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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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RE: Equipment Import Into Various Projects

You should also be able to use an Import Scenario if you are "importing" into a screen that has a Delete action like the Bills and Adjustments (AP3010...

8 years ago
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Everything Else
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RE: Multistage sequential approval maps with Customer criteria on the first stage

Can you screenshot both of your steps? I know that the AP Bill Approval Map example in the SalesDemo dataset works. It looks like this:

8 years ago
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Everything Else
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RE: Acumatica UPS Label Orientation Rotate 90 Degrees Clockwise

Hi Greg, We were able to get it to work using the Thermal Printer Batch File method outlined here:

8 years ago
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Everything Else
Topic
Replenishment Demand Calculation and Order Types
8 years ago
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Everything Else
Replies: 6
Views: 5639
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RE: Calculating monthly average Quantity for an inventory item

This is definitely the kind of thing that something like Power BI would be good at. There is the DateInfo Data Access Class, but that is only for a ca...

8 years ago
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Everything Else
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RE: What did I break?

Wow, this is bizarre. I guess the main thing I would wonder is whether it's a Report Designer setting or a Windows setting that got messed up. Have yo...

8 years ago
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Acumatica Report Designer
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RE: ARTRAN - - Commissions

You could use the ARSalesPerTran.CommnPct field as long as you know that there is only one Salesperson per invoice. But it's risky because, if there e...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Automation Notifications - Custom URL or Dynamic URL

Did you pull up a receipt in the Purchase Receipts (PO302000) screen to confirm that you are using the URL displayed in that screen?

8 years ago
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Everything Else
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RE: Universal Search on Case Details / Case Body

Hey Shawn, As a non-developer myself, I'm not sure I'm much help here. Personally though, I think multiple Customization Projects are better. It makes...

8 years ago
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Everything Else
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RE: Stock Item description in Reports in html

The short description in the Description field on the Stock Items (IN202500) screen is stored in InventoryItem.Descr Data Access Class Field. The long...

8 years ago
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Acumatica Report Designer
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RE: Break on Error Check Box

I personally haven't had this problem before, as long as I save after unchecking Break on Error.

8 years ago
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Everything Else
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Days To Keep field on Order Types screen (Cancel By field)
8 years ago
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Everything Else
Replies: 0
Views: 2644
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RE: Giving access to Vendors without financial information

Hmmm, this one has me stumped. I removed all security except for these two fields: And yet the user still has access to the Activities tab! So i...

8 years ago
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Everything Else
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RE: schema diagram

You would need access to the database, but anyone can download and install Acumatica. First, you would install SQL Server Express Edition (free). Seco...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Default View settings for all users

I've always assumed that you need access to the Administrator role, but I haven't tested to confirm.

8 years ago
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Everything Else
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RE: Fixed Asset - Depreciation Performance issue

I would definitely encourage you to contact Acumatica support about this so you can get it escalated to the Engineering team. There is a process in Pr...

8 years ago
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Everything Else
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RE: Creating a live dashboard on PowerBI or Excel Online

Awesome Daniel. I love hearing this! You are the second person I have heard of who is doing this. Kevin is also doing this (click here).

8 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: Equipment Import Into Various Projects

Thanks for sharing your solution SQLRunner. Normally, the Import Scenario functions like a "macro on a screen" in that whatever you feed it acts like ...

8 years ago
Forum
Everything Else
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RE: DHL Canada Plugin

I haven't seen it. You might also want to look at StarShip which is integrated with Acumatica.

8 years ago
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Everything Else
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RE: Horizontal Iterations

I haven't noticed that funny line numbering on Kits before, but I have noticed it in other areas so I'm not totally surprised that Kits do it too. Sin...

8 years ago
Forum
Acumatica Report Designer
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RE: External Imagens Link

Definitely would be a nice addition. Here's the excerpt from the training manual about "External" images having to be on the same server:

8 years ago
Forum
Acumatica Report Designer
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RE: Mass Print report from GI

This probably needs a Support case because it might need to get escalated to the Acumatica engineering team.

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Distribution business - customized Items and revision vs kit vs new item vs ???

Interesting. Thanks for sharing more details. I hope it goes well for you.

8 years ago
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Everything Else
Topic
Universal Search on Case Details / Case Body
8 years ago
Forum
Everything Else
Replies: 2
Views: 3453
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RE: Import Scenario to add allocations to a Purchase Receipt

Maybe you're missing a Dialog Answer row to press the OK button on the Allocations pop-up window?

8 years ago
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Everything Else
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RE: MAC and Odata

I haven't, but I know the Mac version of Excel is limited when it comes to data connectivity. I also don't think that it has the Power BI engine.

8 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: International Payments

I would guess that someone has done this, but I'm not sure who. Sorry, wish I could help.

8 years ago
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Everything Else
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RE: Automation Notifications - Custom URL or Dynamic URL

I confirmed that the email generated had a link that I could click and go straight to the Purchase Receipt.

8 years ago
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Everything Else
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RE: Automation Notifications - Custom URL or Dynamic URL

I just tried and it worked for me. One thing I noticed is that you're missing "Main" after acumatica.com and before your ? <p class="richp">Here...

8 years ago
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Everything Else
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RE: Excel Columns to header question

As far as I know, this feature has been around for a long time and hasn't changed. Have you looked at Lesson 11 in this PDF file?

8 years ago
Forum
Acumatica Report Designer
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RE: Universal Search Customization

Hi Shawn, Have you seen this article from Doug Johnson: I haven't tried it myself, but I think it has what you're looking for.

8 years ago
Forum
Everything Else
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RE: Default View settings for all users

There is a new feature in Acumatica 2018 R1 that allows you to share a column configuration with all users. I really like it. You can access it at TOO...

8 years ago
Forum
Everything Else
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RE: schema diagram

Personally, I look at the Primary Key fields on the Tables in the Database to know what fields to use in the joins. That way I know that I won't get d...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Import scenario to update Default Customer Payment Method

You could also try doing a separate import into the Customer Payment Methods (AR303010) screen.

8 years ago
Forum
Everything Else
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RE: ARTRAN - - Commissions

I'm noticing the same thing. I can see the ARTran.CommnAmt field, but I'm not sure how to populate it. You can see the commission amounts though in th...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Topic
Ship Separately and Bill Separately - Explanation of Order Types Settings
8 years ago
Forum
Everything Else
Replies: 0
Views: 5059
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RE: Acumatica UTC datetime imported into MS SQL via OData

Hey Joni, It's been a while since I've looked at this but, from what I can remember, the system tracking times for things like login tracking and audi...

8 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
Reply
RE: Mass Print report from GI

I have had spotty success with Mass Actions on Generic Inquiries. I'm not sure if this is possible. Are you wanting it to create one report with multi...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Transaction Entry Question

That's correct. The Transaction Date in your screenshot is the date of the transaction. The Post Period is the financial period that you want the tran...

8 years ago
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Everything Else
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RE: International Payments

Michael, Are you looking for some kind of API integration with the bank or just looking to create the file in the format needed to upload to the bank?

8 years ago
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Everything Else
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RE: International Payments

Congratulations Stephanie, I'm 99% sure that you just created the first SPAM post in these forums. I'm including a screenshot of it here and will prom...

8 years ago
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Everything Else
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RE: Formula to print Month description

Ishan's screenshots weren't showing so I added them to his posts. I usually use the same formula that Royce shared and it works fine for me too. Maybe...

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Using an import scenario to change the item class on a stock item

Nice work Royce!

8 years ago
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Everything Else
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RE: AP EFT Payment Notification

@michael-coman, are you saying that the SWK product isn't working? Or maybe you just need some functionality that they don't offer yet?

8 years ago
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Everything Else
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RE: Email Sending quirks

That's cool that MYOB built that screen. We have to use a 3rd party product to get that functionality here in the USA. I hope Acumatica adds it to the...

8 years ago
Forum
Everything Else
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RE: Page Break on Change of Value/Group in Report

Thanks Fred for replying back with your solution.

8 years ago
Forum
Acumatica Report Designer
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RE: Manage / Reduce Database Size

What we really need is a "purge" functionality in Acumatica which, as far as I know, doesn't exist yet. Why doesn't it exist? My guess is that it's be...

8 years ago
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Everything Else
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RE: Forecast and seasonality

Ah, I see. So it seems like the question is not about the formula, but about the "real world" ways to leverage the formula. Sorry, I wish I could be o...

8 years ago
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Everything Else
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RE: schema diagram

Hey Matt, Great idea. This is definitely a hot topic and currently the most popularly requested item on the Acumatica Feedback website: But the pr...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Distribution business - customized Items and revision vs kit vs new item vs ???

Thanks for circling back Chip. Just wondering though, are you talking about this Cross-Reference tab on the Stock Items (IN202500) screen? If so, I...

8 years ago
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Everything Else
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