Gotta love requests like this. Can you say job security? Hopefully you're getting paid by the hour on this one. Copying the relevant section of your E...

Hey Jeff, Checkout the Tabular feature in Lesson 6 of the S130 Reporting Course. I haven't used the feature much personally, but I think that would be...

Hi Mauricio, Variables are weird because they might be defined in the section above where they actually get used. In this case, they are defined in de...

Also, note, if you want to get that nice "code" effect here in the forums, just select any line in your text and click this button on the menu: And i...

You're a rockstar Michael. Thanks so much for jumping in on these. I love it when you beat me to the punch. Russ, I just tried your .xml file on my Sa...

Thank you so much for sharing your findings here. Very much appreciated.

Ya, nothing beats the ease of Excel functions. But GI is different. I'm still not sure if the GI functions are more like C# or SQL, but definitely not...

Wow, you were brave to do Step #3, but it sounds like the Validate Account History (GL509900) screen cleaned things up for you which is AWESOME! Now t...

I think that @nheuer is talking about the ACTIONS -> Extend To Vendor option on the Customers (AR303000) screen: Regarding the process though, I...

Thanks for sending me the file Jeff. I removed the proprietary stuff and am attaching it here in case someone else can figure this out. so641025.rpx...

ARInvoice.DocType is trying to compare itself to the database values, not the values displayed on the screen. If you run the following in SQL, you can...

That's strange. Normally the formatting is messed up in the HTML, but it works in the PDF. Here it's the other way around. Is your report using any cu...

I did a real quick recording of the line moving. It's kind of hard to see, but there is a thin red line where it wants to drop the line. Then, when yo...

As far as I know, most of the time you will find the SO Booked values in the <UNASSIGNED> row. That's because most people specify the Warehouse ...

Absolutely. I know the screenshots aren't the best, but at least it gets the information out there. For pushing the files to the cloud version, you ca...

Cool, glad you figured it out. Maybe you were using a Left join that returned a null. A null value would mess up the logic for sure.

I just checked and it looks like the same can indeed be done on the Purchase Orders (PO301000) screen. Note: I used build 17.204.0019 for my testing.

I just tried something similar and was able to get it to return some data. See screenshots below. The only thing I'm not confirming is that records do...

They just made this A LOT easier in Acumatica 2018 R1. You don't have to open the mobilesitemap.xml file anymore. All you need to do is go into the Da...

Hey JD, I should point out that everyone has a different philosophy about this. Here is my personal philosophy. By default, I personally assume tha...

As I had hoped, they did cover this in one of the keynotes at the Acumatica Summit this week. Two things to point out: First, even though I couldn't g...

More info on the coming changes to Automation Steps. I totally forgot until I checked my Twitter feed that it was actually mentioned during one of the...

Ah, so works on Results Grid, but not on Conditions huh? Can you include a screenshot of your Conditions tab? For info on including a screenshot, clic...

Have you tried going into the Row Sets (CS206010) screen, clicking the magnifying glass in the Data Source column, and setting the Expand field to Acc...

I agree with you, it should be revoked by default. But I have noticed the same behavior as you with ANY Site Map entry, not just Dashboards. You have ...

I think I know what happened. You installed the Customer Portal, not the main Acumatica. The installation routine is TOTALLY NOT INTUITIVE. This is wh...

Ah, bummer, too bad it can't accept formulas. Three thoughts on this: 1. The field auditing isn't that bad to setup. And you if you list the field, th...

Glad to hear it. Were you able to get it to work?

What error message are you getting? Have you tried adding another condition at the end of Switch as a catch all "what if nothing else matches true" co...

Hi Scooter, The problem has to do with the reply address that you gave in your Step 2. You have two options. The first option is simply to go back...

Sorry, I think it should actually be an Action Name of Action. If you put an Action line on there like in the screenshot below, then click FILL WITH V...

As far as I know, there isn't anything special about closing the year. I think it's the same as closing a period as far as what happens behind-the-sce...

It's a learning curve, let's get there together. We all have a piece to contribute. Thanks for the info about your ODBC tool.

I still don't know the tax area very well. If you're going to be at Summit in a couple of days, I recommend tracking down Annita. She knows the tax st...

Try adding a DateAdd function to the StartDate and EndDate parameters. For StartDate, put this in the Default value field: =DateAdd(DateAdd(Report.G...

I also think that it would be cool to see this Reordering / Rearranging Lines feature on all data entry grids in Acumatica. If you too think that woul...

What report are you using? Is it an out-of-the-box report?

Yes, I would guess that about 90% of the DACs are also SQL Tables. But it's important to know that you are actually interacting with DACs when buildin...

When you create a new Acumatica instance using the Deploy New Application Instance option on the Acumatica ERP Configuration Wizard, make sure you cho...

Perfect. As long as your parameter isn't dynamic, this will totally work. Also note that you could use Automation Steps to add multiple reports on the...

Are you using an Action Name of Flow on the Actions tab of the Automation Steps (SM205000) screen, then clicking the FILL WITH VALUES button to popula...

Up to you. Seems fine here in Distribution or in Finance since you're talking about two different screens. At this point, I think you're probably best...

Everything in Acumatica is actually a Data Access Class (DAC), not a SQL Table or SQL View. For more on that, click here. I'm not sure though if there...

You want Batch.FinPeriodID. I just remembered that it's actually stored in the database as yyyymm. So I just used the following formula on the Conditi...

Not that I know of. But you might be able to duct tape something together using the Merge Reports and Merging Order fields on the Send Reports (SM2050...

It's kind of a secret. So hopefully no one else reads this post 🙂

What data field are you trying to match the expression value to? Is it a PostPeriod field? Tell me more about your ODBC connector. Are you using ODBC ...

Sweet! Thanks for the update. Maybe we'll learn more at the Summit next week.