Justin, I'd recommend asking this on StackOverflow. You'll get better help there on customizations:

Your solution @wyatt.erp is also the one that I use. Add your vote to this if you want to see a more official feature added to Acumatica:

Strange. I wish I knew more details about how the feature worked under the hood so I could troubleshoot it better.

Do you have to use an Import Scenario for this? Does the Load Records from File button on the screen work for this purpose?

Holy cow, this is awesome Jeff. Thanks for sharing! Just curious, can you do User Defined Fields on Appointments? I noticed that User Defined Fields a...

You're ahead of me on this one Justin. Which address validator feature are you referring to? Screen names and screenshots would be awesome if you have...

I've been burned by that before too Jean. Please vote on the suggestion in this post if it's more in line with how you're expecting security to work i...

Royce, Regarding ARM reports, I hadn't thought about that. Maybe there could be a setting in the General Ledger Preferences screen for a Default User ...

I just noticed this new feature in Acumatica 2019 R2:

I just noticed this new thing in Acumatica 2019 R2! It's still missing Primary Keys, but it's a start. You don't actually need a 2019 R2 environme...

@daniel-o Back to the original Post on this Topic, it looks like you can now do this without code in Acumatica 2019 R2. It's now a setting on the Or...

@alisann-crough 1. How about SOOrder.Priority, will that work? 2. There is a really good Report Designer Formatting section in the S130 Reporting:...

Sorry Rheanie, I'm not sure what you're asking here. From your screenshot it looks like you have processed a Purchase Receipt Return. Did that not re-...

Bummer. Personally, I don't use it. I just keep saving the report and running it within Acumatica. It's not too bad, my fingers just get used to doing...

Take a look at this Discussion Topic:

Steve, I agree with Royce that the tricky part is assigning User Roles. But here's something to get you started importing Users/Passwords: Here'...

As far as I know, it's tied to the Administrator User Role.

Nice Ellie!

Hey Royce, Thanks for sharing your solution. I modified it slightly and put the Module in the Data Source rather than hard coding "AP". But I'm not ...

Try doing this on the Import Scenarios (SM206025) screen: My Excel file looks like this: This is what the record looks like before running t...

Ah, now I see what you mean @royce-lithgo. Now I'm getting it too. The software on the Forums is trying to preview the link from Carl. I'm not sure ho...

Using a SQL View is the only workaround that I know of, other than writing a bunch of C# code. Here's an article for more info:

Thanks for the screenshots Tami! On the Reporting Groups (TX205200) screen do you then have a Reporting Group for Exempt Sales? That might be what Mim...

I'd love to see them offer something like a "cold" storage option where you "purge" the data out of the Acumatica database, but into a blob in AWS (es...

Last time I looked at that Payments DAC, it wasn't getting calculated outside of the Sales Orders (SO301000) screen, but maybe that's changed in recen...

What kind of "activities" do you want to report on? Are you just looking to count Shipment records? Shipment Line records?

Judy, I'm sorry that you are in such a frustrating situation. Sounds like you might need a re-implementation. I hope that you are able to work through...

I think you can do Incremental Refresh in Power BI Dataflows. I haven't tried it personally, but I assume that you'd have to give it a key so it doesn...

If you don't want to use the Import Scenarios, you could also use the Load Records from File button on the Journal Transactions (GL301000) screen to l...

What about creating the Cash Account, but putting that Cash Account into the AP Account field on the GL ACCOUNTS tab of the Vendors (AP303000) screen ...

I wasn't able to remove the Rating. But I changed the Rating Levels so all 10 Rating Levels aren't being used. And we both now land in the same 10/10 ...

Hi Tami, You have to go Table by Table, Field by Field, and decide which fields you want to audit. You don't want to track everything or you will brin...

For FIFO Layers, try starting with the INCostStatus Data Access Class.

I would do the SQL View method discussed above and outlined here in this post: As long as you build everything locally, you can package everything (in...

What about using PMBudget?

You have to setup Equity accounts as Liability accounts unfortunately. You can tell that a Computer Programmer (not an Accountant) made that decision ...

Nice suggestion Fred!

I haven't done it personally. I haven't come across a client yet where the volume justified the time to setup the import.

Here's a link to a related post that Royce made a while back that shows some sample HTML code:

Muhamad, Are you using the GitHub customization?

Vote on this to change the behavior you experienced in #1

Acumatica now integrates with ShipEngine which supports international shipping

Great point Shawn. Also worth mentioning here the External File Storage (SM203540) screen which allows you to tell Acumatica to store the files outsid...

What about starting with MasterFinPeriod then doing a Left Join to GLHistory. You'd have to turn Null values into zero values.

Wish I could help here, but I haven't done much with Allocation Rules yet. Are you checking the By Date field on the Allocation Rules (PM207500) scree...

Does checking the Auto Complete (%) checkbox on the COST BUDGET tab of the Projects (PM301000) screen cause the Completed (%) field on the TASKS tab t...

Wish I could help here, but I personally haven't done anything with the Deferred Revenue Management module yet.

That's weird. I'll have to keep my eye out for this. It's not doing that for me, but it could be because I already "read" the post which makes it chan...

Very clever Kevin. This is interesting. Some questions: 1. When you say "no related sales order" did you actually mean "no related so invoice" or do y...

Did you get this working? I've had trouble in the past getting it to start moving along. Can't remember what I did other than checking Active for diff...