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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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RE: Chart of Accounts - Control Account Module (Acumatica 2019 R2)

Agreed, it would be nice to have a list.

6 years ago
Forum
Everything Else
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RE: Outside Processing Flag on Work Center

Here's a nice video showing the new Outside Processing feature in Acumatica 2020 R1 Outside processing in manufacturing - acumatica

6 years ago
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Everything Else
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RE: Using the COVID-19 Coronavirus to improve Business Processes

Great ideas @jeff-beck. It's a great time for consultants like us to connect people together to help them come up with creative ways through this cris...

6 years ago
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Everything Else
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RE: Sending Acumatica Email with Office 365

Do you need the inbound email processing at all? You can turn off the inbound and leave the outbound running.

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

Ah, I see. I haven't tried this, but maybe you can leave Subject empty on the screen and modify the Subject in the report definition?

6 years ago
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Everything Else
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RE: 1. Displaying Record Created Date/Time - Summit 2019 Session Examples

I struggle with the time zones personally. I'm still not 100% clear how they get used throughout Acumatica. There is the Login Time Zone on the Site...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Error SO Report

I'm getting the same error message in my environment, but the error message doesn't make any sense to me. One thing I did notice is that your report...

6 years ago
Forum
Acumatica Report Designer
Topic
Generating a Site Logo / Image Generator
6 years ago
Forum
Everything Else
Replies: 0
Views: 2937
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RE: Outlook add-in issue

You might want to try an Acumatica support case for this one.

6 years ago
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Everything Else
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RE: Acumatica 2019R2- Rounding Gain Suaccount and Rouding Loss Subaccount

Can you include a screenshot of the error message?

6 years ago
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Everything Else
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RE: Single invoice line on a Project billing

Hey David, Not that I know of, but I don't know Billing Rules super well personally. Any downside to customizing the Invoice and using the Descrip...

6 years ago
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Everything Else
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RE: Question on admin permissions

Sorry Dan, I steered you wrong. I thought I was sure about this, but I just tested again in a recent environment and there is a security risk to be aw...

6 years ago
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Everything Else
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RE: Moving Acumatica User Security (User Roles) Between Tenants (Companies)

Nice Autohotkey trick Tony!

6 years ago
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Everything Else
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RE: Group a Report by Expiration Date Month

You make want to concatenate Month([RowINLotSerialStatus.ExpireDate]) and Year([RowINLotSerialStatus.ExpireDate]) together. Otherwise I think March ...

6 years ago
Forum
Acumatica Report Designer
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RE: Using the COVID-19 Coronavirus to improve Business Processes

I like your "asynchronously" point. What a great way to utilize Slack without getting inundated with "dings, pings, and rings". And thanks for shari...

6 years ago
Forum
Everything Else
Topic
Using the COVID-19 Coronavirus to improve Business Processes
6 years ago
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Everything Else
Replies: 11
Views: 3144
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RE: Importing user accounts

Nice Ryan! Thanks for sharing the way to import User Roles for the User.

6 years ago
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Everything Else
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RE: Notification to Receiver that a PO has reached promised on date

What are you using to trigger the notification? A Business Event?

6 years ago
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Everything Else
Topic
Drag and Drop files into Acumatica directly from Outlook
6 years ago
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Everything Else
Replies: 4
Views: 3834
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RE: Kit Assembly - Add description column on line

Sorry about that @kevin-ruppert. You should be able to attach .zip files now.

6 years ago
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Everything Else
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RE: Daily Field Report

Is it just a report that you're looking for? Or a customization to the data entry screens?

6 years ago
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Everything Else
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RE: Acumatica 2019R2- Rounding Gain Suaccount and Rouding Loss Subaccount

Where are you trying to select them? Is the Control Account Module field on the Chart of Accounts (GL202500) screen populated for these Accounts?

6 years ago
Forum
Everything Else
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RE: Needed report: Sales orders by due shipment date

Agreed. This would be a Generic Inquiry, maybe even with a Pivot Table to summarize things. My question would be what should happen when you click. ...

6 years ago
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Everything Else
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RE: Convert Prospect to Customer via Import Scenario

Checkout this customization that Dhiren did to support both ACTIONS -> Convert To Customer and ACTIONS -> Convert To Vendor on the Business Acco...

6 years ago
Forum
Everything Else
Topic
Publishing SQL View Already Exists
6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 1
Views: 1463
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RE: Dear 10 Test Drivers

@marty-w-jensen-cpa, take a look at the Course Outline at the top of this Discussion Topic. It's a tricky topic, but I'm going to do my best to addres...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Dear 10 Test Drivers

Thanks for the feedback @andrew-smith and @marty-w-jensen-cpa about Tangents and Tips and Tricks. Regarding Tangents, I think that would be a great ...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Topic
Copying Transactions Between Tenants
6 years ago
Forum
Everything Else
Replies: 1
Views: 2264
Topic
Acumatica Default Login
6 years ago
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Everything Else
Replies: 0
Views: 6590
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RE: Enable Tools -> Audit History

Were you able to control access to audit history for the specific screen? Sounds like if you have access to audit history then you have it for all s...

6 years ago
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Everything Else
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RE: 5. Stuff That Should Never Happen (STSNH) Dashboard - Summit 2019 Session Examples

I've only created it for this example unfortunately. I hope Acumatica adds more "Discrepancy by" screens like they have in AR and AP for other modul...

6 years ago
Forum
Acumatica Dashboards
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RE: Best Practice ideas for designing a dynamic naming convention for subaccounts

I try to avoid Subaccounts whenever possible and instead get the data from the Subledger. The idea is that your keep your P&L more summarized an...

6 years ago
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Everything Else
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RE: Filtering by a segment within a GL Subaccount

I just noticed something that, while not really HELPFUL for this discussion, is at least RELEVANT for this discussion. Thought I'd point it out. W...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Importing Journal Vouchers (GL304000)

Looks like you have a lot going on here. My advice would be to start small with only the minimum required fields to save the record. Make sure you can...

6 years ago
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Everything Else
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RE: T4A the Canadian version of the 1099

I haven't seen it personally.

6 years ago
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Everything Else
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RE: Payments in AR

Interesting. Sounds like it could be a buggy thing that you'll need a support case on. Here are a few things to check that I can think of: 1. Are ...

6 years ago
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Everything Else
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RE: PO line item order attribute on Report Designer

There are two fields: Line Nbr. (POLine.LineNbr) and Line Order (POLine.SortOrder): Line Nbr. should be the original order that the lines were en...

6 years ago
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Everything Else
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RE: Disappearing GL Accounts in Chart of Accounts

Can you hover over the red X error message that you get on the Chart of Accounts (GL202500) screen when you try to delete these GL Accounts, take a sc...

6 years ago
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Everything Else
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RE: Replenishment Demand Calculation and Order Types

Toon, I don't know of a way to put a restriction on Replenishment in terms of how far into the future it looks for demand. I just took an item tha...

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

Taking the 2 items in a category example since there are less items, are you wanting replenishment to pool the supply and demand to make a suggestion ...

6 years ago
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Everything Else
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RE: Exporting Reports to Other Companies

Absolutely, just use the Reports area rather than the Analytical Reports area.

6 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Making AUG Forums Better

Thanks Toon. I'll consider this for the future.

6 years ago
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Everything Else
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RE: Excel Export Issues

Sometimes I wish things would stay broken rather than fix themselves unexplainably 🙂

6 years ago
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Acumatica Report Designer
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RE: Automatic Task Creation with Business Event and Import Scenario

Nice use case Kevin!

6 years ago
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Everything Else
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RE: Tax Line Items on Invoice

Hi Nicholas, A Subreport would probably work well here. Since there could be multiple Tax lines for an Invoice, if you include ARTaxTran in a Join, ...

6 years ago
Forum
Acumatica Report Designer
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RE: Stock items lines on invoice sometimes double up randomly when there is more than one batch number

Hi Deonie, Can you attach your .rpx file?

6 years ago
Forum
Acumatica Report Designer
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RE: Apply Updates - Minor Updates

Adding a link here to a related blog post:

6 years ago
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Everything Else
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RE: Import Scenario for RC Sales Order Type

I was just able to get this to work in my Acumatica 2019 R2 (19.203.0042) environment, but it only imported the 1st line:

6 years ago
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Everything Else
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RE: Editing text in CRM Activities

I haven't noticed this personally, but it wouldn't surprise me that it doesn't work as well as Word.

6 years ago
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Everything Else
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RE: Question on admin permissions

Security is done by Tenant. So, if your username and password are the same in multiple Tenants then you can easily toggle between the Tenants. Even ...

6 years ago
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Everything Else
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