Financials

Hi,I need to change the attention field on an email notificaiton template.I need to include the bill-to info → account nameHowever, everything I try only gives the account info → account nameIs it possible to get to the bill-to info account name in an notification template? These are all of the fields I have tried and do not work -  ((DefaultCompanyContact.FullName))((DefaultCompanyContact.BAccountID))((Customer.DefContactID.FullName))((DefaultCompanyContact.MemberName))((DefaultCompanyContact.FullName))((Customer.AcctName))((Customer.BillCustomerID))((Customer.BillLocationID.Descr))((Customer.BillLocationID.DefContactID.FullName)) ((Customer.BillLocationID.DefContactID.MemberName)) ((Customer.BillLocationID.DefContactID.BAccountID)) ((Customer.BillLocationID.DefContactID.BAccountID.SendInvoicesTo)) ((Customer.BillLocationID.DefContactID.BAccountID.BillCustomerID))

Hello,Is there a way to mass delete sub accounts so I can re-import them. I know I can use the X delete button but I am look for a quicker method since there is not a way to shift select multiple accounts.I suppose I could use an importer with the action <Delete> if there is not an simple way to complete this. 

Hello, I have a customer that has a holding company(100) that is over its operating company(200). We currently have the operating company (200) setup as a company with 7 branches under it. We need a way to make the holding company (100) over the operating company (200). I initially thought of creating a second company for holding company (100) and attempted to add operating company (200) as a branch. However, it seems I am not able to add an existing company as a branch under another company.Anyone else figured out the best we to set this up? 

Hi All,I would like to know that what is the extract time which updates currency rates in Acumatica from (GMT+05:30) Sri Jayawardenepura time zone by using  https://openexchangerates.org/  Thank you. 

Have configured automation schedule to prepare and email statements bi-monthly  but  no statements are emailed or prepared on the other hand when I view the automation schedule status there is no error and execution result is process completed, what can be the problem? 

Correct me if I’m wrong, but in AR payments and applications, after you selected the line items and put in the payment amount, when you would go to release it, it would automatically delete the other line items that you didn’t use.  It doesn’t seem to be doing that now.  Any thoughts?  We’re using 2022 R2.  

There’s customer rental deposit that net of third party commission payment. (Ie rent 2000-commission 500=net deposit 1500). I was planning to post rental payment and commission payment in bank clearing account and then deposit net balance to actual bank account with correct net deposit amount.I tried to post the AR rental payment in bank clearing account for 2000. Created commission AP invoice for 500. However, I can’t set up the AP cash account in bank clearing account. Could you please advise how can I post the net deposit payment with both AR and AP invoices?Thank you. 

I am using the T350 PDF to create a new MYPL Row Set using the COPY ROW SEt and receiving an error when attempting to SAVE: Error: A record with the same value of the Code field already exists. I did have a previous MYPL but it has, as far as I can see, been deleted including the appropriate ROW and COLUMN SETS. Is there a way to find the missing/hidden MYPL Report Definition? We will begin our migration to Acumatica next month, so this is still a learning process.

Hi i encountered a problem to recreate a new report for P&L For green circle is the report i want to new create , the row and column based on DPLHowever, when i do some changes in DPL in new report (green circle) , it will affected the format in DPL (Red box)Not sure if there is any way that i can use DPL format to create a new report but i can change the format in new report where not affect the existing DPL format . 

When I run our budget to actuals income statement without the unit set, it runs properly with correct values.However, once I add the ‘Companies’ unit set, the budget values default back to actuals. Assume I have not set up the Unit Set correctly, but haven’t been able to resolve. Here is the Unit Set:I thought I could just remove the ‘Actual’ from Data Source in above screenshot - but this seems to change the Actual values on the Row Set as well which I don’t understand.

How to Add Freight Charges to a Purchase order without affecting the Line Item (stock/non stock items ) and the Discounts Applied  on the Line level or on the total of Line Items?; ie; freight charges need to be added to the net of Line total

I received the following message when I create a cash account for a bank rec. When I create a reconciliation statement,  the transactions do not populate. How can I get the transaction to populate? What step am I missing?  

How do I edit budget GL accounts once budget has been released?

I am trying to determine what Version and Update the ability to have multiple base currencies within one tenant (Separate companies) came into being? That is the first question, but then realized that it might be very helpful to have a cross reference of Function and the version introduced (Think of an excel spreadsheet with the rows being functions and the columns being the Main Acumatic version.) The cells would then be checked (of the Build Number) when that function was introduced. Does anyone know the answer to the currency question, and does such an overview exist?  Thank you, 

Looking for solution…Vendor has multiple locations but all with same remit to.  When creating payment the system with generate a check for each location.  How can this be combined to create one check for remit to address?Should this be a idea ?  

Dear ALL,For example: on the screen "Invoices and Memos" > Customer item > Clicking the selector > Creating new “filter settings” > entering the filter name > and new TAB is created then.Please guide us How do users only see the data on the new TAB of the generated filter settings. Users must not see the “ALL RECORDS” TAB.Regards,NNT      

Hi Everyone, What is the effect of activating Projects and Tasks and entering invoices before adding the revenue/cost budgets? Thanks!

All, our distribution team is releasing invoices which is causing issues on our AR side. Is there a user role/s and/or access screen right I can restrict so only AR can release? Thank you!

Hi,I imported AR History via Cash Sales in migration mode. Everything imported correctly. No issues there. However, when I try to run the Customer Transaction History report nothing is showing up. Do you know why? Do I have to customize the report to reflect the data. I ran Customer History and the migrated information showed up there and also on the AR Register. The client is on 2023 R1 Canadian version. Let me know.Thank you,Frances   

Failing to Select Cash Account in Process Payments / Print Checks  

Hi All,I got a check apply for 2 bills. Is it possible to voided only 1 bill from check?

how to break this issue?

Hello,I’m setting up Non Stock Items for services and was wondering how I make the system post to the sales accounts tied to the item vs the sales account for the customer when invoicing? Thank you in advance!

Is there a way to identify partially billed service orders and then list them?