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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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RE: ASC 842 Rules

Is LeaseQuery the third party that you are looking at?

3 years ago
Forum
Accounting in Acumatica
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RE: auto-matching PO receipt to PO

Have you tried the Warehouse Automation functionality in the mobile app? It's probably too limited, but maybe it could be customized to do this.

3 years ago
Forum
Everything Else
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RE: Employee Time Clock in Acumatica

It looks great!

3 years ago
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Everything Else
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RE: Employee Time Clock in Acumatica

Looks interesting Paul. Do you have any screenshots?

3 years ago
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Everything Else
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RE: Cannot email notifications when business event triggers

I have found them to be very finicky too. I'm looking forward to a session on Business Events at Acumatica Summit 2023 where I'm hoping to learn more ...

3 years ago
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Everything Else
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RE: Default Purchase Order Unit Cost - Last Vendor Price - Stock Items

@brendan-shepperd It follows the hierarchy mentioned above.

3 years ago
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Everything Else
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RE: Default Purchase Order Unit Cost - Last Vendor Price - Stock Items

@mho You don't have to creat a Vendor Price Worksheet every time. It will pickup the cost that you enter on the Purchase Order.

3 years ago
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Everything Else
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RE: How to automatically add file attachments to an outgoing email

I can't think of a way to do it. Maybe using an outside tool like Power Automate?

3 years ago
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Everything Else
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RE: Sales Order Allocations disappear when a Shipment is confirmed - Bug or designed behavior?

@roycelithgo one of those "gifts" that keep on "giving" ๐Ÿ˜€

3 years ago
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Everything Else
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RE: Updating Base Price based on previous margin

Maybe store the previous value in an Attribute or User Defined field?

3 years ago
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Everything Else
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RE: Filter by Notes

@jgoldberger I don't see why not. Just use SOLine rather than SOOrder.

3 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Boolean Field Values in Results Grid

@dave-ziskind That's weird. I haven't needed the +1 before. I wonder what's going on in your environment.

3 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Adding navigation to CRActivity.Source field in GI

Maybe try CRActivity.RefNoteID instead?

3 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Pass Dashboard Parameter through to GI formula?

Ah, good point. It seems like you can only pass stuff to a Generic Inquiry filter, not to a Generic Inquiry parameter.

3 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Row Style Help

@agupta That's brilliant! Thank you for sharing that post!

3 years ago
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Acumatica Generic Inquiries & Pivot Tables
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RE: Adding Drop Ship PO # to Sales Orders GI

@mho Make sure you are doing a Max aggregation on the Order Totals rather than a Sum aggregation.

3 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Hiding Tenant Drop-Down on Login Screen

@zsolomon I would try opening a support case with Acumatica and ask them to make the change for you since a file on the server has to be modified. You...

3 years ago
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Everything Else
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RE: Setting up User Security

@michaeltriffon Nice trick!

3 years ago
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Everything Else
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RE: Microsoft Power APPS

Here's another relevant link that might be worth checking out:

3 years ago
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Everything Else
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RE: Does this New Discussion Notification have a link?

Ah, much better, that seemed to do the trick:

3 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Topic
Does this New Discussion Notification have a link?
3 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 1
Views: 588
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RE: Highlighting of Generic Inquiry Rows or Columns in Data Table Widgets

@lweinstein Try this:

3 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Highlighting of Generic Inquiry Rows or Columns in Data Table Widgets

@lweinstein Not in front of a computer right now so I'm replying from my phone and from memory, but those fields might be in the CR.Location table whi...

3 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Financial Report Formatting

For your first question, try this:

3 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Grouping by Quarter & by Field Values

Try joining to the DateInfo table ๐Ÿ˜€

3 years ago
Forum
Acumatica Report Designer
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RE: Access Rights - Header vs Line Level

Smells like a customization to me unfortunately

3 years ago
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Everything Else
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RE: Altering the Good In Transit Report

That report doesn't have the data that you'd need. You'd need to pull different data to look at the historical transactions to be able to figure that ...

3 years ago
Forum
Acumatica Report Designer
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RE: All activities by user

What about using the INTran table since all of those transactions are inventory transactions?

3 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Generic Inquiry to Export Scenario

@dave-ziskind That's a weird error. I haven't tried the Excel export, only the CSV export so far. I wonder if it's your first column since the tree ...

3 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Generic Inquiry to Export Scenario

@roycelithgo I just updated the post with screenshots.

3 years ago
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Acumatica Generic Inquiries & Pivot Tables
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RE: What is your role at your company?

@stakaki Welcome! With your Crystal Reports background, I'd be curious to hear if you find that developing reports with Acumatica Report Designer take...

3 years ago
Forum
Accounting in Acumatica
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RE: GI Duplicate Lines

Duplicate lines have to do with what you have on the RELATIONS tab. I see <SPLIT> in the Location column which should mean there are multiple li...

3 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Can you authenticate with Active Directory user

I don't think it's possible, but I think @gabriel added this to the Velixo product which is another way to bring Acumatica data into Excel.

3 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: 1 License for 10 Tenants issue

The License gets applied to the Instance and, as far as I know, the Instance can only be connected to one database. So, I'm pretty sure that all 10 Te...

3 years ago
Forum
Everything Else
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RE: Selecting a warehouse based on current branch in SO screen

The only thing that I can think of off the top of my head is the option in the user profile, but that's a default Warehouse globally, not specific to ...

3 years ago
Forum
Everything Else
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RE: Creating a Printed Form when one does not exist

You can also add it to the REPORTS area on the screen by using a Customization Project. In the Customization Project, expand the arrow next to the scr...

3 years ago
Forum
Acumatica Report Designer
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RE: Employee Setup

@edolan It's not intuitive to me when Acumatica wants to reference the User record vs. when it wants to reference the Employee record. Setting up an E...

3 years ago
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Everything Else
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RE: Are any After Pay services integrated with Acumatica?

Have you looked at Paya?

3 years ago
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Everything Else
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RE: Security restriction to View Only on UDF in the Change Orders screen

This might help:

3 years ago
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Everything Else
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RE: Email Statements with Associated Invoices?

@mikelupro Ya, they moved the Feedback area to somewhere in Community.Acumatica.com but, unfortunately, I don't have access to it since it's only avai...

3 years ago
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Everything Else
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RE: Acumatica Test Environment

Good move. Ya, I don't know of a cloud test environment that's just sitting out there to use.

4 years ago
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Everything Else
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RE: Welcome and Introductions

@travisl Nice logo. You took "Avatar" literally ๐Ÿ˜€

4 years ago
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Everything Else
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RE: Welcome and Introductions

@jhouser Maybe I'll see you at AUG Ohio (click here) in the near future?

4 years ago
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Everything Else
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RE: Welcome and Introductions

@asisk I'll see you in Atlanta at AUG Summit 2022

4 years ago
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Everything Else
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RE: General Question on SQL Knowledge and ACU

I agree with Patrick. Also, I personally find that my SQL knowledge is very helpful when creating reports in Acumatica. I'm just not sure whether it...

4 years ago
Forum
Everything Else
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RE: How to format the Parameter List in Text Box?

I can't think of a way to do it other than using a SWITCH statement and converting the values manually.

4 years ago
Forum
Acumatica Report Designer
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RE: Seattle Users Group

Nice! Can you take a picture and post it back here? I can add it to this page:

4 years ago
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Everything Else
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RE: Generic Inquiry to Export Scenario

@jeffrey-patch Thanks for the suggestion. I tried it, but it didn't seem to make a difference. There might be something in the Web.config file that wi...

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Generic Inquiry to Export Scenario

Gabriel Michaud asked me via email if this works with any Generic Inquiry or just those tied to a data entry screen like the one used above. It seem...

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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