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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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RE: Rolling 12 month report (AR)

Hey sunwayfan, Unfortunately you can only use the ARM report writer for GL data. Are you trying to report on AR data so you can include Customers and ...

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: PadLeft Function

What if you use a combination of Len and PadLeft? Len will tell you the length of a string. So you could use Len on A000000001352107006700030142900160...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: PadLeft Function

So you want to pad it with spaces, but you could need a different number of spaces depending on how long the number on the left is? Do you always know...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: PadLeft Function

What would you want the end result to look like? Are you trying to create an amount like this where there is a variable number of spaces between USD a...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Creating Customer ID and changing part number

HI gojok, Yes, you could do this. You would create 4 separate segments in the Segmented Keys screen and only check the Auto Number column for the numb...

8 years ago
Forum
Everything Else
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RE: Using Items on AP Bills

Hi Piggy, If you are trying to enter a new line in the Bills and Adjustments screen, you should only be seeing items that were entered in the Non-Stoc...

8 years ago
Forum
Everything Else
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RE: Print Branch Name in Header ARM Report

Hey LarCigar, Novices welcome here. I'm still a novice myself, learning something new about Acumatica every day. If you put the branch in the @StartBr...

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Max Date

Hi Brian, I would think that you should be able to add the primary keys for the service order (probably OrderType and OrderNbr) to the Grouping tab in...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Branch Logos

Hi DWS253, Would it be ok to require the branch logo's file name to be something specific (eg. "Large Logo.png") when it is uploaded? If that would be...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Release Transactions vs. Post Transactions

Hi Piggy, I personally like to configure Acumatica so that "Release" and "Post" mean the same thing. I even use the two words interchangeably. I like ...

8 years ago
Forum
Everything Else
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RE: Generic inquiry on multiple products

Thanks for letting me know Michael. I'm glad that worked for you.

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Automating Report - Emailing Excel - Set Column Widths?

Ah, now I understand. What about using OData to build it in Excel and use the feature in Excel that forces the report to be 1 page wide?

8 years ago
Forum
Acumatica Report Designer
Reply
RE: The expression contains undefined function call IIf()

Hi Fozzie, I think the problem is due to a misplaced closing parenthesis. Try moving the closing parenthesis highlighted below to the end of the formu...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Automating Report - Emailing Excel - Set Column Widths?

Have you tried setting the Excel Cell -> Width value for each cell?

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Automating Report - Emailing Excel - Set Column Widths?

Hi Baraboo Bob, Can you attach the Report Designer report .rpx file that you are working on? I'd like to take a look at it to see if I can think of so...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Add a Hyperlink within a body of text

I wonder if this is just a bug. It looks like someone else has already discovered it and created in Idea on the Ideas Website (click here). Might be a...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Power BI Tile - Acumatica Dashboard Widget

Hi shirsch, You are correct. There are a few ways that I can think of to handle this: Setup a separate user for each Branch in Power BI. Then setup se...

8 years ago
Forum
Acumatica Dashboards
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RE: Uploading a Payroll Journal Entry from Excel

Hi Piggy, Yes, you can definitely do this. Actually, you can do this whenever you see the following icon on a screen: What I recommend doing is enter...

8 years ago
Forum
Everything Else
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RE: DAC - MY first Acumatica report from scratch

Scratch my comments on SaaS. The more I thought about it, the more I thought maybe you could do it in a Customization Project. And it looks like you c...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Error Message: Financial Period is closed / Allow Posting to Closed Periods

Hi Piggy, The reason you are getting this message is because this financial period has been closed for the Accounts Payable module. You can see this i...

9 years ago
Forum
Everything Else
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RE: Error Message: Financial Period is Inactive

Hi Piggy, The reason you are getting this message is because the Active column is not marked for October 2017 in the Financials Periods screen: Whoev...

9 years ago
Forum
Everything Else
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RE: Subreport works for Invoices but not Credit Memos

At first glance, are you sure that it works if MasterRefNbr in the screenshot below is blank, but not null? I'm wondering if it could be blank on a Cr...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Subreport works for Invoices but not Credit Memos

Can you attach the .rpx file?

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Post Summary on Updating GL

Hi Piggy, Great question. I've always wondered this myself and your question forced me to go do some research. Let's keep this example confined to AP ...

9 years ago
Forum
Everything Else
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RE: Calendar Period Name in Column

Other than the official course on ARM (click here), the best advice I can think of is to look at the explanations of the expressions available (click ...

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Calendar Period Name in Column

This is pretty clunky, but what about something like this: =MonthName(DateAdd(CDate(Left(@StartPeriod,2)+'/1/'+Right(@StartPeriod,4)),'m',0)) =MonthNa...

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Calendar Period Name in Column

Does the DPL12 (Profit and Loss Rolling 12 Month) report in the SalesDemo database get you what you need? The formulas look like this: Or would this ...

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Maximum Length of GL Segments

Hi Piggy, You define each segment and the length of each segment for the Account and Subaccount fields by going to the Segmented Keys screen. There is...

9 years ago
Forum
Everything Else
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RE: Overlapping Data Sources

Great question Beaker. And, don't worry, it probably took me even longer for this to occur to me. There is a great section in the F350 course on this....

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Vendor Performance - Difference Between Two Dates

Just curious, I wouldn't think that the Parent/Child tables would matter unless you were doing a Left join. Were you doing a Left join?

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Vendor Performance - Difference Between Two Dates

Hi nheuer, It works for me: I'm using Acumatica Build 6.10.0472. Maybe it's a problem with your Relations tab? This is what I used:

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Multiple Values for a Parameter

Hi Fozzie, I still wonder if someone has done a customization for this, but I don't know of a way to do this out-of-the-box. The only workarounds I ca...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Linking PO with Approvals

Hey DWS253, Try POOrder.NoteID = EPApproval.RefNoteID. I would be concerned though about doing this join because Acumatica is setup to allow multiple ...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Generic inquiry on multiple products

I would use AR Invoices if you only want to analyze sales that actually took place and not include sales that are going to take place in the future. I...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: DAC - MY first Acumatica report from scratch

Hi HappGilmore, Let me say that the post you linked to was written over 2 years ago. So I had to go re-read it first 🙂 Also, before I get to your que...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Generic Inquiry for Time Data

Awesome. Glad to hear it. Hopefully Projects settles down in the next 1-2 years so there won't be too many backend tables changes, meaning better data...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Generic inquiry on multiple products

And what sales data are you looking to analyze, Sales Orders or AR Invoices?

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Generic inquiry on multiple products

Shouldn't matter that you're using MYOB Advanced as far as I know. Can you browse through some products on the Stock Items screen and check the Vendor...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Generic Inquiry for Time Data

Hi Potato_Ghost, Just wanted to let you know that I did look at this, but it's a little over my head. I don't understand the flow of the Projects modu...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Generic inquiry on multiple products

Hi mmaxwell, Some questions: By Supplier do you mean Vendor in Acumatica?What is the connection between the Customer and the Supplier in Acumatica?Are...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Subreport Page Breaks

Hi Egates17, I've had the same issue with subreports in the past. I remember there being some differences between the PDF and HTML formats, but can't ...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Trial Balance

Hi Gojok, You can absolutely go live without a General Ledger Trial Balance and bring in the balances later. In fact, that's usually what I see becaus...

9 years ago
Forum
Everything Else
Reply
RE: Removing the Time from Dates in a Pivot Table

Hi Piggy, You can control the formatting of the Due Date column by using the Format property. To remove the Time, you can use the following format pro...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Publishing Generic Inquiry Customization Project breaks Pivot Table - Bug?

Just wanted to provide an update on this. I haven't been able to test this yet, but it appears that this was a bug and it has been fixed in Acumatica ...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Putting Account Detail and Totals/Subtotals in a different Column

Cool. I'd love to hear how things turn out for you. Also, for some reason, whenever I see an Income Statement get broken into multiple columns like yo...

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Generic Inquiry for Time Data

Hi Potato_Ghost, I love the scribbles on your screenshot. Would you be able to attach the Report Designer report (I think I finally got Attach Files w...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Acumatica Processing Payments

Hi Debbie, In my opinion, Acumatica has an overall philosophy: They make the technology tools, then they stop and let others build with those tools. W...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Set Visibility on section header based on details

Is there any dynamic data in the additional page? If not, have you considered using a Report Footer section?

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Putting Account Detail and Totals/Subtotals in a different Column

Doesn't look like there can be a negative indent. I can't even type the negative symbol in the Indent column in the Row Sets screen. But I think I fig...

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Filter by Current UserID

There are a number of DACs out there that get populated at run-time by some code in a screen so they are empty in a Generic Inquiry or Report Designer...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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