General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, Deferred Revenue, Taxes, Currency Management
- 1,461 Topics
- 4,858 Replies
Hello Community,I have a query regarding the “ADD PO RECEIPT” button at the Bills Form and whether there's a way to display only the correct receipts.Let me illustrate the scenario: sometimes, a user may create a receipt but inadvertently input incorrect information and then proceed to release it. In such cases, the user needs to create a Return form, reopen the PO Line, and subsequently re-receipt it correctly. This results in the “PO HISTORY” tab of PO containing two receipts - the first one, wrongly released, and the second one, which is the correct receipt. Additionally, there's the entry for the Return form.Now, when we create bill for the receipts through “ADD PO RECEIPT” button, we want to see only the correct receipt (the second one) to choose in the Bills Form. This would help avoid any confusion and ensure accuracy in our billing procedures.I would greatly appreciate it if anyone could provide insights or suggest any methods to achieve this, allowing us to effectively filter
Hi everyone,Does anyone here encountered their automation schedule suddenly stopped processing after a few days? We have the following configured to automate recognition of deferred taxes. It is running but nothing is processed. Any advise? Tried replicating this same configuration on my local instance but gives the same result. Thanks,
We are working with Acumatica to get started but are still going there the demos and final questions stage. Today the sales tax rates came up because in Acumatica they are manually entered and updates. We are currently using QuickBooks and those rates automatically get updated. We only sell within California and only file one return. Is there a software that would take care of just automatically updating the rates? Or is there a solution within Acumatica to help with this??Help/advice is greatly appreciated!
I have report where I note the account and it’s balance on one row, expand by subaccount on the next row set exampleThis is working great for obtaining the subaccount activity that makes up the account balance. However when printing the report, I would like to sort the subaccount string numerically. Currently, segment one is sorting largest to smallest while segment 2 is smallest to largest. Does anyone know of a custom expression for either the column set or row set to be able to sort the string smallest to largest? example of report output (exported to Excel), same behavior in the Acumatica screen and when exporting to PDFThanks for any and all help on this!
Hello,Our Acumatica AR Customer Credit Balances are not correct. Example:Customer 169523000 - Vis****, has a $3000 credit limit, with a $69.30 Open Orders Balance, but then shows a -$6,260.70 Remaining Credit Limit. It then puts a Credit Hold on the Orders. Screen AR.30.30.00, Financial. Any idea where should I start looking? Workflows? Code? I am clueless. I also saw this message when just digging around. Not sure if has something to do with anything of this. Please help.
Our project invoices are printing empty lines for the customer billing address where there are empty fields (for example, an empty address line 2 in the customer screen will show as empty on the printed form). It is not the customized form that is the issue, as it does the same with the default report. I have also checked our customized form on a Demo site with the same scenario, and it prints correctly.Has anyone had this issue?
what is the actual AP bill due date calculation logic in Acumatica systemThe date was on 11/8, how come the due date was on 13/9? but not 10/9? TERMS OA 30 days The goods were received on 11/8, but the purchase receipt was created on 14/8, and the date was manually changed to match the actual goods receipt date. Does the system use the purchase receipt date to calculate the due date? or can it use the actual goods receipt date instead?
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.
I have created a consolidated balance sheet which includes the following columns:Column A (Hidden) Column B (Hidden) Column C (Displayed) Company A Company B Company A + Company B This works, however it prevents column C from being able to click and drill into it since it is a calculated field. Is there anyway for the calculated field to retain ability to drill down and see the make up of it?
Hello Some users are experiencing the error below when trying to export Batch Payment files. Admin is able to do this so I believe it is a permissions issue. I have gone through to test giving access to screens like files, file maintenance, export scenario and have not had any luck. Has anyone else out there experience/resolve this error?
Hoping for some guidance. I am not an accountant so take pity. Much thanks to any advice for helping a newbie. My AP clerk is running the Purchase Accrual By Period on the Purchase Accrual Account. She is also running the Account Details for the Purchase Accrual Account. If they are run over the same period lest say June of 2023, would the accounts tie out and balance or is there always going to be a variance. They have said in the past these tied/balanced but lately it its been off some periods more than others. So should they balance/tie out? If not, why wouldn’t they balance
Hi! Is there a GI that we can be created that will show the GL accounts and the associated Sub Account with it for all or specific modules? I know GL account and subaccounts are setup throughout the system but I’m not sure if there is a table out there that contains this data without having to go through every module and joining many tables.
We have client with a large volume of FA additions every month (hundreds). We are looking for a way to automate, by import scenario or other method, to reconcile the unreconciled FA Accrual records to their corresponding purchases. The Convert Purchases to Assets processing screen is not an option as it’s too manual for the client’s montly volume and does not appear to support the ability to select records effectively (there are no references to a specific index value for selection). We’re looking at potentially creating a transaction screen that will specifically support the ability to run an import to associate purchases with newly created assets, but I would like to exhaust other options first. Has anyone else encountered this dilema? If so, how did you solve it?
Hello Community,I have been trying to release AR invoices but the system triggers the following error: Have created this invoice by using manual numbering. So once, the invoice was saved i disabled the manual numbering option but still not able to release it. Can anyone let me know why is this error getting triggered?Thanks in advance.
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.
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