Financials

Hi all,I’m exploring integration of Bitcoin payments with Acumatica. Seeking to gauge interest. Let me know in comments or PM me if you’d like to chat. Thanks! 

Is it possible to apply a credit memo from a child account to to an AR invoice of their parent?  We have an issue where a customer’s employee bought something using a personal account (Customer ID 119290) and returned it - they want to apply that credit memo (AR116598) to an open invoice (AR116405) for their parent company (Customer ID 112492) When I got to applications on AR116598 - the parents invoice isn’t available  Consolidate Balance is selected on both the parent & child accounts.  Anything I’m missing here? 

Has anyone managed to successfully setup the GL Anomaly Detection within the Sales Demo environment?I’m trying to train a model using the PRODUCTS company but the training keeps failing and the following warning is displayed: ‘The model is not ready for analysis. Not enough data was sent to the model for accurate analysis. You can attempt to train the model after adding transactions.’

I’ve reviewed a few similar threads where people were able to show the vendor’s part number on the printed purchase order, but I haven’t been able to replicate the solution in Report Designer.What I’m trying to accomplish is simple:When I send a purchase order to a vendor (or print it internally), I need their vendor item number to appear alongside our inventory item so the vendor can easily identify the part when they receive the PO, and so my manager can clearly see the correct vendor item when reviewing the printed order.Has anyone implemented this recently or can share a clear step-by-step for adding the Vendor Inventory or Alternate ID field to the printed Purchase Order?

We have some suppliers that require 100% prepayment before shipping goods. These orders have associated landed costs. How do I associate the landed costs to these items before they are received?

Is there a trick to getting entry types to show up on the Receivable Payments screen, Charges tab? We are considering using that to record wire fees.On the Entry Types screen, I checked the Deduct from Payment box, but the entry type does not show as an option on the Payments screen. Is there another step I should take? We are on 2022 R1. Thank you.  

Hi, i want to restore one of my snapshot but  while i try to restore there is an error said “Violation of PRIMARY KEY constraint 'CloudTenant_PK'. Cannot insert duplicate key in object 'dbo.CloudTenant'. The duplicate key value is (2).”Can someone help me to solve about this?

Please include the ability to revalue fixed assets - its a requirement from IFRS 

Hi, i want to ask, can we delete the budget that already released?I already created a reverse but can we deleted the trace of the budgets, so it will clear the list.Please help me to solve about this 😔Thank you

Hello Acumatica Community,I’m trying to create a new Generic Inquiry (GI) and need to include the signEndBalance field. However, this field doesn’t exist in the database.Our requirement is to display Debit (DR) or Credit (CR) in the Ending Balance column, depending on whether the balance is positive or negative.Is there any way to achieve this within a GI ,perhaps by calculating or deriving the balance sign dynamically?Any suggestions or workarounds (such as using calculated fields or custom DAC extensions) would be greatly appreciated.Thank you! The below I have used Debit Amt field , but I wanted to use signEndBalance  

Hi guys,How to delete grant budget that released ? The budget already reserve and has 0 budget. But grants still can’t deleted? Please help me to solve this  

Hello , I would like to inquire if it is possible to create a consolidated financial report for GL Transactions for multiple tenants using report designer. I think since all tenants share the same db this is possible to achieve? Any insights on this would be really helpful. Thanks

One of the key financial differences between Acumatica, Netsuite and Intacct is that the latter of the two have account reconciliation modules. Of course, everybody has bank reconciliation which is one type of GL account that has to be reconciled, but many companies are required by banks or auditors to explain many other balance sheet accounts and this can be a real headache to members of the financial team. To help win over the finance department to Acumatica, we need to offer a competent reconciliation module to stay competitive.The essence of an account reconciliation module is that transactions that make up a balance sheet account at the end of a period are traceable to specific documents on the company side, and most importantly reconcile these against a statement or other documents from a third party. This could work in conjunction with the AP automation in that a PDF can be brought in and items on that PDF can be tied to the account balance. Some likely accounts are loans and no

I am trying to create a GI to show this years sales data compared to LY sales. Any ideas how to get started with this? I have pulled the data since @yearstart and for where docdate >= @yearstart-1 and docdate<= @yearstart-1. How can I show those on the same line graph? 

Hi Acumatica! Can anyone share a GI with Budget amounts by subaccount X period X GL account?Actual amounts would be great too. Thank you!!

Hello - I am trying to create a Project Balance GI and link in the PO associated for each transaction line, but it seems to just create duplicate lines. Below are the tables I have joined now that seem to work. Does anyone know how I can also pull in PO without having it duplicate?  

Hi all I am having an issue with visibility of “customer status” in the customer GI under receivables. see the screenshot below. I get the following error which does not make sense because I am an ADMIN user role in the system.  This field will not be displayed for the current user because the user has insufficient access rights or the required feature is disabled.

When adding someone as a delegate for approvals, is it possible to also have the original approver still receive the notifications and approve documents?  

Hi, I want to create expense claim but when i try to select the expense item, i can not find any list of my Inventory ID (Non-Stock Item with type Expenses). Please help me to to solve about this, thank you.  

Hi, i want to create a request but the while i try to select one of the chart of account and subaccount form on of my item request, there’s no option to selected the COA and Subaccount. I already import the COA and also create the Subaccount. There’s any step that i miss while i config?Here i attach the capture of my problem, i really appreciate you responds and help. Here is the capture of the Subaccount for the Request\ 

So, i want to create a request but why the name of employee can not be found only the customers.I create a request class with name employee, but still it can cot link to request. How to solve about this, cause i want to create a request demo by show the request is employee. Thank you

A couple of years ago the design of PO Commitments changed.  Previously the commitment amounts recorded on Projects did not include tax.   For some reason, it now works as follows: If the Tax calculation on the Purchase Order is Inclusive of tax then the Commitment amount on the project is inclusive of tax for that specific commitment.    If the Tax calculation on the Purchase Order is exclusive of tax then the Commitment amount on the project is exclusive of tax for that specific commitment.   Thus you can have a situation where some of the Commitments are inclusive of tax and other are not.  On the Project Screens and Commitment Inquiries there is no indication whether or not the amounts are inclusive of tax.  The project actuals are exclusive of tax.   The budgets are exclusive of tax.  I had a client setup a new project with Budgets (ex GST), and as soon as they raised the Purchase Orders they were over budget.  Its like comparing apples and oranges in a completely dark room.  The

Hi..in version 2022,  define user-defined fields  can be define as mandatory field. When we create user defined field as mandatory, example in AP Cheques and Payment screen. If we create Cheques and payment record from Invoice and Adjustment screen, we are facing error. So, due to this mandatory setup, feature to create record from original data is not working (requistion to Purchase order, Purchase order to invoice? Is there any walkaround solution to this?

Here is how you set up Acumatica Payments in 2023r2 version of Acumatica ERP.PrerequisitesMake sure you have the details needed to connect to your Processing Center.For Acumatica Payments you need the following values APIKEY, HASHKEY, LOCATIONID, USERID. It usually looks like the following:LOCATIONID: 11eda672c8d689b4ae137d65USERID: 11ecb74a72b0eb6ba237fcd7APIKEY: 41db9b32681e5a2ea1122e40HASHKEY: e6f8fe93f9479c330148c9e1 To get these values, you need to log in to your merchant account, using https://[yourcompany].sandbox.zeamster.com/ for the sandbox account or https://[yourcompany].zeamster.com/ for the live account.Then navigate to your profile settings → Advanced to generate Hash Key and API KeyThen go to Locations → Your Location and copy Location Id.Then go to the settings of the location→ usersSelect your user and copy the UserID In Acumatica make sure you have the following settings.The Acumatica Payments feature is active on the Enable/Disable features form (CS100000)  On the A