Financials

When creating a Bill from a PO Receipt, sometime the PO Receipt Number hyperlink exists and sometimes it does not, and I cannot work out what causes it to be sometimes missing: 

HiReally appreciated if you can share your experiences and how you manage them specialy about the CONSRegardsPrasad

Hello,I am trying to consolidate/combine Invoices for multiple Sales Orders through “Process Orders” screen. The Sales Order Type is of template Type “IN” that does not require Shipments.Important to note that Avalara is the Tax Provider. This functionality out of the box works fine when I don’t have Tax Zones. In other words, if there no Avalara involved, the Invoices are being consolidated through “Process Orders” screen. However, when I apply the Tax Zone Avalara, the system is creating separate Invoices for each Sales Orders. Note: Each Sales Order has different Ship-To Address. I believe this is the reason. Has anyone faced this issue? Any advise will be very helpful!Thanks! 

Hi,We have a scenario where our POs only have one line item with the lump sum value of a contract or purchase, however when the invoice come it sometimes may have multiple line items where all of them reference the one line item in the PO.Is there a way to enter this AP Bill whiling linking all line items to one single PO line item? In my instance what I’m experiencing is that when I add the first PO Line Item using the add PO line button I’m only able to do this once as the line item disappears from the list next time I click add PO line. Any idea how to do this? Thanks Rafa

We are set up with the Acumatica Shopify connector for both US and Canadian transactions. We just implemented the Avalara connector.  We generate sales via Shopify in Canada and the US, as well as B2B sales within Acumatica.  For the Shopify transactions, we let Shopify calculate the tax, and we are not recalculating tax in Acumatica - no call to Avalara. However, in the Shopify connector, the tax is set to Avalara so that the tax code is automatically set up in Acumatica - I believe this is done by the Avalara connector and is an API call to Avalara.  At month end, we extract all the Shopify transactions for US states where we are collecting tax and import those transactions into AvaTax.   For all US B2B transactions, we enter the transaction in Acumatica and make an API call to Avalara to get the tax rate.  Upon invoice, the transaction is automatically sent to AvaTax. This means that whether or not we are charging tax in the ship to state, a call is made to Avalara

Thanks in advance.

I am trying to clean up our customer credit cards that are on file that we have used years ago but are no longer active or they are expired. When I try to delete the Payment Method off the customer I get an error - Customer Payment Method (Customer #) cannot be deleted because it is referenced in the following record: AR Payment  I was hoping someone could provide me with an answer to this - will Acumatica not allow you to delete a payment method that is on an AR Payment even though that payment has been completed and closed out? 

Good morning,Other than Receivables - Customer Details.Is there screens accessible to most users that would show a customers transactions, whether it be invoices, credits, payments, etc?Trying to get some members of the the team accessible screens to look at when dealing with customers other than giving them full access to Receivables.or is it more plausible to just work behind the scenes to get them access to Customer Details?

Overall how many standard fields are there in Acumatica ? Is there a way in the system I could see the number of standard fields for a specific module ?

when i Post this invoice to IN it gives me no error but its not posted to IN what can cause this problem ?  

Has anybody come across an issue where if you select export to PDF of a form i.e. an invoice and open in Edge the paper size shows incorrectly so should be A4 but the size converts to 288 x 396 mm but if you open the same PDF with Chrome it shows correctly 216 x 297 - causing issues for one of our clients as they send out to customers and their scanning solution doesn’t manage to capture the full data due to the size.  

How to set @PeriodStart and @PeriodEnd for example: financial period is from 1 APR  to next year 31 MARso I want to set Period start from 1 APR  and Period end 31 MAR.where can I set it. thank you

I have a pivot chart and want to add a calculated column.The pivot chart is from the opportunities GI - I have rows by customer, a columns for quantity of won quotes and total quantity of quotes.  I want to add a calculated column for % of won.   Thank you! 

Keep on receiving below error when invoice is generated from sales order or from invoice. SO Invoice is created but with incomplete status.We are using AVALARA as an external tax provided and the issue is only encountered after upgrading to 2024R1.There is a known issue published in Acumatica site which is below but the first condition is not met. 

When we “send notifications by email” on a batch payment for expense receipts, the system shows “The operation has completed” but the outbox (All emails CO409070) doesnt show those emails…? What is missing or have to be done to notify my employees that they will receive a fund transfer for the related expense account? Thank you

Hi CommunityPlease can someone help. I am having difficulty importing a scenario because the date format is incorrect. Error message “  Error: 'Receipt Date' cannot be empty. Error: 'Placed-in-Service Date' cannot be empty.I have checked the system locales and changed my profile to be the same but it doesn’t seem to make a difference. I have also checked all the related articles.System: dd-MM-yyyyScenario: 31-03-2023 00:00:00 amCan anyone help me change this please? I need to get rid of the time I think.Regards

We are trying to set up some stock items that we buy tax free but sell including tax.  Is there an easy way to do this?So far our attempts have either included tax on the purchase as well as sale or excluded tax on both.  The supplier and customers are set up correctly with their correct tax zones.

We have created a cash sales report which groups the sales based on the accounts it is posting this against.This report was working fine until there was one change which was based on the Tax categories.My variable calculation is as follows:=IIF([ARInvoice.TaxZoneID]='DOMESTIC', ROUND(SUM(IIf([ARTran.AccountID]='41005', [ARTran.CuryTranAmt], 0))/1.1,0), ROUND(SUM(IIf( [ARTran.AccountID]='41005', [ARTran.CuryTranAmt], 0)),0))AS water is GST Free it is against the Tax category as below. However as soon as this category is entered my numbers are doubling up.I am not able to figure out why this would be the case, as all the other figures are found to be right.Would this be really a Report issue or a Adjustment somewhere on the Tax Zone/ category etc.

We are trying to setup Approval Maps, but the option is missing. I do not see it in the Access Rights menu either, so I do not think it is a permissions issue. Any ideas?Acumatica 24R1 - SaaS Always Current by Acumatica  

I have a customer on 23R2 trying to calculate depreciation for 8400 assets.  The process times out every time, they have to break it into smaller batches with inconsistent results.  Are others having this issue?  Any suggestions? Thanks,

Hello!  I just attended @Igor.Leybe webinar (which was excellent!)I am looking for clarification.Portal Payment | Community (acumatica.com) The explanation on the link above sounds different than what heard on the webinar. On this link, it sounds like you need CRM and the Portal to enable the Portal Payment. On the webinar, it sounded like it was a less costly option if you don’t need the full portal?Please clarify - can you get the Portal Payment (with Acumatica Payments) only - without the full Customer Portal.  Is there a cost to this?This is a screen shot I took from the webinar:  Thank you! 

Hi, I have a client in Canada who wants to use the declining balance but it seems the calculation method is being based on the useful life. Is there a preconfigured method that is already setup in Acumatica that simply just depreciates the NBV by a percentage?  Any help would be greatly appreciated.  

At transition, the team made several errors when posting invoices and payments.  And when correcting the errors, additional issues were created.  Scenario:  AR Invoice was posted for $354k - invoice was paid by client in two payments.  When the 1st payment was applied, the Amount was not changed and the payment was posted as the full inv amount, but the payment was for $256k. Transactions were posted 11/2023. When the second payment was posted, it resulted in a negative AR. To correct the issue, the 1st payment was voided, but the void was posted in the wrong month.  Voided posted in 03/2024. To correct the incorrect month, the re-posted payment was voided (2nd Void posted in 03/2024) and reposted in the correct month 11/2023. Learned through this that you can’t void a void.  And have since reviewed a post on this forum how to correctly move an incorrectly posted voided payment from month to month. But the result of t

Hi ,I have made a mistake and I’m trying to correct it. I would appreciate some help here. Error - I have created some fixed assets with wrong class, wrong cost account and accumulated depreciation account. The fixed assets are active from 01st of July and the depreciations are perfumed for the past month. (July)Correction -  I need to transfer the cost, Accumulated depreciations to the correct account while adding the FA to the correct class affecting to the period of July. Blockers -I tried to change the class (Transfer between classes) which transfer the cost, acc dep. But it post the transaction into August. I changed the system date to July 31st but still the transfer entry posted to 1st of August. I tried Transfer assets option, but assets are not visible in the transfer form as of 31st of July. Kindly expect some help here. Thank You,Dulanjana

Hi,My first time using the “purchase PO” function of the ERP. I create a purchase PO and the status is “OPEN”. I click the “ENTER PO RECEIPT” green button at the top of the Purchase Orders screen. It returns with an error message which said “The purchase order XXXX does not contains any items to be received.” I don’t know what goes wrong. Please help. Thanks!Raymond