Replies posted by jlpatch
HelloThe answers posted above only address part of the question. i.e. Revenue.Based on my understanding and many weeks of working with PM, you can recognize Revenue or you can recognize Costs, but you cannot recognize both. So it fails the GAAP requirement to recognize profitability.Back a few years ago, it used to have a concept of WIP (costs), that it would allow you to post costs at time of invoicing. There used to be a field on the billing rules for the WIP Accounting Group. This got moved to the Tasks, but its no longer functional, plus it limited to just one account group, so it was barely functional.It makes a lot of business sense as well as being GAAP compliant. I guess it must be a bit complex, but hey, that what ERP systems are meant to handle.I hope my understanding is incorrect, and someone would advise me how to recognize both revenue and costs simultaneously and then perform the appropriate posting at Invoicing.
Based on my experiences, this is what I have learnt:Deletion of the emails. You can only delete a page at a time. In a couple case with my clients they had 100,000 emails to delete, so you image the effort required. Especially since you have to delete them twice - once to change the status to Deleted, and then to finally delete them. So I had to resort to my own Import Scenarios. Deletion of emails does not remove the attachment There is no clean up facility to delete attachments. But it gets worse. It difficult to determine what attachments relate to emails. If you open some/many attachments you will not find a related entity. Thus you are left in a lurch. It is possible to use an Import Scenario to delete Files, but the problem is determining the files to delete. Perhaps you could get a list prior to deleting the emails.Its painfully obvious that this whole area is in need of serious attention:System management tools to manage files. Currently you have one screen to “Searc
I hope Acumatica is addressing this. Lets look at an example of how it works at the moment:Sales order that has rows for the following:Stock items that are purchasedDoes not work so if you have insufficient stock for a purchase item you have no idea when it can be in stock Items with single level BOMsThe only rows where you can get a reliable result Items that have multi-level BOMs that are assemble to orderIf you have stock of the subassembly then you are OK. The whole idea of ATO is to reduce time to delivery. But if insufficient stock of the subassembly then it Errors. Items that are multi-level make to order. Fails if there is insufficient stock of any subassemblySo CTP fails 75% of the time.
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