Auditing Feature Summary Let’s start with a refresher on what Auditing is in Acumatica and how to set it up. Acumatica’s ERP allows a user to track changes made to almost any Acumatica field. Let’s say you want to track whenever a credit line value is changed for a customer and when the Address Line … Read more
Microsoft Teams has many great collaboration features for sharing files. At times, you might receive one or more of the following issues, all regarding file locking. If you encounter one or more of these messages, try following the resolution steps below. Problem Messages in Teams: Other messages include warnings that you cannot delete or move … Read more
One of the many benefits of Teams is that you can sync a Teams Channel file space with your local OneDrive. This allows you to work with files locally without touching the Teams interface. This works great when you need to jump to and from several different files throughout your day, or if you need … Read more
Tips from Acumatica Development I recently had a request to set a default value on a grid with the value of the field from the line above it. Let’s suppose you want to default the quantity on the Bills and Adjustments screen, with the quantity from the prior line. Consider using the pattern below. … Read more
What happened? Remember Y2K? Well this isn’t nearly as bad, but a new Microsoft Dynamics SL bug surfaced recently (on June 6th, 2019) for many users. You could be receiving a “SQL Server Message 517” when running the Credit Manager’s Assistant screen without specifying a date range. The reason for this has to do with … Read more
Our award-winning development team is located all around the country. To stay connected and organized, we have been using an app called Smartsheet to great success. Smartsheet allows us to enter a project – from Dynamics GP upgrades to an Acumatica customization – and as it progresses, we can add notes. We can keep track … Read more
Did you know that you can track your IM Skype conversations in Outlook and track call durations? It can be a useful tool in regard to tracking time with clients or projects. Here’s how I use it. First make sure your Skype Options are set properly. For some companies this is controlled by your IT … Read more
When a user creates a new GI on their environment the system will auto assign a Screen ID. This is fine unless you are developing a Custom Project package for deployment to another site. If you do not change the screen ID to be unique then your deployment might fail. I have 3 points. How … Read more
Summary Many aspects of a custom solution for Acumatica can be done within the confines of a Visual Studio Project. However a customization project package must still be maintained within an instance of Acumatica. Here’s a simple method of exporting and importing those changes to be captured by source control. Method Let’s say you already … Read more
Make my agenda come to me… I love the quote from the overly-ambitious Senator Underwood in “House of Cards.” He was talking to Freddy, a blue-collar owner of a restaurant. Freddy was telling him about his ride to work when he had to swerve to avoid a refrigerator that fell out of the back of … Read more
How many productive Microsoft Visual Studio shortcut keys have you learned but managed to forget? I used to have a shortcut key created using AutoHotkey that would allow me to get to a Word document with a collection of (less often used) shortcuts as a cheat sheet. I recently decided it might be better to … Read more
If a picture is worth a thousand words, then what is a video worth? A lot, as it turns out! I am an ERP developer, not a writer, yet I used to spend a lot of time writing instructions or explaining concepts in lengthy documents. I’ve moved away from writing and have found it’s easier … Read more
Here’s a great time-saving project I recently did. I had a customer who wanted a button on a screen in their Acumatica system to launch the Journal Entry window. Not only did it launch the window, they wanted that screen loaded with data provided from the source page of the button. So, I built a … Read more
Save time upgrading your hard drive. Here’s how to upgrade your drive C: with more space, without having to reinstall Windows from scratch. Items that you’ll need SSD drive to replace the one you have installed. USB thumb drive USB drive with enough space to back up your entire C: drive. Software: Macrium Reflect Software: … Read more
Have you ever had that important question, and just wanted to ping someone quickly for the answer, but when you pull them up, you realize they are busy or presenting? UGH. Then, you move on and totally forget later to ask? Here’s a great little trick – Tagging You can easily tag a person in … Read more
Most of the time I work remotely. It saves me travel time and saves my clients money. I’m usually connecting to client systems with various VPN’s, etc. Once in awhile, when I’m VPN’d in somewhere, my mouse acts weird. It moves very slowly, like it’s underwater. I found a quick fix – here’s what I … Read more
There are tons of articles on the internet about multi-tasking, and we all do it to varying degrees. However, the research, not to mention common sense, points to the fact that you are better off focusing on one task at a time. Clutter is the Mind Killer Have you ever stood in front of your … Read more
Extend the life of your fingers and shave minutes off just about everything you do. As a software developer I live and breathe shortcut keys. I use them to quickly navigate between screens, auto type out the current date and time, type my email address, and generate commonly used SQL scripts. All within the reach … Read more
Do you ever get tired of typing ‘Select * INTO SourceTable02417 FROM SourceTable’ to make a quick backup of a SQL Sever table? I did, so here’s a quick and dirty little stored procedure to take care of that manual process. Here’s how it works: When you call this Procedure (PROC), simply use the following … Read more
Here’s a HUGE time-saving tip when searching for an email in Microsoft Outlook and Office 365. Who, what, and when are the key. Just follow these simple syntax rules, and you’ll be amazed how easy it is to find those emails. Replace Who with FROM: Replace What with ABOUT: Replace When with RECEIVED: Here’s an example: … Read more
If you use Skype for Business, you can always go in and look at your call history. However, did you know, if you dig a little bit, you can also get the exact time, date and duration of the call? There might be other methods of retrieving this information, but here is the simplest method … Read more
If you are using Microsoft’s Skype for Business and Microsoft CRM, have you noticed that the phone numbers in CRM are hyperlinks? You can click on the links and the system will automatically launch Skype with the phone number all ready queued up to dial. However, did you know that you can also simulate this … Read more