Replies posted by Julia Golomidova
Hello @GrahamEllis,By using the field-level auditing functionality, which provides auditing at the level of actual fields (that is, UI elements) on particular forms for particular records, you can monitor and record user actions on Acumatica ERP forms as they are recorded in the system.Please, refer to Managing Field-Level Auditing help article and Lesson 3.2 of S110 training guile for more information.
Hello @victoravila63,Here is an abstract from the help regarding the Create Quote action on the Requisitions form: Based on this information, the Create Quote action is available if a requisition has a customer assigned and the Pending Quote status. At the same time, as per your screenshot, both these conditions are not satisfied. Please, create a new requisition with a customer selected, complete the bidding process or skip it as described in the How to skip the bidding process when creating purchase requisitions KB article and then the Create Quote action should become available.Here is a screenshot from my local instance with the SalesDemo data and 22.106 build version:
Hi @nadia02,I don’t see the Customer value in the list of entity types available for the selection on the Approval Maps (EP205015) form, so that, the approval process isn’t applied to customer records.I can think of the following option for your requirement:One can explore a customization to default the Customer Status field to On Hold value on the Customers form, so that all new customers will be created with the On Hold stat. I couldn’t find an option from the user interface to define the default customer status, so you may want to submit an Idea to include this feature in the product. Configure access rights for users who are working with customers the way, that the Customer Status field is disabled for all users who are not supposed to approve customers. More info about Managing User Access. Once the configuration is done, all customers will be created with the On Hold status and only responsible users will have the ability to change the Customer Status field to Active, once th
@basnightl thanks for the screenshots and additional details.In fact, if the numbering sequence is the same for purchase orders and PO receipts, there's nothing like PO or PR to distinguish them from one another. As a result, in case there are PO and PO Receipt documents with the same number, upon scanning a number on the Receive and Put Away form, the system firstly checks PO Receipt documents.In order to avoid this confusion, you may consider changing the numbering sequence either for purchase orders or purchase receipts.
Hello @basnightl,The system allows to scan either purchase order or purchase receipt number on the Receive and Put Away form:Refer to the Receiving and Putting Away Operations: General Information help page for more information.I also tested scanning a PO number on the Receive and Put Away form with the SalesDemo data on 21.106 build version and as a result, the system generated a PO Receipt document after scanning a PO ref nbr: It’s also mentioned, that you are scanning serial-tracked items, please, take a look at the How to resolve errors when receiving serialized items on the Receive and Put Away form KB article, that can be useful. If this doesn’t help, please, include a screenshot with the error received upon scanning a PO on the Receive and Put Away form.
Hi Haylee,The Statistical ledger type has been changed to the Budget after upgrade as a result of an improvement implemented in the financial management processes in the 2021 R1 Acumatica ERP Version:For more information, refer to the Acumatica 2021 R1 Initial Release Notes, page 117.
Hello @shuang57,The Net/Gross Entry Mode feature enabled on the Enable/Disable Features (CS100000) form, gives users the ability to specify the tax calculation mode, which the system will use for computing a tax amount in a document, when you enter a document in the system manually. Depending on the specified mode, you can enter either tax-inclusive amounts at the line level or the document level, or tax-exclusive amounts at the line level or the document level. You will also be able to activate the tax amount validation functionality in a document that you enter.With this feature enabled, the Tax Calculation Mode field becomes available on document forms, such as Invoices and Memos (AR301000):For more information, refer to the Managing Taxable Documents help page.So that, as an option, a tax can be configured with the Exclusive calculation rule:And on the Invoices and Memos form, the Tax Calculation Mode can be manually set to Gross, meaning that the tax amount is included in the item
Hi @willie98,Currently, the Print/Email Purchase Orders (PO503000) form shows only purchase orders without the Printed check box selected for the Print Purchase Order action and without the Emailed check box for the Email Purchase Order. In order to re-print or email again a purchase order, a user needs to navigate to the Purchase Orders ( PO301000) form and use the Print Purchase Order and Email Purchase Order actions individually for required records.Please, post the suggestion to add the Show All check box to list already emailed and printed purchase orders on the Print/Email Purchase Orders form on the Ideas page, so that the other people can vote for the idea and the project management team can take this enhancement into consideration.In regards to the Sales Orders module, the Print/Email Orders (SO502000) form also doesn’t have the Show All check box:
Hi Haylee,This issue with the PO Receipt Nbr link not working on the Inventory Transaction History and Inventory Transaction Details forms on Acumatica ERP 2022R1 has been already reported to the development and recognized as a known issue. The fix is planned to be included it into one of next product releases, which is preliminarily planned to be delivered by the end of the July. Please keep in mind that this date may change based on the results of our internal product testing and road map changes.You can find information about fixes included in each build of 2022R1 here.
Hi @nurul74,Please, log into the self-service portal and on the Access Rights by Screen (SM201020) or Access Rights by Role (SM201025) form check, that the user role assigned to the user who should not see the Orders and Profile workspaces has the Revoked Access Rights assigned: More information about Managing Access to the Self-Service Portal.
Hi Kyle,I tested the described scenario with the SalesDemo data and do not see any option that allows to copy line and document notes from AR Invoice documents to AR Payments created on the Invoices and Memos form using the Pay action.Please, submit your change request to add functionality of copying notes from AR Invoices to AR Payments on the Ideas page, so that rest of the Acumatica community can see and vote for it.
Hi Daniel,According to the provided screenshot, there are SO Invoices in the Balanced status created in the system which are shown on the Invoices screen (SO303000). At the same time, the Release AR Documents (AR501000) shows documents generated in the Receivables module only and SO Invoices in the Balanced status are not listed on this screen (the system generates a corresponding AR invoice at the moment of SO Invoice release).In order to mass release SO Invoices, please, go to the Process Invoices and Memos (SO505000) form and select the Release action there:
Hi @RafaDiazBAI,Currently, it’s possible to configure approval map conditions based on specific values only and not based on formula, which is required to calculate percent in your example.As an option, one may create a custom field on the PO Receipts screen where a required value will be calculated (10% of PO PPV Amount). Then, you can use this custom field to configure conditions in an approval map.There is also an idea added about improving condition area in approval maps. Please, vote for this idea and add your suggestions there, as well. The product management team will review them on that page.
Hi @sysuser113 ,There is the Vendor Relations feature available in the system and information about managing Vendor Relations can be found in the help article, for the scenario illustration about how it works in the system you may refer to the following post.At the same time, based on my testing results, this feature does not allow to add AP Bills of a supplied by vendor to AP Checks linked to a pay-to vendor.
Hi Jonathan,Please, check, if the Inter-Branch Transactions feature is enabled on the Enable/Disable Features form (CS100000). If this feature is disabled or not available there, then users can enter transactions only between branches that belong to one company and do not require balancing. So that, in this case warehouses linked to branches other than the one selected in the sales order record, won’t be available for the selection.To sum it all up, to perform the described scenario, the Inter-Branch Transactions feature is required. Here is a training guide about Itercompany Transactions, if needed.
Hi @rosenjon,It’s possible to reserve one line or multiple lines of an open sales order of the SO type in a warehouse other than the warehouse selected in the line. To do that, you select the Allocated check box on the Line Details dialog box and specify the Alloc. Warehouse with the warehouse from where items should be transferred for the sales order.After that, you create and process a transfer order from your sales order. Refer to the Processing Sales from Multiple Warehouses help article for more details.
Hi @phillipmarotta,During my investigation and local testing I found out, that according to the current functionality, the system doesn’t allow to partially bill a landed cost document, so that, if 1 AP Bill is linked to a landed cost document, the system won’t allow to add the same landed cost document to another AP Bill, even if the 1st AP Bill doesn’t contain the full landed cost amount.The requested functionality is a great suggestion. So please submit the change on the Ideas page, so that rest of the Acumatica community can see and vote for it. Additionally, the Product Management Team regular reviews items from there and comments if necessary.As an option for your scenario, you may create a separate landed cost document for entering another AP Bill document.
Hi Nethupul, There is an idea posted with a request to change the current system behavior and allow to create a new purchase order in the described scenario. As a workaround, you may do the following:Copy the exiting requisition that has the Released status Past the copied document to a new requisition and create a purchase order from this document Delete the requisition that stuck in the Released status
Hi Frances,After an item class is included into a restriction group, it’s required to update the security settings for all items of the class by clicking the Apply Restriction Settings to All Inventory Items menu item on the Item Classes (IN201000) form: Please, use this option and see if this helps.
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