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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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RE: % of Sales Annual Total

Hi Brian, Try something like this on the Row Set: =IIf(@0210=0,0,@0320/@0210)And something like this on the Column Set: =IIf(@RowCode='0345',(B0320+C...

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Designing A Generic Inquiry that I can find average days before payment is received by customer with.

Very cool. I like it a lot. Thanks again for sharing what you created.

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Flat file or text file output

Hi Casval, Any reason you can think of not to use the feature where you can go to the Payment Methods screen and select the Create Batch Payments opti...

9 years ago
Forum
Acumatica Report Designer
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RE: Annual Sum for Multiple Ledgers

Sweet! That's one mean looking formula! Can you start a separate Topic for the Net Sales thing since a lot of people ask about that separately? I'm tr...

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Annual Sum for Multiple Ledgers

Cool, I'd love to see the completed formula and whether or not it worked when you get a chance.

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Annual Sum for Multiple Ledgers

Try leaving the Data Source field empty, changing the Type field from GL to Calc, and putting the formula in the Value field.

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Designing A Generic Inquiry that I can find average days before payment is received by customer with.

Very interesting. Thanks so much for sharing this. A couple of questions: If the Invoice Due Date is 5/1/2017, for example, and the First Payment Date...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Flat file or text file output

Hi HappGilmore, Do you have a text file in the required output format that we could use to match to? I think that Casval has a great suggestion to use...

9 years ago
Forum
Acumatica Report Designer
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RE: Is it possible to remove the Query parameters lines on export to Excel?

I'm glad you posted this Baraboo "Bob". I also find this annoying, but I wondered if I was the only one. I wish that it just acted like the export for...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Annual Sum for Multiple Ledgers

Hi Brian, I haven't actually tried this formula to see if it would work, but what about something like the following? Note: The formula isn't complete...

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: AP Check with Remittance

Thanks so much for posting this Mike. Looks great. Out with the old... And in with the new...

9 years ago
Forum
Acumatica Report Designer
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RE: The Missing 'Undo' button

Wow, amazing timing. Someone just emailed me that the Undo feature is now available in Acumatica build 6.10.0944. FYI, since ARC works on mobile, I d...

9 years ago
Forum
Acumatica Report Designer
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RE: Record Corporate Card Expense

Cool. During the last Summit, they pointed out the feedback.acumatica.com website during one of the keynotes. The main point was that they are looking...

9 years ago
Forum
Everything Else
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RE: The Missing 'Undo' button

Actually, at the last Acumatica Summit in San Diego, a developer worked on this in one of the classes and was able to create a working prototype. I've...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: AP Check with Remittance

Looks like it worked. You should be able to upload an .rpx file.

9 years ago
Forum
Acumatica Report Designer
Reply
RE: AP Check with Remittance

I'm just checking to see if the forums will allow me to upload an .rpx file. Download RPX File Also, here is a blog post on the difference bet...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Conditions

Right on Casval. I totally agree. Also, in the Relations tab screenshot, you should join on the OrderType field in addition to the OrderNbr field sinc...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Automation Notifications

Definitely looks like you have it setup properly. I've used that Fields tab before for Automation Notifications on other screens and it worked for me....

9 years ago
Forum
Everything Else
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RE: Record Corporate Card Expense

Hi Nic, It looks like this is already a feature request. Feel free to go out there and add your vote (click here).

9 years ago
Forum
Everything Else
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RE: Automation Notifications

It's on the roadmap. I saw it at the Acumatica xRP Summit. That's a screenshot from one of the presentations. Are you sure that you added the Status f...

9 years ago
Forum
Everything Else
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RE: Record Corporate Card Expense

Hi Nic, When you process an expense claim, are you wanting the ability to choose a regular vendor rather than having to choose an employee in the Clai...

9 years ago
Forum
Everything Else
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RE: Import/Export Scenario to Change vendor payment method

Oh wow, this is MUCH better than what I was able to do. Very nice that you were able to include all of the fields in one import. And thanks for attach...

9 years ago
Forum
Everything Else
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RE: Bulk Import for Product Images

I'll add it to my list of post ideas. The scenario that I used it for was automatically creating an AP Bill when a scanned invoice is dragged into a O...

9 years ago
Forum
Everything Else
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RE: Import Scenario Post Period based on Today's date

Ah, I see what you mean. What about this formula? =Format('{0:MMyyyy}',Today())

9 years ago
Forum
Everything Else
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RE: Import Scenario Post Period based on Today's date

Hi Kermit, I haven't, but have you tried the Today() formula?

9 years ago
Forum
Everything Else
Reply
RE: Rolling 12 Month Report Profit & Loss (P&L) in Acumatica

Hey Baraboo "Bob", I LOVE the username! It took me a while to get it 🙂

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Designing A Generic Inquiry that I can find average days before payment is received by customer with.

Hi Potato_Ghost, I'm still loving your avatar by the way. I haven't thought much about the "partial payments" part of your situation, but I think that...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Automation Notifications

Hi Brian, I think Automation Notifications are great, but it will be even better when Acumatica introduces BAM (click here) because it will allow for ...

9 years ago
Forum
Everything Else
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RE: Inventory Age when using Valuation Method of Average

Hi Nheuer, The only thing I can think would be to make some assumptions that the current quantity on hand came in from the most recent purchase receip...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Bulk Import for Product Images

I'd like to write a blog post on the topic. Would you prefer to use DropBox or OneDrive to accomplish this?

9 years ago
Forum
Everything Else
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RE: Import/Export Scenario to Change vendor payment method

Hi Nic, I wasn't able to figure out how to do all fields in the same import scenario, but I do have a way to do separate import scenarios for each fie...

9 years ago
Forum
Everything Else
Topic
Publishing Generic Inquiry Customization Project breaks Pivot Table - Bug?
9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 1
Views: 3191
Reply
RE: Export To Excel Remove Security Permissions

Hi Scooter, Great question, and you aren't the first to ask it. Here is someone asking the same thing on LinkedIn (click here). As far as I know, curr...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Bulk Import for Product Images

O ya, and thanks for becoming a member of ARC!

9 years ago
Forum
Everything Else
Reply
RE: Add a Hyperlink within a body of text

Hi Nic, There is a property called ConvertHtmlToText on the fields. I've always thought that changing it to False should cause any HTML to display, bu...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Bulk Import for Product Images

Hi Nic, I was able to bulk load attachments into the Bills and Adjustments screen using REST APIs and Microsoft Flow for a scenario where a customer w...

9 years ago
Forum
Everything Else
Reply
RE: Acumatica Report Designer Download

Hi Fozzie, You are correct, no Macs for designing reports unfortunately. But of course since running reports is done in the web browser like everyth...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Generic inquiry that returns sales orders that include two or more inventory IDs

Got it. I'm thinking that you could compare the MIN InventoryID to the MAX InventoryID to see if they are the same. That would tell you which orders...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Generic inquiry that returns sales orders that include two or more inventory IDs

Hi Drogge, Thanks for joining ARC. Are you just looking for if they purchased Apples and Oranges or could it be any combination of two items?

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: New Posts

Ah, I see what you mean. Honestly, I'm still learning how this thing works. I'll keep an eye out for something like that the next time I'm poking arou...

9 years ago
Forum
Everything Else
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RE: New Posts

There are two things you can subscribe to. To subscribe to an individual topic, just leave the Subscribe to this topic box checked when you reply: Th...

9 years ago
Forum
Everything Else
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RE: Adding this Data Field to the generic inquiry will affect the system performance

Hi Scooter, When you see that warning, you don't need to worry about it unless things are running too slow for you. All the warning is telling you is ...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Adding Power BI Reports In Acuamtica

Power BI made a big change last month which is typical because it's their annual summit. The Acumatica documentation probably just hasn't caught up ye...

9 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
Reply
RE: Adding Power BI Reports In Acuamtica

Awesome. Glad to hear that you got it working. I wish I could teach a class in Nashville, but I doubt that they'd let me since I don't work at Acumati...

9 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
Reply
RE: Adding Power BI Reports In Acuamtica

I'm using Pro trial too. You added the additional permissions above and it still isn't working? Oh, wait, I forgot to mention that I had to go back in...

9 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
Reply
RE: Adding Power BI Reports In Acuamtica

Are you testing this with a Power BI Pro license or a free license?

9 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
Reply
RE: Adding Power BI Reports In Acuamtica

Good point. I didn't think of logging out of office. I just tested it though in an Incognito browser window (which is logged out of everything) and it...

9 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
Reply
RE: Adding Power BI Reports In Acuamtica

I got it to work with the Power BI option. No need for Power BI Embedded. Actually, it seems like the Power BI Embedded option IS NOT the way to go (s...

9 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
Reply
RE: Images for a report

Also, I think I found a way to put the images in the database: Attach your images to the Order Types screen for each order typeOn the PictureBox, set ...

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

Here is how you could upload multiple images to the report itself: Go to the report properties, then Data -> EmbeddedImages, and click the ... icon...

9 years ago
Forum
Acumatica Report Designer
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