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Purchase Order > Purchase Receipt > AP Bill
Hi Everyone, How to create a bill directly from PO not PO receipt?ExamplePO created - material + freight(non stock)PO receipt - only material When I create a bill, I can add the PO receipt details, so freight cost will not be added on the bill. If I manually add it in the bill, will there be a problem on the PO side? My boss doesn’t wanna add the freight cost in the PO receipt, since freight is not a material.
New York City Witholding Taxes when working out of NY City
Hello,I have several Union Employees who live in New York City but at times travel out of state for work. As per the NYC tax code, all wages are subject to NYC personal income tax regardless of where the resident works. https://www.tax.ny.gov/pit/file/nonresident-faqs.htm#:~:text=All%20city%20residents'%20income%2C%20no,for%20New%20York%20State%20domicile.At the same time the Employee will be Subject to the locality they are physically working in tax. This creates a scenario where I need to withold taxes for the NYC resident employees 2x once to NYC and once to the locality actually worked in. How can I solve for this in Acumatica?
I’m not sure if I’m terming this correctly, and I’m also not sure if this is addressed in purchasing/receiving or if this is separate and is more of a kit consideration.We are a service company. The scenario is that we purchase an item from a supplier, but sell the items components as separate items in our system. My thought would be to create a “reverse” kit that can be “assembled” to negate the purchased item and increase the component count, which is the opposite of the normal assembly process for non-stock kits.For example; We purchase a repair kit/item from a supplier, which contains a bolt and a bracket. We will receive the item, however we want to stock the components as inventory. We will then use/invoice either the bracket, or the bolt, or both, however those pieces will be invoiced as separate items.Any thoughts on how to make this work in Acumatica 2022r2 (or beyond)?
Report Designer Mailing Settings Embed Image Formula Editor
Hello Everyone, I am trying to create a email template to be used when sending out an email from a payables report. I wanted to embed both the vendor’s name and a logo of our company on the report. The problem is that I cannot do both on either the notification templates screen or the report designer mail settings body section. If I use notification templates, the vendor account name does not show up as the screen I am using does not appear in the screen selection. Does anyone know if it is possible to embed an image in the formula editor?
Can IIF in a GI compare column values of next row?
Is there any way to within a GI using the IIF command to do the following?I wrote a GI to pull all of the SO’s of a certain customer along with the associated invoices created from the SOShipments. No problem. See attached screen shot below for an example.What I would like to do is set the “Sales Order Total” to be 0.00 if there are more than one associated invoice numbers.The pseudo code logic statement would be something like this:IIF (‘Order Nbr’.row-1 = ‘Order Nbr’.row), ‘Sales Order Total’=0, ‘Sales Order Total’)Using this type of logic then the second line in the example screen shot below would be “0.00”, while the first row would be “14,283.93”. (Ideally that value would be set to NULL, so that no value at all appears there...but that may be even greater wishful thinking.)Is something like that even possible to do in an Acumatica GI? In some ways, yes, I trying to create a ‘group by’ function inside of the GI.
Manufacturing Items to be Used in your Construction Project
I would like to meet anyone who manufactures items which they later bring to their own construction projects. So, the manufactured items from your shop will later be incorporated into your construction project. We are trying to determine the best methods of tracking costs in the shop: do we code directly to a construction project when working on that project? Or do we simply manufacture items and make an internal sale to our construction project? At any rate, it would be great to find anyone who has travelled this path before. If there is anyone who has some experience in these processes, I would greatly appreciate the chance to get some advice.
Recently Acumatica stopped defaulting the Branch on the AP Bill Screen
This is a local install. Default of Branch on the AP Bill Screen just stopped working. Have to go to the financial tab and select branch to get period to default. Any ideas how we can get back the branch default on the ap bill screen? Where is that set?
IRA Simple Plan Employer Contribution Rules
Hi, I am looking for input on the retirement plan: IRA Simple Plan We are using 2021 R2: After doing a tax update last week the employer contribution for our IRA Simple plan suddenly changed from the ER contributing on total Gross Pay to contributing on Taxable Wages - which is less contribution dollars since this implementation has a few pretax deductions. This sudden change in behavior has sparked a debate. Looking for input from others who have this retirement plan. What should it be? On Gross or Taxable Wages?The deduction is setup with Tax Settings of: Thanks in advance, Amy
Certified payroll, Benefits reducing the rate calculation question
HelloWe are newly implemented and working through our first certified projects.For our employees that we offer health insurance and 401k, the certified calculation isn’t quite right. You can annualize or not the benefits.This changes the way the calculation works for benefits reducing the rate.When you annualize health insurance it works more accurate as the cost is divided out over the anticipated hours per year.401k, if you annualize the rate, it divides those dollars over anticipated hours per year. Which can under report contribution and require us to over pay the employee.if you don’t annualize it, it over reports and under pays the employee.For example. We match 4% of hourly rate for the 401k. If an employee works 10 hours on a certified job and 30hrs on regular job. It takes the 4% match on all 40hrs and divides by the 10. We want the 4% of 10hrs divided by the 10hrs. So we are either over paying or under paying the prevailing wage job. The other issue, we work non-consiste
How can we add the Branch ID column (editable) to the grid on Approve Clock Entries screen?
Hi All,We are trying to add the Branch field on the Approve Clock Entries screen. I was able to add the field to the screen, but now we would like it to be editable. (Sometimes the Branch is wrong and needs to be updated before Approval.) We would like a selector similar to the Production Nbr field. I added the column to the grid using the screen editor. I also added this field to the Levels and set AllowEdit=True. I also tried setting Enabled=True. In all cases the field is visible but read-only.I looked at the attributes for BranchID field on the DAC and it is simply [Branch].I would appreciate any help from the customization gurus out there on how to make that field editable.Thanks in advance!Layout properties for the Branch ID control:
Field Service Appointments, availibility for a service technician
Hi there,Would it be possible to use a link to the staff calendar from the appointment directly, so we would not have to switch back and forth.Also, how can we show that a staff member is absent and not available (PTO, training, sick) on the staff calendar?Thank you!Monika
Smartsheet Integration for 2023 R1
@Omar Ghazi When will the Smartsheet Integration be upgraded for compatibility with 2023 R1? The latest version available in GitHub for 2022 R2 fails validation on Build 23.103.0013. I have a client that relies heavily on this integration and is planning their upgrade to 2023 R1.
Add page break after sub-report
In this report I have added the sub report and I want to add the page break after the details section after every subreport. It appears that it is fetching all the data correctly if I set the page break to none for the details section without any page break. If any page break is added it fetches only the first record. Can anyone help here to solve this thing.Thanks.
How do we separate data into variables that come in a single data field?
Sub reportUsed filters in the sub reportAbove sub report was created to get the bank name, bank code and branch code. All the different data come under a one data field as below. Please check the below images.Sub report viewBelow image shows the DAC related to this.DACI want to assign the Account Value column data corresponding to the 4545,4546,4547,4548 and 4549 ID shown in the above image to separate variables, in order to send them to the main report. If is it possible, can I know how to accomplish my task?
Construction Cost Budget Tab
We have a client on 2022 R2 that has the Construction module. Under Projects in the Cost Budget, users are able to delete a line item that has amounts reflected under the Actual Amount Column and Save without any warning messages. Is this a known issue or possible bug? Any insight would be greatly appreciated. Thank you,Frances
Aatrix Certified Payroll Report
Is anyone using this document successfully through Aatrix in any jurisdictions? I have tested the output in Pennsylvania and Ohio and the design drops local taxes from the tax totals and deduction fields rendering it useless to the client. I would like to know if these issues are being seen in other states and if other partners have discovered a way to utilize this built in design, we have resorted to using a customized report through Acumatica report writer to acheive this functionality.
Multiple columns in Report Designer
Our client wants to have a report that can be split into two columns in one paper page where each column has different details from different barcodesThis is from Production Order Details screen and when there is two lines that is checked for print barcode, the report must show 2 columns with different details from it.Example:Question:Is it possible to achieve this one? If yes, how?I am very new to Acumatica so it will be kind of you to answer my newbie question :)Note: Every column has different barcode so it has different details too.
Symbol files wont load when trying to debug Acumatica 23r1 source code
I’m trying to debug Acumatica 23r1 source code but am unable to get the symbol files to load so my breakpoints are hallowing and say “The Breakpoint will not currently be hit. No symbols have been loaded for this document.” I’d like to figure out how to get the source code debugging to work. Also has anyone else been able to debug the Acumatica 23r1 source code?I was using Acumatica 22r2 and I was able to debug that just fine. I also installed Acumatica 21r2 and I could debug that without issues. I tried 2 different builds of 23r1, 100.0138 and 103.0013(making sure to check the box to install the debugging tools), but both had the same issue.I’ve tried clearing my symbol cache via Visual Studio and deleting the TemporaryAspFiles folder where the files seem to get put but I still get the same issue. I’ve also tried installing fresh instances of Acumatica and creating fresh customization projects but that has not worked either. I used hyper-v to create a windows 11 VM(my PC is windows 10
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