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Multiple Column Report. For Example - Payment Remittance.
Here is a method of adding fixed number of columns into a report. In my case Additional Remittance Form report, which is often printed after or when check is issued.Sometimes we need to list all the...
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Disclosure Controls and Internal Audit. Acumatica and SOX.
Hi Everyone,Starting from version 4.0 we are implementing Audit History function, that is designed to help in Assessment of internal control, as per Sarbanes–Oxley Section 404.As per SOX 404 TDRA:Key...
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Issues with Google Chrome embedded PDF viewer. Use workaround till Chromium...
Hi Everyone,Recently some of our customer started reporting an issue with Google Chrome, while printing reports it cuts the page and does not display details. Also it may hide images embedded into PDF...
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Updating One Field from Another. Easy Customization.
Hi Everyone.One of the most often called customization requests is to default (or update) a Field A, based on what was entered in a Field B. And now its time for me to post a memo article on standard...
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Adding Missing Columns to the grid Upload Data Import Function.
Hi Everyone,We can upload data directly from Excel into Acumatica screens, as long as screen detail area (or grid) has Action Button "Upload". Like, for example, Journal Entry screen from GL module.But...
View ArticleRemovig Artificial Intelligence from GL Journal Entry Screen.
Hi Guys,GL Journal Entry screen has one controversial feature - auto balancing of Debit to Credit for the line entered in the grid.Its like when you enter Debit 100$ then you move to the next line,...
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Changing Fields Default Values. Auto populating with what we want.
Hi Everyone,This will be the last post for tonight :)Ok, when we need to change default behavior for a control (a field), for instance in AR Invoice and Memo screen I would like a Subaccount and a Task...
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Cloud Fixed Assets. Split, Transfer, Change of Useful Life, Accelerated...
Hi Everyone.In Acumatica version 4 FA module was greatly reworked and improved. Original goal was to make it better than JDE. You are the one to judge.The module is used by KFC/Pizza Hut for nearly...
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Importing Invoices. Multiple Lines. Multiple Times. Using Search Function.
Hi Everyone,One of our customers importing Invoices from ageing Oracle based system into Acumatica.I will skip here technical aspects of this integration, just mention it is done via MS SQL Integration...
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Customization in Multi-Company Environment
Hello Everyone,Would like to discuss customization used in Acumatica Cloud ERP, specifically when more than one company are in a single database.As you already know, we can setup multiple companies in...
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Understanding Company Setup Options
Hi Everyone,Lets discuss companies setup using Configuration Setup application.Company Setup in Acumatica designed to be using the same tables by multiple entities.And when the record is shared, we are...
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Securing Web Configuration
Hi Everyone,One of the questions from the audit team could be why do we keep some sensitive data in our configuration files. Luckily .NET provides fast and effective way of encrypting content of the...
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What is Automation, Work Flow and how to Reporduce it.
Hi All,Well, I am not saying you do not know what is a work flow, sure you do.Just wanted to point - in Acumatica it is called Automation Steps and located System->Automation menu.We can create work...
View ArticleAdding new Field to DB Schema and Screen in 8 Minutes.
Hi Everyone,Please refer to the video for adding new fields into Acumatica screens, by modifying DB schema directly from Acumatica Application.I was using Mozilla Waterfox browser. Any browser will...
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Bundle for Sales. Recognize the Margins by Item. Non Stock Kits.
Hi Everyone,Got a question from one of the clients: "What if we want to bundle up few items together, then position it as a single set. But internally have to recognize costs and revenue per...
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Updating one field from another. Easy Customization.
Hi Guys,What if we need not just add a field to a database schema, but also to update it from another field.Based on certain event. Below is the example of customization that takes content of...
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Automation Steps and Definitions Explained. Rapid Copy to Another Company.
Hi Everyone,Well, I understand recently, thanks to your questions, that Automation Definition is a grey area.Need to explain about what is what. And how exactly we can copy Automation Steps from one...
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Adding Report to AP or AR screens. Unhiding Automation Steps Links.
Hi Everyone,While adding report to some of the screens might be an easy task, for AR or AP we have only choice of predefined hard coded reports.So our goal for today to add report to get something like...
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