AugForums.com

An Acumatica User Group

  • Free
    • Start Here
    • In-Person Gatherings
    • Power BI Workshop
    • Podcast
    • Rolodex
    • Blog
    • Forums
  • Paid
    • AugSQL
    • GI Course
    • GI Library
    • Consulting
  • Register
Acumatica Forums

By using this website, you agree to our Terms of Use (click here)

Tim Rodman
Tim Rodman
@timrodman
Forum Home   |   Recent Posts
Admin
Famed Member
Follow
Profile Activity
Topics: 244 / Replies: 2960
AllTopicsReplies
Topic
Progress Billing with Create Pro Forma on Billing
7 years ago
Forum
Everything Else
Replies: 0
Views: 4972
Topic
Branch on Projects screen not respected by Access Role on Branches screen
7 years ago
Forum
Everything Else
Replies: 0
Views: 3548
Topic
Account Groups and GL Accounts
7 years ago
Forum
Everything Else
Replies: 0
Views: 5218
Topic
Renaming (Changing) Email Account ID
7 years ago
Forum
Everything Else
Replies: 0
Views: 3921
Topic
Importing Stock Item Attributes with an Import Scenario
7 years ago
Forum
Everything Else
Replies: 0
Views: 5815
Reply
RE: Group Headers Based on Page Number

Ya, I think they might only work in the pageHeaderSection. Why not create two pageHeaderSections and conditionally print them based on whether it's Pa...

7 years ago
Forum
Acumatica Report Designer
Reply
RE: Historical Inventory Balance Report and/or GI

Ya, I think you'd need to put a Pivot Table on top of the Generic Inquiry.

7 years ago
Forum
Acumatica Report Designer
Topic
Write-Off Customer Invoice Balances
7 years ago
Forum
Everything Else
Replies: 0
Views: 4220
Reply
RE: Notification Template - detail records

I would definitely go with a Business Event here. The Automation Notifications (SM205040) screen is now largely obsolete in my opinion.

7 years ago
Forum
Everything Else
Reply
RE: AR Locations Email adress

I'm not sure that Mailing Settings would work here because it's available on the Customers (AR303000) screen, but not on the Customer Locations (AR303...

7 years ago
Forum
Everything Else
Reply
RE: Ensuring Start Date is less than End Date in Report

Not sure. Never tried it before. The Sales Order report restricts the RefNbr options based on what the user puts in the OrderType field. Maybe you cou...

7 years ago
Forum
Acumatica Report Designer
Reply
RE: Drilldown Issue on Dashboard

Interesting. I've noticed a similar issue, but hadn't found a workaround for it. Thanks for sharing.

7 years ago
Forum
Acumatica Dashboards
Reply
RE: Historical Inventory Balance Report and/or GI

Agreed. Same approach.

7 years ago
Forum
Acumatica Report Designer
Reply
RE: Invoice Reminder Emails

You should be able to do a Business Event for this. Your Generic Inquiry dataset would be Invoices that still have a balance. And you would send the e...

7 years ago
Forum
Everything Else
Reply
RE: Vertical Text in Report Designer

Checkout Lesson 6 about Tabular Reports in this course on Report Designer: That's the closest thing I can think of, but I agree with Royce. Report Des...

7 years ago
Forum
Acumatica Report Designer
Reply
RE: Group Headers Based on Page Number

Been a while since I looked at PageIndex, PageCount, or PageOf, but, if I remember correctly, I think they are only available in the pageHeaderSection...

7 years ago
Forum
Acumatica Report Designer
Reply
RE: Inventory excluding some back-order

When you join to SOLine, are you using an Inner join? That would explain why you are missing some products. An Inner join will now only return product...

7 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Acumatica Lot and Serial Number Attributes

Nice Harsha! Are you using Acumatica Attributes in this screenshot? Or are they custom fields all added to a tab that you happened to call ATTRIBUTES?

7 years ago
Forum
Everything Else
Reply
RE: Manage / Reduce Database Size

You haven't seen a purge feature yet have you Harsha? I'm sure it's coming, especially now that more and more Acumatica customers have been running on...

7 years ago
Forum
Everything Else
Reply
RE: Acumatica 2019 R1 New Features

Thanks for pointing out the file attachments Harsha! I hadn't noticed that.

7 years ago
Forum
Everything Else
Reply
RE: Parameters on Dashboards

What build are you using? I just tried adding a parameter to the PARAMETERS tab on the Dashboards (SM208600) screen for a Dashboard that already has a...

7 years ago
Forum
Acumatica Dashboards
Reply
RE: Automatically email shipment confirmations and record when shipment actually sent

Uday, Do you want it to print to the screen automatically? Print to a printer automatically? Email automatically?

7 years ago
Forum
Everything Else
Reply
RE: Formula to add account and sub accounts on report

Can you include some screenshots Joe?

7 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Import Scenario For Re-opening and Saving

Can you include a screenshot of the Sales Orders (SO301000) screen before and after and also what you're clicking on to give you the desired result? I...

7 years ago
Forum
Everything Else
Reply
RE: Projects Module

I haven't gotten too heavily into the Projects module yet, but are you talking about the Revised Budgeted Amount field on the COST BUDGET tab of the P...

7 years ago
Forum
Everything Else
Reply
RE: Update Shipment Date on Shipment Confirmation

Hey Hazen, Sorry about that, that post was causing trouble and slowing the site down for some reason so I had to rename it. I update my previous post ...

7 years ago
Forum
Everything Else
Reply
RE: Automated ARM reporting

Thanks for sharing Daniel, especially the part about renaming to an .rpx extension. Very interesting.

7 years ago
Forum
Everything Else
Reply
RE: Managing Customizations

Royce, I agree with your database level changes comment, but some database changes (like adding a field to a table) affect all Tenants. In general I'v...

7 years ago
Forum
Everything Else
Reply
RE: AR Aged Past Due Inquiry

Maybe you can reconcile one customer at a time to find the specific customers that don't match. Then you'd have some concrete differences to investiga...

7 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Error for certain users when refreshing data in Excel

Strange. I guess that's the downside of Excel. So many different versions. I'll keep this in mind in case I run into something similar.

7 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
Reply
RE: DateTime field only showing date in Results

Ah, now I see. As far as I can tell, a DateTime field only allows you to enter the Date portion. You might need a separate custom field for the Time p...

7 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Sales order by email - Salespersons/Owners email as sender

Looks like someone already created a similar suggestion:

7 years ago
Forum
Everything Else
Reply
RE: Formatting Date / Time to pull only time

What would make this a lot easier would be a FORMAT function in Generic Inquiries. For more on that: For now, what about something like this? It doesn...

7 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Can the Freight Tax Category auto fill based on something else then the Ship Via field?

I think that the Tax Category on the DOCUMENT DETAILS tab of the Sales Orders (SO301000) screen defaults from the Tax Category field in the ITEM DEFAU...

7 years ago
Forum
Everything Else
Reply
RE: Consolidation "Restriction on Financial Periods"

That might have been it. I'll try to remember to chime back in here the next time I need to configure consolidations.

7 years ago
Forum
Everything Else
Topic
Rocky Mountain Acumatica User Group Event
7 years ago
Forum
Everything Else
Replies: 0
Views: 1893
Topic
Phone Mask by Country
7 years ago
Forum
Everything Else
Replies: 4
Views: 6947
Topic
Instance vs. Tenant vs. Company vs. Branch
7 years ago
Forum
Everything Else
Replies: 0
Views: 6065
Reply
RE: How to Add a Variable in Report Designer

Do you have a screenshot of where you want the totals? You might be able to accomplish this without variables. If you need to add variables, you can d...

7 years ago
Forum
Acumatica Report Designer
Reply
RE: Historical Inventory Balance Report and/or GI

It could probably be done, but it would take some work. The tricky thing with that report is that there are two joins to INItemSiteHist. I think it's ...

7 years ago
Forum
Acumatica Report Designer
Reply
RE: Project Accounting Reports

Good call on pointing out Velixo Reports Shawn.

7 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: My Import Scenario Wishlist

The Load Records from File buttons are great, but as far as I can tell they only work on grids. I'm not sure if they could be made to work for somethi...

7 years ago
Forum
Everything Else
Reply
RE: Yearly Sales Trend

Hi Casey, Can you mockup what you are looking for in Excel? Bar Chart? Line Chart? Also, some other questions to consider: 1. Do you consider Sales to...

7 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Inventory List GI including Sales Price, Avg Leadtime, Last Cost, Vendor Cost, Last PO, and Last PR Receipt

That's quite an ambitious list of joins Dwilk. Thanks for sharing. I'm especially interested in the join from InventoryItem to ARTran. Is this returni...

7 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Unit Set filtering on ProjectID

Thanks for posting the solution Myrcenary. Just curious here, have you tried removing it from the End Project field to see if it behaves the same? I h...

7 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Format of the financial period from the textbox.

Hi Siva, So you want to run the report for 01-2019 and have, say, four columns print with the following headings? JULY AUGUST SEPTEMBER ...

7 years ago
Forum
Acumatica Report Designer
Reply
RE: Screen Based API json?

Hi Travis, Have you seen this Help article? Also, you can import a starter kit into Postman: 1. Go to the Web Service Endpoints (SM207060) screen a...

7 years ago
Forum
Everything Else
Reply
RE: 5. Stuff That Should Never Happen (STSNH) Dashboard - Summit 2019 Session Examples

Hi Bruce, The SQL View is looking for Accounts Payable accounts defined in the Vendor Classes: Is it possible that your Accounts Payable accounts are...

7 years ago
Forum
Acumatica Dashboards
Reply
RE: DateTime field only showing date in Results

Hi Moira, You want them to enter a time like 8:04am and have it filter to show all appointments for 8:04am?

7 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Need help joining Sales Order with Appointment (or Service Order)

Hi Alisann, Thanks for posting your answer. I don't know the Service Order module very well, but I just checked the primary keys on those tables and i...

7 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Page 39 / 65 Prev Next

Online Members

 No online members at the moment

Acumatica Forums

Terms of Use & Disclaimers :: Privacy Policy

Copyright © 2026 · AUG Forums, LLC. All rights reserved. This website is not owned, affiliated with, or endorsed by Acumatica, Inc.