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jamestJr Varsity III

Power BI Connection

Hello all, Quick question. Can Power BI only connect to Generic Inquiries? Or is there a way to connect to the instance directly like you would a SQL Server connection? We’re on a cloud instance. Thanks!

just now

NageswaraRaoAddanki60Freshman II

Reports and Generic Inquires

Data binding issue in Report Designer

Hi Everyone,Good Morning,I need data from FSServiceOrder table based on the CustomerID and LocationID to the report.For example:Based on the SrvOrdType, RefNbr we have CustomerID and LocationID. For this CustomerID and LocationID we have multiple data in the FSServiceOrder. So I need to get that multiple data into a sub report based on the filters CustomerID and LocationID.So please help me out, how to get that multiple records based on the filters in same DAC.FYI...Please see the below attached screenshots:

1 minute ago

ifelixFreshman I

Reports and Generic Inquires

Report Designer: Open status SOOrder parameter

Hi. In my report parameters I want to load Sales order number parameter that has open status only. How can i achieve this ? Please help!I tried to achieve this by setting the soorder.status equal to N in the filter section. But it’s not working. Can anyone help?!

10 minutes ago

JReppardFreshman I

Reports and Generic Inquires

Template Email Double Spacing lines

Has anyone had any issues with / when sending a email via a template, the message will look exactly how you want it to look on the template, in “all emails” it looks good, but when received in outlook it looks like it goes from no spacing between lines to double spacing. Every line, including signature from “my profile” being inserted looks like it’s going from single space to double or 1.5x. It looks unprofessional and not sure what the problem is. Any ideas?

12 minutes ago

DrewNisleyJr Varsity I

Field Service

Arrive action on appointments starts log for all techs

We are having an issue where we have multiple technicians on an appointment, let’s say three for example, one departs (only selecting themselves to depart), then he arrives (again only selecting themselves), and the appointment moves to In Process. Once this happens, it starts logging time for all the technicians, even though there was only one selected and they are the only ones who have a travel time log. Obviously the other techs are not there, so they should not have their time being tracked. Here’s an example of what it looks like after arriving the one technicianAny help is appreciated, thanks!

13 minutes ago

blegardaFreshman I

Field Service

Import Templates for Customers and customer equipment

Is there any generic import templates for a customer list? Where am I able to find them if so? Also looking for a generic template for equipment list import scenario. TIA.

33 minutes ago

AleciaFreshman II

Develop Integrations with Web Services | APIs

Extract data from general inquiry from via api

Good day, Can we kindly request some assistance regarding extracting data from a general enquiry form via an api call. We’re trying to export a large list of data (screenshot 1) containing product stock details. We’ve created a general inquiry form and extended an api endpoint. Upon trying to query this new endpoint we are receiving an error: "Optimization cannot be performed.View Results has BQL delegate (screenshot 2) We’ve also had a look at perhaps creating a custom export action endpoint (screenshot 3) for the general enquiry form. Unfortunately we’ve been unsuccessful in attempts to achieve this. Any guidance regarding either approach will be appreciated. Kind regards,Alecia

50 minutes ago

philr75Freshman II

Financials

GL Access Account/SubAccount interaction question

Good morning all. I’m attempting to assist a client using GL account/subaccount restriction and having issues with it. I’m going to provide a stripped down description of what I’ve tried and I appreciate if anyone could jump in with a suggestion on how to make this work.For sake of example, let’s say we have your basic chart of accounts using 10000-19999 for assets, 20000-39999 liabilities, 40000-49999 revenues, 50000-59999 COGS expenses, and 60000-99999 for various other categories of expenses. They also have subaccounts, so for keeping it simple lets say there’s a default 0000, and then AAAA, BBBB, and CCCC. The client would like to restrict 0000 such that it cannot be used for accounts 40000-99999. After reading the help file, I created two groups.Group 1 Type A. This group had all users, every account 40000-99999, and subaccounts AAAA, BBBB, and CCCC.Group 2 Type A inverse. All users, every account 40000-99999, and only subaccount 0000. That seems to work fine when dealing with ac

1 hour ago

AndrewZFreshman I

Develop Customizations

Is there a way to add some custom buttons to the Generic Inquiry page?

1 hour ago

nawanjanahansamali50Freshman II

Distribution

How Disable Quick Check Option

Hi,Could please let me know that is there any option to disable the quick check option in “Cash Purchases” (AP304000) screen ?Thank you

2 hours ago

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jamestJr Varsity III

Reports and Generic Inquires

Power BI Connection

just now

NageswaraRaoAddanki60Freshman II

Reports and Generic Inquires

Data binding issue in Report Designer

1 minute ago

ifelixFreshman I

Reports and Generic Inquires

Report Designer: Open status SOOrder parameter

10 minutes ago

JReppardFreshman I

Reports and Generic Inquires

Template Email Double Spacing lines

12 minutes ago

DrewNisleyJr Varsity I

Field Service

Arrive action on appointments starts log for all techs

13 minutes ago

blegardaFreshman I

Field Service

Import Templates for Customers and customer equipment

Is there any generic import templates for a customer list? Where am I able to find them if so? Also looking for a generic template for equipment list import scenario. TIA.

33 minutes ago

AleciaFreshman II

Develop Integrations with Web Services | APIs

Extract data from general inquiry from via api

50 minutes ago

AndrewZFreshman I

Develop Customizations

Is there a way to add some custom buttons to the Generic Inquiry page?

1 hour ago

nawanjanahansamali50Freshman II

Distribution

How Disable Quick Check Option

Hi,Could please let me know that is there any option to disable the quick check option in “Cash Purchases” (AP304000) screen ?Thank you

2 hours ago

ernst97Freshman I

Import and Export Scenarios

Add multiple vendors to a stock item and skip when excel is empty

Hello everyone,I have the problem that I want to add several suppliers to a stock item. This works so far, but I need a way to skip empty rows in Excel.For example:I have three possible suppliers in my Excel list.Two are imported.For the third one, it throws an error because there is none, for example. Does anyone have any idea how I can work around this?Kind regards

3 hours ago

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