Hi John, Can you take a screenshot? I just tried adding a Customer parameter to the Controller Dashboard in addition to the Salesperson parameter. The...

I was able to upload the xml file into build 17.204.0019. But I've had trouble sometimes with these xml files. Not completely sure why though. For the...

It has to be attached to the actual Confirm Shipment action and it has to happen before the Confirm Shipment action gets called. Also, it has to happe...

Hey Daniel, No confirmed shipment data that I'm aware of. But, even if there was, I think you still need to use Shipment Date and here's why: The Ship...

I should add, Report Designer is really made for printed reports which, in my opinion, are becoming a thing of the past. You might start with Generic ...

You need to install the Report Designer application first. See this thread: Then you can open the file above in Report Designer. Once you do that, jus...

Hi Lindsay, There is no export option on the Unit Sets (CS206030) screen, but there is a workaround. When you export a report on the Report Definition...

Interesting. So, if I add another segment in Acumatica with Segment ID = 4 and Segment Description = Product, will BI360 Report Composer automatically...

Cool example. Thanks for including the screenshots. What advantages can you think of for using BI360 Report Composer over Acumatica Generic Inquiry in...

Thanks for posting this Jim. I'm a big fan of the BI360 product from Solver. Question: Does BI360 Report Composer work over OData so it would work for...

Hi David, Acumatica is still lacking in the out-of-the-box reports. But attached is a report that I think is a start, heading in the direction that ...

I took at look at this Vendor in the Vendor Inventory (PO201000) screen: But, even though there are values on the screen, I don't see anything in t...

Can you export the GI to XML and attach the XML file to this thread?

Congratulations on your first post. I hope there are many more to come. No way to default the number of copies as far as I know for exactly the reason...

Ah, must have worked for me because I tested on Acumatica 2017 R2. Hmmm, if you're exporting to Excel anyways, maybe it would work better to pull the ...

I don't think Acumatica talks back to Power BI. I think Power BI just runs in Acumatica under the API which has access to everything. But since Acumat...

Ah, so it generates a gain loss when you apply it to the bill, even if the Prepayment is in the same currency as the Acumatica Company currency?

Hi Scooter, The best way I know is to use the Quick Checks (AP304000) screen. This screen essentially allows you to bypass the Accounts Payable accoun...

Very interesting, especially the part about the double //. Go partners! Acumatica would be nothing without their partners. Thanks for sharing the reso...

I would use this if you want this month last year =IIf(Year([ARInvoice.DocDate])=(Year([Today])-1) And Month([ARInvoice.DocDate])=Month([Today]),[ARTr...

Very cool. Interesting idea. I've never thought to try using functions in those Default Data Source Settings fields. I just did this and it worked: ...

Another thought on this would be to build a simple Trial Balance in ARM. Probably just need one row in the Row Set. Set it to pickup all GL Accounts a...

Ah, looks like that field is actually SO Order Type. Are you sure that every customer with a Customer Class of "SP" is using an SO Order Type of "SP"?

I've never used the _ in ad hoc filters. Thanks for the tip. But I just tried _ in conjunction with Contains and it seemed to work. This was my filter...

Hi Humar, Welcome to ARM. I also recommend checking out Velixo Reports (click here). If I understand correctly, I think what you are looking for is th...

I'm at the limit of my knowledge here, not that great in Projects, but don't you need some way to handle depreciation since the rental is a fixed asse...

Reading from the top, I was thinking, "what's the difference between OData filtering and using a parameter to do the filtering", but then you stated i...

Thanks for that link. That's an awesome website. The article does a great job of explaining things by example. I might be missing something, but it se...

Yes, I would make the FINANCIAL DETAILS -> LINK TO GL -> AR Account field match the DOCUMENT DETAILS -> Account field on the Invoices and Mem...

Try this: 1. Go to the Web Service Endpoints (SM207060) screen and pull up the Endpoint Name of Default. 2. Click the EXTEND ENDPOINT button on the to...

Interesting. I didn't realize that you could get the details for a batch of records. I thought you could only get them for a specific record. You can ...

Hi Rowlf, I don't know why this is the case. But I do have a workaround. 1. Use the Copy feature on a document with Type of Debit Adj. like this: ...

On the screen or on the printed report? I don't think one is there on the screen. But, let's say you have this setup in the Stock Items (IN202500) scr...

One thing to be aware of. It's been a while since I tested this. But I think that once the Purchase Order is received, the Inventory ID will get hard ...

Yes, but it's clunky. First, it's good to be aware that the Purchase Order Line link is actually stored on the Sales Order Line. Specifically, it's st...

Very cool. Thanks for sharing.

Ah, I see. The Analytical Report Manager allows you to report on General Ledger or Project Ledger data only. And you can only report in Financial Peri...

If you're sharing a warehouse, I'm not sure that would work. I personally don't like the word "Branch" because it makes it sound more like "Department...

Hmmm, weird. Have you considered using OData and pulling from Excel? That would definitely give you more control over formatting.

It's possible, but I thought they fixed this issue back in 6.0. I could be wrong though. You might try one more thing. To see the Type value as it is ...

JSON looks good to me. But try this URL:

Ah, unfortunately, I think this can only be used on Prospects before they become Customers. I don't think it works on Customers or Vendors. You might ...

Hi Piggy, Great question. This one is a little weird, but it does kind of make sense. Not every payment to a vendor is necessarily a 1099 payment. Bec...

Can you mock it up with some sample data in Excel and post a screenshot of what it should look like with different user determined time periods?

Sweet! Thank you so much for sharing this information @alex-kleyff. I have had a number of people ask me about this so I'm glad to see someone finally...

Try this. Join from PX.Objects.GL.Branch to PX.Objects.GL.Branch on PX.Objects.GL.Branch.BAccountID=PX.Objects.GL.Branch.BAccountID. Then join from PX...

You do know about the Fields tab on the Automation Notifications () screen right? When you list fields here, the notification only fires when a val...

If you just want to filter on Month and not on Date, it actually makes the formulas simpler. For Month To Date: =IIf(Year([ARInvoice.DocDate])=Year([A...

Where are you getting the quantity of 38 from?