Financials

I am looking to expand my profit and loss statement to include details for each of the expense accounts. I currently have my expenses grouped together and I am not sure how to show them all separately. For example, the salaries I have 10 g/l accounts for and everything is grouped together as salaries…. Does anyone have experience in customizing the P/L? Thank you! I appreciate any feedback!

Im having an issue enabling the AP document recognition service. It is an active license. But when I go to enable the license, I get an error that says: the feature cannot be enabled because the current license doesn't include the support of cloud services -  Any suggestions??Thanks!

I just created a new unit 32C and want to include the unit in the consolidated report.  When I run the consolidated report, 32C will not be included in the report.  Am I missing some critical steps to set this up correctly?  When I run the department 32C report standalone by clicking the tree, it will show a correct report.  But it is just not included in the consolidation report….   Thank you for your help in advance! 

Primary contact has been introduced for customer in 21R1. After we moved to 21R1, it seems billing/shipping contact is still loading from default Contact (defContactID in DAC) if uncheck override on Customer screen, but no where to change default contact anymore

Invoice form with extra margin on the right side. It appears to be set as landscape instead of portrait. How do I fix this? I do not have report designer. 

Hi,I need to calculate VAT amount not on the full balance of the document. Related to AR Invoice, once the invoice created advance will be deducted from the invoice. I need to calculate VAT on the balance amount after applying the prepayment to the invoice. Example.The Progress Bill (AR Invoice) - 1000 $Prepayment deducted              -200$Balance Receivable                  -800$ In the system it does calculate VAT on 1000$. I need to calculate VAT on 800$. How is this possible in the system . Thank you,Dulanjana 

Hi. I have three variance columns that show the variance between MaterialCost and ActualCost.I want to sum these three values in a new calculated field. How do I do this? Thank you,

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I’m working on ARM report for Balance Sheet by Branch, but outcome is not coming, please advise.

Hello,     We are still using 2020 R2 Build 20.209.0027. Is there a known issue of this version or some setting issue.   I paid branch 1’s bill using branch 2’s identity. They are setting in different companies with different ledger.   I remember a pairo f entring GL transactions should be automatically generated like below. However, I did not see this in production envrionment. How is that. Thanks.

What should we do for a Quick Check that was written for a donation on 12/27/21. The check was lost in the mail and never cashed so not cleared. We need to reissue a payment but the prior year is closed.

Dear All,I was wondering if any of you encountered this issue. We hosted 1 instance for multiple tenants. When we run depreciation in Tenant A as well as Tenant B of the same instance, Acumatica will prompt an error “Another depreciation process is running.  Wait for completion.”  Is this a core issue in Acumatica? 

Are there any repercussions of creating a Fixed Asset without an AP Bill (bypassing the Convert to FA step)? Create Fixed Asset Debit FA and Credit FA Clearing Then Create Cash Entry to record the transaction Debit FA Clearing and Credit Cash This would bypass the AP Bill process completely and I want to be sure there won’t be later problems.

Is there a solution in Acumatica for tracking payments to foreign vendors for US Sourced Income? Or anything that helps with 1042 reporting?

hi, i have the following error, between the balance and amount, it differs by one decimal place. i don't know how to do the acumatic rounding.

Hi everyone, I want to add a 8% surcharge to the invoice. I tried to apply a -8% discount. It’s working but the problem is this surcharge will not apply to every customer. I want to know anyway to apply a surcharge by percentage ? like non-stock item or others.  

Hello,I have added a dialog to Bills and Adjustments Screen to be able to route the documents to an assignee. See below snip: I have made the “Assignee” Required. As you can see the DAC is set to force the user to enter the assignee. Here is the DAC:#region Ownerpublic abstract class owner : PX.Data.BQL.BqlInt.Field<owner> { }[Owner(PersistingCheck = PXPersistingCheck.Null, DisplayName = "Assignee", Required = true, ValidateValue = true)]public virtual Int32? Owner { get; set; }#endregion What I would like to happen is to keep this dialog open if “Assignee” is null or invalid and user clicks OK but dialog gets closed. I tried to force this by field selecting/verifying but I didn’t have any luck. How can I manage this? Is the anyway to remove the close button (X) from top of the dialog and disable the ESC key on it?

After upgrading to 2021R1, the Bank Deposit screen has become unusable. We have a not-so-large ARRegister table (few million rows). It takes about 8-10 minutes after clicking “Add Payment”. Looking through the built SQL query, Acumatica is using a STRAIGHT_JOIN on the ARRegister and the ARPayment. After capturing the query and using an INNER JOIN the results are immediate. I understand the difference between the two and using STRAIGHT_JOIN is rarely used. Has anyone ran into this issue with a fairly large db?FYI - I did un-publish customizations and I also created a ticket and reproduced the issue with support. Any other ways to create bank deposits other than import scenarios since that will just make the problem worst.

Looking for info on how I can create a printed form for AP bills. Ultimately, we would like forms for all bill types but looking for immediate need for a Debit Adjustment printed for so we can send to a Vendor for a Debit Request (Credit Note to the Vendor). Has anyone had any success in creating these? I am a bit surprised these are not out of the box. Thanks all!

I am receiving an error when trying to enter an AP Bill.The Purchase Order has one line item, for a quantity of 10 pieces. All 10 pieces have been received and a receipt for the 10 has been created and released.Now when I get the invoice a few days later from the vendor, I go to the Purchase Order # mentioned on the invoice, however, when I click the “Enter AP Bill” from the actions drop down, I receive the following error: 

Our services clients have sub contractors who provide invoices but the payment of the invoices has to be made to an umbrella  services company and only one payment to cover all sub-contractors associated to the umbrella company.A parent child association would work well here as it does in AR.

Hello Everyone, Is there a data set or template that uses Acumatica for a Insurance Business Company? Or work around to make use of Acumatica for a insurance oriented business company? Thank you! Kind regards,Mrivera67

Hi guys, does anyone happen to know how to terminate a deferral schedule related to an AP bill? In the system I couldn’t find any button to close/cancel/delete/terminate/reverse it.Till now I have run recognition twice (at the end of December 2021 and January 2022). But unfortunately we just found out that there’s something wrong with the bill and we need to reverse the whole thing, including the bill and this deferral schedule.How will it infect the deferral schedule if I reverse the bill now? Is there anything else that I need to do?Thanks.