Thanks to Anahi over on this thread for pointing out a way to filter on dates. Based on the suggestion, the following works for me for records with ...

I put together an 8 minute video. Hopefully this gets you what you need. Here are the formulas used in the video. For Month To Date: =IIf(Year([ARInvo...

With a customization right? I should say that there is a way to loop through line records in the body of the email that gets generated. Especially use...

Ya, that relationship definitely isn't right. But I wouldn't actually do the relationship between Customer and InventoryItem. Shouldn't it be between ...

Ah, yes, good point. That won't work. The Payment creates an additional Void Payment record when you void it. So, back to your idea, it seems like fil...

I've definitely heard that request before, but I don't know of a clean solution. It's the disadvantage of Acumatica using the same screen for both Sal...

Take a look at the Word document that @dws253 posted above. I could see how his later suggestion to use a SQL Data Source to get around the Excel limi...

Brilliant! Thanks for sharing @julian-axsys

Which screen are you looking at specifically? Two general thoughts: 1. In my opinion, Windows-based applications do a better job of cramming a bunch o...

I would think that they should be the same, but I'd want to do some validation like you are doing. Are you using ARTran.Qty? It might have something t...

Hi Piggy As far as I know, currently this is not possible. But there is an idea for this that you might want to go out and vote on:

Is there any reason why you want "shipped quantities" instead of "invoiced quantities?

Power BI is better at doing on-the-fly side-by-side Period and YTD calculations, but I think you can still do this in a regular Acumatica Dashboard. ...

Hi Paul, Not that I know of. But this would be a perfect situation for the new Business Events feature in Acumatica 2018 R1:

Hi Kermit, Unfortunately, I don't know of a way to prevent this when exporting to Excel only. But there is a way to prevent this for the whole report....

Very strange. Grasping at straws here, but I notice that you have a trailing / after your Home Page URL whereas I don't. Maybe try removing it? The on...

Try filtering on ARPayment.DocType rather than ARPayment.Status. I think the Voided value in ARPayment.Status is used for something else. A new paymen...

What if you try a combination of using CInt in the formula and also setting the Schema Field value?

So you basically want three columns? 1. Salesperson 2. Current Month Sales 3. Year-To-Date Sales

For profitability, I would do this off of ARTran. Actually, there are a few reports available in the Accounts Receivable module that do just that.

Right now you're telling the report to get the To Email from Contact.EMail. You'll need to check the joins to see how it's joining to the Contact tabl...

Hi Fozzie, Note: If you did want a trailing balance, a Pivot Table would probably be better suited for the task. Since you only want today's balance, ...

Awesome. Thank you for sharing this @julian-axsys

Brilliant! I didn't realize that. Thanks for sharing. Here's a screenshot Settings -> Properties -> Multi-tenanted

What's interesting to me is that there are two slashes in your screenshot which makes it seem to me like it is completely removing whatever you put in...

Not a bad idea @dennis-easter. Also, there is a Use Tax section in the F335 Advanced | Value-Added Taxes 6.0 Course that you might checkout. I just ha...

3. This is what I was expecting so this is good. When you click the SEND button on the report, it pulls the To Email from here: When you click AC...

Hi Animal, As far as I know, you don't get to control what happens when you export a Generic Inquiry to Excel. I think it's all hardcoded into the Gen...

I just tried on 6.10.0472 and it worked for me. I used a simple Pivot Table: I drilled down on a number: And it seems to work:

Ah, very interesting. What build number of Acumatica are you on? Seems like you found a bug which isn't that surprising because Pivot Tables are a new...

Although not completely relevant to this discussion, it's relevant enough that I thought I would share this article: Even though the article talks ab...

It looks like your field is a formula. When you do a formula, the formula doesn't control the data type. What actually controls the data type is the S...

When you drilldown on a Pivot Table, all it does is apply a filter to the underlying Generic Inquiry. So when you click a number like this: It dr...

Regarding rentals, there's a partner who recently built a solution specifically for the equipment rental industry: Might be worth reaching out to them...

Ah, ha, that's because I'm tricky and I intentionally don't allow .rps files to be uploaded 🙂 The reason is that what we really need is the .rpx file...

I agree @michael-hansen, calling sub-reports in Report Designer is nice. Having the same kind of thing with nested tables in Generic Inquiry would be ...

Hi Russ, When it comes to spaces, normally the URL puts in some special characters. Your URL above should get turned into this: But I'm not sure if yo...

Hi Fozzie, Try this. 1. Click the Manifest button 2. Change this from true to false and click the Save button 3. Now the Delete button should be ena...

Not through OData unfortunately, it's read-only. But can you tell me more about your situation? You might be able to use Import Scenarios or Web Servi...

Nice! I didn't realize there was a GitHub customization out there for this. I've never tried the customization, but knowing Gabriel's coding skills, I...

Ugh, I've looked at this in depth twice now. Each time I've thought, "man, I need to write-up a post on it". But there's a lot going on and I haven't ...

Nice work! Would you mind posting a scrceenshot of your Rowset formula? I wasn't able to import your .xml file for some reason. I'm getting this error...

Great question Fozzie. I've been wondering the same thing. So now you're forcing me to test it 🙂 Let's say I'm a user who has access to all Branches....

Hmmm, not sure what the problem could be. I just checked an https instance that I have running on Acumatica 6.10.0472 and my embedded Power BI report ...

Have you considered using something like the free Velixo Reports Add-In for Excel instead? That would give you better cell-by-cell control of your for...

Hi Gonzo, Technically, the Journal Transactions (GL301000) screen will allow you to make a one-sided entry to a Statistical ledger like this: But y...

Great question and one that can be VERY confusing. An Acumatica Instance is just a website or a URL. A Customization Project can affect two things: 1....

Hmmm, this is strange. I was expecting flipping to provide the opposite sign, but apparently that's not the case. Maybe you can spot something that I'...

Also, just to add here for anyone who is on-prem, Megan's method personally makes sense to me. However, in general, it's definitely not recommended to...

Ah, good point. Sorry, I didn't actually try it. It would be a little messy, but you could make columns G and H hidden, then reference them with two c...