Financials

When I have an open purchase order that has an existing prepayment applied, I am not able to cancel any line on the purchase order. Even if I void the prepayment check, which also voids the prepayment request, I am not able to modify the PO. I receive the following error. The only solution I have found is to void the prepayment and cancel the entire PO for re-entry, which is not ideal. Any other suggestions? PO Error: The line cannot be deleted because one or multiple prepayment requests have been generated for this order. To proceed, delete prepayment requests first.

Selling to customer that requires multiple tax IDs on the Sales Order. When I add an additional Tax ID, it doubles the VAT taxable amount? 

Hey all —Before we had a solid handle on how landed costs worked in Acumatica, we used to just enter those charges (like freight, duty, etc.) directly onto AP bills as non-stock items. The issue is, that didn’t update the actual cost of the stock items.Now that we do understand how landed costs work, we’d love to go back and properly incorporate them into the cost of those items.My first thought was to create debit adjustments for those AP bills (where the fees were added as line items), then create actual landed cost docs tied to the original purchase receipts and pay them with the debit adjustments. But after testing, it doesn’t look like that method actually updates the item cost the way we need.Has anyone found a good workaround for applying landed costs to POs/bills that are already completed and paid? Would love to hear what’s worked for you. Thanks!

Good morning all.  I am having a moment and can't for the life of me work out what I am doing.I have payments that were taken out of our bank account last week and of course now appear in my bank feed.  The invoices are now in MYOB so I need to allocate the payment to the invoice.Do I go through the whole process to "pay the invoice" including export etc.  Or is there another way.  I really need help with this ASAP as of course it is EOM and I need to have my bank feed correct.  Just really can't remember the process it has been that long…...thanks so much in advance. E

I am trying to get Anomaly detection to work in a 25R1 sandbox and it is turned on in the enable/disables features screen as seen in the screenshot but on the generic inquiry screen there is no checkbox that says “detect anomalies” where it should be based on a video I watched from Acumatica. What am I missing here?

I have a client in singapore, there base currency is USD , however they want to submit taxes returns in SGD, there for GST report and Invoice Prints should indicate the SGD value.Example : Transaction in EUR converted to base currency USD ( Standard) and should be converted to SGD for Tax purposes.is this possible in acumatica?

I’m working with a client that has four standalone entities under one Acumatica tenant — two using USD as their base currency and two using CAD. After enabling multiple base currencies, the inter-branch account mapping is no longer functioning.Is there a recommended workaround for processing transactions between companies with different base currencies? This is important as the client will have significant intercompany activity across all entities.Would it be more practical to disable multiple base currencies and instead use multi-currency functionality only, then apply translation definitions for financial reporting in each company’s base currency?Please let me know if Acumatica currently offers a script or another built-in solution, or if customization would be the only option.Thanks,Frances   

Does anyone know how to put multiple dates on bills for payments? Say there is a bill for $800, it needs broken into 2 dates July 30 for $350 and September 1 for $450. I tried with credit terms installments but it does not break the bill out. 

Hi CommunityIs there a way to update GL with cost and accumulated depreciation when taking on an asset.Example - asset taken on with an existing accumulated depreciation at a point in time.You need to turn off GL Update in order to enter last depreciation period and accumulated depreciation in the Balance tab but turn it on again before saving the asset.The batch created is only for the cost and the GL batch need to have the accum. depr. added manually.It’s not a show stopper but creates unnecessary work.Any ideas would be appreciated. 

Hi Acumatica Community,May I ask for documentation on migrating fixed assets in Acumatica?From uploading of GL and FA Balance (SL)?Thank you!

I’m trying to add the primary contact’s name to my email notifications when emailing AR Invoices, e.g. Dear John Smith.But when I try to add a data field, I only get the Primary Contact ID number, e.g. Dear 6689In an earlier version I was able to use the “Attention” field, but now that field is greyed out in the Billing section. I have to manually override the settings and add the contact. Is there a way to add the greeting without having to override all my contacts? It’s too easy to overlook that tab. Thanks

One of my client has  business unit in UK and wants to understand regarding Acumatica’s adaptability to UK financial regulations—particularly around VAT compliance, Making Tax Digital (MTD), statutory reporting, and localized financial practices.Could you please share any documentation, case studies, or partner resources that address the above. Appreciate your support.  Thanks

Hi Acumatica Community, I just want to ask if there is a way to default the Inventory Source from Free Stock to Project Stock?Issues:Receipts : Transfers Thank you!

Dear all,Please help us in this case:Vendor A is parent of Vendor B. Bills are issued from B, but we must pay to A (Parent of B)In Vendor Profile of Vendor B, we choose Vendor A in Parent Account field . But when we create payment to Vendor A, we cannot choose Open Bills of Vendor B.So How to set up to can pay to parent vendor for bills of child?Thanks and Best regards,

Maybe I am missing something simple but is there any way to create a Vendor Invoice for the shipping cost from a SO Shipment? From 1 carrier we are invoiced for every shipment individually and would like to link the Shipment Vendor Invoice to be able to use it in the profitability calculation of the Sales Order.Most of our sales orders are either created with a flat rate shipping or free to our customer, we do not need to add the shipping cost to the Sales Order only create a Vendor Invoice for us to pay off of.

All,There is one customer where we need to charge an additional 10%; I’m confident we can accomplish this via Discount Codes but I’m at a loss on how to go about this.Are there any tutorials, walk throughs, videos etc on how to accomplish this?Any solution will do -- at the individual item level, via discount code, via a special item class, whatever it takes -- we need to apply an extra 10% for a specific customer to drive that price to our ecom portal.Thanks!

Scenario:A Fixed Asset Clearing Account was included in an Account Group. The FA Clearing Account was used for a Fixed Asset transaction with the Purchasing+ transaction type, but the user encountered the following error:“Inserting 'GL Transaction' record raised at least one error. Please review the errors. Project is required but was not specified. Account '1210101900' used in the GL Transaction is mapped to a Project Account Group.”The FA Clearing Account needs to be included in the Account Group so the user can monitor project-related costs.Also, how to specify a Project in an FA Transaction?

Are we able to edit the title line on the Balance Sheet report? We have consolidated Balance Sheet defined and it is either showing two different company names at the top or the wrong company names when viewing the different company reports through the tree selection. I’m not seeing the ability to open the Balance Sheet in the report designer and the row and column options do not seem to apply to the company names at the top. I’m trying to determine what variables it using for the company names.

Hello!I want to generate expense analysis report from report definitions and I’m required to view YTD as well as average value for a period. For an example, if I’m taking YTD values for 7th period, I want to view the average value for a period (YTD expenses / 07). I can take the YTD values (Ending Balance) and couldn’t find a way of taking average value. Is there anyway that I can do this?Thank You! 

Hi, I've created an import scenario to import customer payment methods, and the import completes successfully. However, the imported payment method is not appearing under the Payment Method tab in the Customer Master screen. Could someone assist me with this issue?For reference, I have attached the Data Provider and Import Scenario.Thanks 

Any know where this column value comes from?  It is used on Visible settings in the remittance area. When I this field is printed in the Balance Due column,  The DAC is APPrintCheckDetailWithAdjdDoc and there are no incoming or outgoing references.  Looking at the data the only value is A.wnen not I this field is printed in the Balance Due column   

Hello.  We are struggling to get the embedded signature to work when printing checks.  It appears to be set up correctly as the Admin users can print a check with the signature.  However, the AP Clerk responsible for this is not able to print a check with the signature.  It just prints the check, but not signature. I suspect there is a security setting I am overlooking somewhere.  Any help is much appreciated!

Hello everyone,Starting from version 23R1, in a multi-company tenant, are data (GL transactions and commercial documents) automatically filtered based on the working company? Or is it still necessary to customize the queries by adding the Branch Access Info and Branch tables?Please note that my question is specifically about data visibility based on the current working company — not about access roles, company groups, or data restriction settings.Thank you in advance for your feedback.Best regards,

Hi,I am looking for any end point that can help me create landing cost entry in ERP. I could not find anything in the documentation. I have anyways created a custom end point with all the necessary data points but not able to get the right result. Can someone help me if they have come cross a scenario where in they have to create a landing cost via API.Regards,Nawaz, Mohammed