Ah, I see. Creating sub territories on zip code is something that Power BI is really good at. You just need a mapping tables that allows you to map to...

Take a look at these joins in the Trial Balance Summary (GL632000) report. I think you could do something similar in your Generic Inquiry.

Argh, you're right. It's either you expand Account or Subaccount, but not both in ARM. So back to Report Designer then. Have you tried doing a Cross j...

What if you just populate the Location and Quantity fields in the upper-right of the Kit Assembly (IN307000) screen instead of trying to populate anyt...

The Help Desk system is built-in to the CRM module. Tickets are called Cases in Acumatica. Regarding upcoming events, what about just using a Wiki for...

For the YTD across multiple calendars, it sounds like you get to have some fun with DAX 🙂

Interesting. Thanks for sharing the solution.

For matching on the line number, isn't page 93 more what you're looking for? As for the PO LINK button, I've never tried that. Not sure how you wou...

Have you tried the SOInvoice.CuryPaymentAmt field?

Are you trying to reconcile the Purchase Accrual Summary (PO630500) report to the Trial Balance Summary (GL632000) report? And then also the Inventory...

I don't think it's possible from what I can see. I don't see any conditional settings in that area. If you could pull it off, I think it would have to...

So, should we continue the conversation on that Topic? Here is the link: I'm still struggling to pinpoint your exact issue. I need to be able to repr...

What we really need in Report Designer is the ability to reference fields in the calculations of other fields like you can do in Excel. But that funct...

Also, it's worth pointing out that Paramount WorkPlace has an eProcurement solution that's more robust than the Requisitions in Acumatica if you find ...

I just used the one step approval that's available in the SalesDemo environment: It seems like you want a 2 step approval. But your screenshots abo...

Did you make sure that you enabled notifications in your phone's settings for the Acumatica mobile app? I've done it successfully before, but I can't ...

Good idea. I just added my vote.

I can't think of a way unfortunately. I think your best bet will be to use the Window Mode option of New Tab on the NAVIGATION tab of the Generic Inqu...

Hmmm, it might not be able to do it, not sure though. If you run the subreport standalone, does it export to Excel?

You might want to try StackOverflow for this since it's more of a customization question:

I'm not sure how to get both Account and Subaccount. If you do this formula in a calculated column in the Column Set: =@AccountCode+' - '+@AccountDesc...

Hi Joslyn, What about using @RowCode in your formula to detect what row you're on. Rows before a certain number would be Income, rows after a certain ...

Hi Geremy, When you use the Email Invoice/Memo action on the Print Invoices and Memos (AR508000) screen: I'm pretty sure that it uses the notificat...

Hi Geremy, You're probably better off on for stuff like this. I can add a simple data entry field to a screen, but when it comes to lookup fields, va...

Done, great idea Carl. Do you have anything you can post so the forum won't be empty?

Hi Ryan, I haven’t done this personally, but what about just attaching a small computer (Chromebook, etc.) to the TV? As long as that computer has a w...

It looks like Acumatica added this option to the standard report:

Thanks Royce. Top of my list at the moment is to find a way to allow pasting an image from your clipboard directly into the post editor so we won't ha...

I think you would just define the Account mapping in an Excel table in order to use Velixo Reports for consolidations.

Hi Chris, It would probably be easier to use the Financial Report Writer (ARM) for this. There is a setting for displaying zero balances.

I didn't realize you could even store a DHL account on the Customer Location. Can you include a screenshot?

Interesting. So it seems like it was a problem with permissions on menu folders and not the menu screens themselves.

Hi Armando, A couple questions: 1. Can you include a screenshot of the Column Set? Actually, even better, can you export the report and attach it? 2. ...

I don't know of a way to update it either, aside from maybe trying to update INItemCost.MaxCost in the database.

I've done it before and it worked for me. Are you sure that you don't have any customizations in place on that screen?

You could also do a Debit Memo for the reversal, then a Credit Memo (or another Bill) with the correction. Then just apply the two documents together....

Can it be done with an Allocation Rule?

I agree with Shawn and Royce about Power BI. To do this in Report Designer, you'd probably have to use Subreports or Variables.

Good idea Royce. Hazen, you could create a GI that looks at the SiteMap table to see, when it happens again, if the Screen ID is used in multiple plac...

Hi Daniel, How is this different from the out-of-the-box Trial Balance Summary (GL632000) report?

Nice Hazen!

I've never had that happen to me before. I think you found a bug 🙂

I tried this, but it didn't work. Maybe sharing it will give you some ideas. I added the COLOR Attribute as a User Defined Field to Invoices: Then ...

I just tried, but wasn't able to get it to work either. Just curious though, in this case why not use Automation Steps to have ACTIONS -> Email Inv...

I just tried and it worked for me. Have you tried removing the first line highlighted below?

Hi Nadiya, You would have to use the Power BI Row Level security feature. It's separate from Acumatica Row Level security. But since Power BI Row Leve...

Can you check the PageBreak value for the section before it?