On a generic enquiry, how do i get the number/$ sum of invoices etc between to dates? I have seen the threads as to date differnce calculations, but they all seem to be related to getting the amount of days bewteen two dates. DateAdd( date, interval, number ) etc I want to get for example how much a customer spent in 2021 in a column.
How do you get a custom field to only show dependant on an earlier field choice? The scenario:On the Activity page CR306010, you can currently choose different activity types, such as phone call or note. We would like to add a custom field so that the custom field shows up when Phone Call is chosen. This Custom Field would be called Call Type, and have drop-down options such as Cold Call, Pricing Call, Customer Sevice Call etc.Then we are planning with that data to be able to see what type of phone calls are being made. So the question is, if we add a custom field, how can we get it to show only when the Type Field is filled with the Phone Call option? Trust this makes sense.
How can we close a quote as lost, and give a reason why it was lost? We need to be able to track what quotes we are winig or losing, and the reasons why.
Hello, On the Inventory Transaction History page, it is possible to set the period for a particular month.However is it possible to use other time periods, such as a year long period?
I am getting a Project Billing Issue: "PM Warning: Invoice was not created during the billing. Nothing to bill."This is happening for all projects when I try to run the Project Billing.This has worked perfectly in the past, and I haven't changed anything to the projects...Anyone know why this is occurring?
Is there a way to keep the Outlook addin open when opening a new email? Can we pin the addin?
Hello, can Acumatica integrate with Outreach?
Hello,Regarding the Attributes screen and setup (CS205000). This is a great way to add custom fields to something, such as business account profiles.However there a way to make attributes an option on the Activities screen, and for the individual Activity types?So that if Activity Type X is chosen, there is an option to add an attribute regarding that Activity Type.Is this possible?
On the Exchange Server Configuration screen I am getting the following error message: An exchange URL cannot be auto-discovered.An attempt to auto-discover the exchange URL by login failed. Please specify a correct exchange server URL.The remote server returned an error: (401) Unauthorized. Does anyone know why that error message occurs, and how it can be fixed?
How do you get the product barcodes to show on sales order screen? There is an alternativeID column on this screen, but there appears to be no way to influence what alternative ID (if any) goes into this column?
The Shipping Carrier Integration feature doesn’t seem to be available on Myob Advanced.Anyone know why that is?
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