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Expense account is pulling from Vendor on bills, not inventory item

HI All,When entering a Bill, it is pulling the expense account from the vendor even when I put in an inventory item. I have checked the posting settings and preferences and feel like I am just missing something. Does anyone have any ideas? The client wants it to pull the expense account on for the item on the bill. My local Acumatica pulls in the item’s expense account though. Not sure what I’m missing. The bill with no inventory itemThe vendor GL accountsWhen I add the inventory itemThe inventory item expense account

206

1 minute ago

CCCFreshman I

MYOB User Discussions

Payroll Overpayment, closed period

Hi,We have processed overpayments to 4 employees. Payments have been made. The period has been closed off.Does anyone have experience in recovering payroll overpayments through MYOB Acumatica, and can provide a bit of a step by step guide?Unfortunately, the system does not allow negative amounts or figures for any payroll codes/items. It is also very difficult at manually adjust PAYG tax in this system.I have tested a newly created Pre-Tax Deduction code which kinda works, but I can’t adjust the PAYG tax. And this would not 100% correctly reflect the reversal.

34 minutes ago

khowe86Freshman I

Financials

Check recognition in AR

Hello! :) Does Acumatica have anything to streamline entry of deposits from scanned checks? I'm looking for something similar to the inbound documents feature on the AP side. Thank you!

101

45 minutes ago

steph23Jr Varsity II

Everything Else

Add fields to the list of equipment on mobile app

I would like to add another field to the equipment list on the mobile app so that it appears in the list and is searchable. The field is available on the web version. How can I do this?Also does anyone know what GI is used for this equipment list?

112

48 minutes ago

steph23Jr Varsity II

Everything Else

Filter appointment list on Mobile App

Currently the appointments shown on the Appointment List on the mobile app shows all appointments allocated to that staff member. We would like to only show appointments that has the ‘Not started’ and ‘In Process’ statuses. How do we do this? Also I believe the Appointment List on the app is the ‘Appointment Summary’ on the web version.Is this correct?

122

51 minutes ago

WedgeFreshman I

Import and Export Scenarios

Import Scenario for AP Bills Can't override default subaccount

We have an Import scenario for AP Bills and Adjustments to pull in large numbers of payments. But the import fails with the following error. “Field: Subaccount, Value: 605 , Error: 'Subaccount' cannot be found in the system. Please verify whether you have proper access rights to this object.”The vendor has a default Expense and Expense Sub Account set on the vendor record. We are trying to override those in this case using the import scenario and can’t without getting this error. If the record is entered manually we can override it just fine without error. Removing the default Expense and Expense Subaccounts also allows the import to work without error, but it’s pointless to have to do that. The import scenario is very basic for importing AP Bills:My question is, has anyone experienced this and what can we do to allow the import scenario to override these account values without getting the error?

249

1 hour ago

dsimone20Jr Varsity III

Manufacturing

Over produce when preassigning lot numbers

Client is preassigning auto numbered lot numbers for manufacturing. The original RO is for a qty (48), but because less material was scrapped, they were able to make 49. Trying to update the qty to 49 on the Move looks like it will work:But it makes this error:Any ideas or settings we are overlooking?

1 hour ago

nboiniFreshman I

Import and Export Scenarios

Getting "The required configuration data is not entered on the XPMSetup form" on lockbox Payments Import

We created an Import Scenario to read lockbox file and create payments and load documents. Worked fine in our test environment.Moved the same to PROD and now getting below error on the Import Scenario.The required configuration data is not entered on the XPMSetup form. Please help me find what is XPMSetup form? Thanks,NB

1 hour ago

NickCerri4Freshman II

Construction

Allocation Rule Resulting in Negative Budget

Hey, team - I’m a little new to allocation rules so any assistance would be AWESOME! Got a client who is applying Labor at a standard rate and then replacing the standard amounts from payroll. They are getting a negative value in the balances for the APPLIEDOVH Expense and want this to zero out. They have a credit account associated with this step of the allocation rule - is this as simple as removing that account? Thanks! Here’s the task Here is the allocation rule.

214

1 hour ago

jjonesFreshman II

Import and Export Scenarios

Export Scenario from GI - Export By Scenario not outputting GI results

I have created an Export Scenario that uses a GI. My GI gives me the results I need, but the Export By Scenario screen will not output any results. I have followed the I100 course instructions, but am obviously missing something. Any help would be much appreciated. Here’s my GIThis is my output, as expected.This is my Data ProviderThis is the export scenarioA CSV file exports with no results, only the header row. What am I missing?

2543

2 hours ago

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Kandy BeattyCaptain II

Financials

Expense account is pulling from Vendor on bills, not inventory item

206

1 minute ago

CCCFreshman I

MYOB User Discussions

Payroll Overpayment, closed period

34 minutes ago

khowe86Freshman I

Financials

Check recognition in AR

Hello! :) Does Acumatica have anything to streamline entry of deposits from scanned checks? I'm looking for something similar to the inbound documents feature on the AP side. Thank you!

101

45 minutes ago

steph23Jr Varsity II

Everything Else

Add fields to the list of equipment on mobile app

112

48 minutes ago

WedgeFreshman I

Import and Export Scenarios

Import Scenario for AP Bills Can't override default subaccount

249

1 hour ago

dsimone20Jr Varsity III

Manufacturing

Over produce when preassigning lot numbers

1 hour ago

nboiniFreshman I

Import and Export Scenarios

Getting "The required configuration data is not entered on the XPMSetup form" on lockbox Payments Import

1 hour ago

mpishchukFreshman I

Develop Customizations

"Help" side panel customization

Hello!Can you please help me with the issue of customizing the Help side panel?I want to add this panel to my custom screen and display there some articles related to it - references to some custom Wiki pages that I created as well as some Acumatica predefined.Worth noting that default workflow after clicking ❔ button is a redirection to default Help page with a list of all Wikis.I created a wiki page that is structured in the way I read on a help portal - here - to somehow bind screen and wiki page.And now if i press ❔ button on my custom screen only that bound wiki page opens.If possible, how could I configure system to open that side panel instead of a wiki page? Furthermore could I also create content of Help side panel myself? Thanks for your answersHelp side panel on Carriers (CS2077PL) Acumatica screen as an example

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GavinWorsleyFreshman I

Reports and Generic Inquires

Need to show number of customers I have on dashboard upon login - how?

Hello Community.I have 15 sales staff.When they log in I want them to see the number of customers they have on the dashboard. How do I create this filter? every way I try I have failed. should be @me for login and salesperson

2 hours ago

myoungFreshman I

Everything Else

Has anyone encountered: “Error: An unexpected error occurred invoking “startTwoFactorPipeline” on the server.”?

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