Financials

Hello Team,We are trying to implement a workflow in the Customer portal for Opportunity screen (Customized screen). We are aware that the feature of configuring workflow for a screen via Customization editor is not supported in the Customer portal. Hence, we are trying to implement it via code. We are not sure what we are missing, action or states defined don’t seem to reflect on the screen. Any thoughts on what could be the reason? Attaching the code as well, basically we are reusing the existing implementation of Opportunity Workflow. 

Corrected Question:  How can the Trial Balance upload function be used with denominated accounts mixed in with the company’s natural currency accounts?  Using V 23.110.0025The company currency is MXN and the parent company is USD. Two separate tenants - parent co in one and Mexican in another tenant so that the Mexican localization can be used.  The parent wants one Cash Account in the Mexican company to be USD and the Fixed Asset Accounts to be denominated as well (USD).  I'm trying to upload historical balances.  If I use all MXN in the YTD balance on the Trial Balance Upload, the cash balance is not correct in the USD Cash Account.  If I use USD in the TB upload, the TB does not balance; therefore, won't release.  Suggestions besides journal entries with net changes vs the TB upload with YTD balances?

I am getting the below error when trying to delete a customer:Error: Updating  'Address' record raised at least one error. Please review the errors. Error: 'Address Line 1' cannot be empty. Error: 'City' cannot be empty. Error: 'State' cannot be empty. Error: 'Postal Code' cannot be empty. I reviewed all the locations I thought the address could be entered.Thoughts? 

Anyone have any idea why this error is encountered.The error occurred when I try adding a bank account as a payment method on the payment screen on the portal.

Team, our client is trying to do 1099 Reporting without the Credit Card Payments, and i am having such a difficulty to prensent the data to them, I originally was trying to do a Vendor History Summary, but there is no easy way to connect the Payment Method (APPayments) in the tables used for that Report, so, I am trying to present something by combining the APTran and get the AP details that have an 1099 Box not empty, and connect the APPayment table to get the Payment Methods to be filter without the CC payment method. I would appreciate if I can get help with the GI or any other idea to complete this for my client.  The attached GI I have APtran, APpayment and APtranPost but still not able to grab all the bills, it would only give me Debit Adjusments. 

Brought in extra descriptin fields into the Invoices and Memos form but cant get the Import Scenario to populate them.Screenshots attached.Thanks. 

IN - Inventory Transfer (2 Step) Created and released  , However the JE  is Unposted  and Financials Reported .Can we Reverse it without Posting the JE or Reverse it after posting . as we dont need to include in the period which is already reported What is Best prictice

Altered the Import Scenario for “ACU Import AR Invoices”.Upload file version and Prepare are successful.Import gives error code of “Document” but there are no error codes on the data.“23 items have not been processed successfully. View name: Document.”How do you find the problem?  

Hi Acumatica Community,In transfer screen, is there a way to default the step in “Step”?Thank you!

How can apply a Customer prepayment  to a refund?

HiI want to discuss/ask questions regarding fully depreciated assets:Scenario: I am in the middle of a financial year and an asset on SL or RV method reaches fully depreciated status. At year end Audit the auditors tell me that this assets needs to live for another 2 years.I now have to get it active again and adjust the accumulated depr and let it carry on for another 2 years.At the moment I cannot do that in Acumatica. Why is that? what is the logic behind preventing us from making a fully depreciated asset Active again.  

Hi All,Let's say I have an invoice amounting 100 for a customer. Also, I have a bill amounting 250 for that customer. I need to setoff 100 and pay only 150. Could you please assist me how we can perform that in Acumatica?

We are a new Acumatica client.  We were previously using Quickbooks Enterprise for our accounting.  When we imported bank feeds (for ex American Express), we were able to assign the transactions to a particular vendor/business account and to a GL account.  It appears that the only way to have a transaction assigned to a particular business account in Acumatica is to make a bill, then match the bank feed transaction to the bill.  This is very impractical and time consuming, as we have hundreds of autopay transactions from some vendors in one month.  Is there a way to match these transactions to a particular business account without having to create a bill each time?  I even tried to assign a business account to an Entry Type and it will not allow me to do so.For example, if XYZ Company auto charges our account daily for multiple transactions, and I download those transaction in the bank feeds, I need be able to assign each of those transactions to XYZ Company (and the associated GL acco

I have two branches with different financial periods one ends Dec 31 and the other ends March 31.  Can I still do intercompany transactions?  It appears to put the transaction in the period used on the GL journal transaction from the branch it is created on.  So if I create the transaction from the December branch in December the period it uses is 12-2023.  But 12-2023 is March 31, 2023 in the fiscal year company.

Hi there,I’m working on Sales tax/HST report. one of the exempt tax sales item (-bank interest income )was not showing in the report. Could you advice how can we add the total to exempt sales total line item? Thank you. interest income bank entry -->stated exempt tax Tax report do not include interest income in exempt sales items:   reporting Group for exempt sales;  

We have prepared and and released GST tax reports for the company using wrong period ( Monthly ) for the periods January to August. Now we want to update the tax period to the correct one ( Quarterly ) but the period type drop down menu is inactive , I think because we have released tax reports in the system.Is it possible to void these tax reports without financial impact?

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 Guys, I am trying to configure new sales price for the inventory item on the sales price form and the following error is comming on the screen. “AR Error: Duplicate Sales Price. This line overlaps with another Sales Price (Price: 500.000000, Effective Date: 1/1/2012, Expiration Date: )”

For line item from APTRAN table 

The printing does not begin on my AP641000 - AP Check until about an inch from the top.  How do you change the margins?  The printing needs to begin closer to the top.Also, the page sections at the top cover the top of the form.  How can you see the whole form?New to this.Thanks. 

Hi All, We entered a Funds Transfers to our Cash Account clearing. When doing a Bank Deposits transactions, the transfer amount is not listed as payment. Thank you!

Is there any news on the release dates for 2023 taxes?

I have a group of bills in the system that all have the wrong due date.  They are pending approval.  Is there a way to select this group of bills and change the due date across them?  At the moment I have to open each invoice, put it back on hold, edit the due date, save the bill, and then send it on for approval.These bills have been generated through the holdback release process of the construction module.  The system seems to be taking the vendor terms and the invoice date to select a due date.  But, for these bills we have a separate due date that is 55 days after completion of work.This process often generates groups of dozens of bills at a time and it takes a lot of time to change it one manually.Thanks in advance.

Hi,On Contract Management how can I set up contract renewal prices to increase yearly? under the contract items screen, I can set up only a Percentage of the Setup price or item price, which will not work for the second year onward.Eg- Setup price of 100 every year 10% increasedso, at the end of 1st year 110, at the end of 2nd year 121, and so on. ThanksDesh

Hi,I just want to confirm if there is any setup for this.As noticed there is a “/” on the calculation of the inventory but in some acumatica instance, this is a whole number.I am seeking your assistance with this.Thank you!