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Tim Rodman
Tim Rodman
@timrodman
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Topics: 244 / Replies: 2960
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RE: Conditional Background color highlight

Thanks for sharing. Also note that you can do this in a Generic Inquiry without overlapping fields.

4 years ago
Forum
Acumatica Report Designer
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RE: ODATA server error

Your screenshot doesn't look like an OData window to me. Can you paste the OData URL that you are connecting to?

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Conditional Format in Reports

Try two separate fields on top of each other in exactly the same location. Set one of the fields to have the background, then use VisibleExpr to contr...

4 years ago
Forum
Acumatica Report Designer
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RE: Restrict item purchases by customer

@andrew-smith That's a tough one. I'm trying to think of something using the ADD ITEMS button, Customer Part Numbers, or Customer Pricing, but I can't...

4 years ago
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Everything Else
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RE: Restrict item purchases by customer

@andrew-smith Ah, is the Acumatica Customer Portal involved here?

4 years ago
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Everything Else
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RE: Restrict item purchases by customer

Just limiting which Inventory IDs (SKUs) are visible in certain companies?

4 years ago
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Everything Else
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RE: In a report where every row is set up the same, one row produces an odd looking result

@michael-peck "Like" is the closest thing to "Solution" unfortunately.

4 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Mobile App Warehouse Management > Scan and Transfer - Add Quantity into Entry flow

@mcraig, I thought you might be interested in listening to a conversation about an open source Acumatica WMS option. Here is a link to the specific pa...

4 years ago
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Everything Else
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RE: SO Error: Shipment counters are corrupted

@michaeltriffon well said

4 years ago
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Everything Else
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RE: SO Error: Shipment counters are corrupted

I totally agree with you @karpenko-yuriy. Make Acumatica run the scripts and take on the liability. Make them earn the 2nd "S" in SaaS!

4 years ago
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Everything Else
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RE: Customizing non-stock kits on the fly at order entry and displaying kit components as line items so they can be edited

I think Julio Pinto is talking about about Gary's solution and describing how it works for her company in the 2 minutes starting here:

4 years ago
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Everything Else
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RE: GI with 2 or more different values

@daniel-currie and @wyatt-erp this is indeed a brilliant technique. Note that recently I've found myself using the PX.SM.DateInfo table instead of cre...

4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Audit Request: Acumatica SOC report and bridge letter

I would submit a support case for that. Could be that Acumatica has a SOC letter stating that their data center is SOC compliant.

4 years ago
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Everything Else
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RE: Using an custom attribute to sort records on a report

@lauracarpenter See if this solves the problem for you:

4 years ago
Forum
Acumatica Report Designer
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RE: Using an custom attribute to sort records on a report

@lauracarpenter Two things: 1. Can you show a screenshot of the sorting area? 2. Is the Attribute a Combo Box and, if so, could it be sorting on t...

4 years ago
Forum
Acumatica Report Designer
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RE: Using an custom attribute to sort records on a report

Can you attach the RPX?

4 years ago
Forum
Acumatica Report Designer
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RE: Acumatica and Gannt Charts for Projects - smartsheets?

I don't have much experience with the Smartsheet integration to Acumatica. The big advantage of it though, in my opinion, is that it's read/write. You...

4 years ago
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Everything Else
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RE: Trap for Invalid (Missing) Field in Report Designer

I think the field has to exist if your report calls for it. I don't think that it will treat it as NULL.

4 years ago
Forum
Acumatica Report Designer
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RE: A New Way to Embed Power BI Reports in Acumatica

@andrew-smith Here are two for you:

4 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: Automatically Post on Release inventory option not working for some documents

@vhaase Interesting. I wonder if it could be a bug.

4 years ago
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Everything Else
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RE: A New Way to Embed Power BI Reports in Acumatica

@andrew-smith Ah, yes, the method on this thread requires login, but there is also a way to embed Power BI in Acumatica so that users don't have to lo...

4 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: A New Way to Embed Power BI Reports in Acumatica

@andrew-smith I've been trying to get an answer on this, but unsuccessfully. Technically, you only need one Power BI user to serve reports to all Acum...

4 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: Adding Project Attributes to a Report

@evida-suntoyo I would try refreshing the fields in Report Designer to make sure they are still visible to Report Designer. That's the only thing I ca...

4 years ago
Forum
Acumatica Report Designer
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RE: Missing vendor profile?

@crystal-foisy Can you run the Generic Inquiry, then go to TOOLS -> Trace... in the upper right-hand corner, then click the arrow to the left of th...

4 years ago
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Everything Else
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RE: Passing a Dashboard Parameter to Widget and if blank return all

Thanks @richard-whight for following up with your solution. I've encountered similar behavior when modifying Generic Inquiry RESULTS GRID formulas tha...

4 years ago
Forum
Acumatica Dashboards
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RE: Import Scenario across multiple screens

"Funky" is a great way to describe it. I didn't really understand it to be honest. Someone in Acumatica support created it and I just followed it. I...

4 years ago
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Everything Else
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RE: Missing vendor profile?

Are you searching by clicking on a column heading or searching using the search box in the upper right-hand corner? If you are using the search box ...

4 years ago
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Everything Else
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RE: Acumatica upgrade to a major version

I discussed upgrade tips with an Acumatica Customer on this Podcast episode:

4 years ago
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Everything Else
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RE: External File storage in Acumatica SaaS environment

@kburns I'm definitely interested to hear what you find out.

4 years ago
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Everything Else
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RE: Automate the Import of Multiple Files from FTP Location and Run Import Scenario

I've run into this same problem. As far as I could tell, the Data Provider can only sync with one Excel file, not a file folder of Excel files. At lea...

4 years ago
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Everything Else
Topic
Acumatica 2021 R2 Integration with SendGrid Email Delivery Service
4 years ago
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Everything Else
Replies: 0
Views: 2516
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RE: Read Receipts

@jeremy-weber I don't know unfortunately.

4 years ago
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Everything Else
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RE: Linking to Descriptions of a Multi Select Attribute

You want a comma-delimited list of the descriptions rather than the values?

4 years ago
Forum
Acumatica Report Designer
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RE: Percentage in KPI Widget from GI

I can't think of a way to do this off the top of my head. Maybe submit a feature request for the ability to pass a Dashboard Parameter to a Generic In...

4 years ago
Forum
Acumatica Dashboards
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RE: Creating a live dashboard on PowerBI or Excel Online

@daniel-currie Let's do it. Taking this conversation offline to email so we can arrange taking it back online via the Podcast episode 😀

4 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: Creating a live dashboard on PowerBI or Excel Online

@daniel-currie Live data in Power BI huh? Hmmm, I have some theories about that which I'd like to run by you. Would you be up for coming on my Acumati...

4 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: Creating a live dashboard on PowerBI or Excel Online

@daniel-currie I haven't tried this method in years, but it wouldn't surprise me if it doesn't work anymore since Microsoft now wants you to use Power...

4 years ago
Forum
Acumatica OData with Microsoft Excel and Power BI
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RE: 2021 R2 - Video on Project Specific Inventory Tracking - Well done, Tim!

Regarding the idea to put the Inventory account in an Account Group, it's been a while since I looked at it, but I think it worked something like this...

4 years ago
Forum
Everything Else
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RE: Location Field on Requests Screen

You can use the Activate License (SM201510) screen to see all available features. If the Activated column isn't checked next to a feature, then it's n...

4 years ago
Forum
Everything Else
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RE: Add an Image of invoiced Inventory item to the Invoice

I think you need to move your ARTran -> InventoryItem join above your InventoryItem -> NoteDoc join because you're currently trying to use Inven...

4 years ago
Forum
Acumatica Report Designer
Topic
SQL Behind Customers (AR3030PL) Screen
4 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 0
Views: 1627
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RE: Phone Mask by Country

@andrew-smith thanks for the new link. They rolled ideas into the new Acumatica Community website and I don't have access to that area since I'm no lo...

4 years ago
Forum
Everything Else
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RE: 2021 R2 - Video on Project Specific Inventory Tracking - Well done, Tim!

Try the Apply Updates screen. Is the feature listed there? It might be that you aren't licensed for it. I'm not sure that this new feature is going ...

4 years ago
Forum
Everything Else
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RE: Mobile App Warehouse Management > Scan and Transfer - Add Quantity into Entry flow

@mcraig This is very interesting. I think it's a great sign that the WMS is substantial, with more investment than I thought. I hope they keep improvi...

4 years ago
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Everything Else
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RE: Mobile App Warehouse Management > Scan and Transfer - Add Quantity into Entry flow

@mcraig Ah, I didn't know about this. This looks like a similar concept to the new Workflow Engine, but it has a different name so it seems like somet...

4 years ago
Forum
Everything Else
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RE: Mobile App Warehouse Management > Scan and Transfer - Add Quantity into Entry flow

@mcraig Not sure what you mean by "customization for flipping". If you're looking for documentation on how to use the new Workflow Engine, here are tw...

4 years ago
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Everything Else
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RE: Multiple parameters in link dashboard widget

I'm not sure about doing this with the Parameters field, but I covered and alternative way to do this using the Description field in this video:

4 years ago
Forum
Acumatica Dashboards
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RE: Automatic Task Creation with Business Event and Import Scenario

Hi Everyone, As you can see, the process outlined above is really clunky. I haven't tried it for anything outside of Sales Orders, but I assume that...

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

@michael-peck This example is from a few years ago so I don't still have it, but I think my formula was something like: =IIF(Left(@StartPeriod,2)='0...

4 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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RE: Rolling 12 Month Report Profit & Loss (P&L) in Acumatica

@michael-peck A formula in the Visible Formula field needs to return true or false. So replace your column letters in your formulas with a 1 (for true...

4 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
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