Wouldn't you want to create a 4th "Corporate" branch anyways? Then this branch would get the bank account.

A few options that I can think of: 1. Your Acumatica partner 2. Acumatica's Montreal Labs 3. SkyKnack 4. Kensium

Ah, I see. You might try reaching out to Joe Satlin at JAMIS, the Acumatica OEM that built their own Project Accounting module (with over 1M lines of ...

The trick here is going to be getting your joins right. I was first thinking to do this: 1. Start with the Account table and make sure to populate the...

Ah, I just found this help article: As you can see at the top of the post, apparently this integration does not support international shipments. You...

What about using a suppressed section for this? The out-of-the-box Sales Order report has a good example of this where there are two detail sections: ...

If you want to use the 2018-01 format so things will sort correctly, you could use the following formula (just replace [SOOrder.OrderDate] with your t...

Wow, that's weird. I have not seen this before, but I'd be interested to know if you get the same behavior on a recent version of Acumatica.

I'm not sure how the Acumatica bank rec would work if you create 3 Cash Accounts for what is 1 Bank Account. Is it possible to link the Cash Account t...

Good question Royce. I've wondered the same thing, but I don't know of a way. Sounds like a good suggestion for the Acumatica Feedback (click here) we...

Awesome! I always wondered if this was possible to do with an Import Scenario.

I have noticed the same thing. I've always assumed that there is a good reason why you can't remove them, but I've never tried doing it via a Customiz...

Hi Francis, For code questions like this, I recommend asking on StackOverflow. There is an Acumatica tag on Stack Overflow (click here) which is monit...

Hi Jeff, Can you give an example of a report that has the blue? From what I've seen, most of the "blue" reports should have the color defined in eithe...

Hi @russell-williams,Sorry for the confusion here. The posts by muppets are actually posts by me. Click here for more on that. And @kurtbauer,Thanks f...

Are you filtering on-the-fly in the screen? Or are you filtering using the CONDITIONS tab on the Generic Inquiry (SM208000) screen? Another reason mig...

I haven't, but is the Acumatica -> Smartsheet integration kind of like an EVM system integration?

Hi Royce, You're definitely ahead of me on this, but, just to clarify by what you mean with the Approvals (PO), I think you mean when you populate the...

Good old Excel, the world's most popular Business Intelligence tool 🙂 (I personally love Excel for this reason). You might try connecting the Generic...

1. This is definitely my LEAST favorite thing about security in Acumatica. You have to explicitly define security permissions on the screen for at lea...

Hi Jake, Not exactly sure what you're looking for here. Could you create a few lines of sample data in Excel, then create a chart in Excel that illust...

Ah, I see. Now I see to that you were referring to labels. So you want a different set of label fields to be displayed depending on what kind of item ...

Hi Hiep, The Description field that I was referring to is on the PACKAGES tab of the Shipments screen: It's not the description for the inventory ite...

You could try creating a Generic Inquiry to pull the data out, then an Import Scenario to push the data back in. I just don't remember for sure if you...

Hi Travis, Hope you don't mind, but I updated your post and put the screenshots inline instead of in the original attachments. I have tried to do this...

Thanks for posting their response here Megan. Much appreciated. I actually don't mind that you can't reuse the check numbers, I just wish that they so...

I was on the wrong track with the "old way" vs. "new way" thing. But I think you already knew that now that I'm noticing you posted this in the Report...

A BI solution like Power BI would definitely be better at doing this kind of calculation. But it seems to me like the main thing you are missing is th...

Glad you got it working. What's confusing to me about email Templates is that you can have a different email Template at play depending on whether you...

Interesting, I thought you'd need to declare them in the Detail section. Glad to hear that you found a way to get it working!

Hi Chris, In theory, you should be able to use the same technique and include the column in a JOIN, but it would get pretty messy unless you only have...

Hi Ronita, Hmmm, not sure what's wrong with the main Project lookup field. I tried the same technique on the main Vendor lookup field and it worked. B...

Hi Jake, Can you take some screenshots of examples where it's breaking? Then, can you attach the .rpx file of the report here?

I don't think there is an easy way to do this. I think you would have to try re-importing somehow.

Hi Daniel, What if you did this. Create the 12 columns for each month with conditional suppression logic. Create 12 more columns for the totals. Each ...

That message looks like an error code from the carrier to me. When I Google it, it comes back with UPS information. Are you using the UPS carrier inte...

Hi Royce, Sounds like you want dynamic columns depending on whether or not they have data in them? Maybe you could provide a mockup sample in Excel. I...

Did you look at the Acumatica Distribution Intermediate D200 course? Not a whole lot of information, but if you search this PDF file for "seasonality"...

Hi @iskandar, I believe the variable in the Subreport only gets set if there are records. In your screenshot, the Transfers subreport section is empty...

Sorry, one more question. Are you going to manually send the email with the SEND button located directly above the Sales Order report? Or are you want...

Not that I know of, but that would be a great resource. I have been resorting to hunt-and-peck as well. You might try an Acumatica support case to see...

Ah, I see. Automation Notifications then would be my first bet too. Or the new Business Events feature in Acumatica 2018 R1.

You might also want to checkout this post:

Hi Michael, Are you advocating for #3? I confess that I'm not quite clear on the difference between #1 and #3. I agree with your points though. One no...

Have you tried this? =Report.GetDefUI('RowAccessInfo.Username')

Hi Geremy, There are two ways to do this: the "new way" in Acumatica 2018 R1 and the "old way" before Acumatica 2018 R1. Which Acumatica version are y...