Two thoughts on this. 1. Did you populate your Approval Map in the Project Approval Map field on the Projects Preferences (PM101000) screen? 2. I ...

It doesn't look like you're using any Parameters on the Filters tab so I don't think your Parameters are doing anything. If you have a Company Tree ...

Definitely checkout the Activate Migration Mode checkbox on the Accounts Payable Preferences (AP101000) screen if you don't want the import to post in...

Ah, interesting. Hopefully upgrading to Acumatica 2019 R2 solves the problem for you.

@danmiller47 - Can you Void the AP Payment which re-opens the AP Bill, then apply the AP Bill to the AP Debit Memo? @megan-friesen - I just added my...

This is some serious rocket science @wyatt-erp. Nice work!

Hmmm, not sure if there is a secret option that you could use in the Date Rounding field on the Dashboard Widget, but what about this idea? You coul...

If I'm understanding correctly, you want to move the Qty. On Hand field from the WAREHOUSE DETAILS tab on the Stock Items (IN202500) screen to another...

I haven't encountered this personally, but I have encountered a number of shortcomings in the Customer Portal. Customer Portal is very basic. It's not...

I was able to get it in Acumatica 2020 R1 (20.100.0095) by doing this: First, I overrode the address on the Project Quotes (PM304500) screen: Se...

It's been there for a few years, but I can't remember what version it got introduced. Definitely one of those hidden gems. In addition to Merged DB ...

I just tried in Acumatica 2020 R1 (20.100.0095) and had the same experience. I wonder if it would work with the newer User-Defined Fields (UDFs)...

Not sure about the IMAP vs. Exchange part, but I'm wondering how Acumatica would know logically what emails to read. Would it be all emails that have ...

Maybe it's a bug in the build that you are using? I just tried this in Acumatica 2020 R1 (20.100.0095) and it seemed to work. 1. Overrode the ADDR...

Sorry, by "Subject in the report definition", I meant in Report Designer, not when you run the report on the screen. If you open the report in Repor...

Did it work out for you Paul? Adding an additional note here on this. The Default Salesperson field on the COMMISSIONS tab of the Sales Orders (SO...

Try wrapping it in the CDec expression, that should be able to convert a Text value to a Decimal value. CInt can convert it to an Integer, but CDec wi...

Thanks for chiming in on this @sergey. Your blog contributions to the Acumatica community are a big asset. Thanks for also taking the time to contribu...

@ryanxbyte mentioned a cool idea for this during this interview: His team had Acumatica send an email, then used this program for printing, but ...

I've seen that warning (not error) a few times with export scenarios, even though the export scenarios work. It's a similar warning to this Import S...

Welcome Jim. Thanks for joining AUG Forums.

I'm missing why lines 2 and 4 are even needed. Can't they be removed from the Excel file?

I don't know of a way, but that's an interesting idea. Personally, I love hyperlinks. The more we could do with hyperlinks the better.

Thanks for the heads up.

Here's another application of what I'm now calling "The @Wyatt-ERP Technique"

Thanks @jeff-harris. The feedback is loud and clear from multiple people. Less "basics", more "tips and tricks" and "best practices". I would ...

Great "go faster" feedback. Seems like that's the preference from multiple people. I don't want to go too fast because I want to be able to reach peop...

The old app was removed a few months ago as you pointed out. I just checked and it looks like the new app is available: Unfortunately, after ...

I just tried adding these two joins to the Opportunities (CR3040PL) generic inquiry in Acumatica 2020 R1 and it seemed to work: CROpportunity.NoteID...

Nice Kevin!

I feel the same about it as you Arline. I try to keep it simple and I start by storing emails in the Email field on the BILLING SETTINGS tab of the Cu...

You might be able to use this technique from the I100 course in Acumatica University, but I haven't tried it for multiple columns. You'd have to match...

Keep in mind that there are two ways to send the emails: the "manual" way and the "automatic" way. Take the Invoices (SO303000) screen for example. ...

Can you take a screenshot of these 3 values? Email Account Type Sender Display Name Email Account Display Name

You can use the Total Aggregate Function column on the RESULTS GRID tab of the Generic Inquiry (SM208000) screen to change the behavior from SUM to so...

I just tried and it doesn't work for me either 🙁 But it does work with SOOrder.OrderType and SOOrder.OrderNbr for some reason.

Not that I know of. You can revoke access to the File Maintenance (SM202510) screen that pops out when you edit the file, but I don't know of a way ...

Void is the only thing that I can think of at the moment. You could add a note to specify that it was a "bounce" and not a "void". When you Void the...

What's your data source? Normally it's Excel for me and I'd generate the incrementing number in Excel.

So you want multiple Shipments open on the Sales Order with different Shipment Dates that could be scattered across weeks or months? I think @ryanxb...

I haven't tried it @krunal-doshi, but I haven't seen anything in the release notes about it.

@nchyflyer - Can you export the Generic Inquiry and attach it here?

Agreed. Structure and consistency are more important than the tool (Basecamp, Smartsheet, Trello, etc.). I think you could say the same thing for an...

@jeff-waldron Someone sent me the missing files. Attaching them here for you: I210Mystorewithendpoint6-0.zip I210MyStoreRestIntegration6-0.zip I...

Great point @smbwayne. I'm using Smartsheet personally, but also paying more attention to that centralized project documentation. One thing that I hav...

This is awesome @ncantral. I just that the person who used to do this manually keeps their job after all of this. Personally I think that automation c...