Have you tried using the GL Account Access (GL104000) screen?

Not sure the answer to this question. I tried configuring some Consolidation companies in my Demo environment to test, but ran into this error: The re...

You can try something like this: =IIf([ARInvoice.DocType]='CRM',-[ARInvoice.CuryOrigDocAmt],[ARInvoice.CuryOrigDocAmt])The key is knowing the code for...

Any reason why you used A Inverse rather than A? Can you include some screenshots?

I wonder if the update process just had to run its course. It takes a while to complete. It might not have been anything that you did, just the proces...

You can attach the .rpx file to this Topic.

Sure seems like an Excel version issue and not an Acumatica security issue. Can you include a screenshot from both computers (your computer which is w...

Glad to hear it. I've also been burned by Acumatica caching, not realizing the cache needed to be refreshed.

Is that a custom field? It doesn't look familiar to me.

On the Tenant screen in the Wizard, make sure you choose SalesDemo in the data template (can't remember exactly what the column is named) otherwise yo...

I agree with Carl. If you aren't on-prem, then backups/restores are one of the primary functions of your hosting provider. If they aren't doing a good...

I think the challenge is that you would need to give the user access to Edit Menu which then gives the user access to modify ANY Workspace. You'd prob...

You might also want to run Validate Account Balances afterwards to be sure that Retained Earnings is correct.

Are you On-Prem? If so, I would recommend using SQL Server backups because they can be scheduled and have much more robust functionality. Snapshots ar...

Does this help?

This is Price, not Cost right? So Revenue, not COGS? Is the $8 for every Sales Order Line, or just for every Sales Order? Also, wouldn't you need to d...

I think you'd need a customization project for this, probably some C# code. Try posting this on StackOverflow. There are a lot of C# savvy people ther...

And I don't think it would start the numbering at 00001 for each unique letter combination if you auto numbered. It would be ALI00001, then LIN00002, ...

You might also try posting this kind of stuff on StackOverflow in the future. That's where most of the developers hangout.

I usually have it scheduled to run every minute as well.

Does this help?

Hi Jeff, Yes, checkout this help article:

Agreed. It would be nice if you could edit the Unit Cost on a Sales Order line.

Hi Alex, You might want to vote on this: The best that I've seen so far is the Pick Ticket which you access using ACTIONS -> Print Pick List on the...

FYI, I just did something with @me using the Reports to field on the Employees (EP203000) screen which corresponds to the EPEmployee.SupervisorID DAC ...

Right. Pick one Tenant and put all Customization Projects there. That's what I'd recommend at least. You might do some temporary stuff on a per Tenant...

You can package SQL Code into the DB Scripts area of a Customization Project. Test first in a dev environment where you have access to SQL, then packa...

Are there multiple Tenants in that Instance?

Nice tip Carl. Companies that invest in creating video training content could embed it in Acumatica using your steps provide. I've found that creating...

Thanks for sharing this Carl! Attaching a screenshot of your Import Scenario here:

Are you looking for a way to grant access to all financial reports that use a particular Unit Set so whenever a new financial report is created that u...

I think Shawn hit the core problem here: Customization Projects stored in more than one Tenant. There is some gray area, but in my opinion, for all pr...

Royce,Good workaround, but I don't think it will work here because the number of InventoryLocation records will vary by Item so there isn't a constant...

Glad to hear that you got it working. You're way ahead of me on this. I haven't done much with passing variables between Main Reports and Subreports.

Nice workaround formula. Glad to hear that you got it working. Enjoy the holidays! I hope you get lots of quality time with family.

Thanks for pointing that out @vjw. I hadn't noticed that before. Wow, that seems dangerous to me. Do you agree?

This is what exporting the Sales Orders inquiry to Excel now looks like in Acumatica:

Yes, unfortunately it's by Screen and not by User Role. But as long as you want all User Roles, that's not a problem. It's a little tedious having to ...

Ah, that rings a bell. I think I've seen that before. It works with Dates, but not with Periods. Bummer.

I just had an idea. Maybe there is a way to use the DeviceHub that was introduced in Acumatica 2018 R1 for this. DeviceHub installs on a machine and a...

Ugh, I failed to go to the second page of this thread. That's why my last reply didn't make a lot of sense in the context of this second page. Second ...

Agreed. Unfortunately, this feature is only available in newer versions. Looks like Acumatica 2018 R1 is when this was added.

Personally, I haven't done anything with Inventory Subitems. I intentionally try to avoid them. But it seems strange that you wouldn't be able to add ...

Can you include a screenshot of your entry on the Site Map (SM200520) screen?

Agreed. How did you join to INLocationStatus?

Are you referring to why your Column O is empty? Try changing the Type from GL to Calc.

I don't know Royce, I think Juriy might know what he's talking about here 🙂 @juriy-zaletsky, I can't access the site. Were you able to solve the prob...