Hey Shawn, Great to see you on the AUG Forums. As far as I understand it, a Discount Code with a Discount Type of Line only impacts the Ext. Price fie...

Hey Nick, Try holding down Shift on your keyboard before pressing Enter. That should insert a carriage return and allow you to put in something like t...

I never say never because I'm always surprised by the solutions that people come up with. That's why I created these forums. But I can't think of a wa...

I'll send you an email.

Ok, then to get that data you would join SOLineSplit to POLine based on SOLineSplit.POType=POLine.OrderType, SOLineSplit.PONbr=POLine.OrderNbr, and SO...

As far as I know, the priority is hard coded and the Row Set gets priority. What about setting up two hidden columns: one set to the ACTUAL ledger and...

Hi Joseph, I tried putting a Sum function in the Value column of your screenshot that referenced other Unit Set codes (you can do that on the Row Sets...

Hmmm, seems like this must be a situation involving the government? I can't think who else would cap their pricing. I can't think of a way to do this....

Yes, go into the Sales Orders screen. That's where the screenshot came from.

Hi Kermit, I completely agree with you and I wish that Book Qty. was hidden by default on the Physical Count Sheet in Acumatica. If you think it would...

Hi Rowlf, Yes, you can do this. Just open the Physical Count Sheet report in Report Designer. Highlight the Book Qty. field and the field underneath i...

Hi Rowlf, Do you mean the alternate IDs listed on the Cross-Reference tab of the Stock Items screen? If so, you can use the Inspect Element Trick (cli...

Hi Piggy, If you go to the Segmented Keys screen and put INVENTORY in the Segmented Key ID field... Then click the icon in the upper left-hand corner ...

Hi Beaker, Yes, you can do this in Velixo Reports. This is one of those things that it does which ARM can't do. Let's say you have a different Chart o...

Are you linking it by using the Mark for PO and PO Source columns on the Document Details tab like this?

Totally agree Mike. Not a good idea to have three separate Sprint vendors. Better to just have one Vendor as Acumatica is designed for. But I've had t...

Hi Kermit, I thought it would be easier to do this in a video. Here I build part of the Profit & Loss report from the SalesDemo database. Take a l...

Hi Piggy, You just need to go to the Acumatica menu on the Excel ribbon and click the Refresh All button like this: The numbers will all show #N/A ...

One thing you could do in the meantime is create a Dashboard of "things that should never happen". And you could make that dashboard the homepage for ...

Hi Animal, I'm not sure how "comprehensive" these explanations are, but here is an attempt to answer your question. ACCOUNTBEGINNINGBALANCE(Connecti...

Hi Rowlf, Hmmm, interesting problem. I agree, it would be nice if Acumatica inserted voided check records. I'm not sure if this is the best workaround...

Ya, I don't think Automation Notifications will work because they fire when you press save on something and their "intelligence" is mostly limited to ...

Hi Rowlf, Writing a Velixo Reports formula is the same as writing an Excel formula. If you go to the Insert Function button... ... and scroll down ...

Hi Scooter, You just need to go to Acumatica -> Connection Manager on your Excel ribbon like this: This opens another window. In this window you...

Hi Fozzie, Yes, at this point Velixo Reports is free and you can download it on GitHub. Go to the releases page (click here), then choose the most rec...

Hi Animal, First, I should point out that what would be even better than the Business Date is to have Dashboard Parameters so you could set filters on...

My gut instinct is that Automation Notifications aren't going to help us here, but I'll wait for your responses before giving some further thoughts on...

I'd be interested to hear what you find out from opening a support case.

Hey Mike, Since making the forums free, I was getting a ton of spam users. So my solution was to require new users to register with a Facebook, Google...

Hi Pamela, Is the person at the front desk sitting in front of a computer and the client is standing there waiting to know how much they owe so they c...

Good question Scooter. I've heard a few people ask this before. The short answer, technically, is no. At least, to the best of my knowledge. But, if y...

Hey Fozzie, Yep, it sure does. Checkout this blog post for the details.

I suppose you could start with the SOLine data access class, then join over to the INLocationStatus based on the Item, Warehouse, and Bin Location to ...

Keep in mind that there are two things at play here: Freight Cost can be seen in the Freight Cost field on the Totals tab of the Sales Orders screen F...

Hey VJW, You're very welcome. I haven't had the time to create posts for the Distribution modules yet, but, since your question is related to the Dist...

Hi Scooter, The first thing you'll want to check is the Excel Mode field down in the Layout section of the Report Properties: If it's set to Auto lik...

Hi Rowlf, You are missing something that is totally not intuitive so don't feel bad. It took me a few months to figure out how to do it. But, once you...

Hi Gonzo, The first thing you need to do is take your latest recurring bill and enter it like you normally would, BUT DON'T RELEASE IT. Leave it with ...

Thanks for sharing. I guess that makes sense. =[@DocType] was probably passing something like "Credit Memo" and =[ARInvoice.DocType] was probably pass...

Hmmm, so it definitely has to do with passing the parameters. Using the same CRM that you tested with, can you try changing the formula below temporar...

Nice offer Mike!

The only other thing that I can think of is the filter in the subreport. Are you sure that Credit Memos have COMMENT items on them?

I see. So it seems like the initial entry will always be: Debit InventoryCredit Accounts Payable Then, if it gets sold to a customer, you'll have: Deb...

Hi Kermit, Yes, this is possible. There is actually a great example in the SalesDemo database that illustrates this. Basically, for a column that is a...

Hi Levan, Thanks for the post. Is this "inventory" for internal use or is it something that will be sold to customers? It sounds to me like it's used ...

Hi Beaker, Yes, thankfully at this point you can still reprint. At this point you should be on the Release Payments and you just need to choose Reprin...

Hi Kermit, First of all, thanks to Lawrence Gilliam for point this out over on the LinkedIn Acumatica ERP Software User Group. It is possible to use t...

Were you able to solve the problem? If so, I'd love to see the formula that you came up with.

Definitely critique the Cost data that would be used to calculate margin. You can see in the Sales Profitability by Salesperson and Customer report th...

I would probably start with a GI that reads from ARTran as the base. Then do some joins to pickup Customer Class and Sales Reps. Sales Reps can get tr...