Does anyone have experience with using a macro-enabled Excel spreadsheet into the line level of Acumatica screens? We have a macro-enabled spreadsheet we use for estimating and would like to use it to load in the detail lines of a quote and are receiving an error message.
We began importing our labor costs and hours into our projects through Journal Entries from our external payroll system and didn’t realize for the firs 5/6 weeks that if we do not have a UOM in the Journal Entry it doesn’t populate the hours into the Actual Quantity column in the cost budget on the Project. Journal Entry TransactionProject Cost Budget LineDoes anyone have suggestions on the best way to populate the projects with the hours without duplicating the journal entries since the journal entries do show the quantity when you look at the project transactions? I don’t want to end up having the amounts duplicated if the Actual Quantity field would change and populate with any units that are shown on the project transactions.Project Transactions List from the Project Cost BudgetAs a note, I did try and use the Recalculate Project Balance operation under the … [More] menu and that did not resolve the issue.
Has anyone had success in building a report to identify the system users that were disabled over a period of time? I’m looking to find a way to identify the date when a user goes from the “Active” status to “Disabled” status.
Up until last week, the Payroll Personal View dashboard that is “out of the box” was working in showing payroll information for our employees. For our employee’s direct deposit last week, it stopped showing data and this week it is completely blank. Has anyone encountered this issue and how were you able to fix the problem? We have not altered this dashboard in any way. I did also try and do a “Reset to Predefined” in the Dashboard configuration screen and that did not work either. Current View:
I have a report that I want to restrict users to access only based on the user that is logged in. The report will contain payroll information and I only want the employee that is logged in to be able to access their information. I’m looking for a similar function to the Pay Stubs screen (PR405000) that comes out of the box. Is there anyway to use a filter in the report or a parameter in a GI to restrict the user to only see their information?
Is there any guidance on best practices for user profiles? I have a number of users that are no longer with our company and we have disabled them. I am wondering if there are any ramifications to deleting the user accounts to keep data cleaned up. I’m thinking this is a twice a year type activity, run a report and any users that have been disabled since they are no longer employed, their user profile would be deleted. Anyone have experience with something like this?
I am looking to join the ApproverEmployee DAC with my custom GI so I can see the required Assignee ID for the expense receipt. I have figured out that the ApprovedEmployee DAC is hidden but I don’t have any other ideas how to gather that data and associate it with the receipt. I have the screenshots below of the field I am looking for along with the tables & relationships for my custom GI.
I have a report that is putting page breaks between my groupHeaderSection2 and my detailSection1 and groupFooterSection1. Is there a way in Report Designer to keep the groupHeaterSection1, groupHeaderSection2, detailSection1, and groupFooterSection1 together before there is a page break?
I am creating a GI that combines the SOOrder and SOLine tables. When I use the SOOrder.OrderNbr field as a parameter, the magnifying glass to search the Order Numbers does not show any of the sales orders. I am able to type in an Order Number in the parameter and the inquiry works but I would like to have the search functionality work properly. Is there another table that needs to be added into the GI to make the searching work?
Has anyone successfully created a dashboard widget to show open expense receipts (screen ID EP301010) that have not been claimed without creating a custom GI?
We are beginning to roll out using DeviceHub scanning functionality and received an error in the Expense Receipt scanning. The all the fields it is saying “cannot be empty” are complete with information. Has anyone received this error when using a scanner to upload files directly onto an expense receipt (snapshot of screen error is attached & log of DeviceHub error is below)?From DeviceHub Log: 8/11/2022 9:35:35 AM - [Scanner] [Error] Error occurred during processing scan queue FINANCE job 80 : System.Web.Services.Protocols.SoapException: Server was unable to process request. ---> PX.Data.PXException: Error: Inserting 'Expense Receipt' record raised at least one error. Please review the errors. Error: 'Branch' cannot be empty. Error: 'Claimed by' cannot be empty. Error: 'Expense Item' cannot be empty. Error: 'UOM' cannot be empty. Error: 'Description' cannot be empty. Error: 'Expense Account' cannot be empty. ---> PX.Data.PXOuterException: Error: Inserting 'Expense Recei
We have a shared filter (which has been present for 6-8 months+) all of a sudden have a default quick filter added to it? I’m guessing an employee was on the shared filter and some how saved the quick filter. Any ideas on how to get rid of it without removing and re-adding the shared filter? I would prefer not to re-add the shared filter because it will go to the end of all of the shared filters and we want this one to be first on the list. The quick filter is showing up for anyone that clicks into the GI.We are currently running 2021 R2 Build 15.
In the Pennsylvania local tax settings, what is the explanation for the use of the “Employer has nexus relationship with the location” setting? There is no additional information in the tax settings column to define this.
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