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 ...

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

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...

Apparently this feature got added in 2018 R2!

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...

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 🙂

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...

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

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

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

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

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.

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...

Awesome. Thanks for sharing the finished product.

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...

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.

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...

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...

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

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

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...

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...

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

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

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 ...

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...

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...

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

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

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...

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

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

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 ...

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...

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...

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...

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...

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 ...

I haven't done a lot with Acumatica CRM, but my understanding is that it is pretty simple. I don't think there is a lot to it. Salesforce is a lot mor...

Awesome! And thanks for sharing your final solution Michael.

I believe the link that you are looking for is automatically stored on the AP Bill line for you. If you join from APTran to POOrder on APTran.POOrderT...

Hey "Michael Report Designer Ninja", I think this question actually pertains to the Financial Report Writer which you can access using the Report Defi...

Hi Zanata, Maybe if you could mockup the report that you're trying to create in Excel, then take a screenshot, it would be easier for us to see what y...

Ok, it happened again, but I figured out what causes it. It's happening when we change the Company from the Test company to the Production company. Si...

Here you go (rename the file from .xml to .zip): Right-click to Download This Customization Project includes one custom screen called Reconcile Tr...

Excellent explanation Michael. Thank you.

I'd be happy to share the custom screen with you if you want to check it out. It will work as long as the total debit amounts match the total credit a...

Good call Ahmed

Have you thought about just including Customer in the Data Source? I've never tried to create two rows with an import scenario before. One thing you m...