Hi @atai You need to go to your user setup and give yourself access to the Report Designer role.Always save the report to a new version in the Report Designer because if you make a mistake you need to revert back to the previous version.
Hi, not sure if I am on the same screen you are referring to, but if you need the user who created the journal on the report you can do the following: Screens are from my local Sales DemoGL633000 - Transactions by PeriodYou will have to edit the report to include the CreatedByID. Save report to new versionAdd CreatedByID fieldSave Refresh Acumatica before you open the report Open the report in AcumaticaGo to ADDITIONAL SORT AND FILTERS tabAdd additional filter
@cshaheen26 in your payment method setup, add another ID and link it to your export scenario.
Hi, when you do a stock adjustment it does update the actual cost but not the last cost like it does when you do a stock receipt. You can update the last cost with an import scenario. When you say you have an stock item with cost and no qty I assume you are using Standard Costing method? If you are not using Standard costing method have you tried to Recalculate Inventory Balances?
For the Generic Inquiry try using the PMBudget as your primary table. Actual Expenses: =Iif([PMBudget.Type]='E',[PMBudget.CuryActualAmount],0)*-1Actual Revenue: =Iif([PMBudget.Type]='I',[PMBudget.CuryActualAmount],0)Gross Margin: =(Iif([PMBudget.Type]='E',[PMBudget.CuryActualAmount],0)*-1) + (Iif([PMBudget.Type]='I',[PMBudget.CuryActualAmount],0))You can you the same to get the other amounts you require. Alternatively you can create a report from Finances > Preferences > Report Definition. Change you Type to PM
Hi, another suggestion is that you can put a formula in the Report Design to print different titles depending on the status. For example if the Invoice is On Hold, print Invoice Request or Quote; if Invoice is Balance Status, print Proforma Invoice; if Invoice is Released, print Tax Invoice.
Hi @deebhane, I’m looking for the reason settings. As you can see it is there now, but if I click on ADD STEP > RULE it disappears.
Hi @Jp89 Noted your comment. The suggestion is a workaround to ensure you have an option to accomplish the revaluation using existing functionality. Do vote for the feature request Irina has mentioned on this thread and I do love to see the an easier option to revalue assets. One can use a GI to generate a list of assets and if the revaluation is periodical, one can use import scenarios to generate multiple transactions at one go. Regards, This only works if you want to increase the value of the asset. How do you reduce the value of the fixed asset? The workaround to decrease the value of a Fixed Asset. Create GL Journal Credit FA clearing account Debit Revaluation account Go to Fixed Asset you want to decrease value Go to the RECONCILIATION tab Select Deduction Select the GL Journal you just created Enter Selected amount - NB!! Process Save and Close The journal FA created Debit FA Clearing Account Credit FA Clearing Account Debit FA Clearing Account Credi
Hi @Jp89 Noted your comment. The suggestion is a workaround to ensure you have an option to accomplish the revaluation using existing functionality. Do vote for the feature request Irina has mentioned on this thread and I do love to see the an easier option to revalue assets. One can use a GI to generate a list of assets and if the revaluation is periodical, one can use import scenarios to generate multiple transactions at one go. Regards, This only works if you want to increase the value of the asset. How do you reduce the value of the fixed asset?
Hi @erinAre you using the UPLOAD button in the header or the upload icon in the body?RegardsLeticia
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