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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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RE: Generic Inquiry Projects and Sales Orders

This is turning into a really cool Discussion Topic!

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Moving from one Windows AD Forest to Another

Thanks for posting the solution. Just curious, is this local/hosted Active Directory or Azure Active Directory? And are you only using it for SSO or a...

6 years ago
Forum
Everything Else
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RE: Forecast and seasonality

I'm starting to take some notes on this as I go through the formula:

6 years ago
Forum
Everything Else
Topic
Demand Forecast Model of Moving Average - My Notes
6 years ago
Forum
Everything Else
Replies: 13
Views: 6043
Topic
Importing from Excel using Null Value
6 years ago
Forum
Everything Else
Replies: 2
Views: 3260
Topic
Modified Wikis Protected during an Upgrade?
6 years ago
Forum
Everything Else
Replies: 0
Views: 1613
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RE: New Screen for Sales Orders Menu

I wish Acumatica would prevent you from creating multiple screens with the same Screen ID. But I think it at least gives you a warning in recent versi...

6 years ago
Forum
Everything Else
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RE: Hidden rows still appear

Interesting. I guess even 1 or 2 pixels can add up to a lot of whitespace over multiple records.

6 years ago
Forum
Acumatica Report Designer
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RE: GI with 2 or more different values

Holy cow, this is an awesome technique! I love it! Thanks for sharing @wyatt-erp! I'm adding the phrase UNION ALL to this post since UNION ALL is how ...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Report from Inquiry Screen

I just checked the release notes and it looks like the EXPORT AS REPORT button was added in Acumatica 2018 R2.

6 years ago
Forum
Acumatica Report Designer
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RE: Multiple Values for a Parameter

I haven't seen anything unfortunately.

6 years ago
Forum
Acumatica Report Designer
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RE: Business event triggering an email based on Custom GI question

Interesting. Sounds like there must be a difference in the configuration between the two environments. The question is where.

6 years ago
Forum
Everything Else
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RE: Company Tree and Approval Maps

Thanks for pointing this out Megan. I agree, this can be unexpected behavior. Personally, I try to avoid the Company Tree altogether and just assign i...

6 years ago
Forum
Everything Else
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RE: Restriction Groups

There is the Default Restriction Group field on the Customer Classes (AR201000) screen which should default any new customers created into a Restricti...

6 years ago
Forum
Everything Else
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RE: Read Receipts

@nicholas-smith, I'm curious what you're having Acumatica do with your email after it reads it. I'm not sure if there is a way to turn off the "read" ...

6 years ago
Forum
Everything Else
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RE: Automation steps to create required fields

I agree with Andy, especially since Acumatica seems to be moving away from Automation Steps and towards making it easier to make workflow changes in C...

6 years ago
Forum
Everything Else
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RE: Generic Inquiry via REST API

@jerwin-alimuin, are you using a REST API or connecting to the Generic Inquiry over OData? You can get OData to return JSON by doing this: You can als...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Stack Imports

That's an interesting idea. It might be possible, but I'm not sure personally how it could be done. Of course, you can add a schedule to the Process I...

6 years ago
Forum
Everything Else
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RE: How do I best set a sales price on a kit?

1. Does the cost of the two items fluctuate and automatically need to be reflected in the sales price of the main item? 2. Does the warehouse need to ...

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

Hi C4, If I'm understanding correctly, it sounds like you want to have multiple BOMs in place for different customers. Then, when you create a Product...

6 years ago
Forum
Everything Else
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RE: Balancing WIP to GL in month end process

Hi JMC, I would definitely recommend reconciling Manufacturing WIP to the General Ledger. You can use the Work in Process (AM654000) report which ...

6 years ago
Forum
Everything Else
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RE: AUG Hello

Definitely remember that guy. Good example of why business is better learned hands-on rather than in a classroom.

6 years ago
Forum
Everything Else
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RE: AUG Hello

Hey @shawn-slavin, I'm posting this picture here on the AUG Hello discussion topic from a few months ago when I saw you in Tulsa.

6 years ago
Forum
Everything Else
Topic
AUG Hello
6 years ago
Forum
Everything Else
Replies: 8
Views: 3446
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RE: Update a table from resulting Inquiry

If you look on the Site Map for a Generic Inquiry, you'll see that every Generic Inquiry gets launched by the same .aspx page. Can't remember the page...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Ability to add a Total Column on a tabular report

Good move. Velixo is great!

6 years ago
Forum
Acumatica Report Designer
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RE: Import AP Bills and AR Invoices

You can use the Raise an Error on Duplicate Vendor Reference Number checkbox on the Accounts Payable Preferences (AP101000) screen to throw an error w...

6 years ago
Forum
Everything Else
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RE: Sales Order Posting Options

I haven't used it myself, but it looks promising and it seems like Gregg Mercede has used it with his customers.

6 years ago
Forum
Everything Else
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RE: Error: Cost to Qty Imbalance

I wonder if the Validate Inventory (IN505000) screen might help to get quantities and costs back in sync again.

6 years ago
Forum
Everything Else
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RE: IN document not being released automatically

Hey Royce, Maybe it's a bug in your version? I just tried this in 19.203.0042 and it worked for me.

6 years ago
Forum
Everything Else
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RE: Generic Inquiry Projects and Sales Orders

Note that you can use Power BI inside Excel. Using Data -> Get Data -> From Other Sources -> From OData Feed on the Excel Ribbon will take yo...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: scanning a document directly into an Acumatica window?

This is my preferred solution:

6 years ago
Forum
Everything Else
Topic
Acumatica User-Defined Fields (UDF) vs. Attributes
6 years ago
Forum
Everything Else
Replies: 3
Views: 5178
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RE: Sales Order Posting Options

Hey Kevin, Have you seen this?

6 years ago
Forum
Everything Else
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RE: Excel Odata - Underlying Connection was closed.

What URL are you using?

6 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: Import Scenario to add Customer Pop-up Notes

Sweet! I love learning stuff like this. Thanks for sharing.

6 years ago
Forum
Everything Else
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RE: Create a "State" Parameter

Beautiful!

6 years ago
Forum
Acumatica Report Designer
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RE: Can you Invoice in advance a Sales Order for items you don't yet have in stock?

Good point Ellie. The IN Order Type is not a solution to the original question on this Topic.

6 years ago
Forum
Everything Else
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RE: Enhancement list

I would check the release notes for each version:

6 years ago
Forum
Everything Else
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RE: GI with 2 or more different values

The only way that I can think to do it would be to use subqueries. And the only way I know of currently to do subqueries would be to create a SQL View...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Report from Inquiry Screen

If it's a Generic Inquiry, then there's the "fairly new" EXPORT AS REPORT button on the Generic Inquiry (SM208000) screen that allows you to get a fas...

6 years ago
Forum
Acumatica Report Designer
Reply
RE: Automated Warehouse Operations Special Commands Barcodes

I haven't, but I don't see any reason why they wouldn't work. Referencing the help article here with the list of commands that you mentioned:

6 years ago
Forum
Everything Else
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RE: Charting in Report Designer "Property Value is not Valid"

Was the Chart working before and now it's not working? Or was it never working? I've never done a Chart before, but I just tested adding one to the ...

6 years ago
Forum
Acumatica Report Designer
Reply
RE: Style Color not switching on Value

Did you paste the exact same formula into both the Data Field and Style fields on the RESULTS GRID tab of the Generic Inquiry (SM208000) screen?

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Shutdown in progress...

For SaaS they normally send out a notification letting people know when they'll be performing maintenance. Did you get a notification?

6 years ago
Forum
Everything Else
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RE: User rights - setting home page to a dashboard

Much cleaner in 2019 R2 because there is no more "Modern UI" and "Classic UI" concept. There is just one UI in 2019 R2 so you don't have to put the Da...

6 years ago
Forum
Acumatica Dashboards
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RE: Shifting Year Back in Title

Try this for going back one year: =Format( '{0: MMM d, yy}', DateAdd( Report.GetPeriodEndDate(@StartPeriod), 'y', -1))

6 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Moving Acumatica User Security (User Roles) Between Tenants (Companies)

Not sure. I didn't have to do anything "special" for them to come up. Does your user have access to those screens on the menu? Did you try sorting on ...

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

I see, so not only is the same Item listed multiple times on your Sales Order, but the same Item and Lot Number are listed multiple times on the Sales...

6 years ago
Forum
Acumatica Report Designer
Reply
RE: Has Anyone Built Any Import Scenario's for Service Management?

Hi Siva, It looks like you are trying to import into multiple fields so it's hard to tell what the problem might be. My suggestion would be to sta...

6 years ago
Forum
Everything Else
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