General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, Deferred Revenue, Taxes, Currency Management
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- 4,904 Replies
I applied a 100% discount to the purchase order, but the discount didn't appear in the Journal Transactions. However, this issue doesn't occur with the Sales order, as the Sales order cash discount is properly reflected in the Journal Transactions.please check the screenshot belowPurchase Order Sales Order
Dear Team,Please let me ask about Contract Management in Acumatica.Does Contract Management in Acumatica only manage service contracts? This means that Contract Management in Acumatica only manages service contracts (Non-Stock Items)We currently sell Goods in stock (Stock Items). We have to make paper contracts for customers. Can we apply Contract Management in Acumatica to manage contracts for the sale of inventory goods? Best Regards,NNT
Hello All,I have been trying to create a PnL sheet where the starting year is 05-2022 and ending as of 04-2023. Have been trying to setup the values under Column Sets but it only displays the values for 05-2022.If I select any of these values in the hyperlink it displays the values only for the period of 05-2022 instead of 04-2023. Kindly guide me out as to what I am missing here?
We have recently upgraded our client to Acumatica 2023R1. Since the upgrade we have noted that the transactions posted in the GL related to Projects is not accurately reflected with the exchange rates defined in the GL transaction. A transaciton is created and released in the GL to reclass project costs from one project to another, and a specific exchange rate is updated in the transaction. GL Transaction in MYR with the exchange rate override 1MYR = 27.3973 JPYGL transaction in JPY (base currency) at JPY445,590 However, in the Project Transactions, the exchange rate used is the current rate based on the transaction date and post period: This therefore raises a discrepancy for the same transaciton within the GL compared to the Project Balance. Prior to the upgrade, users could update the exchange rates as necessary and the same rate would be used in both the GL and the Project transaciton for each transaction.Please advise if we have missed something. We have turned on Multi-Currency f
Hello - We have a Row Set that is quite large, tens of thousands of lines, and we need to copy it to make a similar report with just a few changes. When I attempt to copy it, the copy seems like it works, but when I save, I get the below error message. Is there any work around to this?Thanks!
We have a customer that we are implementing that can have journal batches with a large number of transactions. Is there any information on how many journal transaction lines a batch can have before there are performance slow downs when viewing and releasing the batch in the journal transaction screen?
I have a customer that needs to import a BAI2 file - actually it will be quite a few files. Does anyone have any experience in creating an import scenario for the BAI2 file? It will include multiple bank accounts in one file. I know that Acumatica does not support BAI2 files using the Import Bank Transaction Process, but at this point it is all that the bank will provide.Any help would be appreciated. Coleen.
Hi everyone,Below is my processStep 1: I have a bill to buy sth with qty 3, then I convert a purchase to a fixed asset and also calculate depre Step 2: I allocate this asset to small divisions by subaccountStep 3: I process that allocation, but in the GL transaction, the column quantity shows zeroI wonder why it does not show the quantity here. Please advise me if I need to correct the process.Thanks in advanced
Hello,I am trying to figure out how to handle a rejection in the Approval map process where it would send an email back to the AP processor notifying them of this rejection. Also, the AP processor could be one of two people (email addresses). Is it possible to control whom the rejection email gets sent to as well? Mike
In the Vendor Payment Setup, Acumatica needs to create an option to indicate savings or checking account for the vendor. This option is available for payroll but not AP Vendors. We shouldn’t need to prepare a work around to create a separate payment file for vendors with savings accounts and a separate file for vendors with checking accounts. We should have the ability to transmit both types within one file similar to payroll. Please look into this feature soon!
I have two change orders for a subcontract, one is showing up in details to be able to bill, but one is not, and I don’t know why. It’s listed in the Change Order part of the sub contract But it doesn’t get pushed over to the detail part of the sub contract, so I am unable to bill against it: They are both closed, it has not been added to the main contract, I don’t know how to make it show up in details.
Are there any Acumatica customers that need to keep detailed tracking of their long term investment assets holdings? Any need for automated unrealized gain/loss valuation adjustments with corresponding journal entries? Any need for interest accruals or amortization of investment holdings?
We JUST started implementing Acumatica and have 3 similar companies operating under separate EIN requiring separate P&L, Tax returns, etc.Interested to know if ANY options exist other than separate Tennants/Companies and if there is a viable solution to have a single Tennant/Company with separate divisions.Any suggestions are greatly appreciated.
We are running version 2021 R2 in a multi-company, multi-branch environment. The quarterly Balance Sheet shown below has been printed for periods 01-2022 through 12-2022 for one company, “Company C”. There is no unit set, just Row and Column sets.When I click on Total Intercompany receivables as shown, the resulting GL Details report has multiple years included. The total is correct, but the presentation is confusing to the users. Why does the drill-down show records from the previous year? Thank you.
Our clients are making use of the automation features in AP that scan and create an AP transaction from the AP invoice and then route the AP invoice for Approval.They want to automate the process all the way to final payment, which can be done now. However there is a weakness at the moment as the file that gets created when exporting the payment file is not secure. It is in a format that can easily be edited.We feel that it is important to complete this full automation by providing the necessary security on the file and a secure connection to the bank upload platform. Thanks James
Hi Acumatica,I just want to ask how the prorate set up calculated in contract management?I just have an initial contract amount of 6,000 (Qty 2 , Cost of 3,000) and then when I upgrade to have (Qty 3, Cost of 3,000) upon Upgrade of Contract it generate an amount of 2,771.74. My main question is how the system calculate the pro rated amount.Please see attached screenshot for your reference. New Contract Items upon Upgrade : Contract Template Upon Upgrade :Customer Contracts upon Upgrade:Seeking for your assistance for this concern. Thank you!
I’ve been updating the user access to the GL Accounts tabs (view-only) on the Customers, Customers Classes, Stock/Non-stock item, etc. I was able to find most of the GL Accounts and Subaccounts fields on most screens except for the Customers screen.Under the Access Right By Screen > Receivables > Customers > Customers, I can only find the Cash Discount and Prepayment fields listed. Where can I find the rest of the fields? Thank you,
Is there a way to assign landed costs to a project and task upon creation? There is a field in the Purchase Receipt screen, but no field for this in the Landed Cost screen.Currently we have to apply landed costs through the regular AP Bill process, but there is no direct link of those costs to the purchase receipt that they apply to. It would be very helpful to have an audit trail of landed costs associated with a purchase receipt while also having the ability to book those landed costs to a project.
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