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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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RE: Acumatica Excel Plugins

Hi Jugger, You might want to try the Acumatica tag on StackOverflow for this question:

6 years ago
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Everything Else
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RE: Report Designer: Separate Sum by Total Cases and Total Units in Picking Slip

Does it work if you remove the single quotes from around your zeros like this? IIf(([SOShipLine.OrderUOM]<>'CASE'),0,sum([SOShipLine.Qty])) I...

6 years ago
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Acumatica Report Designer
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RE: Project Management - Submittal Workflow - Ball In Court

It doesn't appear on the Approvals (EP503010) screen?

6 years ago
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Everything Else
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RE: Capture CC Payment, that inexplicitly some invoices show and others do not

Might need an Acumatica support case for this. Maybe it's an issue that was fixed in a newer version.

6 years ago
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Everything Else
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RE: Mobile Outlook App

When they demoed the Outlook Add-In a few years ago, supposedly it was going to be working in the Outlook mobile app in the near future, but I've neve...

6 years ago
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Everything Else
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RE: Files on record.

The Notes and File Attachment icons that appear in a Generic Inquiry are either for the first table listed on the TABLES tab or the table from the fir...

6 years ago
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Acumatica Generic Inquiries & Pivot Tables
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RE: Scanner Security

Too bad the error message didn't say "Submit for Scanning" instead 🙂

6 years ago
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Everything Else
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RE: Default login tenant

Thanks for this Royce. I've noticed this too, but didn't think about re-creating the user.

6 years ago
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Everything Else
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RE: AVALARA Lat/Long

Wish I could help, but I'm not sure if the Acumatica integration supports the feature yet. It's one thing for Avalara to release the feature, but it w...

6 years ago
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Everything Else
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RE: Outlook Error

Did the email from from an email address that is registered as a Contact in Acumatica? Maybe it needs to be created as a Contact first?

6 years ago
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Everything Else
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RE: Acumatica Outlook Plug-In

@samantha-carcache I don't have a ton of experience with it, but I personally have had trouble getting it to work with hosted Exchange and didn't have...

6 years ago
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Everything Else
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The report does not contain parameters: APPayment.DocType0, APPayment.RefNbr0
6 years ago
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Acumatica Report Designer
Replies: 0
Views: 2185
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RE: The value of Acumatica ERP being Open Source: Need verification of my statements

Technically, Acumatica isn't open source. It's a very "open" framework, but not all the way open source in the way that something like odoo ERP is. ...

6 years ago
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Everything Else
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RE: Paste image to Activity > Note

It's been a while, but last time I tried this it depended on the browser that you were using. Pasting from clipboard didn't work in Chrome, but it wor...

6 years ago
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Everything Else
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RE: AP ACH Payments

So were you able to get the NACHA file output to match the requirements of your bank?

6 years ago
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Everything Else
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RE: Duplicate records from EPEmployeeRate table

Hey, so even though we weren't able to figure out the original problem, at least this Discussion Topic was able to help with your scenario. That makes...

6 years ago
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Acumatica Report Designer
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RE: Welcome and Introductions

Welcome to the journey Imran.

6 years ago
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Everything Else
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RE: Creating a Drop Shipment

For the auto-issue PO to Project scenario for Stock Items, we ended up doing the following for a client: 1. Setup an Order Type called PR on Order T...

6 years ago
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Everything Else
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RE: Welcome and Introductions

Welcome Bill. I'm a fellow Sage 500 / MAS 500 veteran myself. I worked for a Manufacturing company in Solon, Ohio maintaining their MAS 500 environmen...

6 years ago
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Everything Else
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RE: Cash On-Hand

Nice trick. For handling the "no transactions" situation, take a look at the Trial Balance Summary (GL632000) report and how they join the GLHistory...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Install Errors

Wish I could help here, but I don't have any experience with using Acumatica with MySQL yet.

6 years ago
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Everything Else
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RE: Newbie struggling with trial balance upload

What does the Status on the Journal Transaction say? If it says Unposted, then you need to do another step to post it, or check the box in GL Preferen...

6 years ago
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Everything Else
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Default Vendor for an Item
6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 4
Views: 3767
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RE: Dear 10 Test Drivers

I posted an update on April 18, 2020 to the AUG Courses page and, unfortunately, nothing has changed: As much as I'm chomping at the bit to build mo...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Welcome and Introductions

Welcome to the party @fcrawford. You picked a good time to join, just a few months after Acumatica acquired the Manufacturing modules. Rumor has it th...

6 years ago
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Everything Else
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RE: Time Zone Issue

Did you ever get this resolved @nsmith ?

6 years ago
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Everything Else
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RE: Address Validator can't find address

I'm using Harsha's address validation plugin and it works great: And Harsha was very responsive to add the VERIFY ADDRESS button to additional scree...

6 years ago
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Everything Else
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RE: Transactions between companies

Ya, there's a Preview build, but it's not in there yet.

6 years ago
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Everything Else
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RE: Ability to add a Total Column on a tabular report

Ah, got it. Tabular Reports seem like one of those features that wouldn't be high on the priority list for fixing now that there are Pivot Tables.

6 years ago
Forum
Acumatica Report Designer
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RE: Ability to add a Total Column on a tabular report

I haven't done much with Tabular in Report Designer personally. I opt for Pivot Tables in that situation instead so far. Did you get a solution from...

6 years ago
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Acumatica Report Designer
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RE: Import scenarios of Line notes in GL Transaction

Maybe try removing the last Save line since it's a released transaction?

6 years ago
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Everything Else
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RE: Business Events type "Trigger by Record change" failure to launch

I have had the same struggle, but haven't taken the time to understand the intricasies of how Business Events fire and how to troubleshoot them. Hav...

6 years ago
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Everything Else
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RE: Outlook Add in - Support Cases

I think you'd have to create a dummy Customer and add the employee records as Contacts to that dummy Customer.

6 years ago
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Everything Else
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RE: Embarrassing Topic...Faxing!

I like Ellie's idea to use Email to talk to Fax since Acumatica does a good job of talking to Email. Great subject on this Discussion Topic by the w...

6 years ago
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Everything Else
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RE: Transactions between companies

This thing on the Acumatica 2020 R2 list related to cross company sales looks interesting for your scenario:

6 years ago
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Everything Else
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RE: Clearing out unsalable inventory

A negative quantity on the Adjustments (IN303000) screen will work. Just watch out for the requirement to populate the TRANSACTION DETAILS -> Recei...

6 years ago
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Everything Else
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RE: Create Shipment for Cash sale

You can only get a shipping label using the out-of-the-box carrier integrations on a Shipment transaction as far as I know which means you need a Ship...

6 years ago
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Everything Else
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RE: Variable materials on a BOM

That's an interesting idea Kevin to essentially create a "choose your own BOM" workflow.

6 years ago
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Everything Else
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Acumatica Report Designer Format Function
6 years ago
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Acumatica Report Designer
Replies: 2
Views: 7485
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Acumatica Phone System Integration
6 years ago
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Everything Else
Replies: 6
Views: 3279
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RE: Capital Lease Tracking

Would this solution help? I know they were looking at integrating with Acumatica, but I haven't checked-in with them recently.

6 years ago
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Everything Else
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RE: Form Builder Tool are there any of them that integrate with Acumatica easily?

I don't know of a clear leader in this area, but I would love to have a "go to" for this since form builders are so easy to use and you can add a lot ...

6 years ago
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Everything Else
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RE: Snooze ALL

I can't even get it to work in the Modern UI, only in the Classic UI. Click here for feedback idea about it Were you able to get it to work?

6 years ago
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Everything Else
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RE: DSO and GMROI

DataSelf might have some of this out-of-the-box. Ultimately, my goal is to build these kinds of KPIs on top of the Sample Generic Inquiries (Query Q...

6 years ago
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Everything Else
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RE: SalesDemo Dashboards

As far as I know, they are the same dashboards as in SalesDemo, just pulled out and put on GitHub. I've noticed a number of things that are question...

6 years ago
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Acumatica Dashboards
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RE: Acumatica Integration with Amazon

Haven't tried it myself, but I would think that the client should register since Amazon needs to connect to their information. The UPS and FedEx int...

6 years ago
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Everything Else
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RE: Building Reports off the Packages Tab in Shipments

There are two ways to add a report to a screen: 1. Automation Steps (the old way) where you don't control the parameters. 2. A Customization Proje...

6 years ago
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Acumatica Report Designer
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RE: Invoice Reminder Emails

@john-toney I wish Generic Inquiries gave you better control over formatting. I can't think of anything in the email notification setup that would all...

6 years ago
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Everything Else
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RE: Setting up User Security

Hi @retha, Did you try the steps outlined here?

6 years ago
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Everything Else
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RE: Is MS Outlook integration for construction only for Construction. Love that RFI item in the plugin.

I haven't tried it personally, but I'd say that's a pretty safe assumption that it's only available in Construction.

6 years ago
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Everything Else
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