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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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RE: No longer available for download?

Looking forward to hearing more details soon Gabriel

8 years ago
Forum
Velixo Reports for Excel and Acumatica (Financial Report Writer)
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RE: GI Action on a Schedule

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...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Report P&L by department and location/segment using sub accounts

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...

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Cash Clearing Accounts

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 ...

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

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...

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Automate Generic Query Export to Excel

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 ...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Report P&L by department and location/segment using sub accounts

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?

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Set customer pricing based on cost

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...

8 years ago
Forum
Everything Else
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RE: Daily Export of Job Cost Transaction (JCT) Detail

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.

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Automate Generic Query Export to Excel

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...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Adding custom report to AP30.10.00 (AP Bills and Adjustments )screen

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...

8 years ago
Forum
Acumatica Report Designer
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RE: Set customer pricing based on cost

I was thinking to customize the Sales Order screen to override the Unit Price calculation to calculate based on cost markup and completely bypass the ...

8 years ago
Forum
Everything Else
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RE: Sub Accounts

Ah, I see. Well at least you know that the Row-Level security is working 🙂

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Automate Generic Query Export to Excel

I think this is a perfect scenario for Power Update. You can download the application for free and test it with one Excel file. If you want to automat...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Add a Hyperlink within a body of text

Apparently this feature got added in 2018 R2!

8 years ago
Forum
Acumatica Report Designer
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RE: Delete Restriction Group

I've noticed a lot of activity on that site in the past few weeks. I think that Acumatica is finally starting to pay a lot of attention to it. Now you...

8 years ago
Forum
Everything Else
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RE: FOB Origin vs Destination Tax Calculations

Just say'in, a company whose entire value depends on government legislation (taxes)? Seems like a good candidate for some hands in the cookie jar 🙂

8 years ago
Forum
Everything Else
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RE: Adding custom report to AP30.10.00 (AP Bills and Adjustments )screen

Is it specific to that screen only? I know that you can do it for other screens. You just can't control what parameters get passed to the report. Howe...

8 years ago
Forum
Acumatica Report Designer
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RE: Pop-Up Dialog

Doing a customization is the only way that I'm aware of.

8 years ago
Forum
Everything Else
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RE: Automation Steps : Filtering by UserName

Did you try EPEmployee.UserID equals @Me? I think there is something special about EPEmployee.UserID rather than using UserID from somewhere else.

8 years ago
Forum
Everything Else
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RE: adding a QTD column on a Financial Report

Something like this should work. Here are the formulas in case you want to paste them. For Q1: =Month(Report.GetPeriodEndDate(@StartPeriod))>=1 and...

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Rolling 12 Month Report Profit & Loss (P&L) in Acumatica

So, if you run it for January, you would get one column, if you run it for February, you would get two columns, etc.?

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Business Events -- Schedules not working

I was under the same impression as Kurt, that Business Events don't require a schedule to get triggered. They are more real-time than a schedule.

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

Nice Kurt! So a full URL will show up in the PDF. Very good to know. Just curious, did you edit default.aspx directly or did you go through a Customiz...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Display Budget Amount in Item Request

Awesome. Thanks for sharing the finished product.

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Delete Restriction Group

I have wondered the same thing, but I have no idea. Maybe someone else on here does. You can vote on this idea though so it can get Acumatica's attent...

8 years ago
Forum
Everything Else
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RE: Emailing Inquiries on a Schedule

Not that I can think of. But you could turn it into a report with Report Designer and schedule the report using the Send Report (SM205060) screen.

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: OData queries and user sessions

Very interesting. I never considered this before. Just curious, where are you seeing the connections continuing to live, in SQL or in the Acumatica ap...

8 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: Acumatica Customisation to attach files from Invoice to Statement Email

That would be cool if Report Designer could embed PDF files as pages in the report, but I'm not sure how one would accomplish that. You're probably ri...

8 years ago
Forum
Everything Else
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RE: Incoming Exchange Email Sync not linking to contacts

Did you try manually running the Receive All action on the Send and Receive Email (SM507010) screen?

8 years ago
Forum
Everything Else
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RE: Sub Accounts

Can you export the report and attach it to this discussion topic?

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Set customer pricing based on cost

Ah, that scenario makes sense. As far as I know, you would need a customization to make what you want happen. Might be worth looking into though becau...

8 years ago
Forum
Everything Else
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RE: Notifications are not sending (second time)

Hi Ia, I'm sorry that I missed your post a few months ago. Some of my email notifications landed in SPAM without me realizing. This looks like a bug t...

8 years ago
Forum
Everything Else
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RE: Add total to a GI

This is now at 63 votes, enough to land in the top 10 of most popular ideas.

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: FOB Origin vs Destination Tax Calculations

Speaking of Avalara, how about that IPO? Incredible (suspiciously so) timing with the supreme court announcement happening right afterwards.

8 years ago
Forum
Everything Else
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RE: Distribution Documents (Bill of Lading, Export Documents)

Yikes! I missed this post. You can add screens to the play button using the Site Map screen, but I think that maybe you want to add a processing type ...

8 years ago
Forum
Everything Else
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RE: How to close vendor AP balance by cash given to employee in advance?

Hi Levan, I recently came up with a method that allows me to catch posts that I missed. Apparently this was one of those posts. Did you ever figure th...

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

Sorry Lindsay, I guess I missed a lot of posts because some email notifications randomly went to spam. I'm going back through posts that I missed. I'm...

8 years ago
Forum
Everything Else
Reply
RE: Show a credit as a credit

Thanks for sharing this! I never though to use a formula that references the row itself. Love it!

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Parent Accounts Setup

Sorry, Jeff, I missed this post. Can you describe more about what you mean by parent account? Customer parent?

8 years ago
Forum
Everything Else
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RE: ReportVariable ValueExpr set to Zero

Hey Michael, So I finally came up with a method to make sure that I don't miss posts. And the method found that I missed this post. My bad. Your examp...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Comparative financial data on dashboard

I just realized that I missed this post about a year ago. Did you ever figure it out?

8 years ago
Forum
Acumatica Dashboards
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RE: Is it possible to remove the Query parameters lines on export to Excel?

It looks like Acumatica listened to your idea. Check this out:

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Auto Reversing Journal Entries

Note that in my scenario above, I had the Generate Reversing Entries option on the General Ledger Preferences (GL102000) screen set to On Post. If it ...

8 years ago
Forum
Everything Else
Topic
Auto Reversing Journal Entries
8 years ago
Forum
Everything Else
Replies: 3
Views: 6535
Reply
RE: Outlook add-in issues

Yikes, doesn't sound good. I used the Outlook Add-In a little back when I worked at Acumatica and didn't have any problems with it. But it's a newer t...

8 years ago
Forum
Everything Else
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RE: Set customer pricing based on cost

You could go to the Sales Price Worksheets (AR202010) screen and use the COPY PRICES button to quickly fill the screen with all of the existing prices...

8 years ago
Forum
Everything Else
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RE: Cash to Cash Cycle Times

Hey Mauricio, I'm including a screenshot here of your Excel file with my comments below. Invoice #: You should be able to get this from ARInvoice.R...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: API and GET Requests

I agree with Michael, the Inventory Summary (IN401000) screen is not a data entry screen so I don't know how the REST API would allow you to post some...

8 years ago
Forum
Everything Else
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RE: Connecting to Acumatica

It should be the same as far as I know. Can you include a screenshot of the URL in your web browser when you are logged into MYOB Advanced? Also, are ...

8 years ago
Forum
Velixo Reports for Excel and Acumatica (Financial Report Writer)
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