General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, Deferred Revenue, Taxes, Currency Management
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- 4,863 Replies
Hi!Does anybody knows if it’s possible to restrict visibility in the Aging Report to specific users that manage a group of customers? For example, the group A of salespersons manage 5 customers only and they only need to view the aging for their specific Customers.I tried first to use Restriction Groups for Customers entities but when the same user runs the Aginig report, the customers that not belong to their restriction group, are displayed anyway.ThankS!!
When trying to print AP Checks we receive: Field not found: 'PX.Objects.AP.APPrintChecks.APPaymentList'.
Hello All, apologies if this is a silly question. We are new to Acumatica and getting more experience by the day.In our sandbox environment when trying to print AP checks we are receiving the following error:Field not found: ‘PX.Objects.AP.APPrintChecks.APPaymentList’.On the Checks and Payments screen it shows status of “Pending Payment’. Any feedback is appreciated. Thank you in advance
FA error: The fixed asset contains unreleased transactions. Release them to continue splitting the assets
Hi,I was about to depreciate an asset but the system warns stating that “FA error: The fixed asset contains unreleased transactions. Release them to continue splitting the assets”.When I checked the unreleased FA transactions and was about to release the batch, there is still an error stating “FA Error: Calculated depreciation of the Fixed Asset tries to post into the period 12-2020. It can be posted only to current period 09-2020.”What I did was open the FA period from 09-2020 and added the Financial Supervisor role in my access just in case that was the cause of the error but I still encounter the said errors. Please help. Thank you.
I am trying to upload a TB. My base currency is LKR. However I also have two cash accounts on USD and GBP. In the upload, I specify the correct currency amounts and load the TB. I am able to release it as well. However the GL batch that gets created does not balance. Its based currency is LKR, but the two entries for the denominated accounts, it shows the foreign currency values, not the relevant LKR (Base) value. Is this a bug or am I missing something here?
Hi Sir I have set a recurring transaction , start date is 1 Nov , run at every month and end of the day.However , i did not see any recurring transaction generate on 30 Dec 2020 for the below, does it mean i need to go recurring transaction to “ RUN NOW” instead system can run it for us?
Hi Team,I have issue with the Base currency in CurrencyInfo table. MultiCurrency enabled. (Acumatica Cloud ERP 2021 R1Build 21.103.0054)First, I have two tenants :tenant with fresh create and create company with Base currency CAD. I create generic inquiry to fetch PX.Objects.CM.Extension.CurrencyInfo, I find the two Base currency records in the table. other tenant, I create fresh, but import snap shot from other tenants. after that I use same generic inquiry looking for CurrencyInfo table. the two base currency record not exists.It cause the error when in FSAppointment add detail item with inventory, the error is: Object reference not set to an instance of an object. at PX.Objects.FS.ServiceOrderBase`2.X_CuryUnitPrice_FieldDefaulting[DAC,CuryUnitPrice](PXCache cache, PXFieldDefaultingEventArgs e, Nullable`1 qty, Nullable`1 docDate, FSServiceOrder fsServiceOrderRow, FSAppointment fsAppointmentRow, CurrencyInfo currencyInfo) Looking for help.Thanks
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Hi All,Have you encountered this issue with the Type in Payments and Application using the mobile app where it defaults to Balance WO? Every time you select a different Type, it automaticall goes back to Balance WO type. I'm not sure if this a bug with the Mobile app but even using the Balance WO type doesn't work. Selecting a Reference Nbr. doesn't do anything. Thank you.
We are using Velixo to create a report showing current percent complete and forecasting the percent complete per month till the end of the project. The problem I have is when pulling the Budget Forecast into the spreadsheet I need the RevisionID of last update. I have pulled that field into the GI but it wont show up. It doesnt even show up, but its on the results grid. Any idea how I could get this number to show?
in segmented keys I would like the system to pickup the BAccountID and fill this in as the 1st part of the subaccount being used So for example I have set subaccount up as such in the CS202000 screenAnd I would like the system to look at the customer or (vendor if applicable) and fill the 1st segment of the subaccount with the BAccount code So if I was entering a AR Invoice I would like the first segment of the subaccount to pickup the current BAccountID and autofill with thatthe only way i can think of doing this is using custom workflows but wanted to check that I’m not missing something
Within the AR Invoice process screen (Print Invoices and Memos), there is an option to MARK AS DO NOT EMAIL. We automate this function for $0 invoices through an automation schedule. However this same functionality does not exist in the Sales Order Invoice Process screen (Process Invoices and Memos).Until this functionality is added, any ideas on how to automate this? My first instinct would be an import /export scenario to check the DON’T EMAIL box inside the Sales Order Invoice Screen.Ideas?
Hello, we are not using the time and expenses module but I would like to upload a journal file for CC expenses. Ideally I would like to book the liability by employee so we can see who has balances when reconciling. It does not appear the system will let you add a Customer/Vendor on the GL journal. Without having access to time and expenses is there a way to achieve this?
Working on cleaning out historical transaction that had receipts but never billed since we were running congruent systems and the bills were handled in our previous ERP. As such I have a very high number of both PO and Landed Costs receipts that I need to bill in order to get the balances off the accrual accounts. Is there a way to mass bill Landed Cost receipts so I can then start clearing from AP?
Hello, I’ve met a case, to make it easier to understand, below are the simple example:Item A has 2 UOMs, which is 1 Case = 50 lb, lb is the base uom and case is the sales and purchase uom.We purchased ItemA at $50 per case, however , at that time someone forgot to put the conversion rate on item, so the IN Receipt records the item was receipted at $50 per lb. Which is wrong, should be $1 per lb. We paid vendor at $1 per lb (cost on bill) and sold to customer at $2 per lb, which are both correct. However, as the internal profit analysis, this item shows highly negative profit, It shows every case we sold ($100), we are loosing (100-50*50) $2400, which is not true. I already did IN Adjustment to correct the average cost of the item, from $50 to $1 per lb. The afterwards sales would get correct profit. However, we have already sold a lot of the items on a lot of invoices, and these invoices have been closed. We do not care too much on the profit analysis on single
I have a situation where our company has 4 different Cash Accounts of 2 different backs for 2 branches. GL account AAAA, we have 2 cash accounts AA and aa also GL account BBBB, we have 2 cash accounts BB and bb both have the same Account Class. When I imported the Trial Balance Cash Accounts AA and aa showed the right amount, but Cash account BB an bb shows the beginning balance as 0. Does anyone know how I can make account BB and bb show the beginning balance?
Hello, When I study the table, I see a lot of columns start with Fin or Tran.I konw Fin means the Finanical Period, How about Tran?I know YTD is year to date, PTD is period to Date.But what are tranPTD and TranYTD?For me, it looks like the same with FinPTD and FinYTD
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