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Wish I could help, but I mostly work with Acumatica SaaS now so stuff like this is their headache.
Can you attach the RPX file?
Ping Caroline Hern (LinkedIn). I know she has created one.
Does this help? You can use this same method for Purchase Receipts:
Not every single item. But an Item won't be restricted unless it's in a Restriction Group. So you'd have to login as a user who does not have access t...
If you use Type A, then you have to put all Items in a Restriction Group. Then the User will only be able to see the Items in the Restriction Group / ...
You can use the Entry Mask and/or Reg. Exp. fields to do data validation (like numbers only) on an attribute:
Formatting is by field so it shouldn't matter what section the field is in. To format, you can either use a Data Field (it will take the format of tha...
I haven't messed with fonts much personally. If you want to embed the font in the PDF, I believe the font has to be installed on the web server, but I...
Can you describe more about the tables and columns that you're using? Are they custom tables/columns?
What about using Offset (Year, Period) in conjunction with Visible Formula? You'd have to define all possible columns (maybe 12-24 of them), then you'...
For those wondering what the Unseen List is and what the woodwork garage location is (actually it's a shop in the backyard), checkout the 30 minute AU...
You might also want to chime in on this Feedback Idea:
In my demo environment it seems to be displaying Tasks, Activities, and Emails. Like you, I would expect it to only display Tasks. Bug?
One for Purchase and one for Transfer, that's usually what I see. Then you use the Replenishment Classes on the Stock Item setup to decide whether R...
Lo barato sale caro 🙂
I agree with @ncantral, Customer Price Class should work. Create a Customer Price Class in the Customer Price Classes (AR208000) screen. You can use...
@infosourcing Regarding notifications, you can use My Info -> My Notifications to modify your notifications. In there you can either u...
I've wondered about this, but haven't tried it myself. I'm thinking that a customization is probably needed rather than Automation Steps.
Strange. I haven't seen this before. So even after the re-import the attribute values are gone?
I wish Acumatica had more in the way of out-of-the-box reports like this one.
I'd suggest an Acumatica support case on this. It's this kind of framework stuff that they continue to enhance. There might be some improvements that ...
Definitely looks like a permissions issue, especially because the Save icon is not available on the top.
Don't you need the Status Code rather than the word "Open"? Does this work? =IIf( [APInvoice.Status]='N', Switch([APInvoice.DueDate]<Today(), 'r...
It would be nice if HTML codes were available in Report Designer. You can add your vote to this:
I just pressed REPORTS -> Print Purchase Order on the Purchase Orders (PO301000) screen, then pressed SEND and populated the To field with mytestem...
I'm trying out a new forum layout. Personally, I think it's more intuitive, but I'd like to get your feedback. There are a bunch of Forums. ...
Right. Checkout the help for the different User Group Types. For Group A (which I think is the simplest), you would have to add each Email Account to ...
Hi Pankaj, Checkout the Email Account Access (SM201050) screen where you can use Row Level Security to control access to email accounts.
One of the Acumatica veterans. Welcome David.
I think you'll have better luck with this in the new Workflow Engine in Acumatica 2020 R1.
User security is the method that I use too. It looks like journal entry approvals is a pretty popular feature request:
APS Payments is popular with Acumatica and it looks like they also do Shopify:
Awesome Carl. I've been wanting to, but haven't done anything yet. Power Apps seem to be the new Microsoft Access from what I can tell. One thing I wo...
Agreed that Report Designer is build specific, but I personally rarely run into issues when the versions don't match exactly.
As far as I know, you have to load in AR Invoices and let them post to the General Ledger to get Retainage to populate on the projects. But you could ...
Try @BookCode (what a terrible name huh?)
I think you'd have to do this with a Shipping Term and I don't think Shipping Terms are aware of Item Classes. I think you'd need something custom for...
Hey Kevin, Good question. I just spent 15 minutes hunting but couldn't find it. I'm assuming that you're talking about this right? I agree wit...
You want to enter a Discount for tracking purposes, but not have it calculate a discount? What about doing a $0 discount amount?
Do you want it to print on the shipment paperwork? Or pop-up when you open the Shipment record? Or send an email notification?
That's a good question. I hadn't tried it in a while, but now I see the behavior that you're talking about. @gabriel might know something about this b...
Does it work without the Business Event with Excel as the data source? I'm wondering if it's a problem with the Business Event or with the Import Scen...
I wonder if, since the row already exists, maybe it wants to "update" the row rather than "insert" the row. If that's the case, you'd need to deactiva...
It shouldn't have anything to do with being the first one that I can think of. Try posting it from the Post Transactions (GL502000) screen and see if ...
I haven't tried this so probably a good idea to do this in a Test environment first, but what about unchecking Require Approval on the APPROVAL tab of...
