Monday, August 3, 2020

Excel Based Reporting. Velixo vs GI

Hi Everyone,

Please note a bright example of how OData in Acumatica can be used by Excel based reports.
 
This demo also discusses a new Excel feature Dynamic Array, that is something worth to look at.

So, please take a look at Velixo, which is Excel based Acumatica tailored reporter (and not only).

They have recently added Single Sign On (SSO).

Have fun 



All the Best,
Sergey.

Saturday, July 25, 2020

Removing List as Entry Point feature for Newer Versions

Hi Everyone,

If your clients are not really fond of this "new feature", especially when you open a data entry screen menu item and all of a sudden user is getting 100,500 records into your screen, with all server burden overload attached. We have an option now.

There is a way to switch it off. 

Via user interface it has to be done One by One for all the data entry screens, as shown here:



Note the screen name, open it, then click CUSTOMIZATION -> EDIT GENERIC INQUIRY:


And once opened here is the option you need to amend:


There are two ways of doing it - complete removal of the entry list, then un-tick the option, save, done. OR you can leave entry list there but restrict the initial load to 50 records only. then amend Select Top to 50.

This will guarantee no strain to your server any more.

Now, for those who read it up to here, a bonus, here is a script that will do all this for all screens at once, it works for all implementations, as long as you have not modified the GI manually:

update GIDesign set selecttop = 50 where companyid = 1 and PrimaryScreenIDNew is not null



All the best,

Sergey.

Monday, June 1, 2020

Restricted Use of Control Accounts in Acumatica (2019R2 and up)

Hi Everyone,

Let me share recent Douglas Johnson video on Control Account feature in Acumatica:



Please be warned however, that even though this feature was introduced with option not to choose account as a control account.
It will always check on certain scenarios like Reversing a Bill, whether AP account is marked as control account or not.

It may cause issues if your customization are sensitive to warning messages.

So please take note. However in overall feature is a right one.

Thank you,
Sergey,

Wednesday, April 8, 2020

REST based WEB Service. Using the Note field Correctly.


Hi Everyone,


Here is a tutorial on how to set/update the note field for records.

Setting a note value
To set a note value by the contract-based REST API, do the following:
  1. Retrieve the record in question
    1. Set your contract-based REST API request with the following settings:
      • HTTP method: GET
      • URL: https://<entity>/Default/<endpoint version>/<endpoint name>/<record name>
      • No parameters for request
      • Headers:
        • Accept -> application/json
        • Content-Type -> application/json
    2. Send the request. The response contains 200 OK status. The body of the response includes the list of fields of the record in JSON format. The following is an example
    3. {
      "id":"e72ca73d-ffcf-4b96-a07b-54988f9cd632",
      "rowNumber":1,
      "note":"",
      "CountNbr":{
      "value":"FCN000021"
      },
      "Details":[...],
      "custom":{},
      "files":[]
      }
  2. Save the request
  3. Update the note field
    1. Set your contract-based REST API request with the following settings:
      • HTTP method: PUT
      • URL: https://<entity>/Default/<endpoint version>/<endpoint name>/<top-level record name>
      • No parameters for request
      • Headers:
        • Accept -> application/json
        • Content-Type -> application/json
      • Body of the request (where NOTECONTENT should be the note):
      • {
        "id":"e72ca73d-ffcf-4b96-a07b-54988f9cd632",
        "note":"NOTECONTENT",
        }
        OR
        {
        "CountNbr":{
        "value":"FCN000021"
        },
        "note":"NOTECONTENT",
        }
    2. Send the request. If the request is successful, the response contains the 200 OK status code and includes the list of updated records in JSON format. The following is an example
    3. {
      "id":"e72ca73d-ffcf-4b96-a07b-54988f9cd632",
      "rowNumber":1,
      "note":"NOTECONTENT",
      "CountNbr":{
      "value":"FCN000021"
      },
      "Details":[...],
      "custom":{},
      "files":[]
      }
Important information to remember

  • Make sure to always specify the note parameter to the note value, even when it is not being changed, as otherwise the note will be set to a empty string. This goes for all PUT requests


Sunday, October 27, 2019

Changing Acumatica Home Landing Page in 2018R2

Hi Everyone,

Just noticed that in 2018 Acumatica sets landing page as a complex one with multiple links and unnecessary information for some of my customers. This is what comes as default when you click on your company logo:


If your customer for example does not have access to the Internet or for whatever reason wants not to see this page but instead have immediate choice of setting it - I found a way to set landing page as User's profile. So, if user did not set the Home Page for (it)self then system will suggest it for the beginning. Here is how you can do it.

1. Make sure you have access to the database or can execute  a script there.
2. Run the following script against your database:

update sitemap set Url = '~/Pages/SM/SM203010.aspx' where Url = '~/Frames/Default.aspx'

3. Restart your IIS server.
4. Check on opening the system landing page becomes now User profile:

5. Here user may change the landing page as desired. What I did is changed to Account Summary in GL, so next time you click on Company Logo, it will navigate you there.

Please note that you can technically change the page for each module or per company if you modify the above script accordingly.

Addition for 2020R1. Above method does not change the landing page so what you can do is to replace Default.aspx file in the Frames folder with the one from the older versions or use below suggestion from comments.

All the best,
Sergey.