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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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RE: Printing Product Labels from Purchase Receipt

It's a good question. I'm not sure how to do it with customization. The problem is that Report Designer will only generate multiple rows if there are ...

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

The key is the Column Group column in the Row Set and the Printing Group row in the Column Set. These fields are free form text so you can type whatev...

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

Hi DWS253, Try using @me, something like this:

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

Something like this?

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Acumatica Not Working-No Application Pool

I just noticed that you're missing the two things listed in the Performance Features section on page 5 of the S100 Installation and Site Management co...

9 years ago
Forum
Everything Else
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RE: Acumatica Not Working-No Application Pool

Here is a screenshot of my programs for comparison: I wonder if .NET 4.7 isn't listed here because it's Windows 10 and it's instead listed at the top...

9 years ago
Forum
Everything Else
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RE: Acumatica Not Working-No Application Pool

I ran Acumatica on a Windows 7 machine a while back and didn't have any trouble. Also, this is from page 5 of the S100 Installation and Site Managemen...

9 years ago
Forum
Everything Else
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RE: Acumatica Not Working-No Application Pool

Hi TrentRocco, I doubt that the Application Pool is the problem. If you launch IIS... You'll see that there is an Application Pools area... Honestly...

9 years ago
Forum
Everything Else
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RE: Attribute Input Mask

Hi Brian, Sorry, looks like I missed this post from last week. Since the only options for attributes are Text, Combo, Multi Select Combo, Checkbox, an...

9 years ago
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Everything Else
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RE: Report as data source

Hi HappGilmore, I don't have a solution unfortunately. If you could figure something out, that would be awesome. However, I did create an idea out on ...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: How do you create a new design template in Report Designer?

Hi jeanemcc, There isn't anything special about the TemplateForm.rpx file. It's just another report. It happens to be empty though and the only thing ...

9 years ago
Forum
Acumatica Report Designer
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RE: import scenario w/ transaction TYPE switch

Hi HappGilmore, Did you put your =IIF( [TYPE] = 'C', ([AMOUNT]*-1), [AMOUNT]) in the import scenario?

9 years ago
Forum
Everything Else
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RE: Enterprise-Reporting based platforms as alternative to Report Designer

Hi egates17, Report Designer is definitely not a BI application. It's more of a forms designer. Two products that I would recommend looking at: Power ...

9 years ago
Forum
Everything Else
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RE: Putting Account Detail and Totals/Subtotals in a different Column

Thanks for picking up this post DWS253. I lost track of it when I was out last week. I also get the same behavior as you. Set the Account Class to wha...

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Adding/Changing Sales Categories using Import Scenarios

Awesome. Glad to hear that it worked out. You can thank Maja, she's the one who showed me how to do it 🙂

9 years ago
Forum
Everything Else
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RE: Comparative financial data on dashboard

You could just embed the pivot table. Would that work? Or do you really want it to be some kind of chart? I think charts get tricky when you have so m...

9 years ago
Forum
Acumatica Dashboards
Reply
RE: Drill Through NavigateReport property

Ah, ha! Glad you all were able to figure it out. I guess the report was handing the financial period off in the format 201707 since that's how the dat...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Drill Through NavigateReport property

Hmmm, could you attach the two reports (main report and sub report)? I could try reproducing on my end and see if I notice anything.

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

Hi shirsch, I think you just answered the question that I had on this post (click here) about whether or not a Power BI Pro license is required which ...

9 years ago
Forum
Acumatica Dashboards
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RE: Format of the financial period from the textbox.

Ah, I see. Then just stop using a fiscal calendar and use a regular calendar instead! Just kidding 🙂 Hmmm, there might be a way to have it read from ...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Adding/Changing Sales Categories using Import Scenarios

Then I realized that this whole time maybe you weren't talking about how to create the categories, but how to put things into them. So I tried doing t...

9 years ago
Forum
Everything Else
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RE: Adding/Changing Sales Categories using Import Scenarios

Darn, I thought I'd be able to get away with a few lazy screenshots from a long time ago 🙂 But, alas, I guess I'll have to get off my butt and try th...

9 years ago
Forum
Everything Else
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RE: Format of the financial period from the textbox.

Ah, ok, good. Then I think I can help here. Try this formula in the Value field in Report Designer: =Format('{0:MM-yyyy MMMM}',CDate(Left(@PeriodID,2)...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Adding new custom fields into header screen

Hi kkamcheff, Do you want to add fields to the Purchase Orders data entry screen? It's been a while since I did this, but you might take a look at thi...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Drill Through NavigateReport property

Hi egates17, Hmmm, nothing stands out to me at first glance. Nice looking report by the way. Do you have a Contract, CELM, and FinPeriodID parameter i...

9 years ago
Forum
Acumatica Report Designer
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RE: Images for a report

Nice! I didn't realize that you could put a formula in there. Thanks for pointing that out. And thanks for sharing the formula.

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Format of the financial period from the textbox.

Hi fnshem, Just to make sure, it seems like you're talking about the display of the financial period value BEFORE you actually run the report. If that...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Adding/Changing Sales Categories using Import Scenarios

Sorry for the delay on this. Maja in support at Acumatica is much more knowledgeable on these then me, but I did ask her about this scenario a while b...

9 years ago
Forum
Everything Else
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RE: Charging for Equipment Hire via Projects

When it's not out for hire, does it sit in Fixed Assets? So you'd have to move it from Fixed Assets into Inventory, then transfer it into a "Hire" war...

9 years ago
Forum
Everything Else
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RE: % of Sales Annual Total

Thanks so much for sharing this approach jlpatch. I especially like the use of @BaseRowCode.

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Null Attribute

Hi Brian, The formulas available in Generic Inquiry definitely aren't as robust as SQL for sure. One thing you might consider though when piping the d...

9 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: Charging for Equipment Hire via Projects

I'm pretty weak in projects, but I don't see why you couldn't use a time and materials project to track this. My main question would be if you could i...

9 years ago
Forum
Everything Else
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RE: Premature release of VAT

Not sure if anyone else can help on this, but I don't really know VAT yet. Maybe try opening a support case with Acumatica.

9 years ago
Forum
Everything Else
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RE: Purchase Order Email Notification

Hi gojok, You turn on the approvals by checking Require Approval on the Approval tab on the Purchase Order Preferences screen like this: But that jus...

9 years ago
Forum
Everything Else
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RE: Comparative financial data on dashboard

What about something like this where the different colors would represent the different revenue classes and the bottom would show years rather than mo...

9 years ago
Forum
Acumatica Dashboards
Reply
RE: Field Name for Vendor ID on Check with Remittance Form

Interesting. I totally thought that [Vendor.AcctCD] would have worked. Thanks for the info.

9 years ago
Forum
Acumatica Report Designer
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RE: Adding a watermark.

I haven't tried it, but I would probably start with trying the BackImage settings on a section like pictured below.

9 years ago
Forum
Acumatica Report Designer
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RE: Petty Cash

Normally I would just do a journal entry to the petty cash GL Account.

9 years ago
Forum
Everything Else
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RE: Field Name for Vendor ID on Check with Remittance Form

Have you tried Vendor.AcctCD for the Vendor ID?

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Scorecard KPI and Trend Card KPI

Hard to know for sure because we're working on two different data sets (I just used the SalesDemo data), but it seems like you might have found a bug ...

9 years ago
Forum
Acumatica Dashboards
Reply
RE: Formatting a number as a whole number in Acumatica Report Designer

So you want to be able to reference the result of a Text Field calculation in another Text Field? That would be nice, but it isn't possible as far as ...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Formatting a number as a whole number in Acumatica Report Designer

What about keeping your Format formula, but multiply the number by 100 to get rid of the decimals?

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Scorecard KPI and Trend Card KPI

You can go to HELP -> About... Then you should see your version (eg. 6.10.0472) listed

9 years ago
Forum
Acumatica Dashboards
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RE: Scorecard KPI and Trend Card KPI

What build are you running? I wonder if it could be a bug.

9 years ago
Forum
Acumatica Dashboards
Reply
RE: Flat file or text file output

Ha! Silly me, wasn't thinking it all the way through. I assume that you've looked at the 3rd party add-ons from SWK and PC Bennett?

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Scorecard KPI and Trend Card KPI

Weird, if the color is changing then that should mean the amount is changing to drive the new color. Have you tried using another Generic Inquiry to s...

9 years ago
Forum
Acumatica Dashboards
Reply
RE: Scorecard KPI and Trend Card KPI

Hi fnshem, If you try changing your business date (highlighted with the red arrow below), can you get it to display any data? Tim

9 years ago
Forum
Acumatica Dashboards
Reply
RE: Gathering user requirements for the dashboards

Hi fnshem, I've read Data Visualization for Dummies and I'd recommend it. It's written by Mico Yuk and I think she does a great job of diving into imp...

9 years ago
Forum
Acumatica Dashboards
Reply
RE: Use real names

I hear ya Mike. I use my real name. But I think a lot of people prefer to use an anonymous name, especially consultants, because they don't want to ad...

9 years ago
Forum
Everything Else
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RE: Notificaion - Approval Roles

Personally, I'm terrible when it comes to security, but I see it done several ways: By Job Role / Title. I find this difficult to do in SMB companies ...

9 years ago
Forum
Everything Else
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