AugForums.com

An Acumatica User Group

  • Free
    • Start Here
    • In-Person Gatherings
    • Power BI Workshop
    • Podcast
    • Rolodex
    • Blog
    • Forums
  • Paid
    • AugSQL
    • GI Course
    • GI Library
    • Consulting
  • Register
Acumatica Forums

By using this website, you agree to our Terms of Use (click here)

Tim Rodman
Tim Rodman
@timrodman
Forum Home   |   Recent Posts
Admin
Famed Member
Follow
Profile Activity
Topics: 244 / Replies: 2960
AllTopicsReplies
Reply
RE: Confirm shipment error with "international shipment"

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...

8 years ago
Forum
Everything Else
Reply
RE: Collapsible sections for dynamic reports

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...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Forecast and seasonality

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"...

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

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...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Add a BCC address on the SO email but only when certain items are purchased

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...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Printing the Username on a Report

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...

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: PO Approval - notifying users on Approved or Rejected

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

8 years ago
Forum
Everything Else
Reply
RE: Table relations

You might also want to checkout this post:

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

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...

8 years ago
Forum
Everything Else
Reply
RE: Printing the Username on a Report

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

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Add a BCC address on the SO email but only when certain items are purchased

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...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: PO Approval - notifying users on Approved or Rejected

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

8 years ago
Forum
Everything Else
Reply
RE: DocType = Payment

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...

8 years ago
Forum
Everything Else
Reply
RE: How to batch print multiple invoices

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

8 years ago
Forum
Everything Else
Reply
RE: Formula reference to Unit Code Value in Row Set

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...

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Generic Inquiry for Reclassify payments in Cash Management

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...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Exclude Orders from Sales Order Summary report

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 ...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Passing Variables from Sub Report not resetting value when no Value in subreport

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...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Can you use the Customer Portal as your main website?

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 ...

8 years ago
Forum
Everything Else
Reply
RE: Importing open AP documents

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 ...

8 years ago
Forum
Everything Else
Reply
RE: How to batch print multiple invoices

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...

8 years ago
Forum
Everything Else
Reply
RE: Approval Maps : Requested By

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.

8 years ago
Forum
Everything Else
Reply
RE: Formula reference to Unit Code Value in Row Set

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 (...

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: AR Aging Summary Dashboard

Try something like this:

8 years ago
Forum
Acumatica Dashboards
Reply
RE: Receipt form for a Cash Sale

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...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Show logo on report

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....

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Restricting Vendor details on Business Accounts

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...

8 years ago
Forum
Everything Else
Topic
Displaying Start Date (Beginning of Period) to End Date (End of Period)
8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Replies: 2
Views: 6344
Reply
RE: Automating Generic Inquiry with Import Scenario

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...

8 years ago
Forum
Everything Else
Reply
RE: Generic Inquiry for Reclassify payments in Cash Management

Have you tried using CASplit instead of CASplitExt?

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Sales Order Customer Lookup

Thanks for posting the links Paul

8 years ago
Forum
Everything Else
Reply
RE: How to batch print multiple invoices

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

8 years ago
Forum
Everything Else
Topic
Error When Deleting Payment Method
8 years ago
Forum
Everything Else
Replies: 0
Views: 3294
Reply
RE: Restricting Vendor details on Business Accounts

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 ...

8 years ago
Forum
Everything Else
Reply
RE: Automating Generic Inquiry with Import Scenario

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...

8 years ago
Forum
Everything Else
Reply
RE: Generic Inquiry for Reclassify payments in Cash Management

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...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Restricting Vendor details on Business Accounts

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 ...

8 years ago
Forum
Everything Else
Reply
RE: Generic Inquiry for Reclassify payments in Cash Management

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

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Can you Invoice in advance a Sales Order for items you don't yet have in stock?

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...

8 years ago
Forum
Everything Else
Reply
RE: Generic Enquiry Conflicts

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,...

8 years ago
Forum
Velixo Reports for Excel and Acumatica (Financial Report Writer)
Reply
RE: Sales Order Customer Lookup

Hey Paul, I recommend posting this on StackOverflow:

8 years ago
Forum
Everything Else
Reply
RE: Rolling 12 Month Report Profit & Loss (P&L) in Acumatica

Have you tried something like this on the Column Set?

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: R18 Slow Down

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.

8 years ago
Forum
Everything Else
Reply
RE: Compare 2 account balances and calculate difference

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...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Change Account Class

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...

8 years ago
Forum
Everything Else
Reply
RE: Add a Hyperlink within a body of text

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

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Projects and Tasks

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

8 years ago
Forum
Everything Else
Reply
RE: Time Card Assignment & Approval Map

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...

8 years ago
Forum
Everything Else
Reply
RE: Restricting Vendor details on Business Accounts

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...

8 years ago
Forum
Everything Else
Reply
RE: Compare 2 account balances and calculate difference

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...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Page 48 / 65 Prev Next

Online Members

 No online members at the moment

Acumatica Forums

Terms of Use & Disclaimers :: Privacy Policy

Copyright © 2026 · AUG Forums, LLC. All rights reserved. This website is not owned, affiliated with, or endorsed by Acumatica, Inc.