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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 Benjamin Crisman - Acumatica Community Featured Member for August 2023Meet Benjamin Crisman our Acumatica Community Featured Member for August 2023. It’s great to have you as part of the Acumatica Community @BenjaminCrisman! Hot Tips, Known Issues and BlogsModern UI (2023r1+)Known issue: In some cases, in the Customer Statement (AR641500) and Customer Statement MC (AR642000) reports, documents were not sorted by document dateKnown issue: User could not release an AP check due to the following error 'GL Error: The application cannot be released, because the documents are related to different branches and the Inter-Branch Transactions feature is disabled'Known issue: User
We are in the metals industry, and one of the somewhat unique aspects of our business from an ERP perspective is that sometimes we will cut pieces of material that we sell into smaller pieces, per our customer’s request. So as a simple example, let’s say you have a 20ft x 20 ft piece of aluminum plate, and the customer asks for a piece that is 16ft x 18ft. We will cut that plate to size, and then have a remainder (what we call a remnant or a piece) that is left over. Sometimes we will directly scrap this remainder (not keep it around), and other times we will keep it on hand and sell it to another customer, or use it to cut another piece for a customer who may require a size smaller than that previously cut piece. We need to maintain heat/lot tracking of these pieces from the parent item.Does anyone have any clever ideas about the best way to program this in Acumatica? You could obviously create a new item every time you create one of these pieces, that is the exact dimensions of the p
Please help us configure discounts to achieve these five goals: Customer Price Classes with 10%, 15% and 18% discounts on some, but not all, Item Classes. Volume Price Discounts of 10% for aggregate purchases of $2,000 from specified Item Classes and discounts of 15% for aggregate purchases of $3,500 from specified Item Classes. Products from any of the specified Item Classes count to achieving the volume purchase levels. n The customer would get the higher of the Customer Price Discount or the Volume Discount, but not both. In other words, the customer gets the higher / better of the discounts and cannot “stack” the discounts. No matter what discount applies, the discount amount is booked on the GL so we can track discounts. The amount of the discount shows on the invoice so the customer can see it. Your ideas and help are greatly appreciated.
after upgrading from 2020 R1 to 2023R1 the access rights and the restrictions have been missed up and ruined is there any documentation or any solution for this problem or anyone got this issue before?the sales people can see all the sales orders and the transfers but in the old version they were prevented from seeing the orders and the transfers that arent related to their branch.
We are needing to use activities under projects, but do not want to track time and costs. Even though the box is unchecked under Activity Types, it pulls up automatically checked when we create an activity from the project level. If we uncheck the box, the required project field disappears, so we are unable to link the activity to the project that way. My other thought was to link the activity back to the project via the Related Entity Type, but Project is not an option in the dropdown. See screenshots. Right now, our workaround is to leave the Track Time and Costs box checked, but uncheck Billable. However, to save a project task and cost code are required, which is something we don’t want/need. These extra steps aren’t required in other areas, ie: Project Issues, Project Quotes, Opportunities. How do we make this work, but keep it simple? Track Time and Costs Checked - Project Field ShowsTrack Time and Costs unchecked - No Project FieldProject not a selection for Related Entity Type
Our company uses LIFO accounting, which is generally only used in the United States, however it is GAAP compliant.I am just curious if there is any interest out there for a LIFO accounting module in Acumatica? We will probably write some software to calculate the LIFO reserve for our own purposes. We use dollar value LIFO. Thanks, Jonathan
I’m trying to understand the best practices around using drawing logs. How are most construction companies adding, organizing and searching through plans when uploaded as a drawing log. Our the complete pdf files that could be 100+ pages added as a single drawing log? When including drawing logs to RFI’s, submittals, and change requests are new drawing logs created and uploaded with only the specific page from the plans that is needed.Our Team has experience with AutoDesk Construction Cloud where a plan is uploaded and automatically parsed into sheets. When creating RFI’s, submittals, and change requests then then link to an individual sheet or sheets.With Acumatica it seems that we would need to use an external program to export the proper plan pages, potentially add markup and then link that new drawing log to the issue. Is my understanding correct or am I missing how the drawing logs should be used?
Hello,There might not be a way to do this but I would like to export all of our item classes.I want to use a Vlookup to map the classes to an import of new products.There is not an excel button to export the list, so I am assuming I would need to use an Export Scenario to accomplish this.
Looking for a way to highlight/show the Production Orders in the system where there is enough material on-hand/available to make the order.Short of having to look at Critical Material for each Production Order, does anyone have any recommendations on a way to get this information?
Good day,I set up a new email as an incoming email to process AP documents. Test the connection was successful. I have sent a number of emails as a test but they are not being received in ACM. I have other emails receiving incoming that are working. (Set-up by someone else)Any suggestions where i can review, look or something that needs to be done to get emails received.Thank you.Evan
Good day,The AR Team needed to correct an invoice in our Brazil tenant; All the currency is BRL; transactions, sales orders/invoices. When they tried use the “Correct Invoice” function the below message appeared.It was second occurrence; last time they just created a Debt for the correction. Not sure I can correct it for this invoice but need to correct the “correct invoice” function going forward. 1005 is the Cash Account,Any assistance will be appreciated.Evan Error: An error occurred during processing of the field Account value 1005 GL Error: Denominated GL Account currency is different from transaction currency.
I’m looking to have the flexibility on a SO document after creating the shipment (prior to confirming the shipment), for example add or remove items from the SO, increase or decrease quantities, or change shipping location.I know we can create another SO and attach it to the same shipment, but this only helps when we want to add and item or increase the quantity, however this wont be a solution if we want to remove an item or decrease the quantity on the SO level or change shipping address.I know there is an option to delete a shipment and re-create a new one, but this doesn't work for me, since I created already the shipment and employees started working with the shipment it will cause confusion with deleting and starting again and duplicate work.Is there any other solution how this can be accomplished?
I am trying to modify AP Balance by Vendor, however, after saving/uploading to the server, it does not reflect on the generated report. no error’s shown.
Hello everybody,I’d like to prevent our users to remove attached files depending on some conditions (for instance, a particular name or comment). To do that, I woud need to disable conditionnaly the “Remove Link” button in the standard “Files” dialog box when a file filling those conditions is selected in the grid of this dialog. Is there any way to do that ?Thx.
OK I know there are “Generic Inquires”, “Reports” and all of the fun Acumatica “native” features but when it comes to BI and analytics deep dives what do you all use? I also would be interested in seeing a reference of some type that would help an end user utilize data in the correct way (if that is even a thing).I have looked At power BI and some others. I am not looking so much to make pretty graphs but looking to easily slice and manipulate data quickly and efficiently. While I know i can do this via SQL I need a platform for non developer types.
I am about 95% sure that this will not work but looking to see if anyone else has a solution.I have client who deals with seeds (such as peas and beans), they send the seeds to a grower who then grows the seed. They are sent on a sales order with item such as 1270. The grower grows the seed and a Purchase Order is created for the seed. The purchase order needs to use a different inventory ID such as 1270-GR. They need a way to account for the seed leaving their warehouse and then bringing it back into stock. The grower is the customer and the vendor. Does anyone have a solution or work around for this?I know also that I could receive as the PO with 1270 then do adjustments and a receipt for 1270-GR but that is going to be extra steps.
How to make the Subaccount of each line items in Client invoice automatic, based on the Project ID not based on the Customer’s.When I am creating an invoice, then adding a line item in the details tab the sub account auto fills in from the customer’s GL account, so how do I make it autofill from the Project instead of the customer?
