General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, Deferred Revenue, Taxes, Currency Management
- 1,089 Topics
- 3,626 Replies
Does anyone know the correct field to set the check number to on the Micr line report. If I set the check number parameter to PaymentMethodAccount.APLastRefNbr the whole line disappears. If I take it out the account and routing numbers show up fine but no check number. I have also tried APPaymnet.ExtRefNbr same results ….. Thank you.
inventory vs purchase ( cost of good sold )
Hi would like to clarify the Acumatica system logic for inventory and purchase .does it mean system capture into purchase only Issue inventory ? Credit : inventory , Debit : purchase ?once AP bill created , it will go to credit trade payable and debit to PO in accrual ? if above understanding correct , Does it mean don’t have closing stock in Acumatica system? only purchase where equal to cost of good sold?
How to get only Customer which are having incorrect balances
Hi Everyone,We are seeing few of the customers having incorrect balances and everytime when we observe this we are running the “Validate Customer Balances’ processing screen then Customers are updating with the proper balances.As we have huge number of customers in the system, this process is taking so much of time.Do we have any other alternative to find only the customers which are having incorrect balances, so that we will run this process only for those customers.
Landed cost vs freight cost
Hi Anyonei would like know more about the landed cost in accumatica. As i know once we entered the landed cost . it will become part of value of inventory instead of freight cost expenses. Not sure if my understanding is correct?As we would like to know the freight cost of each import shipment or outbound shipment, Not sure if acumatica got this function to let us take in the freight cost?Hope to hear from you soon.Thank you
Dashboard- How to change the color in chart setting for the chart
Hi Now i currently the chart color all are blue .May i know how to change to other color that we preffered like green , orange , purple and etc .Understand we need to go in the chart setting to type in the common. Not sure who can share with me the step of how to change the color or any video link can send to you? Thank you very much
Bill selection in a vendor payment
Hi:There was a focus group on selecting/checking off bills in a vendor payment. The check off proposed feature was very interesting. However I could not find that feature in 2019R2 and 2020R1. Was that ever implemented? This was documented in the video: https://www.youtube.com/watch?v=Z6yTlgJ8dmsThe same feature was discussed for AR. Selecting/checking off invoices for a customer payment.Is it documented somewhere what happened to those proposed features? Thanks for your helpToon SIx
Include PO Receipt so it works with new AP OCR Recognition
The new AP OCR ML feature is great if you are only using AP bill processing. Many clients have purchasing/receiving and it would be great to incorporate an option to select if the AP bill is related to a PO so the receipt information can be pulled into the bill.
How can you dynamily define the data source in a column set
I would like create a monthly P&L that uses the Actuals ledger for Start Period through End Period and then uses Budget ledger for “End Period +1” through Period 12.Currently I update the data source in the appropriate column each month within the column set. I would like to find a way to dynamically select the correct ledger based on End Period.Something like the following for the column representing the Period 7 . . .=IIf(Left(@EndPeriod,2)>=7, ‘Actuals Ledger’, ‘Budget Ledger”)
Is it possible to do Document like SO/Invoice profit adjustment?
Hello, We are calculating commissions based on profits of each AR document.For example, if the total prices of 1 invoice is 1000, and the total cost of all the items on invoice is 800, then the commission would be calculated based on 200. However, we encountered a case:We did oversell for 1 item, such as item A. and Item A has 0 qty and 0 average cost in system. Supposing, we sold 10 cases item A at price $100, since item A has 0 average cost and 0 ARtran cost, the profit for Item A is calculated to $1000. which is not right in the real world. The next day, we did receipt on item A with unit cost $80. So the total profit of item A on that invoice should be only $200. Is there a way for us to adjust that profit? If we can not do it on that single invoice, can we do a combination of several docs to adjust?
After upgrading from 2019R2 to 2020R1, meet "Sequence contains no matching element" errors on creating customer refund on "AR302000"
Hello, Our company normally just give customer credit memo and will not refund money. So we used “customer refund” function only 1 time in 2019R2, and it is ok. It went well, no error happened. However, after we had upgraded to 2020R2 and we had to create a new customer refund. it says “Sequence contains no matching element”. Just right after we have chosen the type as “customer refund” or “void refund”. Can someone helped us out?
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