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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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Reply
RE: Save To Server Error

Hi Fozzie, I think most people assume that if they have the Administrator security role, then they will be able to save reports to the server. And tha...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Additional data to print beside a subreport

Do you mean this article? That's a really cool article with a great example. Did you try shrinking the width of the subreport? I probably didn't do a ...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Exporting Reports to Other Companies

Hi Beaker, I used to think the same thing because, as you pointed out, there is no export button on the Row Sets or Column Sets screens in Acumatica. ...

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Displaying Negative Numbers in Parentheses

Hi Beaker, Probably the best place to control the formatting in this case is in the Column Set. If you put the following in the Column Set #,##0.00;(#...

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Additional data to print beside a subreport

The first thing I notice is that the allocated space on the Base report (ar641000.rpx) for the Subreport (ar641005.rpx) is only 504px: But ar641005.r...

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

Hi DWS253, Would it be ok to load the logos directly into the report? Or do you want to load them someplace else so you can use them on multiple repor...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Additional data to print beside a subreport

Hi DWS253, Welcome to ARC Forums! Would you be able to attach the Report and Subreport to this Topic discussion? If so, I'd be happy to take a look at...

9 years ago
Forum
Acumatica Report Designer
Topic
AUG Forums Help
9 years ago
Forum
Everything Else
Replies: 0
Views: 2741
Topic
Sample Post With Images
9 years ago
Forum
Everything Else
Replies: 0
Views: 3225
Reply
RE: Vendor Mailings and Notification Settings

No problem. I can't even get the Overridden checkbox to get checked through the screen using Acumatica 6.10.0472. Maybe you can only get that behavior...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Vendor Mailings and Notification Settings

So the first red arrow in the screenshot above right?

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Vendor Mailings and Notification Settings

Ah, so are you trying to drop one of these fields in a Generic Inquiry? Note: You can click on the picture to make it bigger.

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Troubleshooting Complex Conditions Tab in Acumatica Generic Inquiry

Hi Scooter, One thing you might try is using the Active column to turn off all of the conditions. The advantage is that you can turn them off without ...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Vendor Mailings and Notification Settings

Hi Nheuer, Some questions: Are you using Automation Notifications or the PO emailing feature that causes the Status field on the Purchase Orders scree...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Journal Entry Amounts Greater Than a Value

Great idea on the additional column Scooter! If you want to take it a step further, then you could connect your Generic Inquiry to Excel 2016 using th...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Journal Entry Amounts Greater Than a Value

Hi Scooter, Yes, I think you can do this. First of all, I'm assuming that you've joined together the PX.Objects.GL.Batch and PX.Objects.GL.GLTran Data...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Allowing a Parameter to be Empty in Acumatica Generic Inquiry

Hi Scooter, Try the trick in the screenshot below. Basically, this allows for two conditions: Either the parameter has a value and gets used to filter...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: BI with Acumatica and beyond

Ah, you want to create an entirely new Forum, not just add a Topic to an existing Forum. I'm going to keep the list of Forums fixed for a while. There...

9 years ago
Forum
Everything Else
Reply
RE: BI with Acumatica and beyond

Good idea. Go for it! Maybe you could break each BI tool into separate topics. BI360 would be another good one to add to that list.

9 years ago
Forum
Everything Else
Reply
RE: Adding Power BI Reports In Acuamtica

I agree. Very likely that Power BI Embedded will prove to be cheaper than buying pro accounts for all the users. Definitely looking forward to hearing...

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

Hi Potato Ghost, I think we have two questions here: Why are you getting the "This visual type is not yet supported or cannot be displayed due to se...

9 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
Reply
RE: Creating a Generic Inquiry

Sounds great. Looking forward to the future questions.

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Creating a Generic Inquiry

Hey Potato Ghost, Congratulations on being the first non-muppet to post in the ARC Forums! I LOVE the username and animated avatar. Nice creativity. T...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Connecting to Acumatica OData from Microsoft Excel

Hi Rowlf, OData is just a protocol, just like HTTP for websites, POP / SMTP for email, or SMS for text messages. It's just a way for computers to talk...

9 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
Reply
RE: Formatting a date month with leading zeros in Acumatica Report Designer

Hi Fozzie, Try going to the properties on the field and in the Appearance section put the following code in the Format field: MM/dd/yyyy Note that th...

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

Hi Fozzie, You can go to the properties of the field in Report Designer and put the following code in the Format field: #,##0 That should set it to d...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Defaulting an Acumatica Report Designer report to PDF

Hi Fozzie, You've got two options here. The first option is to default the PDF format within the report definition itself. You can do this in Report D...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Getting Branch Name for a Journal Entry

Hi Gonzo, You can join over to PX.Objects.GL.Branch and grab the AcctName field to get the Branch Name. To join PX.Objects.GL.Batch and PX.Objects.GL....

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Joining Together Purchase Order Header fields and Purchase Order Line fields in Acumatica

Hi Gonzo, Purchase Order header fields are stored in the PX.Objects.PO.POOrder data access class and Purchase Order line fields are stored in the PX.O...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Joining Together Sales Order Header fields and Sales Order Line fields in Acumatica

Hi Gonzo, The Sales Order Header data access class is PX.Objects.SO.SOOrder. The Sales Order Lines data access class is PX.Objects.SO.SOLine. You'll n...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Finding Fields in the Database

Hi Gonzo, Yes, there is actually an easy way to do this. I recommend taking a look at this post to learn how: Note: I would say that this works on 90%...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Rolling 12 Month Report Profit & Loss (P&L) in Acumatica

Hi Beaker, Yes, you should be able to do this. I'm going to give you some screenshots of what it would look like for 3 months trailing, but you can co...

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Advanced Account filters with multiple ranges, disparate accounts, and wildcards in Acumatica

Hi Beaker, First, let me say that I think it's rare to have a multi-part question where the answer is "yes" to every part. But I think we have that he...

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Drawing a line above a total in an Acumatica Financial Report

Hi Beaker, Yes, you can do this in the Row Set. Your total row should have Total selected in the Type column. Just put in a row directly above your to...

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Including Unposted / Unreleased Transactions in Acumatica Financial Statements

Hi Beaker, As far as I know, this is not possible. But it would be really nice to have. FRx had a feature like this. I put in an idea that you can vot...

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Acumatica Pivot Table Security

Hi Piggy, I'm seeing the same thing as you. As far as I can tell, there is no way to control who has access to the PIVOT TABLES menu on a Generic Inqu...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Standard Check Stock for Acumatica

You could also purchase stock from another vendor like Deluxe.com if you want to get better pricing. It wouldn't take much to modify the check form, t...

9 years ago
Forum
Acumatica Report Designer
Reply
RE: Removing the Tabs at the top of Pivot Tables

Hi Piggy, It will look cleaner if you add it to the menu. Then you wouldn't open it from the Generic Inquiry, but instead by clicking a link on the me...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Removing Decimals from Numbers in Pivot Tables

Hi Piggy, Yes, you can do this. Just highlight the field that you want to format and put #,### in the Format field. If you wanted to include the decim...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Standard Check Stock for Acumatica

Hi Fozzie, You make a great point. It doesn't make sense that everyone would have to modify their check stock. And the good news is that they don't....

9 years ago
Forum
Acumatica Report Designer
Topic
Acumatica Reporting Class in Chicago - August 2017
9 years ago
Forum
Everything Else
Replies: 0
Views: 2388
Reply
RE: Showing Additional Available Fields for Selection

Hi Piggy, I think there is a "secret trick" that will get you what you are looking for. When you are creating the Pivot Table, if you add fields to th...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Acumatica Dashboard Widget Properties - Shared Filter to Apply

Hi Kermit, A Shared Filter is something that you can put on a Generic Inquiry. To do that, you go to the Generic Inquiry and click the Filter Settings...

9 years ago
Forum
Acumatica Dashboards
Reply
RE: Power BI Tile - Acumatica Dashboard Widget

Hi Kermit, Power BI is a business intelligence solution from Microsoft. You can securely pipe Acumatica data into Power BI using something called ODat...

9 years ago
Forum
Acumatica Dashboards
Reply
RE: Top 5 Customers - What about the other Customers?

Hi Kermit, Try using the CONFIGURE button within the Widget Properties to go into the Chart Settings, then checkoff the Show Sum of Other Entries chec...

9 years ago
Forum
Acumatica Dashboards
Reply
RE: Pie Charts / Doughnut Charts

I agree. I think that's the main problem: Dashboard software companies keep using Pie Charts in their demos. So people think that they are needed. I j...

9 years ago
Forum
Acumatica Dashboards
Reply
RE: Pie Charts / Doughnut Charts

Hi Kermit, You are correct. No Pie Charts. Just Doughnut Charts which are basically Pie Charts with a hole in the middle of them. I have no idea why t...

9 years ago
Forum
Acumatica Dashboards
Reply
RE: Acumatica Schema Browser

Hi Gonzo, This is a VERY popular question. Unfortunately, there isn't a schema browser, at least not at this time. However, you can go out and vote on...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Disregarding Column Filters on a Row

Hi Beaker, Not pretty, but what about something like this in the Value field of the Column Set? =IIf(@RowCode='0102',C+D,C) Acumatica Version 6.10.0...

9 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Creating a Generic Inquiry

Hi Scooter, You'll need access to the SYSTEM -> Customization -> MANAGE -> Generic Inquiry screen in Acumatica to create a generic inquiry. F...

9 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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