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...

You can use it when you assemble a kit. Just looks like they haven't extended the tracking into inventory yet. This seems like a good idea to add to t...

Do you have a customization in place on the Shipments screen?

It's returning one line with a quantity of 2 instead of two separate lines with a quantity of 1. Isn't that what you wanted? Of course, you'd need to ...

I'll keep an eye on it. Will let you know if it happens again.

Ah, oops, now I get it. I guess it would have helped if I had read your original like. I was thinking you meant the Inquiries folder in the main menu....

What you could do though is open the Users (SM201010) screen and click the LOGIN AS USER button to login as a user, then make the change to the new UI...

What does the Data Source for this Import Scenario look like?

Brilliant! Thanks for sharing Jangam!

I'm not aware of a way to force the new interface system wide without running a SQL script

Hmmm, ya, I can see now that the problem is that you don't want the line in the Detail section to grow. I wish I could think of another way around thi...

Have you tried something like this?

Hi Julian, You can just leave the old account out there. It won't hurt anything. I wish I had a way to merge users, but unfortunately I don't currentl...

What version are you on? The menu structure completely changed as did the method of adding inquiries to the menu in Acumatica 2017.

It's just a GL Account so you would have to reconcile it outside of the system just like you would do for any Balance Sheet Account unfortunately. I a...

It looks like the Released Transactions Only option is tied to the ARTran.Released field which would be consistent with the discussion above. But the ...

Ok, now it came through. In group1, I would just group on one field, ARTran.InventoryID, like this: Then, in the groupFooterSection3 area, try summ...

I would just reverse the entry (Dr expense and Cr cash), but do it in the current period, then clear the two items against each other (net zero) on th...

It almost seems like you want some kind of "negative discount", but I'm not sure if that's possible. There is a "free item" discount, but I don't know...

Nice Rick. Maybe you can resell your customization to Taylan 🙂

Thanks Gabriel! Unfortunately I wasn't able to reproduce the problem on my machine. On my customer's machine, we just saved to a new Excel file and mo...

What build are you using? I did this on a fairly recent Acumatica 2018 R1 build.

Good question DWS253. Hopefully there is a way to do this. Probably a good question for Acumatica support.

I haven't done a lot with Kits, but the functionality is definitely pretty light. What about lot tracking the items and building the Revision ID into ...

Brandon, another idea on this since Export Scenarios can be a pain to work with. You could create an Excel file that pulls from Acumatica using OData....

I've never actually done this, but I think that the formatting for each field gets defined in the Data Access Class (DAC). It would be cool to have a ...

No luck on my side. Interesting idea though. If it is possible, the only way I could think would be to use a calculated column, then use one of the fu...

Hi Jerwin, I think you're going to need Acumatica support on this. What's strange to me is that you can see it on the login screen, but not on the Com...

Thanks for confirming this VJW about where the Business Date gets stored. I had suspected this, but wasn't 100% sure. As far as using the Business Dat...

If your user security is really based on the user rather than on the role, my recommendation is to name your User Roles the same as your Usernames. Th...

Including a screenshot here of the Update GL checkbox on the Inventory Preferences (IN101000) screen for others who land on this post in the future.

I just tried logging in as admin, then using the LOG IN AS USER button on the Users (SM201010) screen to login as andrews. Then I checked the Access H...

Awesome @shawn-slavin. Love it!

I totally agree. That way you're keeping all of the tracking numbers in one place, regardless of the carrier.

Hmmm, this sounds strange. When I embed hyperlinks in Excel, they open in Acumatica without a login prompt as long as I'm already logged in. This lead...

Can you include a screenshot of your Restriction Groups by Customer (AR102010) screen?

That would be really cool if Acumatica would open source Report Designer and just make it a project on Github for people to contribute to.

Ya, I think Velixo Reports is probably a better way of handling this now anyways.

Definitely vote on that Idea that Shawn linked to. In Acumatica 2018, it looks like they have done the hard part and added an APPROVAL tab to the Acco...