Get inspired and gain all the knowledge you need
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?
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?
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.
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.
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.
Timesheet REST API update
I am using REST API to insert bunch of timesheets under a batch, this process is fine but later on I am not able to search through the batch in order to find a specific employee timesheet. I want to find a particular timesheet, remove it or update it and put it back using the API. Is there a way of doing this instead of deleting the whole batch and recreating it again via API?
How to account for third party Equipment (Accrual)
Whe you have rental machine that you collect time card for in the system. Upon releasing this time card you get an expense that will update my budget line meaning that I will clear my accrued liability with the supplier Invoice. The reconciliation seems cumbersome due to the number of PM transactions created by the Equipment time cards. Is there a work around to this or anyone with a good idea on report?. Project Transaction - Time card Time Card.GL Transaction. Receiving Invoice at Month end reconciliation required.- Cheking the project transaction and referencing to time cards. If the balance of the Time cards and bill are not the same adjust via the Time card correct Function.
Create a Custom Table Using Excel Data
Hi, I need to create a custom table and data need to inserted from excel. Excel sheet need to get from drive location and excel data need to be uploaded into my custom table. Excel is replaced daily into the drive.So, Data import activity need to be scheduled. How to archive above both scenarios or give the workaround for archiving it.
How to configure the VAT tax settings so that we can generate a tax report with whole sales amount and cash discount displayed separately?
Hi guys,Consider this case below.If the credit terms for customers is “3% discount in 10 days, net in 30 days”, and we made a sale to a customer of $100, with a VAT rate of 10%. The customer paid within 10 days, and I’m trying to generate a tax report looks like this:Total sales: $100Cash discount: $3 (-$3 is also ok)Total taxable amount: $97Total tax amount: $9.7But according to what I have tested on Acumatica, it seems like the above couldn’t be achieved. I tried to use the cash discount feature, and the outcome looks like this:Total sales: $100Total taxable amount: $100Total tax amount: $10The total tax amount here isn’t even correct (should be $9.7).I also thought of recording the cash discount in a separate line in the invoice, but we wouldn’t know whether the customer takes the cash discount or not while recording the invoice. And once the invoice is released, I assume there’s no other way to add a line for cash discount.So any better ideas on this case? Thanks in advance.
Request for SO Order View - Availability
Hello,I am trying to get an unbound field to populate with availability on the sales order line based on joining to the INSITESTATUS table. This works on pxdefault- however, it begins to break down when I’m updating allocations on the sales order and am pending a commit. I have a sense that there is a view that is being manipulated as the order is being input keeping things in sync before they are committed to the database and I just can’t seem to find anything written about it. Does anyone know what view is being updated to reflect the item availability information at the bottom of the grid? The end goal is to trigger an approval rule based on the availability. If there is any other way of doing this, I’m open to suggestions. Thanks in advance!
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
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)?
GI needed to display days in-stock
I’m trying to determine the best way to create a GI that displays the number of days a stock item has been “in-stock”. Does anyone have any suggestions? I thought maybe using the INItemSiteHistDay table would be the way to go but I’m just not sure where to go from there. We’re also using the Average inventory valuation model which does us no favors when it comes to item history. Any suggestions are appreciated.
When is the Location header returned via REST?
We have some heavy customizations around Sales Orders and we also have Avalara integration. When the Sales Order is saved, it can take a few seconds to save the order. When I add an order via the Rest API, I don’t receive back a Location header like I would when I call a Release action, for example.My question is: Is there something I can do to make Acumatica return a Location header when saving (PUTting) a Sales Order via the Rest API?
Calculating on GI for Sales Orders
Trying to modify the Sales Order GI so it calculates partial price (ignoring or subtracting one of the line items on the Sales Orders). Is this possible? Example:SO100038 - Total Order Price of $10,000Item A $2000 Item B $5000 Item C $3000 In my GI, I want to display an adjusted price column that is calculated by taking total Order Price - Item C Price resulting in an adjusted price of $7,000 per this example. I can perform joins to bring in the SOLine detail but not sure how I would be able to subtract the correct line item? Any thoughts?
Already have an account? Login
Social LoginLogin with your Acumatica account
Login to the community
Social LoginLogin with your Acumatica account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.