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Chris HackettAcumatica Community Manager

Ask a Question, Get an Answer - April 22 - April 26, 2024 - Need extra help this week!

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Upcoming May and June 2024 Acumatica User Group MeetupsCheck out these meetups happening in May and June. If you’re a customer in any of these areas, please think about joining in!Join the SE Acumatica User Group and then RSVP HEREJoin the S. Texas Acumatica User Group and then RSVP HEREJoin the NE Acumatica User Group and then RSVP HERE How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests. When more people participate, all members benefit - - we need diverse backgrounds, cultures, experiences, opinions, values a

3 minutes ago

mnecaiseVarsity I

Reports and Generic Inquires

Report Not Found Error

I have a report that I created a couple months ago that I need to make some changes to. When I click on Edit Report, I get the normal Report Designer pop-up to login. However, as soon as I login I get the error message that the report does not exist. The report runs, so I know it’s there. I just can’t figure out why I’m not able to open it in Report Designer. I haven’t had any issues with opening other reports, so it’s something with this one specifically. Has anyone else run into this or have any suggestions? Thanks!

10 minutes ago

SoniaEchols90Acumatica Moderator

Payroll

2024 Payroll Tax Updates

Please see attached for a list of 2024 Payroll tax updates. Please note that some changes may require an action to be utilized. They will be flagged with a Y in Action Required column.Update: April 25, 2024CanadaFederal Employment Insurance Tax – Effective 4/25/2024A new field, Custom Employment Insurance tax rate, has been added to Tax Maintenance ~ Company Tax and to Employee Payroll Settings ~ Tax Settings to support EI Premium Reduction Program. Optional: Employers that qualify can use this field to add the lower tax rate to be applied to the employer portion of the tax. United StatesWashington Paid Medical and Family Leave- Effective 4/25/2024Corrected an issue where the taxable wage for Washington PFML was doubling on Government Reporting using the WA PMFL Form. Update: April 5, 2024 United States – HSA – Action Required – Effective 3/19/24The Federal HSA family contribution limit has changed from $8350 to $8300.ACTION REQUIRED: Review employee HSA family contributions that m

40 minutes ago

KarthikGajendranAcumatica Moderator

Retail

Shopify: Handling Restock item option while refunding the order.

IntroductionShopify provides Restock item option(as shown in the screenshot 1) when Refund is performed. When this is checked, it means that the returned items goes back to inventory.By default, the Restock item option is checked by Shopify. In some scenarios, the seller advises the buyer to keep the product or discard and not ship back the product because those are not resellable, return cost is higher etc.,In those cases, buyer would like to uncheck the Restock item option when refunding so that the item does not go inventory. ScenariosScenario Recommendation Buyer wants the seller to ship back the item that is returned. Check Restock item option Buyer while processing the refund, not sure what to do with Restock item option. Check Restock item option Buyer cannot resell the returned item so do not want the item to be shipped back. Check Restock item option and put this item in the garbage location in Acumatica based on the reason code for accounting purpose. The corre

45 minutes ago

dsenevirathne54Freshman II

Financials

Payment/Credit Terms Based on Business Days

Hi,I want to calculate the payment/Credit terms based only on the working days. Better if it is based on the work calendar we define. Is it possible?Best Regards,Dulanjana

1 hour ago

tebogo37Freshman II

Import and Export Scenarios

Error during Stock Import: items have not been processed successfully. View name: Item.

Can someone please assist with this error. I get this error when trying to reimport file to update changes. Please check my XML file.

1 hour ago

Tiffany SeelandFreshman II

Financials

G/L Journal Entry Splitting

I have tried numerous times to split a journal entry into multiple lines without it posting successfully. The only way I can get Acumatica to split an entry to multiple sub accounts is to do it one line at a time. Why is this necessary?We are on 2020 R1

1 hour ago

skumar98Freshman I

Reports and Generic Inquires

How to significantly speed up the performance of Reports ?

Any suggstions ?

1 hour ago

keithschmJr Varsity I

Develop Integrations with Web Services | APIs

Create PO with API

Hello all, What ID do I put in the Owner Field of a PO. When I use the Employee id it does not work. "error": "'Owner' cannot be empty." "Owner": { "value": "4264", "error": "Owner 'E00003 ' cannot be found in the system." },

2 hours ago

BorisRudi56Acumatica Employee

Retail

Scenarios of Refunds import for Shopify Orders with cash or credit card payments

Hi All,The Commerce Retail team has recently prepared a technical guide about import of Refunds supported by the Acumatica Shopify connector in version 2023r2. This guide covers the most common refunds scenarios for Shopify orders with cash or credit card payments. We believe that this document will help to improve users’ knowledge of the refund import process and what results they can expect.If there are any other frequent scenarios of refunds applicable for Shopify orders, please let us know in replays for this post. Thanks

2 hours ago

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dsenevirathne54Freshman II

Financials

Payment/Credit Terms Based on Business Days

Hi,I want to calculate the payment/Credit terms based only on the working days. Better if it is based on the work calendar we define. Is it possible?Best Regards,Dulanjana

1 hour ago

Tiffany SeelandFreshman II

Financials

G/L Journal Entry Splitting

1 hour ago

skumar98Freshman I

Reports and Generic Inquires

emelda71Jr Varsity II

Financials

Customer journal from one customer in branch A to a customer in branch B

Good day. Is it possible to do customer journal from one customer in branch A to a customer in branch B like we do with journal transactions? So far all i can see is that you will have to do 2 separate transactions.I have tried to document the issue in the attached file, hope it’s clear.Thanks!

4 hours ago

donnadeskins55Varsity I

Distribution

Barcode commands in report designer

Many of our customers find it very annoying that they have to manually touch the “Set Qty” button on their mobile devices in order to set the quantity being picked/packed/shipped. We are trying to include the Set Qty command (*qty) as a barcode on the picklist report so that they can scan that command and then scan the barcode for the quantity (since there’s no way to set the mobile device to default to the shipping quantity).I can’t find the right way to format the command on the report so that the barcode scanner will read it and put the device in Set Qty mode.Does anyone know how to do this?

5 hours ago

jwarrenVarsity I

Field Service

When I complete a Comment or Instruction on an appointment, why does it remain as Requires Scheduling on the SOR?

See question above This seems to be causing issues with closing SORs since we have all these comments & instructions showing on SOR as Requires Scheduling but they are marked as Complete on the underlying appointment.

5 hours ago

dsimmerlySemi-Pro I

Distribution

Pacejet

Is anyone working with Pacejet and received this notice ?

5 hours ago

jsudakFreshman II

Distribution

How do we add or remove required fields?

How do we add or remove required fields? For example, in the New Customer record the following are required fields denoted by an asterisk: Customer IDCustomer StatusCustomer Class Account Name CountryAs we only do buisness in the United States, I would like to remove the requirment for this field. Or default it to United States. For Sales Quotes, we would like to make the Expiration Date a required field.

6 hours ago

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