Hi Laura. Thanks for your reply! I’ve been modifying check forms fairly regularly lately, so am familiar with the different sections and I definitely modified both for my testing. I did resolve the issue though -- a simple logout and login again seems to have resolved the problem.
Well, I did say it may not be exactly what you are looking for.
I’m not sure it’s exactly what you’re looking for, but you can create quotes with different business accounts against a single opportunity. The Business Account on the opportunity updates from the quote set as the primary.
Interesting… I can see that it is creating a journal, but I notice that the journal produced doesn’t have the project codes on it (note the project column just is ‘X’). So, assuming that the project codes were used on the transfer transaction, it appears that they aren’t getting passed to the journal. So, I’m wondering if the problem isn’t still related to the journal entry. It seems logical that if the project code was included in the journal, and the journal is hitting accounts included in account groups, then a project transaction would get created. I noticed that when I create an Issue to a project, the project code is passed to the journal, and the project transaction is generated. From the Acumatica help:
Ok. I stand corrected. All the documentation says that a 1-step transfer doesn’t create a journal entry. Sorry.
I think the problem with the 1-step transfer may be that it doesn’t create a journal entry. My understanding is that a project transaction is generated when a transaction hits a GL account that is included in an Account Group. Since the 1-step transfer doesn’t create a journal, nothing hits the GL to trigger the creation of a project transaction.Maybe try using the Issue/Receipt options instead? It may also be helpful to use a reason code for these transactions so the journals post to a relevant GL account included in an Account Group.
Hi,There are two parts to this: Part 1: Moving moving the materials from WIP and into an inspection location while also reversing the costs from the production order: Create a Material Transaction to remove the items from the production order. You won’t be able to use the wizard for this but you can start a Material transaction manually from the menu. Use negative quantities and the warehouse/location you want it recorded in, such as your inspection location. (If there are a lot of line items, you could use the export to Excel button from your original material tran and then upload it into your new material tran.)This will remove the material from WIP. Part 2: Returning the materials.Either open the Purchase Receipt the material was received on and click the RETURN button (or select Return from the More menu if you don’t have a button), OR you can create a new return manually (good if the items were originally on multiple receipts) by setting the Type to Return on a new purchase
Hi Dan,If it’s a fresh install or restore of a snapshot, you might need to re-index. Under System Management, select the option called Rebuild Full-Text Entity Index and then Process All. Hope that helps.
I’m sure there are differing opinions on this, but I would create a parent asset, and convert the purchased laptops as component assets to the parent. If you add both the parent and the component assets with values, then you will double up your depreciation so create the parent asset as $0 and add each each laptop with its specific value.This way, the component assets will depreciate individually based on the dates that they were added (not the date the parent was added), and the value of each laptop (in case some are ever purchased at different cost) and you can continue to add components to the parent asset as long as needed.Example: 2 computers added in January at $1000 each with a 12-month life could start depreciation in January and finish in December calculated based on $1000, while 3 computers added in February at $2000 each could start depreciation in February and finish in the following January calculated based on $2000, etc.
Hi Sergius, Did you try using the Reverse option on the Fixed Asset? This will reverse the asset and associated transactions, and return it to the list of purchases to convert to assets.
You could create your discount based on Item Price Classes and a negative discount, and then modify your documents to only display the Discounted Unit Price. To avoid confusion, you could also hide the other columns in the sales order lines so the salespeople only see the end price based on the quantity. An example of what the discount would look like: And, how it looks on a sales order. This has the result of effectively increasing the sales price as the quantity goes up:
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