Do you get the same error when choosing Post Invoice to IN on an invoice that was generated from a Shipment? I've never tried it on a Cash Sale like y...

When you populate the TemplateID field in Report Designer, you have to clear out the other fields (Body, Subject, To, etc.) otherwise they override th...

Hi Richard, Maybe we can zoom in an a specific Line discount by Item to start. Can you include a screenshot of the discount setup? Also, when you part...

So it sounds like you're good with how to add an additional filter right? Regarding your Modern UI question, as far as I can tell the Site Map has bec...

I just tried this and it was a little trickier than I was thinking it would be. I was thinking that Is Not Null would work like @michael-hansen sugges...

Great ideas @shawn-slavin. Regarding your monthly idea, it might be better to create a new grid screen with the Load Records from File icon enabled so...

Thanks @daniel-o for sharing your workaround. Hopefully someone will find this in the future and share a solution that allows you to use the project t...

Hi Brian, I have used the REST APIs a little, but I don't know them that well. For something like this, my recommendation would be to post something o...

That's a good workaround. Just note that the user could still type the document number in the URL to access the document so it's not completely secure...

A Profit and Loss Pivot Table huh? Love it! Are you using the Data Model available in Excel 2016 to build your pivot table like described in this vide...

Hi Saiful, Yes, you are correct on a and b unfortunately. Regarding your questions: 1. I think it depends a little bit on the module, but, in general,...

Hi Tom, Your formula looks correct to me. You are sure that you have posted transactions to that GL Account in 2018? I don't think this would make a d...

Not a bad idea.

Bingo! Glad that solved it 👍

Hi Michael, I just tried on my local demo environment which uses Acumatica build 17.207.0029. This is what the Profit & Loss looks like inside of ...

Hmmm, that's not too old. This solution should work. I think you might need Acumatica Support on this. Seems like it might be a buggy thing or somethi...

I'm not sure why you are getting the "This form cannot be automated" error. I don't get it when using my 17.204.0019 build. What build are you using? ...

Can you include a screenshot of your four tabs? I'm wondering if you really have 4 separate Generic Inquiries or if what you actually have is 4 filter...

Additional point on the Schema column. I've found that I pretty much always need it when I do a calculated column because Acumatica doesn't know how t...

Awesome. Glad you were able to figure it out.

Absolutely. Thanks for pointing that out @shawn-slavin. Resellers are key to Acumatica's success.

Hi Fozzie, Yes, you can close financial periods by module, including only the Accounts Payable module if you would like. First, to see whether or not ...

Hi Fozzie, Yes, you can do this using the Additional Sort and Filters tab on the 1099-MISC Form (AP653000) screen. You can do something like this: ...

Hi Beaker, I don't know of a way to open a closed 1099 year within the Acumatica application, but you can run this if you have access to the database:...

Great article @kurtbauer In addition, you can also look in the Query Quarry Customization Project (click here and scroll to bottom) for more examples ...

Very strange. Excel Visible should do the trick. Can you attach the .rpx file? Maybe I'll notice something in it.

Hi Christine, You would need a Snapshot or a Database Backup from 1/1 if you really want to know exactly what things looked like on that date. However...

I think you're missing the .com in the URL field. Try

Wish I could help here, but I don't know the Projects module that well. Seems to me though, based on the error message, that you need to include an In...

Right on @michael-hansen! 👍

Hmmm, I'd recommend asking this on StackOverflow. Once you cross the line into C# and the Framework, I'm pretty useless.

👍

I notice in your screenshot that you changed the Step ID of Confirmed. That Step ID is only in effect for shipments that are already confirmed. Take a...

Ah, yes, that would do it. Without Sum(), you just get the first record, not a sum of all the records. Congrats on getting it working!

I can help you identify the screen based on your screenshot. But I want to first make sure that you can access the Access Rights by Screen (SM201020) ...

Thank you so much for sharing this @dws253 I'm including a screenshot here so others can have an idea of what it looks like, even though I get some er...

Ah, I see. So you want to limit what invoices a user can see based on what GL Accounts are being used on the invoice? I also like that row-level secur...

No worries. Redundancy is welcome here, that's part of making the forums friendly. Did you check if you have access to either one of those Access Righ...

Hi Muhamad, I think I need a little more information here. Can you write out more about what you are trying to accomplish?

Hi Jerwin, I just responded on your post about security permissions: As for creating a GI on a SQL View, checkout this post from Doug Johnson:

Do you have access to the Access Rights by Screen (SM201020) or the Access Rights by Role (SM201025) screen? If you do, then you could give yourself p...

I thought maybe you could take some screenshots from a YouTube video, but this is the oldest video I can find on YouTube and it looks like it's 4.0

Hey @Taylan,Can you include a screenshot of your Automation Steps screen which looks like this?

Hi Paul, Great question. I'm not sure if there are any plans, but I suggest asking the question on StackOverflow: That forum is monitored by Acumatica...

Hi @kkamcheff, Can you include a screenshot of your Add Connection screen which looks like this: I want to see if anything jumps out at me.

Ok, I see. It's an option in a newer version of Acumatica so not too surprising that you don't have it. It was just the first thing I could think of. ...

Thanks @sunwayfan. I took a look at the report and it seems fine to me. I realized that I can't actually run it because it requires the custom UsrBack...

Got it. I think it's something to do with the filters. Have you tried removing the filters?

Right, I need the RPX file, not the RPS file. What you attached says RPX, but I can tell by opening it that it's actually an RPS file. Here is an expl...

Very strange. I've never seem that before. Is it possible that you have the new Activate Migration Mode checkbox checked on the Accounts Payable Prefe...