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Replies posted by wfilipiak67

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wfilipiak67Captain II

asked in Reports and Generic Inquires

Edit Access via Report Designer after 2020 r2 upgrade

I heard from Acumatica. This is a known issue.From Acumatica: I see they are working on it currently, but don't see which version it's set to fix in and until then you'll need to use the Edit Version button on the Report Versions tab, or open the report manually via Report Designer.

3 years ago

wfilipiak67Captain II

asked in Import and Export Scenarios

Import Scenario for Customer Payment Methods

I worked with Acumatica & followed their suggestions to resolve this. The key was to uncheck the <Key: PMInstanceID> field

8 months ago

wfilipiak67Captain II

posted in Reports and Generic Inquires

Different form layout by companies in one tenant

Thanks for the lightning-fast reply. I forgot about the settings on the customer/ customer class. I have no idea yet of how different the forms will be. I have used the visible expression property to swap logos & other fieldsI am hoping that the forms are pretty similar! Thanks again!

3 years ago

wfilipiak67Captain II

posted in Reports and Generic Inquires

Different form layout by companies in one tenant

Thanks Chris, This is a good idea also!

3 years ago

Mike BaioFreshman I

posted in Reports and Generic Inquires

How to use variable values from a subreport in calculations with data from main report?

Mike, What I found was that I had to convert the variable to a number using the CDec Function.Here is an example, from a live system, were the $subReport_PayTotal is passed from the subreportWe multiply by -1 if the type is a credit memo.=IIF ( [SOOrder.OrderType]<>'CM',( CDec([SOOrder.CuryOrderTotal]) - CDec($subReport1_PayTotal) ), (CDec([SOOrder.CuryOrderTotal]) - CDec($subReport1_PayTotal)) * -1)

3 years ago

wfilipiak67Captain II

asked in Import and Export Scenarios

Import Scenario for Payments to an order

Thank you for the quick response! I gave it a try & am now getting a different error. the specified order type & order number cannot be found. Yet it does exist.Here is a pic of the error, along with the Sales Order screen.

3 years ago

wfilipiak67Captain II

asked in Import and Export Scenarios

Import Scenario for Payments to an order

Thank you Naveen! I was able to get this to “work” on my instance.

3 years ago

amajorsSemi-Pro I

asked in Import and Export Scenarios

Import Stock Item Location Update

Hi Abe, These fields need to be updated either from the Item Warehouse Details form (IN204500) & not the stock Items form. Or you can update the Warehouse Defaults on the GENERAL SETTINGS Tab. This would update just the default warehouse settings. A rule of thumb I use is, if I cannot change the data manually, the import scenario will have issues.

3 years ago

wfilipiak67Captain II

asked in Import and Export Scenarios

How to Import AR Payments against an Invoice using the SO number

Yes. The sales order has been shipped, Invoice created & released. Then the client then gets a file with the payment amount for the Sales Order. So all we have is the Sales Order number. We are setting the Customer Order Nbr. field to the sales order, with the hope that that can be used to select the correct Document in the Grid.If the sales order is open, the payment can be applied against it via the Orders to apply tab. (thanks for that assistance)

3 years ago

wfilipiak67Captain II

asked in Import and Export Scenarios

How to Import AR Payments against an Invoice using the SO number

Here is the Import Scenario that accomplished the task. The Highlighted section is the Trick. Thanks to Rodgrio for the Assistance.

3 years ago

wfilipiak67Captain II

asked in Import and Export Scenarios

How to Import AR Payments against an Invoice using the SO number

Noah,The arrow section is available in base imports. Since I was in a grid, I thought I needed to use a custom key. The Arrow acts like a search by. It is available for lots of fields in the Import Scenarios. Here is the import

3 years ago

NAWRESJr Varsity II

asked in Reports and Generic Inquires

Need help :((( Report Designer : General Ledger

If you have the visible check box selected, you should see the prompts when you go to run the report. The parameters will be in the Expression Editor under the parameters, after the Globals choice. You can build the conditions to include the parameters you are passing in.

2 years ago

lauraj46Captain II

asked in Reports and Generic Inquires

How to show a prepayment total on the SO Invoice printed form (SO643000)?

Laura, Using the Build Schema, you can Load Schema & refresh the ARInvoice table & the field will show.We have also done a calculation to get the payments. ARInvoice.CuryOrigDocAmt- ARinvoice.CuryDocBal. we then multiple by -1 to display a negative number.Here is a screenshot of the refresh & the Payment Calculation.

3 years ago

wfilipiak67Captain II

asked in Reports and Generic Inquires

Decimal/Number formatting in a GI to excel

Thank you! That worked. It set the decimals to 4 but I am guessing that is from the companies Price/Cost Decimal settings

3 years ago

wfilipiak67Captain II

asked in Reports and Generic Inquires

Trying to sort by grouping in a GI

Here is the XML of the Inquiry. It has the Grouping checkedThank you for any assistance.

3 years ago

wfilipiak67Captain II

asked in Reports and Generic Inquires

Trying to sort by grouping in a GI

Thank you both! That worked great!

3 years ago

PRapnikasFreshman II

asked in Import and Export Scenarios

AR Invoices Not Letting Me Add Finished Goods

Hi, If you put the AR system into Migration mode (checkbox on the AR Preferences) you will be able to add the Stock Items.Migration mode does not affect the GL & is very useful for bringing in AR Invoices from other systems. Hope this helps!

3 years ago

wfilipiak67Captain II

asked in Reports and Generic Inquires

Getting the SO number from the PO

Thank you for the assistance! It worked like a charm!

11 months ago

jasminn44Freshman I

asked in Distribution

Multiple Vendor Address Locations However Purchase From Address is Corporate Address Not Location

HI, I think there are a few ways to approach this. In the Report Designer, Create a Join from the Vendor table to the Address table file using the DefAddressID to AddressID (MainVendorAddr) & a join from the Vendor table to the Contact table (MainVendorContact) using the DefContactID & ContactID (this will get you the Default Address & Contact for the vendor) Then change or duplicate the TO address textbox value to use the MainVendorAddr instead of the current VendorAddressIf you need this for just a single vendor, you can set a Visible Condition on the textbox (if copied) or use the iif statement if changing the existing textboxYou could also create a new section for that vendor & make the changes there. There are two sections currently based on the PayToVendor I hope this helps!

3 years ago

sarahFreshman I

asked in Reports and Generic Inquires

AP3010PL - Add PO # to Bills and Adjustment

Hi Sarah, Here are 2 ways of doing this. Both assume that there is only 1 PO per Invoice.You can have the Join only read the first line number. Or you can do a grouping on the APInvoice.RefNbr. If you do the second, remember to set the Aggregate Function to Average on the Numberic fields to avoid adding the document total for each line. (6 lines * doc toal of 1000 would show 6000 not 1000) Hope this helps!

1 year ago

mdubin66Freshman I

posted in Reports and Generic Inquires

How to print 3 copies of a form

@lauraj46, I was able to get this to work.I used a parent field of =’3’ on the join and added a new group at the top. The group data field is =CDec (DateDiff('d', CDate('12/31/1969'), [DateInfo.Date]))Without the CDec & CDate, I was getting errors.For the conditioning, I also had to add the CDate=iif ((DateDiff('d',CDate('12/31/1969'),[DateInfo.Date]))='1' ,'Office Copy', iif ((DateDiff('d',CDate('12/31/1969'),[DateInfo.Date]))='2','Drivers Copy','Picking List'))Thank you.Bill

3 years ago

larrylySemi-Pro II

asked in Reports and Generic Inquires

Generic Inquiry-How to ignore grouping on column

@larryly , You can set the Aggregate Function column to AVG. This will ‘seem” to ignore the grouping by doing some math.Bill

3 years ago

suemackeown13Jr Varsity III

asked in Financials

Report designer - Custom fonts

@suemackeown13, You can find the fonts available by using Report Designer. When on a field, in the properties section, open the Style, Font section & use the drop-down on the Name. This will list the fonts by name. You can also, using the open from server in Report Designer, open the StylesTemplate TemplateFormExternal.rpx. This will let you see the default settings for the base StyleName. Settings such as Font, size, bold, etc. We have used this to create our own StylesTemplate.rpx. This allows us to quickly change default settings across all forms by changing the forms StylesTemplate to ours. We do not change the base as this one can be changed by Acumatica.Hope this helps, Bill

3 years ago

glennmaslineFreshman I

asked in Configuration and Installation

How do you handle International Addresses

@glennmasline , Acumatica has a third, hidden, address line 3 already in the Address table. We have done customization projects to expose this third line where needed. Customers, Vendors, SO Addresses, PO Addresses, etc. We then have Address line1, Address Line 2, Address Line 3 & a city, state, postal code & country line.Hope this helps!Bill

3 years ago

glennmaslineFreshman I

asked in Configuration and Installation

How do you handle International Addresses

I forgot to mention that the forms are already set to print the Address line 3 if it exists.Bill

3 years ago

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