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Wyatt.ERP
Wyatt.ERP
@wyatt-erp
Forum Home   |   Recent Posts
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Topics: 5 / Replies: 123
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RE: What do you want most from Acumatica?

I voted for more reports. Specifically, more reconciliation reports. I find it difficult to get a period by period picture of how GL accounts reconc...

5 years ago
Forum
Poll Questions
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RE: Extending a UI Extension

@shawn328 You can extend an extension like this: public class ZXXXMyExtension: PXGraphExtension<FirstGraphExtension, BaseGraph> These c...

5 years ago
Forum
Everything Else
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RE: New Acumatica Community

I'll be here as long as I can still post crazy GI gymnastics!

5 years ago
Forum
Everything Else
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RE: Concat function - how to add an apostrophe to a string?

@robcushen Hmm, that is strange, what version are you on? On my test 2020R1 instance, it is giving just a single quote in results.

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Concat function - how to add an apostrophe to a string?

Hi @robcushen, The formulas use SQL syntax, so ' is used as the start and end character of a string. To make ' be a part of the string, you have to...

5 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Gift cards?

You might want to look into creating a Payment Method of GIFTCARD and creating a Prepayment. Payment Ref on prepayment would represent the gift card ...

5 years ago
Forum
Everything Else
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RE: Apply Updates - Minor Updates

Hey @doug-mcbride I can't speak for everyone, but our company does the version updates self-sufficiently (we are an Acumatica customer running on pr...

5 years ago
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Everything Else
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RE: Find date sales order status is marked complete

@medvet I'd warn you against using Field Level Auditing. Personally, it never seems to behave as expected and you will spend a lot of time dealing wi...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Find Bill-To Contact and Bill-To Address

Hi @medvet If you are looking at Customer, you will want to join Customer.DefBillAddressID to the Address DAC, and Customer.DefBillContactID to the ...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Adding Custom Pictures to Acumatica Login Screen - Picture Size

I have played around with this. The login screen will look at as many or as few pictures with "login_bg#.jpg" as their name in the folder. I haven't...

6 years ago
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Everything Else
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RE: Mini customization project in 2020R1 painless as advertised

@arline-welty Sure, I can go over some of this. Don't quote me on this, but I think you need to also include the SiteMap part of the Customizati...

6 years ago
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Everything Else
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RE: Mini customization project in 2020R1 painless as advertised

Word of warning: Be careful doing this. (Note: this is from my own experience! And please excuse my vent/ranting haha!) When you put a GI into...

6 years ago
Forum
Everything Else
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RE: Publishing SQL View Already Exists

MS SQL 2016+ and MySQL have this is well: DROP VIEW IF EXISTS [dbo].[MySQLView]GOCREATE VIEW [dbo].[MySQLView] AS...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: GI for Restriction Groups

Acumatica stores the Group information in a table callesd RelationGroup. It stores what object is part of each Group Restriction information on the r...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Add Custom Field from Location to Customer Locations Tab

Hi @kevin-ruppert The problem you are having is that the Locations grid is actually pulling from a DAC called: PX.Objects.CR.LocationExtAddress I...

6 years ago
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Everything Else
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RE: Custom Pallet Labels

@russell-williams I made a post a while back in this thread

6 years ago
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Everything Else
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RE: Making AUG Forums Better

I never noticed this quoting before, where you highlight the post and then click the ["] box that pops out. Is this new? It is really slick, I like ...

6 years ago
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Everything Else
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RE: Trailing 30 day sales bar chart

What I've done in the past is to make a column captioned "Days Out" and use that as the Series part of a Column widget. I don't have a "Sales" exampl...

6 years ago
Forum
Acumatica Dashboards
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RE: Filtering by a segment within a GL Subaccount

I'm seconding @royce-lithgo 's method. I use this to join back onto the SegmentValue table once for each subsegment, I just don't think there is any ...

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

@paulsw You’re welcome. I learned about them initially from Acumatica’s summit last year. Once I had a version of 2019 R1 to test with, I added the ...

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

I am not sure if they have documentation anywhere, but these are the options: bad, good, neutral, red, red60, red40, red20, red0, orange, orange60, or...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: PO Receipt Nbr. on Receipts (IN3010PL) screen

They added POOrderReceipt DAC in 2019 R1. It behaves like SOOrderShipments but for purchases. So, you can get dupes if you receive multiple POs on o...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Making AUG Forums Better

Tim, Would you be able to make the "AUG Forums" logo at the top of the page a link go back to the top level forum? I find myself clicking it often th...

6 years ago
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Everything Else
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RE: Importing from Excel using Null Value

I tried adding the field multiple times (first full, second empty), using space or _, and nothing seemed to set the field to empty. It's strange, it ...

6 years ago
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Everything Else
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RE: Summit Mobile App

Thanks Tim, I ran into a similar but different problem with the mobile app. I never got rid of the attendee hub app after the 2019 Summit. When I we...

6 years ago
Forum
Everything Else
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RE: Importing a snapshot: The file is not found or you don't have enough rights to see the file

@toon-six I don't have a bunch of experience with this, but I remember reading an article about managing large backups. I believe you can get one i...

6 years ago
Forum
Everything Else
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RE: Generic Inquiry Projects and Sales Orders

You can get this to work using GIs. If you check out This Post I go over making an attribute you can join off of and rope a bunch of information toge...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: GI with 2 or more different values

@harsha-sarjapur You should be able to get around it by just using the pencil (or typing) and setting the fields manually: =[CSAttributeDetail.S...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: GI with 2 or more different values

Ahh, I am on 2019 R1. I took some screen shots to help you out.

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: GI with 2 or more different values

There is a trick I like to use in SQL to pull information together like this. The idea is to join on a list of numbers running from 1 to however many...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Report from Inquiry Screen

Thank you, @timrodman. I figured I was at a dead end with the "regular inquiries," but felt it was worth checking. Also, I didn't know about the Exp...

6 years ago
Forum
Acumatica Report Designer
Topic
Report from Inquiry Screen
6 years ago
Forum
Acumatica Report Designer
Replies: 4
Views: 2000
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RE: Date formatting

Hello @coleen-mcnally You should be able to stick ='yyyyMMddhhmmss' (This is case sensitive, so copy as is!) into the Format of the textbox on the r...

6 years ago
Forum
Acumatica Report Designer
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RE: Data retrieval and analysis -- what skills do I need? Where should I study?

@peter-jones Learning SQL is never a bad idea, since the GI functions like a big query designer. I found knowing SQL really helpful when trying to ...

6 years ago
Forum
Everything Else
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RE: Formatting the numbers in a column

@alisann-crough You should be able to use any Integer field, a decent source of these are the "ID" fields, InventoryID, LocationID, SiteID, etc. You ...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Default Values for Dates in GI

I voted for this. I don't run into it often, but it is frustrating when I do.

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: @MonthStart & @MonthEnd not working under 2019.1

I tested using System Management -> Localization -> System Locals (SM200550) Look how funny that makes my date look now!

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Reconciling AP to IN after 2019.1 upgrade

Have you considered using UnbilledQty/BilledQty and UnbilledAmt/BilledAmt on the POLine and comparing to OpenQty and UnitCost? If you have receipts t...

6 years ago
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Everything Else
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RE: Validate Inventory Process

@hazen-metro Our first Physical Inventory in Acumatica is coming up soon, so I started looking at this for my own benefit too. Trace doesn't seem t...

6 years ago
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Everything Else
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RE: Custom Selector

Without going into how to add a custom field, here's a sample selector attribute for turning a regular old int field into a selector for CRCase: [PXSe...

6 years ago
Forum
Everything Else
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RE: Activities related to Leads and Opportunities

You would want CRActivity.RefNoteID and link it to the NoteID of the Opportunity or Lead.

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Import into a vendor price worksheet when only some items are valid items

Have you tried turning the Break On Error off for your import? Import By Scenario -> Pick your Import Scenario -> Prepare -> Details Tab -&...

6 years ago
Forum
Everything Else
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RE: Installing Acumatica Locally on a Windows 10 Machine

Thought I would pipe in here! I think pegging this as a Windows 10 issue or an Acumatica issue can be troublesome, since the real issue is with the M...

6 years ago
Forum
Everything Else
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RE: Disabling of Form Toolbar Elements using Automation Steps

Automation Steps doesn't seem to impact those standard toolbar elements, namely you list Add, Delete, Last, Previous, Next, First in particular. Have...

6 years ago
Forum
Everything Else
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RE: Linking items in Project Cost Budget to Inventory On Hand

@kevin-young In your second join between PMProject and StoragePlaceStatus, you can use: =[PMCostBudget.InventoryID]Assuming you didn't change the alia...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Linking items in Project Cost Budget to Inventory On Hand

Hi @kevin-young You can definitely create a relation in GI to do this. You need to have all 3 tables added to the GI. In your relations, start with ...

6 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
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RE: Invoice First, Shipments Later

We have a situation where we require 50% prepayment on some orders and had to send the customer an "Invoice" document asking them for the 50% up front...

6 years ago
Forum
Everything Else
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RE: Change Automation Steps date

@fred-zhou I think it works if you have your System Date set to today, pick the date in Default Value to be 3 months out, then hit the "Is Relative" c...

6 years ago
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Everything Else
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RE: Field level Auditing

No, at least not how I expect. Once I check Active for a table in the Audit screen, it will record changes to any fields on that DAC, regardless of w...

6 years ago
Forum
Everything Else
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RE: Modern UI

I will be so happy to have selectors for picking screens. Going to save so many clicks!

6 years ago
Forum
Everything Else
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