My last post was about hyperlinks and I'd like to continue on the same theme in this post, but use an actual example in Excel. Sometimes it would be nice to make an Excel file that contains hyperlinks to the actual screens in Acumatica for each record that you're viewing. In this example, I'm going to take a simple list of vendors in Excel and add a hyperlink to each vendor ID that will drill into the Vendors (AP303000) screen in Acumatica for that vendor. Basically, all you need to do is the … [Read more...]
“Help -> Get Link” and the Power of Hyperlinks
I noticed on the top of Acumatica screens, under the Help menu, there is an option called Get Link. I tried it out and got very excited about the potential. Basically, you can open a record on a screen and then get a hyperlink that will open the screen for you and take you to the exact record that you were looking at. This got me to thinking about the lowly hyperlink. There are lots of great advantages to using web-based software like Acumatica. When we think of web-based software, things like … [Read more...]