Skip to main content
Question

Calculate Finance Charge Issue

  • September 24, 2026
  • 1 reply
  • 38 views

All,

We are looking to apply finance charges to all past due invoices of 60+ days.

Following are our steps from Calculate Overdue Charges:

> Select Statement Cycle, date, etc.
> Calculate
> Uncheck box for all transactions
> Filter to overdue days of 60+
> Check boxes (selecting only those transactions to apply the finance charge)
> Select ‘process’ not ‘process all’

Acumatica is creating finance charges for ‘all’ documents and not to only the filtered values.

Is there an alternate solve for this?

1 reply

Acumatica Employee
Forum|alt.badge.img+1

Yes — there is a way to filter the values, but it depends on how the processing form is configured.
In Acumatica processing forms, the Selection area only shows filters that have a default value defined on the Filter Values tab.Statement Cycle is a key filter.

In Calculate Overdue Charges, the Selection Area controls which documents are included. 
When the process runs, the system automatically inserts those filter values into the Selection fields before execution

    Terms & ConditionsAccessibility statement
    About Acumatica ERP system
    Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
    © 2008 — 2024  Acumatica, Inc. All rights reserved