Financials

I have found many entries related to this same topic, but no “simple” solution.  Depending on type of sale (which is based on the customer), I need a different COGS account than the standard one on the Item. I’ve looked at using Reason Codes, looked at the Order Types, Posting Classes.. none of these appear to have a way of controlling the COGS account.  There is only the COGS on the Posting Class or Item.  But we need to sell the item in different scenarios and need a different COGS account (we can control the sales account but not cogs).  Any ideas besides customizations, GI’s to give data for users to generate GL entries to reclass…?Thank you! 

I am looking to have the option to bring invoices in through AP Document recognition and have one line on the detail instead of multiple lines.  Can someone help me with this?

Hello, There is an issue with several older fixed asset transactions that are in Unposted status, and I’m curious if anyone knows why they are unposted and how to get them to post.  Also, there is another one that is in balanced status and returns the following error when trying to release:  Any tips or advice is greatly appreciated!

We have missed some months for revaluation and had done some mistakes when revaluating some months from April 2025 to Current. Now we want to do the revalaution again from April 2025( Financial Period 01 - 2025) to November 2025.Can we do the revaluation again from April 2025 to Current?Would that override that the past revaluations and the correct data from new revaluations to the system?If we are doing the revalutions can we use the exchange rates for those specific months when running the revaluation or do we have to use the echange rate as of now ? ( November 2025)we want to this for AP/AR & GL. Can this be done ?

We have a few prepayments stuck in “Pending Processing.” They can’t be voided or validated.I’ve already tried disabling the “Enable Integrated CC Processing” box and then attempting to void, but no luck.We’re on Acumatica 24R1, so official support won’t assist. Furthermore, the transactions originated in Authorize.net, and the Acumatica team says they no longer support auth.net. Has anyone found a way to void or clear these transactions?Hopefully once we upgrade in a couple of months, Acumatica support will be more flexible — but I need to get these cleaned up in the meantime.Thanks in advance! Error when trying to validate:  

Hello -Has anyone had experience changing an origination value for a Fixed Asset after it has been in service for months? We have an asset that was entered with the wrong origination value and need to be changed, but has also already been depreciating. What would be the best way to go about changing this? Thanks

Hi, I created a new tax zone for specific location. All seems to be ok except orders are showing error message -Tax not up to date and tax is not calculating. Rate is not transfering to order section under TAXES, even though each tax is properly configured with proper %. It happens to exempt and taxable customers. items are set up as taxable. Any ideas? 

Has anyone encounter this issue before? We are using EasyPost as the connector and the shipment is going international. I cant seem to find the fix spot. 

Good day,I created an import sceanrio that is working when the inter branch map does not exist in Acumatica. I am getting an error “The system failed to commit the MapFrom row.”, which is an update instead of inserting new records will show. I did play with the Commit for all of the items below, but not look.  Works great if new, but not if updating. Thank you in advance. 

Hii, i want to save and remove hold the Bill and Adjustment form i create. But when i try to save there is an error (you can see the capture below).Every time i wan to create Bill form it always like this. There is step or configurations that i miss? Please help us to solve about this, thank you😔 

Hi, i want to create budget for Grant Budget Entry. I am already create the Grant and activate, but when i try to insert the budget, there is not list of the Grant ID. Can somebody help me to solve this. I really appreciate, thank you.  

Hi all,We’re running Acumatica 2025 R1 with the US ACH plug-in and have run into a limitation related to the Class Code (CCD vs PPD).Currently, the plug-in doesn’t appear to allow us to define the Class Code at the vendor level, which is an issue since we make ACH payments to both businesses (CCD) and individuals (PPD).Our bank supports having both CCD and PPD records within a single NACHA file, as long as each group of transactions is properly batched by class code.We’ve considered setting up two separate ACH payment methods (one for CCD and one for PPD), but our accounting team would prefer to process all ACH payments in a single batch.Has anyone found a way to handle mixed CCD/PPD transactions in one batch, or implemented a customization that allows the Class Code to be set at the vendor or payment level?Any creative workarounds or examples would be appreciated.Thanks,Dave

Hii, i wan to ask, why i can not to create a new budget in Acumatica? There is any step that i miss before cerate a budget in Finance Module. and also can we compile grant/project budget and department/program budget on this budget menu, so we can get the calculation between grant budget and department budget in this Budget Finance Modul?Please help me to solve about this, i really appreciate😥 

Hii, i want to Activate my Fixed Asset by “Remove Hold”, but when i tray to save the Fixed Asset, there is an error. So i can not to release the Fixed Asset Transactions and the other procedure for Fixed asset. Please help me to solve about this, the COA is already active, i created the new dummy subaccount (T02-000) and also i already check the fixed asset class for this and confirmed if their already have the same setting for GL Account. I really confuse, there’s a step that i miss, so i can not to Activate and Release the transactions.Thank you  

Hello,Ever since upgrading to the 2024R2 version, the credit memos created when we make a Pro Forma invoice correction are released automatically, without going through the approval map process. We did not have the issue before and the approval map did not change. Can you help me out with this please? Thanks for your help,Ariann 

I’ve noticed that if I save an AR invoice where I entered a subaccount manually and then change the salesperson, the system replaces the subaccount I had entered manually. Is this a normal behavior?

looking to create a dashboard that shows the subtotal for sales to date vs last year for the entire company and also the option to break it out by branch. 

I ran into an interesting issue whereby my Last Statement Date wasn’t updating anytime I would Prepare Statements.  Normally it is supposed to remove the statement cycle if it is no longer relevant to the list, but it would always remain. I’m not 100% sure of the cause of that.However, I recently tried preparing the statements again, but for the last statement date that it was stuck on. After that one cleared from the list I tried the next statement cycle, but I think you can actually jump straight to your current date for preparing statements. After that point, I didn’t run into any issue and now my Last Statement Date is keeping up with my current cycle.

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?