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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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RE: Add Payment amount to SO Invoice Form

Unfortunately there are some fields that only calculate in the screen and this is one of them. I'm not 100% sure, but I think the reason for it has to...

8 years ago
Forum
Acumatica Report Designer
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RE: Use/Spend stock for internal purposes

Any reason why you wouldn't use Issue and have someone just pick the correct Subaccount? You could still drive Account from the Reason Code. The Issue...

8 years ago
Forum
Everything Else
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RE: Use real names

Naw, just $35. It's a nice feature to have so it's worth it.

8 years ago
Forum
Everything Else
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RE: Use real names

Hey @michael-hansen, I went ahead and bought the PM feature. You can use the icon highlighted in the screenshot below on a post to send someone a mess...

8 years ago
Forum
Everything Else
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RE: Include Reverse tax in cogs of non-stock item

Hi Levan, I wish I could help on this, but I don't understand the Tax Module well enough at this point.

8 years ago
Forum
Everything Else
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RE: No workbook open

Hey Fozzie, When you open Excel files from an email or download one from the internet, Excel goes into protected mode which you can see in the yellow ...

8 years ago
Forum
Velixo Reports for Excel and Acumatica (Financial Report Writer)
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RE: Forum Images

Cheating is welcome here 🙂

8 years ago
Forum
Everything Else
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RE: Forum Images

I wish the file attachment feature in the forum worked better, but we're stuck with what we have for now. I actually don't use the attachment feature....

8 years ago
Forum
Everything Else
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RE: ReportVariable ValueExpr set to Zero

Hey Michael, You're killing it with the forum participation. Love it! I agree with you about variables. If you can use something like Sum() instead it...

8 years ago
Forum
Acumatica Report Designer
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RE: Printing a Check with MICR Encoding

Excellent. Glad you got it working. Some people install the MICR font on every client machine which is a pain to maintain going forward. Getting it wo...

8 years ago
Forum
Everything Else
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RE: Adding a watermark.

Thanks Julian. And hopefully the SEO feature in the Forums works well so people searching Google in the future can find this post.

8 years ago
Forum
Acumatica Report Designer
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RE: Import Bank Rec Transactions from old system

I usually import it from Excel as a journal entry into the Journal Transactions screen with every line hitting the Cash account so there is no impact ...

8 years ago
Forum
Everything Else
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RE: Show a credit as a credit

Thanks for jumping on this so quickly Michael. As far as I know, the only workaround for the negative thing would be to create a row that pulls the va...

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Control given cash to epmloyees

You can do a Prepayment authorization on the Bills and Adjustments screen and cut a check to an employee (both employees and vendors are available the...

8 years ago
Forum
Everything Else
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RE: Overlapping Data Sources

@RowCode just returns the code of the row, not the value in the row. So it works great in a true/false test, but not to return a value. But I think yo...

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Printing a Check with MICR Encoding

If it displays within Report Designer, but not when you print the actual check, my first guess would be that the MICR font has been installed on your ...

8 years ago
Forum
Everything Else
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RE: Adding a watermark.

Nice job. Looks good.

8 years ago
Forum
Acumatica Report Designer
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RE: ReportVariable ValueExpr set to Zero

Agreed. Would be easier to see what's going on with the .rpx file. The screenshot of CurrTot is set to a formula of 0 which of course will always be 0...

8 years ago
Forum
Acumatica Report Designer
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RE: Possibility to make partial advance payments (prepayments)

Hi Levan, I experience the same thing that you do and I can't think of a solution other than doing a small customization on the Bills and Adjustments ...

8 years ago
Forum
Everything Else
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RE: Overlapping Data Sources

Hey Joseph, You could do something like this, assuming Row 0030 and 0040 in your Row Set are the rows that you want a different calculation on: =IIf(@...

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Including a Company Logo in a Report

Hey Gonzo, I'm not 100% sure, but as far as I know this is not possible. You might want to vote on this suggestion to get it included in the product:

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Enterprise-Reporting based platforms as alternative to Report Designer

I'm not sure what the current BI360 live connector for Acumatica looks like and what modules it covers. BI360 normally pushes you towards working with...

8 years ago
Forum
Everything Else
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RE: Importing image to stock item

I should mention that I don't know for sure that it's not possible through an Import Scenario. I just personally don't know how to do it.

8 years ago
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Everything Else
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RE: Importing image to stock item

Thanks for linking to that post Michael. As I mention in that post, I was able to do something like this with Microsoft Flow and the Acumatica REST AP...

8 years ago
Forum
Everything Else
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RE: Select Time Card Records by Date

Hey Shawn, I'm not exactly sure why, but some DAC fields are too complex to be filtered on. "Too complex" is my explanation. Something is special abou...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Email Link

It would definitely be cool if you could generate HTML. It would open up a lot of possibilities. But I could also see there being situations that woul...

8 years ago
Forum
Acumatica Report Designer
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RE: Passing Variables from Sub Report not resetting value when no Value in subreport

Cool. Hey, as long as it's working, that's good enough for me. I was just curious 🙂

8 years ago
Forum
Acumatica Report Designer
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RE: Passing Variables from Sub Report not resetting value when no Value in subreport

Thanks so much for chiming in on this Michael. I'm not sure I have much more experience on these variables because I try to avoid them as much as poss...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: 13 Month Pivot Tables

Are you always running this for the current month and are you using Excel 2016? If so, then you could get the 13 months if you use the Power BI functi...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: 13 Month Pivot Tables

I can't think of a way to speed it up. Unfortunately OData can be kind of slow. You could use Power Update to refresh it for you overnight as long as ...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Passing Variables from Sub Report not resetting value when no Value in subreport

Hmmm, I've seen this before, but am trying to remember the specifics of it. Would you be able to attach the main report and the subreport so I can tak...

8 years ago
Forum
Acumatica Report Designer
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RE: Pricing Inquiry

I have seen this done. I reached out to the partner that I saw it at to see if they would like to share. If I remember correctly, there were a lot of ...

8 years ago
Forum
Everything Else
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RE: Email Link

I'm not sure how to put a hyperlink in part of a text field. As far as I know, the entire text field has to be a hyperlink and it can only link to one...

8 years ago
Forum
Acumatica Report Designer
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RE: Selecting Multiple Branches

Hi Gonzo, Since we're in Excel with Velixo Reports, there are probably multiple ways to do this: using an Excel Add-In, using VBA code, etc. But I pre...

8 years ago
Forum
Velixo Reports for Excel and Acumatica (Financial Report Writer)
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RE: Sorting a Group

Awesome. Thanks for the feedback.

8 years ago
Forum
Acumatica Report Designer
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RE: Please vote for this feature on Acumatica Feedback Site - Prevent Acumatica from manual posting to Control Accounts

I just added my vote and also added a comment with an idea on how to implement it.

8 years ago
Forum
Everything Else
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RE: Sorting a Group

Hey Michael, Welcome and thanks for posting here. You could try adding a field to the grouping like this: 1. Open the Groups area: ...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Velixo Add-In causes issues with "load records from file"

Thanks Gabriel. That fix worked for me. I just created an Excel file and imported it into a screen successfully.

8 years ago
Forum
Velixo Reports for Excel and Acumatica (Financial Report Writer)
Reply
RE: Velixo Add-In causes issues with "load records from file"

Thanks for the heads up Myrcenary. I actually had the same issue yesterday coincidentally, but I didn't realize that it was because of Velixo Reports....

8 years ago
Forum
Velixo Reports for Excel and Acumatica (Financial Report Writer)
Reply
RE: 13 Month Pivot Tables

Sorry I haven't been able to respond. I should be able to this weekend.

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: 13 Month Pivot Tables

Hmmm, not exactly sure what you mean by 13 months. I forget, is your fiscal calendar 13 months? Do you have a screenshot of the pivot table that you...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Freight cost calculation with Ship via codes

Thanks for following up with the explanation. Maybe you just need a customization to take Volume out of the calculation equation. Or use a Stock Item ...

8 years ago
Forum
Everything Else
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RE: Balancing Open PO Accruals to the GL Account

Ah, ya, likely you might want your partner to help you build the Dashboard widgets anyways. Sometimes though the hardest thing is knowing what you'd w...

8 years ago
Forum
Everything Else
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RE: Balancing Open PO Accruals to the GL Account

It's a difficult account to reconcile unfortunately. The easiest thing to do is to keep it reconciled moving forward. One idea is to drop the GL Trial...

8 years ago
Forum
Everything Else
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RE: Format feild to display multipple lines

Are you using an Import Scenario? What kind of data source are you using (CSV, Excel, etc.)? I just tried it using an import scenario and the Excel ...

8 years ago
Forum
Acumatica Report Designer
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RE: Balancing Open PO Accruals to the GL Account

Hi Karen, It's been a while since I've looked at this, but one thing I remember causing a problem is Purchase Orders that are closed manually after ...

8 years ago
Forum
Everything Else
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RE: Applying Filters in OData

Hey Animal, You can definitely do this and it's a great idea too for the reason that you mentioned: Server-side filtering is faster, especially when t...

8 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: Power BI Tile - Acumatica Dashboard Widget

Are you getting something like this? Additional technical information:Correlation ID: 74711a33-f0da-431d-af42-f53fc320bf0eTimestamp: 2017-11-25 02:59:...

8 years ago
Forum
Acumatica Dashboards
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RE: Physical count when 0 On-hand in warehouse

Hi VJW, As far as I know, that's the intended behavior and the reason for the Blank Lines To Append field on the Prepare Physical Count screen: It wi...

8 years ago
Forum
Everything Else
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RE: Power BI Tile - Acumatica Dashboard Widget

You would use the URL of your Acumatica instance instead of (I was using that because Acumatica is running on my local computer). But, something has ...

8 years ago
Forum
Acumatica Dashboards
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