 years ago
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Everything Else
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RE: Business Event trigger -To import the scenario for Transfer entry (With allocation details)

Strange. I wonder if your success has to do with the schedule or if it has to do with the grouping.

6 years ago
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RE: 1099 Form

It's also worth mentioning that 1099 Forms for Acumatica are available here:

6 years ago
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RE: Creating several Payroll Employees from Employees

The order is reversed from what you'd think it would be. See this post for a similar situation of how to handle a pop-up window in an Import Scenario:

6 years ago
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RE: barcode scanning with serial numbers - purchase receipt

Hi Anita, Are you referring to barcode scanning with the mobile app or using a handheld barcode scanner attached to a computer, using Acumatica via ...

6 years ago
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RE: Acu Dev Deployer Installation Error

Hi @ranjith-es, You might want to try for developer questions like this. There are more developers who use that forum. Here it's more end users.

6 years ago
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RE: Access Right changes without operation

I can't think of what would secretly change security. That's pretty scary. You could try TOOLS -> Access Rights... on the Access Rights by Screen...

6 years ago
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RE: Alternating colors in a table on a report

I would think that you'd need to put the variable in groupHeaderSection5.

6 years ago
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Acumatica Report Designer
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RE: Time Zone Issue

Awesome @paulfoster, thanks so much for sharing!

6 years ago
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Everything Else
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RE: Demand Forecast Model of Moving Average - My Notes

@doug-mcbride Since you can't add User-Defined Fields or Attributes to Item Classes, you'd have to do "custom fields" as you point out using a Customi...

6 years ago
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RE: Welcome and Introductions

Welcome @satyaprakash. Thanks for joining.

6 years ago
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RE: Welcome and Introductions

Welcome @bevmccabe. It makes me happy to know that you've found useful information in this community.

6 years ago
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RE: Acumatica Import Scenario (Access Rights by Role)

Click here for an updated Excel file that allows you to easily build security groups in Excel, then import them using the Import Scenario mentioned in...

6 years ago
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Everything Else
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Importing Acumatica User Roles / User Security Permissions from Excel
6 years ago
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Everything Else
Replies: 10
Views: 5418
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RE: Setting up User Security

I just wrote up some steps on how to import user security from Excel:

6 years ago
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Importing User Security
6 years ago
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Everything Else
Replies: 0
Views: 1693
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RE: Welcome and Introductions

Welcome Noah @nmri. I hope your "whim purchase" pays off 🙂 Acumatica is definitely a fun product to work with. Definitely lots of possibilities, es...

6 years ago
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RE: Welcome and Introductions

Welcome Claudio @crm001. I just drove through Albuquerque yesterday on the way from Ohio to California. What an amazing rainbow in the evening as the ...

6 years ago
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RE: Chart of Accounts - Control Account Module (Acumatica 2019 R2)

That's exactly what I was looking for. Thanks @chris-raubs!

6 years ago
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RE: Acumatica 2020 R1 with Outlook Plug-In

Are you installing this through Outlook or through OWA (Outlook Web Access) in your browser? I've only been successful installing the Acumatica Outloo...

6 years ago
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RE: Error: Cost to Qty Imbalance

@ubeep Strange. Seems like it might be a buggy thing that you'll need Acumatica support for unfortunately.

6 years ago
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RE: Sales Orders with negative quantity line items

The RR Order Type seems to be close to what you're looking for, except it doesn't allow invoicing. Maybe create a custom order type that is a combin...

6 years ago
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RE: Welcome and Introductions

Welcome @elainet. Thanks for taking the time to introduce yourself.

6 years ago
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RE: Setting up Financial Security by Department - Version 2020R1 20.104.0012

I'm not 100% sure if this will handle your requirements, but try enabling the Row-Level Security feature on the Enable/Disable Features (CS100000) scr...

6 years ago
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RE: Default Vendor for an Item

I have no idea what "Quantum Entanglement" is, but maybe that doesn't "matter" 🙂

6 years ago
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Acumatica Generic Inquiries & Pivot Tables
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RE: Is there a way to assign a fixed location for each section in Report Designer?

Can you attach the RPX file? Are you using the PDF output or the HTML output?

6 years ago
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Acumatica Report Designer
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RE: Business Events type "Trigger by Record change" failure to launch

Ya, Business Events seem like a feature that needs to mature. Either the software needs to mature or our understanding of how it works needs to mature...

6 years ago
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RE: Set customer pricing based on cost

Could you load Default Price instead as a Price Type of Base into the Sales Prices (AR202000) screen?

6 years ago
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RE: Varying freight on Purchase Receipt

What if you delay receiving the freight line until you get the AP Bill? What I don't like about that is that, realistically, you'd have to give an AP ...

6 years ago
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RE: Sent Items folder in Outlook with Office 365

Are you using Office 365?

6 years ago
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RE: Add Email activity in CRM Cases, adding BCc email id

Seems to me like maybe something you have to modify with code.

6 years ago
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RE: Snooze ALL

Do you have a screenshot of where the reminder icon and popup appear?

6 years ago
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RE: Customer History Report Mod

Welcome Ron! What field are you storing the territory in? An attribute?

6 years ago
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Acumatica Report Designer
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RE: Acumatica Mobile App

Were you able to get this working? I personally haven't done a lot with the Mobile App, but I'd like to dig into it more.

6 years ago
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Everything Else
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Improve the Expense Receipt Image Recognition Service
6 years ago
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Everything Else
Replies: 0
Views: 1314
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Velixo and Generic Inquiries
6 years ago
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Velixo Reports for Excel and Acumatica (Financial Report Writer)
Replies: 0
Views: 2705
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The specified alternate ID does not comply with the INVENTORY segmented key settings
6 years ago
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Everything Else
Replies: 0
Views: 2557
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RE: Automatically email shipment confirmations and record when shipment actually sent

I get the same behavior as you in my Acumatica 2020 R1 (20.100.0095) environment. Not sure why it doesn't work. There must be some logic in addition t...

6 years ago
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RE: Saving a report directly to a Text File

You can use Export Scenarios, but they are limited. You might want to PM @aardolino about his company's Acusync (click here) add-on which enhances Acu...

6 years ago
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Acumatica Report Designer
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RE: Change to year-end (change in control)

It's worth a shot, but when I check User-Defined Periods on the Master Financial Calendar (GL201000) screen, I'm not able to modify dates or add perio...

6 years ago
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RE: Landed Cost Variance on Projects

What about removing the PO Accrual GL Account from an Account Group so it won't get hit on the Project?

6 years ago
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RE: Accepted Quantity on Sales Order Greater than 0

I don't know of a setting for this. I think you just need to customize the screen to throw an error message similar to the -1 message in your screensh...

6 years ago
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RE: Issue while connecting Acumatica from powerbi

Your second URL should work. Make sure you can connect to the URL using your browser first. You should see something like this:

6 years ago
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Acumatica OData with Microsoft Excel and Power BI
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RE: Default View settings for all users

Sorry for the delay. Glad you found it. Including screenshots of the Requests (RQ301000) screen for the benefit of others:

6 years ago
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RE: Field-Level Security :: User-Defined Fields (UDF) vs. Attributes

Very interesting. Thanks for the heads up Ellie.

6 years ago
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RE: 2019 R2 screen search doesnt work ?

Note that the search field in the upper right-hand corner that you are using only searches the columns that have Use in Quick Search checked in the Ge...

6 years ago
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RE: Dynamic fields on a Sales Order Summary Report Email Settings

Use can use a formula in the Default Value field on the Parameters tab of File -> Build schema... See AgeDate parameter in the AR Aging (AR631000...

6 years ago
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RE: Batch account reclassification

Have you tried the Reclassify Transactions (GL506000) screen?

6 years ago
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