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Please explain the difference between Completed and Approved status in Weekly Crew TimeThank you

Has anyone in the construction world had any issues with reporting multiple city taxes for different municipalities?  For instance….if someone lives in one municipality but works in several others and the taxes calculate by giving the employee a credit.  I can’t see how the credit was given to prove to each municipality that we are deducting the correct amount of tax. What I’m seeing is the total taxable wages for the whole check is showing up but the tax is only for the difference between taxable and the credit. 

What we need is to print exactly as entered into the system; that should determine the printing order. We have no issues with printing Sales Orders because the Sales Order line includes the Sort Order column, which refreshes to the correct count.SHIPMENTSThe Shipment confirmation is being sorted by LineNbrI attempted to sort by OrigLineNbr. However, it still won't work because it retrieves the line number from the Sales Order line, not the sorting order. PURCHASE ORDERThe issue with the Purchase Order is that it contains the POLine.SortOrder, but in the report, the SortOrder is not visible. 

Hi,I want to show the value of Balance field which is in CustomerBalanceSummary DAC in Payments and Applications screen(AR302000). As usual, I was unable to use selector to get the Balance field value from the CustomerBalanceSummary DAC.Any idea on this?  Thanks.

It doesn’t appear that the client ever closed any periods so transactions, in some cases, are getting posted retroactively into prior periods (or years!) For example, the client processed a void check in February that was originally issued in January, so it booked the void in January. I presume this happened because that period was still available for posting. The client is fine actually going in and closing periods in the various modules, including G/L but what they are really seeking is an understanding of what actually happens when they “click the button.” I am researching as well but hoping for some expertise. 

I would like to add an action to the Opportunity screen that would load an email template, populate the template with fields from the Opportunity.The part I struggle with is how to load template X and have the fields populated in an email activity.  

From ACU help:I thought Reorder Point was for replenishment and safety stock was for MRP.What if I have a value in both fields?Also, are there any planning fields in the stock item screen that are only used by replenishment and not MRP?Finally, I see this in help as well.  Does this all apply to MRP? 

Is it possible to attach a fixed asset record to a customer record in Acumatica? 

All, I would like to add an additional tab to the vendor and customer profile screen. As an example in the screenshot below, I would like to add a tab after the Mailing & Printing tab.I’m fairly comfortable with C#… is this a fairly straightforward customization? Are there any FAQs/walk throughs on how to accomplish this? 

Our client has equipped their warehouse staff with scanners, and within a single purchase order, there are multiple lines to be received. To streamline the process and make it more efficient, they are looking to have multiple users receive the same order. They have divided the lines among them and instructed them to relocate the received items within the warehouse.Upon testing the Receive and Put Away function, we encountered an issue where it generates a new purchase receipt for additional quantities, instead of receiving the current ordered item.Is this scenario feasible?Thanks,

Looking to set the lot ID of the finished product to the production order ID.I don’t believe this is a thing, just checking of anyone has come across this.Thanks!

Hello Community,I just came to know that the Manufacturing module & Customer Portal isn’t supported when we enable the Multiple Base Currencies features. I have now been looking out for ways as to how can we make use of Manufacturing module, especially the Product Configurator & the Customer Portal. Kindly guide.thanks.

Is there an easy way to perform a “search and replace” on a partial string for a Description field?For example, I have several hundred “Projects” set up in Acumatica, and I want to change the word in the ContractCD_Description field of ‘migration’ to ‘customization’.  The word of ‘migration’ however, might appear anywhere in the ContractCD_Description field.  If I were doing this outside of Acumatica I could use a RegEx to perform a search and replace for that. Is there some easy way to do this inside of Acumatica like that?Thank you in advance,Jeff

How to change the Warehouse ID while using copying the Inventory transfer?

We have a number of non-stock items that we wanted to change them to stock items.  Is there a way to do so?  Please advise, thanks...

Hello Community,Need your help to show specific fields (green dots) in Employee’s attributes tab on Report Designer as shown in element’ screen below.Tried to relate EPEmployee and CSAnswer as “EmployeeAttr”and in Field value, putted='Binding'+IIf([EmployeeAttr.AttributeID]<>null,[EmployeeAttr.AttributeID]+'{br}','')the result still empty.Looking forward further solution for these. Cheers

I am trying to set the Owner field in a shipment to whomever clicked the Create Shipment button on the Sales Order that the shipment is related to.  Scoured the web but I am unable to find anything related to this and I am new to Acumatica in general.  Any help is appreciated. 

How do you remove someone’s ability to Convert to Non-Stock Item? 

When creating a dashboard, the above error message is displayed. What is the reaon for this and how can it be corrected? (2021 R2)

I’m having an issue with a Import Settlement Batch that is in the pending review status. It seems that everything is correct on it, but I can’t create a deposit.

Here is the shipment before adding the serials manually: Here is the shipment after adding the serials manually: 

Hello,We have 1 user who is experiencing formatting issues when printing from ACU.  I am assuming it is PC or browser specific and am having them testing different scenarios to try to narrow this down.  I was just wondering if anyone had seen something like this?From the sales order form.  The full form looks really bad, the images below are just snippets to demonstrate the differences being seen.Bad user:Everyone else sees the image below: 

I have to say there is a lot to be done to sales quote in terms of adding freight. Additional shipping information that is added recently is appreciated but still not enough, it doesn’t have the ability to just add freight price and premium freight price. I can’t see either the amount of freight calculated after specifying ship via, zone, etc anywhere in the screen/form. We ended up using a non-stock to charge freight manually.Is there any enhancement planned around this? If there is, in what version?

We have an entity that is not using Acumatica. When we sell product to this entity we sell it at our cost (Unit Price). Currently when we create a new Sales Order for this entity we have to manually update the Unit Price for every line on the sales order. These sales orders usually has a large number of lines, which adds significant time to the process.Also we are using Average Costing so the Unit Cost can change when a new PO is received. This means adding special pricing for this entity in the Sales Price form is not realistic.Is there a way based on the Sales Order Customer to pull the Unit Cost into the Unit Price field?Thank you!

Hello all,I had been wandering if it is possible to import the Actual Amount → Revenue Budgets in the Projects screen. Since by default the system doesn’t allow us to enter the amounts manually. So how can we import the Actual amounts?Kindly share your suggestions.Thanks in advance.