by Derek Du

I am building an Intacct customization where we added a custom field on AP Bill. This field must be populated for my customization to work. However, when users create PO transactions, such as a Vendor Invoice via Intacct page, Intacct creates a corresponding AP Bill, which does not have this file populated. It seems the only solution was to use a Smart Event to update the AP Bill to ...

by Kristi Feng

Last week a coworker asked me, “Do you know which object stored the amount paid detail for AP bills in Intacct?”


I thought it was in AP Payment and AP Payment Detail, but payment and payment detail do not have references to AP Bill. Then, I looked in Objects in Platform Services trying to see ...

by Joe Zhou

At BTerrell Group, we have a few experienced consultants who specialize in Intacct implementations.  Migrating client’s data from another ERP system to Intacct is a big part of the implementation process. However, it can be cumbersome and error prone. Over time our CodePartners division developed some useful tools that help our consultants overcome these obstacles in their...

by Kristi Feng
A SmartLink Click in Intacct allows us to embed intelligent hyperlinks into forms and reports. The hyperlinks can be based on conditional information about the objects in Intacct. We need to enable Platform Services or Customization Servers before adding a new SmartLink Click.
When we create a SmartLink Click, we usually focus on two main properties:

• Target (required): This is ...

by Sheila Zhang

This is a continuation from a previous blog.
When creating documentation, you can use a reference in some types of tags. The compiler translates the reference for you. For example: 
 
It will convert the simple method name to the full method name:
...

by Joe Zhou
Injection Parameters and Conditions are the two most important pieces when it comes to writing a smart rule or a smart event in Intacct. Injection Parameters are the paths and fields that make up an injection. A typical injection parameter starts with the name of the object you want to extend, followed by a period and then the name of a field within the object. A curly bracket and...

by Jacky Xu

Recently we had an Intacct project that used a trigger of object “A” to delete certain records from object “B.” Since the amount of deleted records is not fixed and the document template is a fixed format, we cannot use the trigger with an Intacct API call to do this. So, I added a web API controller (method of C#) to delete the records. Then the Intacct trigge...

by Brian Terrell
In the wide world of technology, last week's big newsmaker may have been the Consumer Electronics Show in Las Vegas. Regardless of what you may read here or elsewhere, we promise the definitive final word from a special correspondent who went on assignment for us to the show. Please stay tuned for his report. In the meantime, here are some interesting things we thought we’d ...

by Kristi Feng

Dashboards provide at-a-glance summary views to a particular object. You can easily create and assign multiple dashboards for a user in Intacct. 

The first step to build a dashboard is to determine what components to include and what layout to use. There are several built-in components to use and we can also add reports, list views, or graphs as new components. In my example,...

by Derek Du
Have you had the headache of configuring permissions to your ApplicationPoolIdentity account while running your web application under it? The IIS APPPOOL\Name trick never works for me. I run the ICACLS command to find the user in the permission configuration window.
If your ApplicationPoolIdentity-using-web-application utilizes a certificate to encrypt/decrypt messages, such as a WCF...