Financials

How do I get a report for detailed AR transaction application history by customer? 

Client sells and receives tons of waste products.  We’ve setup a GL account for Tons-In (95010) and Tons-Out (95020) and are wondering how to update these accounts from a release of a sales invoice.  The sales invoice and payables invoices have a value on them relating to the number of tons.  QTY 10 / UOM TON / $20.00 ton = $200.00 invoice.How can we get an automated process to update the statistical ledger based on an AR invoice or from a Sales Order Invoice.  The only solution I can think of is a Business Event that is triggered by the release of a sales invoice and have it create a Statistical JE to Debit 95010 for XX tons that are on the sales invoice.  There is likely more than one line on a sales invoice as well to add to the complication.Looking for ideas.Thank you,Mike

Hi,Our client has duplicate line items on their budget that have been released. I’m unable to delete one/both of the lines (or the budget) since they have non-zero released amounts. I’m also unable to zero out the amounts and release since I can’t save the budget with duplicate lines. Thus, the client is unable to update the budget.

I am having trouble identifying the issue on a Funds Transfer transaction. We are unable to release the GL transaction after balancing because the Account ‘Cannot be empty’ and the ‘Subaccount Cannot be empty’ The Funds transfer has accounts listed.  

Is it possible to sum a range of rows in a Row Set by conditioning on the printing control column?  I would like to sum a range of rows that aren’t Hidden in the printing control column.

For employees who submit a completed cpt30 form during the year, electing to stop contributing to cppsubmit a completed cpt30 form during the year, revoking their previous election to stop contributing to cppFor this two employees what to enter on T4 slips in box 16,26,28Please clarify my doubt 

We have multiple companies set up in Acumatica that shares same vendors. One of the company is sales tax exempt company. Is there a way to exempt tax for the entire company. So we don’t accidently enter the sales tax for the tax exempt company? Thank you. 

Hey Folks,I added an Idea below, but I wanted to see if anyone is facing the same issue and if there is a workaround.META sends transactions via shopify now and we see them in the SO/AR modules.   META acts as a MPF (Marketplace Facilitator) and remits the taxes on our behalf.  The issue is that these transactions still make their way to Avalara as a tax liability for us.   Avalara has mentioned that they have logic to identify these transactions so we can exclude them in their system as reportable, however we need to be able to SEND an attribute via the Avalara Integration. ACU has said it would require a customization of the connector.Has anyone dealt with this yet? ​​​​​​​ 

Receiving a fixed asset error message "Book Period cannot be found in the system” when trying to dispose of an asset.

We have a number of customers that require a discount to be applied at time of payment. The system has a settlement disocunt but its linked to a prompt payment date which is not how our customers pay their bills - the current agreement is that they will take up the settlement discount regardless of a due date. Has anyone else encountered this and how can we handle it in the system? Thanks!

I need to set up an approval map where the first step is the employee’s supervisor, when the supervisor approves the document it should then go to the Supervisors boss if over their approval amount.  I am having a hard time finding the Approvers’ supervisor as an option.   I can do it through steps and list all the employees but that is a lot to maintain.  

HelloI searched and surprised this question was not on the Community… maybe I am missing somethingUsing Avalara tax. Have a AR invoice that includes sales tax in error.  Need to create a credit memo for only the sales tax without having to credit the whole invoice.Is this possible?  

Hi All,I have manufactured parts that are already in stock and ready to be sold.  I am sending them out for a finishing process so I’m not going to be running them thru production as I don’t need to have “extra inventory.”  Does anyone know a way to get this outside processing cost onto the cost of the part without doing a landed cost?

The void and delete buttons are disabled. How can I enable them and trigger the action?Thank you in advance

Hi Acumatica Community Hope everyone is well.I’m sitting with a few Customers where there is Open Receivables Invoices that have a Negative Balance. I need to know if someone dealt with this before and how you resolved it please:Kind RegardsMarilize van Zyl

I have a scenario were in an environment were the exchange rate changes on a daily basis, how best can I have a pop up message that appears either on the dashboard or on screen notifying the user that there have to change the exchange rate?

I have seen that Acumatica budgets require distribution and this is done monthly, can I have a budget which I track annually over the financial year instead of the period?

Hi all,I have a case where I want to revert the bill, but the system shows the following error when I create a debit adjustment.I have checked the warehouse, and my warehouse location is already linked to the project and project task. I am trying to figure out what I am missing..Pls advice me if you have any idea.Thanks in advanced.

Hi,I am trying to add a $ sign in the last row of my report. Can anyone help me with this. Please find the ss below:I would like to add the sing for the highlighted part only. 

Dear all,Currently, when view dashboard, to know the value of each column/pea, I must hover over to that column/pea. So How to show data label (value) of each column/pea of each chart when view dashboard as the bellow picturesThank you so much!  

When trying to create Receipt Purchase Order, our PM created several receipts in error. What is the best way to solve this error. I have the screenshot below. Currently we have 5 receipts that need to be fixed so that the purchase order can be properly closed. Thank you for help in advance.  

Hi, I’m trying to do a PNL report with actual vs budget with variance amt and % columns. I have set the formula in the column set like this: However, the result doesn’t seem to be consistent. Like this highlighted value: The result doesn’t seem to match with the formula I have set. In fact, I’m confused about how it arrived at that amount. But the one in the 3rd row is correct. There seems to be inconsistency. Does anybody knows about this?

Show Row Selecting Cuztomize Screencan help me show like this   Can u help for this case ?Thanks 

We are utilizing Expense Receipts under Time and Expenses, to track outside expenses. We can add the amounts, dates posted, and claim to release internally just fine. I am wondering if there is a way to add a negative balance when we get refunds and we already released the expense. Any ideas on what we can do in these scenarios to add negative balances (Refunds)?

Is there a way to partially bill a customer from contract management? For example, the contract is setup as a monthly contract that bills the 1st of each month. Sometimes, the contract may be started mid-month and there is a need to bill the first month at a prorated amount. I can’t seem to find an option for this.