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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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Reply
RE: Generic Inquiry to Export Scenario

@jeffrey-patch Excellent idea! I'll give that a try.

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Topic
Generic Inquiry to Export Scenario
4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 19
Views: 7403
Reply
RE: Acumatica 2021 R2 - so641010.rpx

Just uncheck the Active box on the VERSIONS tab of the report, then you'll be looking at the standard report in your version. Recheck Active to get ba...

4 years ago
Forum
Acumatica Report Designer
Reply
RE: saved filters for certain users only

@agarcia That's a great idea! Then you could control access to the Dashboard with security so only certain users can see it.

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Recommended RPA tools?

Checkout the Gartner Magic Quadrant for Robotic Process Automation. One of the leaders is UiPath which Acumatica demoed at an Acumatica Summit:/p> I...

4 years ago
Forum
Everything Else
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RE: Large Payment Stubs not completing when batch Process Payments / Print Checks

Check these two settings on the SETTINGS FOR USE IN AP tab of the Payment Methods (CA204000) screen: 1. Lines per Stub 2. Print Remittance Report ...

4 years ago
Forum
Everything Else
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RE: Global Variables - Setting Variable Type - $Variable - Report Variable Collection Editor

1. Once you define a variable in a section, it's available in that section and the sections below that section. 2. Good question. I try to avoid var...

4 years ago
Forum
Acumatica Report Designer
Reply
RE: Purge/Delete/Remove History

Sounds like a feature request or a services engagement to me. I personally wouldn't build it as a 3rd party product because then Acumatica would just ...

4 years ago
Forum
Everything Else
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RE: Can I use the same entry screen in two different generic inquiries

Never tried it, but I would assume it would cause a conflict or maybe do something like use the first one.

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: What is your role at your company?

@mkronert Welcome Markus. It's always interesting to learn about how people are using Acumatica, including the various white-labeled versions in diffe...

4 years ago
Forum
Accounting in Acumatica
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RE: Boolean Field Values in Results Grid

@dave-ziskind I think they're off by 1 because of the +1 in your formula.

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: 535-5.7.8 Username and Password not accepted. Learn more at acumatica

It's been a long time since I've done this, but you should be able to generate an app password. Hopefully this will point you in the right direction:

4 years ago
Forum
Everything Else
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RE: Softphone solution for Acumatica

I guess I wasn't able to tag @doug in the previous post so trying again...

4 years ago
Forum
Everything Else
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RE: Softphone solution for Acumatica

I haven't used it personally, but I've heard good things about @doug and Lightspeed Voice. Here's a short demo overview:

4 years ago
Forum
Everything Else
Reply
RE: Highlighting of Generic Inquiry Rows or Columns in Data Table Widgets

Ah, yes, this is the same issue that I mentioned above. In your case, here are the codes for SOShipment.Status that you can see by using CUSTOMIZATI...

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Highlighting of Generic Inquiry Rows or Columns in Data Table Widgets

@lweinstein Can you screenshot the formula that you are using?

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Field level audit of Notes

I just did a quick check in my environment and nothing jumped out at me. I think the notes are actually stored in the PX.Data.Note Data Access Class (...

4 years ago
Forum
Everything Else
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RE: Unable to use a UDF on a report

The report builder caches the data. In the Schema Builder in Report Designer, click on the Data Access Class, then click the Refresh button to pickup ...

4 years ago
Forum
Acumatica Report Designer
Reply
RE: Is there a way to add the column and row set as a parameter?

That would be nice. It's pretty rigid the way you have to setup separate reports for every combination currently.

4 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Business Event sending to each sales person

I just used this technique and it worked like a charm: I took a different approach to generate the email addresses though. Since the NOTES area on...

4 years ago
Forum
Everything Else
Reply
RE: Building Generic Inquiries & Pivot Tables Course Feedback

@pam-brockhaus Thanks for the feedback!

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Pivot Table takes a long time to load

@lweinstein Ya, that's kind of what I was expecting. I've noticed that Pivot Tables run kind of slow when the record count gets "high". I'm not exactl...

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Problem sharing a pivot table

Only mentioning this because I know that you're in the course. Take a look at the Saved Filters (8:53) lesson in the course where this is covered. E...

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Pivot Table takes a long time to load

How many records are there when you run the Genetic Inquiry without the Customer filter?

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Finding Date / Time for Order Date

Interesting. I never noticed [SOLine.OrderDate_Hour] before.

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: GI and Notification Templates to Automatically E-mail Released Invoices

Thanks so much for sharing this Stewart!

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Recurring Sales Orders based on Customer Attributes

Do you have a Business Event that consumes the GI and passes the data to an Import Scenario?

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Accessing Power BI Report

Hi @lweinstein, you don't have to use a Dashboard in Power BI. Although, what Power BI calls Reports are really Dashboards in my opinion. You can embe...

4 years ago
Forum
Everything Else
Reply
RE: CRM Duplicate Record Processing

I think it depends on what you have setup on the Duplicate Validation (CR103000) screen:

4 years ago
Forum
Everything Else
Reply
RE: Moving Acumatica User Security (User Roles) Between Tenants (Companies)

@michael-peck Maybe you don't have sufficient security permissions in all Tenants?

4 years ago
Forum
Everything Else
Reply
RE: Store Variable instead of reseting

In the variable formula, can you check to see if it's true, then keep the value if it's already true?

4 years ago
Forum
Acumatica Report Designer
Reply
RE: 2021 R2 - Video on Project Specific Inventory Tracking - Well done, Tim!

Hey @matthewjames, I don't have any update unfortunately. I haven't looked at it since making that video. Typical "sales demo" huh? 😀

4 years ago
Forum
Everything Else
Reply
RE: Restricting Copy Tenant command

That's a good idea. Did you create a product suggestion that people can vote on?

4 years ago
Forum
Everything Else
Reply
RE: Changing Vendor Class for all Vendors

@kkeating Did you see the reply from @roycelithgo below?

4 years ago
Forum
Everything Else
Reply
RE: Changing Vendor Class for all Vendors

@kkeating Can you include a couple of screenshots?

4 years ago
Forum
Everything Else
Reply
RE: Changing Vendor Class for all Vendors

@kkeating I'm not sure off the top of my head why you weren't able to do it in one pass, but what about doing it in 2 import scenarios? You could crea...

4 years ago
Forum
Everything Else
Reply
RE: How to display an image in a side panel

Maybe you could create a report in Report Designer that takes a File ID as a parameter and displays the image, then drop the report on the Side Panel?

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: What is your role at your company?

@olieves Welcome! I agree with your "open source" comment. Acumatica is not open source, but it sure feels that way. I'm looking forward to hearing ...

4 years ago
Forum
Accounting in Acumatica
Reply
RE: What is your role at your company?

@ckeel Thanks for chiming in Christina. It's always interesting to hear about what other people are using.

4 years ago
Forum
Accounting in Acumatica
Reply
RE: What is your role at your company?

@muhammad-shaamel Welcome! I've definitely heard the request for offline mobile capabilities multiple times.

4 years ago
Forum
Accounting in Acumatica
Reply
RE: Adding Formulas to Results Columns

@roycelithgo Ya, I like it because you can add a bunch of columns to a Generic Inquiry, then users get to pick the ones that they want and Acumatica r...

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Automation to Complete Tasks?

How about a Business Event that runs on a schedule every night? You would have it compare the Order Date to the Current Date and create a Task for tho...

4 years ago
Forum
Everything Else
Reply
RE: Adding Formulas to Results Columns

The Visible checkbox just puts the column into the "additional columns" area that a user can add to the grid if they choose. That's covered in one of ...

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Building Generic Inquiries & Pivot Tables Course Feedback

Thanks for the feedback @pam-brockhaus. I also enjoyed hearing your feedback on Episode #78 of the Podcast (click here). Looking forward to talking Po...

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Side Panels for Data Entry Lines (SO/PO Lines)

Justin Knauf built a customization to do this. You can see it demoed here on March 15, 2022 (you have to be logged into the Acumatica Community site...

4 years ago
Forum
Everything Else
Reply
RE: Is there an easy way to produce a Top 10, Top 100 or Top x report?

Using a Variable is the only thing that I can think of at the moment as well. In the future, Report Designer is going to a Generic Inquiry as a data s...

4 years ago
Forum
Acumatica Report Designer
Reply
RE: Embedding a web page into an Acumatica screen (not dashboard)

I'm pretty sure that it's possible, but I think you'd have to write code to do it.

4 years ago
Forum
Everything Else
Reply
RE: Updating Existing Items in Sales Prices

Have you looked in the Import Scenarios course on Acumatica University? There are some line update examples in there. Can't remember off the top of my...

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Different Forms for different Branches

What form is it? The invoice form?

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: Making OData Faster

Thanks @hazenm for sharing this tip with me

4 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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