I am trying to use migration mode to import vendor prepayments that need to be applied to an open purchase order. Migration mode does not allow application to a purchase order, and when I release the prepayment it closes the prepayment document. How can I bring in prepayments made in a legacy system and apply them to purchase orders that will be billed out of Acumatica?
Best answer by marina25
View originalHi
Did you find a solution for this situation? We’re looking for a way to handle migrating open vendor prepayments as well.
Thanks!
Unfortunately not.
Hi
This seems to be working for me:
Activate Migration Mode in Payables
Create a Prepayment document from Checks and Payments
Enter a Payment amount and an Unapplied Balance on the Prepayment doc (Unapplied Balance is what keeps the document open after release)
Release the document.
Deactivate Migration Mode
Enter Prepayment Request from Purchase Order
Apply Prepayment payment created in Migration Mode to Prepayment Request.
Hello
Luke and I co-workers and we have the same issue for one of our clients. We collaborated on resolving this and I created the attached documents with steps and what needs to occur for accounting.
It is a bit complicated and cumbersome, but it is an option. We tried utilizing GL Journal Vouchers and that did not work. The issue is the prepayment document type cannot be created in migration mode and we need the prepayment document type in order to create the payment to the vendor. See the attached file and let us know if that worked for you.
Regards,
Marina
Thank you! I will read this over and do some testing.
Hey All, did you all create the prepayment request from the purchase order screen manually? I was hoping to accomplish this through an import scenario since the client has 376 prepayments that need to be brought in and applied against a PO. Thanks for the help!
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
