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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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Topic
Acumatica Schema Browser from Juriy
6 years ago
Forum
Everything Else
Replies: 12
Views: 5012
Reply
RE: Acumatica Capabilities Outside of its ERP System

Thinking about this further, you could use the activity tracking capabilities in Acumatica for Events. You just need a record to attach them to. What ...

6 years ago
Forum
Everything Else
Reply
RE: Create shipment for sales order in import scenario

It will be interesting to see how the new Workflow Engine (introduced in 2020 R1, but only in CRM) affects these Import Scenarios once the Workflow En...

6 years ago
Forum
Everything Else
Reply
RE: Restricting Periods a Report Can Be Ran For

The only thing I can think of would be to do something like this in the Column Set: By hardcoding 2020 in the Column Set, it will only take t...

6 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Update Existing Vendor Import

I didn't have to mark Active on for mine to work, but sounds like that it works for @fred-zhou. Here's my screenshot again: I did notice that...

6 years ago
Forum
Everything Else
Topic
Acumatica Add-In for Microsoft Word?
6 years ago
Forum
Acumatica Report Designer
Replies: 7
Views: 3588
Reply
RE: Making AUG Forums Better

Fairly new, but I can't remember exactly when it got introduced. Works on mobile too which I'm using right now to type this reply 🙂

6 years ago
Forum
Everything Else
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RE: Transaction-specific costing

This improved a little in 2019 R2. You still can't change the Unit Cost on the Sales Order Line specifically, but there are now some additional costin...

6 years ago
Forum
Everything Else
Reply
RE: Report comparing current year period to same period in previous year

Also checkout the new Corporate Card feature in Acumatica 2019 R2:

6 years ago
Forum
Acumatica Report Designer
Reply
RE: Extend to Customer or Extend to Vendor

This allows you to use either ACTIONS -> Extend to Vendor on the Customers (AR303000) screen or ACTIONS -> Extend to Customer on the Vendors (AP...

6 years ago
Forum
Everything Else
Reply
RE: Creating a Line Level Report, Bills Overview

Picking up an old post here. How have you found things in practice? Personally I like to recommend only having 1-2 people with permissions to modify G...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Disassembly not defaulting the components default location for the warehouse

Have you looked at the Manufacturing modules for this? Kits are pretty limited.

6 years ago
Forum
Everything Else
Reply
RE: Cash Account default by branch

This one is definitely not so intuitive, at least it wasn't to me, someone had to point it out to me. You can't have default Cash Accounts per Branc...

6 years ago
Forum
Everything Else
Reply
RE: Passing Variables from Sub Report not resetting value when no Value in subreport

Did your Summit training idea work?

6 years ago
Forum
Acumatica Report Designer
Reply
RE: Diversity Spend Reporting

Seems to me like your 2 Attributes should do the trick. I'm not seeing a need to involve AP Bills. I think you could just add the 2 Attributes to the ...

6 years ago
Forum
Everything Else
Reply
RE: Error SO Report

Can you attach the .rpx file? Also, are you trying to run the report from a screen or independently from the Acumatica menu?

6 years ago
Forum
Acumatica Report Designer
Reply
RE: OData POST request returns 404 Not Found; error message: "No routing convention was found to select an action for the OData path with template '~/entityset'.

Agreed. OData only lets you read data. Here's a note from an Acumatica Developer Webinar:

6 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
Reply
RE: Company Wiki Dashboard

Hey @spoonymac, sorry, I meant set the homepage for each user individually. I didn't realize that the Site Preferences field was a global default, I t...

6 years ago
Forum
Everything Else
Reply
RE: Quote Custom field drop down - needs default value

Hey Aaron, You might want to try StackOverflow for this one:

6 years ago
Forum
Everything Else
Reply
RE: Printing a Check with MICR Encoding

For the IIS steps, check steps 1, 2, and 3 in the blog post above. Those are done on IIS. But if you are on Acumatica SaaS, they should take care of i...

6 years ago
Forum
Everything Else
Reply
RE: Copying and converting budgets to one consolidated company

I'm not sure about Budgets, but here are a couple of posts about Consolidations with Actuals:

6 years ago
Forum
Everything Else
Reply
RE: Page no is not changing in a multiple page document

Can you attach your .rpx file? I'm curious to see what section you put [Pageof] in.

6 years ago
Forum
Acumatica Report Designer
Reply
RE: The Acumatica Recruitment Assistance Program (ARAP) is looking for an available, independant Acumatica Certified Developer contractor (c#, .net, etc).

Hey Julian, Can you include a link to ARAP for those who don't know what it is?

6 years ago
Forum
Everything Else
Reply
RE: Reassign Workflow

What kind of records are these? And are A and B employees?

6 years ago
Forum
Everything Else
Topic
Importing Beginning Inventory Balances
6 years ago
Forum
Everything Else
Replies: 0
Views: 4422
Topic
Adding Project Attributes to a Report
6 years ago
Forum
Acumatica Report Designer
Replies: 3
Views: 3942
Reply
RE: How to display PDF attachment AR Invoice

Not that I know of. Here is a similar Discussion Topic:

6 years ago
Forum
Acumatica Report Designer
Reply
RE: Actual Ledgers

Oftentimes though with auditors it's just a matter of explanation and defining terms. What an auditor calls a "ledger", Acumatica calls a "company", e...

6 years ago
Forum
Everything Else
Topic
Acumatica Credit Card Processing
6 years ago
Forum
Everything Else
Replies: 10
Views: 4571
Reply
RE: Company Tree and Approval Maps

Brilliant analogy @shawn-slavin and brilliant insight. I hadn't thought about the ability to use one Company Tree for multiple top level independent ...

6 years ago
Forum
Everything Else
Reply
RE: Business event triggering an email based on Custom GI question

I learned at Acumatica Summit 2020 last week that they are beginning to pull Construction features into the core product in 2020 R1. Seems like the pl...

6 years ago
Forum
Everything Else
Reply
RE: Acumatica version 2019R1: ERP instance, companies/tenants, branches

Tenants and Companies are two different things. See this for more info: Companies can now have separate fiscal calendars if you uncheck Centralized Pe...

6 years ago
Forum
Everything Else
Reply
RE: MYOB Advanced Default Bank Account based on Branch

I can't think of a clean way to do this. A Payment Method can have one default Cash Account. But it sounds like you have 3 Cash Accounts, each belongi...

6 years ago
Forum
Everything Else
Reply
RE: Dunning letters to the Parent company

I haven't used Dunning Letters personally, but my first thought is the BILLING SETTINGS tab on the Customers (AR303000) screen. There is a Consolida...

6 years ago
Forum
Everything Else
Reply
RE: General Ledger

Can you attach your .rpx file? Part of what I want to see is where in the report the variable is calculated.

6 years ago
Forum
Acumatica Report Designer
Reply
RE: Passing Variables from Sub Report not resetting value when no Value in subreport

I just took a look and was able to reproduce the problem in my environment. The variable field displays 0, but the subreport (once I make it visible) ...

6 years ago
Forum
Acumatica Report Designer
Reply
RE: Column Set by Subaccount Attribute

You can use wildcards in both the Start Account and Start Sub fields. See this post for more details: Taking a sample P&L, if I use this o...

6 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: AUG Hello

Great meeting @christine-jacob and @robert-beardsley here at Acumatica Summit.

6 years ago
Forum
Everything Else
Reply
RE: Acumatica 2020 R1 New Reporting Features

I also get to demo the new Control Type of Selector on the Attributes (CS205000) screen so jotting down some notes about that as well. When y...

6 years ago
Forum
Everything Else
Topic
Acumatica 2020 R1 New Reporting Features
6 years ago
Forum
Everything Else
Replies: 5
Views: 3336
Reply
RE: AUG Hello

Thanks for saying hi @ashley-lemus during the Acumatica Summit keynote this morning.

6 years ago
Forum
Everything Else
Reply
RE: AUG Hello

Great to meet you yesterday @azhar at Acumatica Summit 2020.

6 years ago
Forum
Everything Else
Reply
RE: XLS downloads as tabbed reports

You could build the Excel file with OData so it could all be refreshed at the click of a button. You could even schedule it to be run automatically us...

6 years ago
Forum
Acumatica Report Designer
Topic
Sales Order Comment Lines / Memo / Note Lines
6 years ago
Forum
Everything Else
Replies: 2
Views: 4145
Reply
RE: CHeck printing - 2 copies of every check

Responding to this question from Elena on LinkedIn: Acumatica tracks whether an SO Invoice was printed on the Invoices (SO303000) screen. Not...

6 years ago
Forum
Everything Else
Reply
RE: Making AUG Forums Better

Great idea. Done!

6 years ago
Forum
Everything Else
Topic
Summit Mobile App
6 years ago
Forum
Everything Else
Replies: 1
Views: 2565
Topic
PO Receipt Nbr. on Receipts (IN3010PL) screen
6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 2
Views: 2112
Reply
RE: Welcome and Introductions

Welcome to the club Lisandro!

6 years ago
Forum
Everything Else
Reply
RE: Acumatica Report Designer Download

You can see the version underneath the Username/Password on the login screen.

6 years ago
Forum
Acumatica Report Designer
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