We had encountered a similar issue in 23R1 where we restored the snapshot, the numbering sequences now have an additional row added above the sequences we had created. And also reset back to the beginning.
One approach is to do a Credit Memo with two lines on it. Doing it this way should update the state taxable sales and tax amount for Avalara without having to re-do the entire invoice. The first line would have the Gross Sales Amount entered in “Ext Price” and would be marked as Tax Category = "TAXABLE". The second line would have a negative Gross Sales amount entered in “Ext Price” and would be marked as Tax Category = "NT" for non-taxable. The end result should be that the gross sales of the two lines net each other out to zero and the balance of the credit memo would be the amount of the Sales Tax. Note this will not work if you have already fixed the customer to be an exempt customer. The tax status on the customer will override the lines on a sales order, invoice or credit memo.
Hi Sam, But that does not explain what field Acumatica is reading to calculate the relevance. For Ref. Nbr. Weight it is the difference between the reference number of the bank transaction -what field is Acumatica reading to find the reference number of the bank transaction? Is it reading the Ext Ref. Nbr field because it is obviously not reading the Tran Desc field. Thanks. I am also interested in the answer to this, because we have a client who is having a very low rate of matches resulting in a high number of manual matches instead of automatic matches.
I have a related question - we have setup up Tax zone that includes a Tax ID for the GST and a Tax ID for the BC PST. But we have not been able to successfully setup the Tax Reporting where we can have two different Taxing Agencies for the Tax Zone. The GST and BC PST are remitted to two different places. How did you setup your Tax Zone and your tax reporting?
Hi @meagan59 Another ISV that is currently developing an offline mobile app solution for Acumatica’s Field Service is called Heuristyc. Their solution is still in Beta but you can also check it out. Here is a link to their Acumatica Marketplace: https://www.acumatica.com/acumatica-marketplace/heuristyc-development-and-integration-services/ Here is a link to their website https://heuristyc.com/ Regards, Anacarina Any additional update on this one? Just looking for all options out there.
We also have a customer in the same situation. They are using the Prepayment as suggested above to pay the freight vendor ahead of the time. In addition, they have a need to capture the Landed Cost before they receive the Vendor Invoice/AP Bill. To accommodate this, they have setup additional Landed Cost Codes to help them enter and track this. They created one called “Estimated Land Cost” and will use this to enter the landed cost amount based on the estimate/quote from the freight company. Then when they get the actual freight bill, they enter a second landed cost, using a landed cost code called “Land Cost Adjustment”, to true up the amount which can be entered as a positive or negative amount. They add both LC entries to the AP Bill.
A few of our customers have the same request and would like to be able to put the AP Bill on Hold so even the Approver cannot approve it. So I don’t agree that this is “Solved” when it’s a note or customization.
We have a customer that needs this as well for both customers and vendors. They need a grace period and also a tolerance level for discounts. When they have 2% Net 45 on a Vendor Invoice, the vendor may round a little differently so it would be nice to be able to adjust it slightly over the Acumatica calculated amount.
We have a customer on 2021R1 and the checks print in Vendor ID order not alphabetically by Vendor Name and it is very annoying for them. Sorting alphabetically by vendor name (or customer name) should be an option on all reports in AP and AR.
We have been experiencing the same thing where the Vendor ID is not being saved as part of therecognition process. Anyone else experiencing this? Are we missing something to get this to work?
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