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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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RE: Acumatica Report Designer Union Tables

Checkout this article from Doug Johnson about how to make a SQL View available as a Data Access Class in Acumatica. Once it's available as a Data Acce...

7 years ago
Forum
Acumatica Report Designer
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RE: Sales Order - Prevent Automatic Updating of Fields When Changing Customer

I agree with others that you probably need to customize the screen. You can try going here for questions about how to customize:

7 years ago
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Everything Else
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RE: Kit Assembly of Inactive Inventory ID

Hmmm, I just checked the release notes between our versions and didn't see anything. I wonder if you'd get the same behavior if you move to the same b...

7 years ago
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Everything Else
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RE: transfer request type in PO Module

Perfect! That's the one I was thinking of too Royce. To use it, the TR Order Type has to be active on the Order Types (SO201000) screen: And you sh...

7 years ago
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Everything Else
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RE: Using an import scenario to change the item class on a stock item

Weird huh? Apparently it makes sense to programmers why the order is reversed, but not to me. Just the way it is.

7 years ago
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Everything Else
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RE: Run Reports Unattended using Scheduled Processing

Clever use of Import Scenarios Royce!

7 years ago
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Everything Else
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RE: Send Reports via Template to File Share

You could pull off something like this using Power Update (click here) if you were ok with designing the reports in Excel using OData and having the o...

7 years ago
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Everything Else
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RE: A New Way to Embed Power BI Reports in Acumatica

If Acumatica's Dashboards do the job for you, that's definitely a better option. Then all the data is live. Power BI comes in handy when you need more...

7 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: Sales Orders UOM entry

Sounds like a bug to me. I've seen where you can change the UOM on the Sales Orders (SO301000) screen and it automatically updates the Unit Price acco...

7 years ago
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Everything Else
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RE: Power BI Tile Widget No Longer Rendering

I haven't looked at them since you can now embed Power BI Reports. I just don't really see a use for them anymore.

7 years ago
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Acumatica Dashboards
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RE: Blind Shipping Vendor-Fullfilled Orders?

I don't think you can do Automatic Packaging for Non-Stock Items. There is an AUTOMATIC PACKAGING section on the PACKAGING tab of the Stock Items (IN2...

7 years ago
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Everything Else
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RE: Project Accounting Reports

I don't know the Projects module well, but my understanding is that the out-of-the-box reports are limited. Have you tried building reports using the ...

7 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Importing Acumatica data into Google Sheets via XML

I'm not sure how it would be done. You could accomplish the same thing with OneDrive and Excel Online, but it doesn't look like that is an option. You...

7 years ago
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Everything Else
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RE: Safety Data Sheet Tracking

What about attaching the sheet as a file attachment to the Shipment transaction?

7 years ago
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Everything Else
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RE: Sales order by email - Salespersons/Owners email as sender

I've noticed the same thing as Shawn. There is a difference between sending the email from an ACTION vs. using the SEND button. In general, I've found...

7 years ago
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Everything Else
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RE: How to configure Customerwise- Itemwise Commission

I think the challenge would be the same. The problem is that the Salespersons (AR205000) screen is only set to define commission percentages at the Cu...

7 years ago
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Everything Else
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RE: Passing Variables from Sub Report not resetting value when no Value in subreport

Are you sure that any records are printing in the Subreport? It doesn't look like it from the last screenshot. Since you put the variable in the detai...

7 years ago
Forum
Acumatica Report Designer
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RE: Reset Group on a Sub-Report

Try this. Two reports. The first is the Main report and the second is the Subreport. Notice how I'm calling the $Var1 from the Subreport in the Main...

7 years ago
Forum
Acumatica Report Designer
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RE: The inverse of a normal ARM Report's design

You should be able to do this. The Data Source field is basically the same whether you put it on the Row Sets or the Column Sets. How are the Contract...

7 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: CM to be the Ending Period versus YTD to be Starting Period to Ending Period

๐Ÿ‘

7 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: VisibleExpr on sections in SubReport not working

Have you tried wrapping it in the IsNull function?

7 years ago
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Acumatica Report Designer
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RE: Charging customers a freight rate dependant on the weight of the overall order

I've worked with SkyKnack before and had a good experience:

7 years ago
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Everything Else
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RE: Run Reports Unattended using Scheduled Processing

If you leave the Financial Period field empty when you save the Template, it should default to the current period according to the System Clock. But a...

7 years ago
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Everything Else
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RE: Kit Assembly of Inactive Inventory ID

What version are you running? I just tried in 18.206.0011 and I'm not able to see the Inactive item when I use the Kit Inventory ID lookup field on th...

7 years ago
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Everything Else
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RE: transfer request type in PO Module

Hmmm, I never noticed this feature before. Could the Transfer Order act as the Transfer Request? Maybe put an approval process on it before it becomes...

7 years ago
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Everything Else
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8. Power BI โ€“ % of New Sales - Summit 2019 Session Examples
7 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
Replies: 1
Views: 3582
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7. Exporting to Excel vs. OData - Summit 2019 Session Examples
7 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
Replies: 0
Views: 6757
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6. Business Events โ€“ Creating a Task Automatically (Summit 2019 Session Examples
7 years ago
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Everything Else
Replies: 5
Views: 5578
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5. Stuff That Should Never Happen (STSNH) Dashboard - Summit 2019 Session Examples
7 years ago
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Acumatica Dashboards
Replies: 7
Views: 4515
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4. Actionable Generic Inquiries & Dashboards on Mobile - Summit 2019 Session Examples
7 years ago
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Acumatica Dashboards
Replies: 0
Views: 4158
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3. Actionable Generic Inquiries & Dashboards - Summit 2019 Session Examples
7 years ago
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Acumatica Dashboards
Replies: 0
Views: 3254
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2. Banded Values (Small, Medium, Large) - Summit 2019 Session Examples
7 years ago
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Acumatica Generic Inquiries & Pivot Tables
Replies: 0
Views: 3193
Topic
1. Displaying Record Created Date/Time - Summit 2019 Session Examples
7 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 8
Views: 5179
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RE: Acumatica Report Designer Download

Morgan, Right, Report Designer is only needed to edit reports. When you run a report, it's running through your web browser using the Acumatica Framew...

7 years ago
Forum
Acumatica Report Designer
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A New Way to Embed Power BI Reports in Acumatica
7 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
Replies: 11
Views: 9170
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RE: AcumaticaDB Locked

Thanks for sharing MWA. I didn't know about the UPLock table.

7 years ago
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Everything Else
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Prevent Acumatica New User Email
7 years ago
Forum
Everything Else
Replies: 1
Views: 3523
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RE: How do you create a new design template in Report Designer?

What a great way to get the job done. I love it! I hope your AUG experience has been good on mobile.

7 years ago
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Acumatica Report Designer
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RE: Historical Inventory Valuation at Lot Nbr level

That's a bummer ๐Ÿ™

7 years ago
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Everything Else
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RE: How do you create a new design template in Report Designer?

I love that good old fashioned screenshot ๐Ÿ™‚

7 years ago
Forum
Acumatica Report Designer
Topic
Automatically email shipment confirmations and record when shipment actually sent
7 years ago
Forum
Everything Else
Replies: 25
Views: 10797
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RE: Reporting Tax by County

I think you want to handle this by assigning the appropriate Tax Zone to the DELIVERY SETTINGS tab on the Customers (AR303000) screen. This same field...

7 years ago
Forum
Everything Else
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RE: Acumatica Picking Process - Assignment Method of FIFO when Tracking Method is Not Tracked

Good point Shawn. If you have multiple Items in the same Bin Location, but you aren't Lot Tracking, then they aren't labeled appropriately and you don...

7 years ago
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Everything Else
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RE: Export report to Excel totally skews report but it pdf looks perfect

Seems like a bug to me with the Excel manual export.

7 years ago
Forum
Acumatica Report Designer
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RE: Error for certain users when refreshing data in Excel

So it looks like two Excel versions: Microsoft Excel 2016 MSO (16.0.9126.2336) 32-bit Microsoft Excel for Office 365 MSO (16.0.10730.20102) 32-bit Whi...

7 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: Exporting a Report to Excel

Interesting. Seems like a bug with the Excel manual export then.

7 years ago
Forum
Acumatica Report Designer
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RE: Inventory Aging Report

Are you Lot/Serial Tracking your Inventory? Also, what Valuation Method are you using?

7 years ago
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Everything Else
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RE: Audit History - see info but remove Enable Field Level Audit

As far as I know, you can't control anything on the TOOLS menu, unfortunately.

7 years ago
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Everything Else
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Changing Field Labels or Translating to Foreign Language
7 years ago
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Everything Else
Replies: 0
Views: 4875
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RE: Reordering / Rearranging Lines on a Sales Order

Looks like it's POLine.SortOrder

7 years ago
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Everything Else
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