Exchange integration is needed if you want to sync emails, contacts, calendar events, etc. back-and-forth between Acumatica and Exchange. But not need...

No problem, barging in on threads is what it's all about here. The more the merrier. Yes, you are correct, the AcumaticaERPInstall.msi file in the Acu...

Excellent question Garrett. I had the same question a couple of years ago but, unfortunately, based on a conversation I had with an Acumatica develope...

That might explain it on the customers side, but I'm not sure about your inventory side. You might try opening a support case with Acumatica. Do you h...

Bummer, I was hoping that would work. I will say though that I've had very limited success with that feature. I haven't explored it enough though to k...

Can you tell how long it takes before failing? I will say though that OData is pretty slow. Why that is exactly I'm not sure, but I think it partly ha...

Good idea!

Hey @beaker, You can now do this in Acumatica 2018 which just launched the first preview version, build 18.091.0090. You can set parameters on the D...

Sorry @taylan, I'm not a C# guy so I can't really help here, although @michael-hansen might be onto something. You might also try posting your questio...

Hmmm, good one. You could use GL.Sub.SubCD to get the full subaccount functionality in the parameter, but you'd have to hit F3 in each subaccount segm...

Brilliant @shawn-slavin! I think your idea will work. Regarding your question, I'd never tried it before, but I just tried @PeriodStart and got an err...

I guess I mean that if they opened up any DAC to row level security, I could see how you could apply row level security to something that could break ...

I suppose you could delete them directly from the database if you have access to the database.

Hi Piggy, I was able to get Acumatica to work with my Office 365 email. See below for the settings that I used. Note the green check in the upper-righ...

I feel like I've seen a feature in Import Scenarios that allows you to loop through lines in a grid, but I can't remember for sure. You might open a s...

I just updated the image for you. You have to right-click on the image in Imgur and choose Copy image address (if you're using Chrome that's the optio...

I hear ya. I do the same thing. Learning the ERP building blocks is easy, but putting those building blocks together in creative ways is hard, even th...

As far as I know, the Clearing Accounts feature on the Cash Accounts (CA202000) screen and the Bank Deposits (CA305000) screen only work when payments...

I can't think of a way to do it without customizing Row-Level Security to handle AP Bill documents. It would be pretty cool if you could just assign R...

I can't think of a way to do this in a Generic Inquiry unfortunately. This is the kind of thing that Power BI measures are good at.

What about saving a filter on the GI using this icon: Make sure you make it a Shared Filter like this: Then use the Shared Filter in the Dashboa...

Will the same OData feed give an error, then 30 minutes later (for example), start working? Or does the failure happen consistently for only some inqu...

I agree with @michael-hansen, seeing the .rpx file would be helpful. One thing I notice in your screenshot is the INRegister -> INTran join. That w...

What is the policy? Is that a screen?

Hi @eliso-gotoshia, First, you need to ensure that you have the Lead/Contact Duplicate Validation option enabled on the Enable/Disable Features (CS100...

I haven't tried an Import Scenario on one of those grids. Did you actually get it to delete SOME records? It just isn't deleting ALL of them?

Hey Guys, Sorry I'm late to the party. @nheuer, can you attach the latest .rpx file with the incorrect totals? Maybe something will jump out. @michael...

The numbers in the Inventory Allocation Details screen are calculated on-the-fly in the screen so they should be more accurate. The numbers in the Inv...

Hi @pamela-poh-chuen-ong, Hard to tell why you are getting that error. One thing you might try though which I find useful when troubleshooting a Gener...

Hi @julian-axsys, Actually, I didn't realize that's what you were asking, but, as far as I know, it doesn't store it. But I would think that would be ...

Thanks for sharing Kevin! Didn't notice that.

Sounds like you're in for a fun weekend Shawn 🙂

Hi Beaker, First, you need to pull up the check in the Checks and Payments (AP302000) screen. Note in the screenshot above that there are two fields ...

Hey Julian, Take a look at this post (click here) and let me know if it's what you're looking for.

I haven't actually used it myself. I just saw it demoed at an Acumatica Roadshow where I took tons of notes and screenshots (click here). Click here f...

Did you try manually typing the ID from the Notification Templates screen in the MailSettings -> TemplateID field? Something like this: Just be ...

Awesome. Glad to hear that solved the problem.

Do you have a screenshot of the report? It seems funny to me that the period filter is getting applied to the Row Set rather than the Column Set, but ...

Ah, I see, I feel your pain. It's hard to get Salespeople to do data entry. Too bad there isn't an executive there who can force them to enter two fie...

Hi Sam, Sorry for the late reply. I kind of put things on hold over the holidays. Some things to consider. Report Designer: When it comes to slicing a...

Hmmm, I just upgraded to 17.204.0019 and tried again. It still works for me. I can share a filter under the admin user, then login as another user and...

What R2 build are you on? I just tried creating a Shared Filter in 17.200.0401 and it's available to other users.

Thanks for the follow-up Levan

Just make sure you do it as a Subreport since there could easily be more than one Package for a given Shipment.

Can you share more about how separate customers reduces data entry? I would be nervous about using separate customers instead of customer locations fo...

Regarding learning Acumatica or any ERP system, my personal approach has always been the "sink or swim" approach. Dive in, take some real world situat...

Hey Kermit, You can change the Type on a GL Account, but only if there aren't any existing posted transactions for it. There might be some unposted jo...

Sweet. Thanks for the feedback. Glad you brought up the Change Notifications feature. One good thing here is that, as far as I know, this feature is i...

Hey Todd, Are you using the Owner field pictured below to determine who the case has been assigned to? If so, I would recommend using the Automatio...