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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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Topic
Disable Email Scheduling or Enable Email Scheduling
7 years ago
Forum
Everything Else
Replies: 0
Views: 2776
Reply
RE: Acumatica Integration with Amazon

Awesome!

7 years ago
Forum
Everything Else
Topic
Acumatica Integration with Amazon
7 years ago
Forum
Everything Else
Replies: 8
Views: 4125
Reply
RE: Acumatica Report Designer Download

Looks like the separate standalone installer for Report Designer is planned to be reintroduced in Acumatica 2019 R2:

7 years ago
Forum
Acumatica Report Designer
Reply
RE: Setting up User Security

Here are details on how to do User Security with a Customization Project:

7 years ago
Forum
Everything Else
Topic
Moving Acumatica User Security (User Roles) Between Tenants (Companies)
7 years ago
Forum
Everything Else
Replies: 8
Views: 9054
Reply
RE: Calculation across columns - ARM Reports

You can definitely do formulas. If you could mockup a simplified version of what you're trying to do in Excel, with Excel formulas that accomplish wha...

7 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Drill down reports

I haven't done it, but I would probably start with a Generic Inquiry just because Report Designer is a lot more time-consuming to work with. You could...

7 years ago
Forum
Acumatica Report Designer
Reply
RE: Timecard reports/queries

Not sure if this helps, but I put together this report a few years ago. The first one is the report, but you need the 2nd and 3rd reports since they a...

7 years ago
Forum
Everything Else
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RE: Sales vs Returns GI

I agree with Shawn, to do all this in Acumatica, you'll need a SQL View. Or, as Royce pointed out, you could use Power BI. You could even just do it i...

7 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Stock Item Average cost

The Valuation Method field on the GENERAL SETTINGS tab of the Stock Items (IN202500) screen has to be set to Average: Then the Average Cost field o...

7 years ago
Forum
Everything Else
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RE: Automatically Post on Release inventory option not working for some documents

So a Shipment, for example, will create the Inventory Issue document in a Balanced status and it won't get Released automatically? And the Automatical...

7 years ago
Forum
Everything Else
Topic
OData Refresh Only Updated Records
7 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
Replies: 2
Views: 5498
Reply
RE: OData Request Failed - Error 500

Glad you figured it out Taylan. And thanks for reporting back with your solution.

7 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
Reply
RE: Acumatica Smart Shipment integration with UPS WorldShip and FedEx Ship Manager

Personally, I'm not too concerned with Pre Release here because it looks to me like it functions like a macro and just copies data into the graphical ...

7 years ago
Forum
Everything Else
Reply
RE: Mobile App locking up on Androids

I use the Android Mobile app, but I don't use it a ton. What do you mean by locking up? Does it freeze? Does it crash? Does it spin infinitely?

7 years ago
Forum
Everything Else
Reply
RE: Validate Inventory Process

I'm still not sure why it's needed other than recalculating Qty. Available when you change the settings in Availability Calculation Rules (IN201500) s...

7 years ago
Forum
Everything Else
Reply
RE: Setting up account and subaccount security

I think you can add them manually to the GL Account Access (GL104000) screen. Trying this for Group Type A since Group Type A Inverse, B, and B Invers...

7 years ago
Forum
Everything Else
Reply
RE: Refining Selector Field

I think you have to build this into the Company Tree (EP204061) screen. Can you create a separate top-level folder for the Expense Approver tree?

7 years ago
Forum
Acumatica Report Designer
Reply
RE: Adding Report Version to Reports

Hey Matt, What about something like this on the Generic Inquiry (SM208000) screen?

7 years ago
Forum
Acumatica Report Designer
Reply
RE: How to add a UNC link to a form?

What about using OneDrive or Dropbox so you can get a regular HTTP path? Or do something like this:

7 years ago
Forum
Everything Else
Reply
RE: Acumatica Capabilities Outside of its ERP System

Very cool Bobby. Thanks for sharing the code that you used!

7 years ago
Forum
Everything Else
Reply
RE: Overlapping Data Sources

Thank you for sharing your solution Armando. It's people like you who have caused me to learn a lot from this forum too.

7 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Update Existing Line Record

Wow, this is AWESOME! Thank you so much for sharing this.

7 years ago
Forum
Everything Else
Reply
RE: Reports Button Security

I have noticed the same thing as you pointed out. "Explicit" access trumps "Inherited" access. Otherwise, higher level access wins. It's especially an...

7 years ago
Forum
Everything Else
Topic
Acumatica Event Handlers - FieldSelecting / FieldDefaulting / FieldVerifying / FieldUpdating / FieldUpdated
7 years ago
Forum
Everything Else
Replies: 2
Views: 9649
Topic
Same Global Alternate ID on multiple Items
7 years ago
Forum
Everything Else
Replies: 6
Views: 2675
Reply
RE: Month End Purchase Receipts/Inventory don't match GL

I forgot about this approach that I tried a while back. It might help you:

7 years ago
Forum
Everything Else
Reply
RE: Acumatica Lot and Serial Number Attributes

Very cool. You are the Attribute master Harsha! I remember that Sales Order screen you showed me back at Acumatica Summit 2016 in Orlando. I doubt the...

7 years ago
Forum
Everything Else
Reply
RE: Opportunity Screen - Relation to Sales Order Number

The ORDERS tab of the Opportunities (CR304000) screen makes it seem that there can be multiple Sales Orders for an Opportunity so I don't think it can...

7 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Split Commissions

Hey Shawn, Big congrats on being appointed to ITA President (click for news)! I'm not sure why the + and x icons are there. The Default Salesperson fi...

7 years ago
Forum
Everything Else
Reply
RE: Is there any impact to existing license if we add new company?

That's a bummer 🙁

7 years ago
Forum
Everything Else
Reply
RE: Budgeting- with percentages

Note that Velixo Reports and Solver BI360 provide more advanced budgeting capabilities if you find that Acumatica is too limited.

7 years ago
Forum
Everything Else
Reply
RE: New to Acumatica and GIs

Hi Joseph, Can you attach the exported Generic Inquiry XML file? Or at least some screenshots of it?

7 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Replenishment Demand Calculation and Order Types

Interesting, I hadn't thought about Kit impact on Replenishment before. Glad you pointed that out!

7 years ago
Forum
Everything Else
Topic
Accounts Receivable Document Type Database Code Values
7 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 0
Views: 3944
Reply
RE: Pop Up Notes showing on Mobile App

I haven't been able to get it to work in the Mobile app. I don't think it's there yet.

7 years ago
Forum
Everything Else
Reply
RE: Make Tax Digital - UK HRMC Requirement

Thanks for sharing Carl

7 years ago
Forum
Everything Else
Reply
RE: Making AUG Better

Thanks Carl. I haven't done much with the module yet myself, but I'll try to think of something to contribute too.

7 years ago
Forum
Everything Else
Reply
RE: How to add a UNC link to a form?

And you want the PDF to print when say a certain report is printed? Or maybe all PDFs to print for all the Items listed on a report?

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

Very cool that you were able to get it working Brandon.

7 years ago
Forum
Everything Else
Reply
RE: Schedule Sales Order Details by Inventory Item report to run monthly

What about setting the Report Parameter defaults in the Report Designer report definition itself?

7 years ago
Forum
Acumatica Report Designer
Reply
RE: Customizing a fields ability to pick

That's interesting. Pretty much every Lookup that I've seen has a filter icon where you can set filters, including default filters. But the Inventory ...

7 years ago
Forum
Everything Else
Reply
RE: Currency Management- how to reverse the entry posted by currency management?

I'd love to see a screenshot of the out-of-balance journal entry. I've never seen one in Acumatica before. I agree, this is a critical error.

7 years ago
Forum
Everything Else
Reply
RE: Is there any impact to existing license if we add new company?

I can't remember what version this was introduced in, but this ACTIONS -> Change to Test Tenant option should allow you to turn what is now called ...

7 years ago
Forum
Everything Else
Reply
RE: Import Scenario (Stock Items Change ID)

That's a good way of putting it 🙂

7 years ago
Forum
Everything Else
Reply
RE: Trying to filter out inventory quantities from second warehouse

Are you applying your filter to the INLocationStatus.SiteID field?

7 years ago
Forum
Acumatica Report Designer
Reply
RE: Invoice is a sort order

Which Invoice form are you looking at? Each Invoice has one Invoice Date so do you mean that you are printing a batch of Invoices and want them sorted...

7 years ago
Forum
Everything Else
Reply
RE: Sorting Issue Sales Profitability by Customer Class and Customer

The Data -> Sorting field on the Report Properties only sorts the Detail Section which is empty for this report unfortunately. Pretty much everythi...

7 years ago
Forum
Acumatica Report Designer
Reply
RE: Refining Selector Field

Do you have anything setup in the Company Tree (EP204061) screen? That screen should restrict who an Employee can see.

7 years ago
Forum
Acumatica Report Designer
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