Thanks for the replies. I did it!
Yes, I was able to import properly. Here is a screen shot showing one of the JE’s. It created to because I had one entry for February and one for March.
I did have blanks and it worked properly:
Hi, I created a new scenario using your xml file and successfully imported 2 journal entries. Thanks.
Attached is a copy of my scenario. I can use the import function on the Journal Entry form but that only allows for one JE per financial period. I would like to upload 6 periods in one import. Using the JE import would mean doing the import 6 times. I know it’s not a big deal but I have 8 bank accounts so that would mean uploading 48 separate files. If I can’t get the scenario working then I’ll do it that way but I’m looking for a quicker method.
Thanks for the quick response.How do I import the XML file into my environment. Also, how do I export my scenario as an XML file?
Hi Laura, Thanks for the response. We are using Valuation Method: Specific and tracking items by lot number. I understand that once the item is sold (removed from inventory) via invoicing the cost would not be adjusted on the invoice. But if I post a Sales Order then the item is still on hand until I release the shipment. Will the cost be adjusted on the sales order that has not been shipped? Thanks,
Hi,I figured out the problem. The lot class had to be FIFI. It works now. Thanks for your help.
No customization projects
This is what I have:
Yes.
Thanks. I tried that and it is still not working.
Thanks but it didn’t work. Here is what I did:
Hi,I don’t have a web.config file in my acumatica folder. The only item in that folder is a folder called Report Designer.How do I access the server ?Shmarya
Upon further investigation I found what caused the problem. When I look at the Financial Details on the invoice line I noticed that the Posting Ledger was blank. This was causing the error I described above. In the sandbox the Posting Ledger was not blank - it said Actual. The only setting I changed in live after doing a refresh to the sandbox was adding a logo to the company file. I decided on a whim to see what would happen if I did the same in the sandbox. Lo and behold, after adding the logo to the company record in the sandbox I observed exactly the same behaviour. That is, the Posting Ledger was now blank just like in live. I’ve tried everything I could think of but I can’t fix the issue.
Thanks. I tried that and it works now!Follow up question. Why doesn’t the report allow me to change the sort option? Anytime I change it it still prints in customer name sequence. For example I want to print the AR sorted by amount. The report does not allow me to remove the default sort by customer name and add a sort by amount. Do I have to remove all sorting in the report designer?
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