Did you try populating the Pending Approval Notification field on the APPROVAL tab of the Purchase Orders Preferences (PO101000) screen?

I don't know of a way (yet) to look up the master list, but if you have transactions, then you can see the codes that get stored in the database for e...

No prob. That kind of thing happens to me all the time. Always helps to have a second pair of eyes.

There is a Unit Group field on the Row Sets (CS206010) screen that you might look into, but I don't think that it will do what you are looking for. Th...

Hmmm, it must be stored in another table in the database. The trouble for me is that my test environment doesn't have any data in that area so it's ha...

Hi Krunal, FYI, this is the kind of scenario where Power BI does really well. Why? Because, in general, Report Designer is good at doing calculations ...

Hi Ahmed, Have you tried placing the variable below the Subreport in the Main report to see if that makes a difference? Can you attach the .rpx file f...

I agree that using the Customer Portal for your main website would be a bad idea. It's too rigid in my opinion. It's a system, not a website. If it's ...

Hmmm, I see your point. I have the same problem in my Acumatica 18.103.0022 environment. The Help says that you should be able to enter the amount in ...

I think that checking the Show All checkbox will show you everything, even the ones that are marked as Printed. For the range, you can click the Fil...

Ya, the Requested By field shows you a list of Employees. If you want to see the list of Request Classes, you'll need the Request Class field.

I don't think you can pull from a specific Unit Set using the Value formula. The Value formula takes two arguments: the Row Code and the Column Code (...

Try something like this:

Hi Jean, Are you trying to launch the report from the REPORTS -> Invoice/Memo Form option on the Cash Sales (AR304000) screen? The trouble with thi...

Hi Jo, It looks like you might be using Acumatica 2018 R1 which has a new concept of Companies and Branches where the Branches roll up into Companies....

Bummer, it looks like the row-level security only works on the "Vendor" and not the "Business Account". Looks like you'll need to customize the Busine...

Hmmm, sounds interesting, but I think you would need a customization for this. Since the data is on the screen, you might not need the customization t...

Have you tried using CASplit instead of CASplitExt?

Thanks for posting the links Paul

Hi Taylan, Have you tried the Print Invoices and Memos (AR508000) screen?

Ok, now that I finally got that straight, I think you might want to look at Row Level Security, specifically, the Vendor Access (AP102000) screen and ...

Checkout the new Business Events (SM302050) screen in Acumatica 2018. It sits on top of a Generic Inquiry and allows you to feed the data set to an Im...

Ah, I've never used this screen before. It looks to me like the Reclassify Payments (CA506500) screen is showing transactions from the Transaction Det...

Sorry, I had it backwards. So it sounds like you want to prevent someone from going to the Business Accounts screen and pulling up a Vendor. You want ...

Hey Peter, Can you elaborate a little more on what you mean by "unidentified"?

Hi Julian, I suggest adding your vote to this and, most importantly, leaving a comment. Acumatica has been paying a lot of attention to this site in t...

I have noticed the same thing as Gabriel when using Velixo Reports in multiple environments. The ID for each inquiry is different in each environment,...

Hey Paul, I recommend posting this on StackOverflow:

Have you tried something like this on the Column Set?

I have also noticed that it takes longer to load, especially the menu on the left-hand side. I hope that Acumatica can fix this.

That's right. AccountID is a database-generated integer value that uniquely identifies the GL Account but that you don't see in the application. Accou...

If you go to the Chart Of Accounts (GL202500) screen, it won't allow you to change the Type column, but you can change the Account Class column as lon...

I see. So it seems like it's a workaround for On-Prem or 3rd-party hosted environments only.

Hi Grant, Wish I could help here, but I'm still not that familiar with the Projects module.

I'm not sure how you would do this unfortunately. I'm not that familiar with using Assignment and Approval Maps in the Time Card Approval Map field on...

Are you trying to restrict access on the Business Accounts (CR303000) screen? If so, just curious, what are you trying to do on that screen that you c...

I think you want to move your last condition into the join itself so that if it fails it won't kill your whole dataset, only the data from the table o...

Looking forward to hearing more details soon Gabriel

Hi Taylan, FYI, someone from Acumatica responded with a way to schedule an action on a Generic Inquiry using the new Business Events feature that is a...

I agree with Bodonna that a Unit Set might be useful here. But I'm still a little confused about your Account and Subaccount structure, especially the...

You'll want to talk to whoever is managing Acumatica because technically this is a customization and you'll need access to the Customization Projects ...

So you want one column for each location and you want each column to display a total for all 12 months (11 months prior + 10 months prior + ... + curr...

Power Update is actually a 3rd party tool that has nothing to do with Acumatica. Acumatica just makes data available in the OData format which can be ...

I agree with Shawn. Seeing an example built in Excel would be helpful. Sounds like maybe you want to see each department as a separate column?

It should still work for an import, regardless of whether you are importing with an Import Scenario or with the REST API because the import process re...

Exporting to Excel? If so, then I think you'd be better off reconstructing the Inquiry as a Generic Inquiry and using OData to connect to it.

Ah, sorry, my bad, I skipped a step. Checkout this post for more info about how to connect to a Generic Inquiry from Excel: It's a little different if...

Ah, figures. I've also had trouble with Automation Steps on that screen. I guess it makes sense, it was probably one of the original screens in Acumat...