Replies posted by pandachan48
Hi @pandachan48, We can not get the full name directly, as this user-defined field value only stores the ID in the database. Please find the screenshot for reference. In order to get the Name, you need to join with the proper table. I just ran the sample example for the Customer ID. Please find the details below. Added UDF for Customer IDOnly stores ID, but not the nameI have added extra join with BAccount table to fetch the name UDF: Customer ID and Customer Name Hope this help!! Any formula to set on inquiry to show full name? I don’t know how to edit in database.
You need to enable the “Advanced Authentication” feature in Enable/Disable features. Note that this is licensed separately, if you have not added this to your Acumatica license it will not be available. I think we don’t have the license, but can we use External Identities? and how to use it?
Give this a try (The attribute in this example is called SOURCE, the data to populate in the SOURCE attribute is Field from import sheet) Target Object: Filed / Action Name Commit Source Filed / Value Attributes <Key: AttributeID> =[Answers.AttributeID] Attributes Attribute -> Attribute ID Yes =’SOURCE’ Attributes Value (Field from Import sheet) I have tried, but imported wrong column?according the excel file it should be Column B “Vendor products” line 4 in system, but after I imported, it goes to line 1 “Chinese Address” I’m not sure which part is wrong? could you help?
On the 4th line, Source Field / Value change =’SOURCE’, This needs to be your actual attribute ID: =’Vendor Products’ (to hard code it) or use Attribute column from the excel sheet. On the 5th line, Source Field /Value change Attribute, this needs to be the column in your sheet that has the value you want to insert. This would be Value (column D) if you are attempting to insert “On Semiconductor”. On the 7th line uncheck the Active box, save and test and see if this works. I tried to adjust my excel file move “ON Semiconductor” from column D to column BLine 4 changed to =’Vendor Products’Line 7 unchecked Vendor Products = ON Semiconductor importedbut Chinese Address come out “False” and come out the new line Opportunity Source???can it be removed the line Opportunity Source, I didn’t add it
If you want to update several attributes you will still need the attribute ID on the excel sheet. If this is also the case, you should not hard code the Source Field / Value to be =’Vendor Products’. Delete that out of the field and double click/look up your excel column for the attribute ID (your original excel sheet had this as column b “Attribute”). The following line of the import scenario will be value (the excel value you want to insert into the attribute value). I didn’t add Opportunity source in Attribute why it appear suddenly？ can it remove?
Hi @lauraj46,yes, it works! Thank you so much! In the pivot table (as shown in the pic), the column I’m still using the Sales Order Date, thus the values are not able to display on top of each other.This makes it hard to do further analysis as I would like to easily compare last year’s quarter/month to this year’s same quarter/month. Instead of having the formula to get the fiscal year only, is there a formula to get MM-YYYY and YYYY-Q?
Hi @pandachan48 Yes, we can do this from Customization package. Please find the steps below for your reference. Add Stock Items screen and select the field, which we need to disable Disable the field here Product Workgroup disabled successfully Thanks for your reply~ if I need to enable back to normal how can I do?can I delete the Screen directly and publish?
Hello, Are you saying that the VENDOR is incorrect on this bill? Or something different? It’s also helpful for us to know the source of the bill, since you refer to ‘regenerating’ it. Without knowing more: We can’t change the vendor on an Open Bill. We CAN reverse an open bill, and copy the original bill to a new bill : Save Original Bill as Template with Vendor Not Checked. Then paste new bill from template. (Or just re-enter the bill; I see it only has 5 lines.) sorry, I’m new, could you advise the reverse step? when I do reverse the type will change to Debit Adj.
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