Hi,I had the same issue, then I try to off the migration mode and try but still have the error as “The document is out of the balance.”
Hi,Please check Acumatica - Field Services Calendar will help you.
Hi,please find the attached screen shots and the excel sheet. this is only sample test data for test the process.
Hi laura01,Thank you for the update, Validate Totals on Entry is checked ON in AP Preferences so I un select it and run the import by scenario then it works.Thank youDesh
HiCheck on Customer financial tab Auto-Apply Payment tick or not.thanks
Hi @kbeatty21 No customization.Steps -Invoices and Memos → add new → select the customer → select the inventory, qty, unit price.then the system calculates the cash discount amount automatically and showing in Cash Discount amount.Remove hold → release → Pay → Change the payment amount → Change the cash discount taken (Automatically showing full amount in both places) → Save → Error Customer is setup with the Terms.Credit Terms as follows in Cash Discount settingsDiscount type - Fixed Number of Days starting Next monthDiscount Day - 29Discount % - 6.00Thanks
Hi @kbeatty21,In your case the cash discount is less than the 25.following are the screenshot from the test environment.If you setup the cash discount in Credit Terms form, once you create the invoice you will get the cash Discount as follows.when you click pay you will get the following screen,Then I need to change the Payment amount and Cash Discount taken (in Cash Discount taken you can enter maximum of 34.80) Thanks
Hi,On my Scenario had the tax. If a tax which is recalculated on early payment applies to an invoice, a cash discount can be given only on the final payment.https://help-2022r2.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=a24a03fb-c39c-4ac2-8e5e-84c67b86605b. Thanks
Hi @aaghaei Thanks for the update and I did the following,Set your Data Length to -1 then I got a error as follows. Command enter LTrim(RTrim(T030)) and still the same output. add a trimmed field to the source you are inquiring from and use that field in your export - The issue in this is the source field have different length and need all the details. This is for bank payment file which required comma separated Text fill and I used the following provider type. I think I missed something, or can I edit this Provider type please. ThanksDesh
Attached the Data Provider XML
Hi Alec,it will help others if you could share your import scenario file.ThanksDesh
Hi,How can I include the line count in the ACH export scenario?Eg. if I pay two vendors then the = 2 ThanksDesh
Hi,Can I get the Total line count? ThanksDesh
Hi,were you able to get the total line count? ThanksDesh
Hi AG41under Data Providers - > Schema Tab - > Source fields - > select the field and set the data length
Hi @ag41 The selected Provider type may have a variable length, so the export file will eliminate the spaces. try with another Provider type.
Hi,Flexible will use the start date and end date, please refer to the below help description.Flexible by Periods, Prorate by Days: With this method, the amount to be recognized is distributed among periods, with a proportional division among the first and last periods. With this option, the start date of the first period and the end date of the last period are fixed; these dates are taken from the invoice details. Other than this, the method works in the same manner as the Evenly by Periods, Prorate by Days method, described above.If this method is selected, the Start Offset and the Occurrences boxes are not available.Flexible by Days in Period: With this method, the start date and the end date of the period is taken from the invoice details. Other than this, the method works in the same manner as the Evenly by Days in Period method.ThanksDesh
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