Has anyone figured out how to add the PO Order Number(s) to the PO Receipt inquiry? Looking at the the inquiry editor, it looks like a table and relationship needs to be added.Since you can have multiple PO Orders per Purchase Receipt, I believe this would be a one to many relationship.It would be very helpful to be able to see the PO Order Numbers in the inquiry instead of going into the Purchase Receipt. Alternatively, it would be helpful to add Purchase Receipt reference numbers to the Purchase Orders inquiry.
I am trying to use migration mode to import vendor prepayments that need to be applied to an open purchase order. Migration mode does not allow application to a purchase order, and when I release the prepayment it closes the prepayment document. How can I bring in prepayments made in a legacy system and apply them to purchase orders that will be billed out of Acumatica?
How can we assist our clients in getting the vendor 1099s updated to include amounts from their previous system prior to their migration to Acumatica?Keep in mind most of our clients will not have access to their old systems, nor will they be able to run the 1099s for 2023 year-end.
Hi, we are currently implementing Acumatica and are trying to figure out the best way to manage sales taxes. We have a very small 4 person accounting team. The maintenance that is required in Acumatica for sales taxes seems like it could be a full time job. Can anyone shed some light on how much time it takes to manage the sales taxes through Acumatica without a product like Avalara? Has anyone used a partner besides Avalara or Vertex to manage sales taxes?
Hi All,I have seen that the report Cash Flow Forecast CA401000 give the information of cash in & out by customers.We got the issue customers usually pay partial invoice for project invoice (because of their own financial issue), so it caused the wrong cashflow report CA401000 which is calculated based on the due date of whole invoice.Is anyone have any solutions for this case?Thanks in advance!Yên Chi
Hi, We created 02 companies in 01 tenant. The base currency we defined for company A is LKR. The base currency of Company B is SGD. Then there was an error occurred while releasing the invoice. It is as follows. So cant we have two base currencies in our scenario ?
Team, I am struggling to explain Unposted Journal Transactions. I know there are some issues and some scenarios explained, but for normal people, why there is unposted transactions on the system? They are random, and can have a good explanation for my client, every now and then, when closing the month, there will be uposted journal transactions, and there will be no good answer for those. I have put a schedule to post every night unposted transactions to see if the problem goes away, but still want to have a good answer for them. Thank you.
Hi All, We are currently working with Related items for a few Customers and we run into some unexpected behavior (which could be intentional by Acumatica). Basically, when we add Items via Related items and save the Order, the Related Items feature is still indicating that Related items are available rather than disappearing or changing its state. I added Poweraid as a required related Cross-Sell Item for AALego500.Is this intended that the Related Items flag stays red for required? The confusion our Users run into is that multiple people can look at or touch the Order.When the order gets more complex, there is a loss in visibility if the Item has been added already or not. Any insight on this?We would just need to know at this point on how this is intended to work.
Hi,I am trying to import GL transactions using the import scenario. No matter what I try I keep getting a me3ssage that the batch is out of balance. Here is a screen shot of my data. Any idea where I am going wrong? TIA
Good day,I have the role of Administrator. My Receivable browser is missing the insert New record; the plus sign on my Acumatica Browser.How do I put i back? Why is missing is weird? We are using 2022 R1.Thank you for your assistance.
Hello, What Do I need setup to show next screen:Best regards and thank you
Curious if others have been able to resolve some email filing questions.Issue: Incoming emails are not filed against the entity from which they were sent. In the example, the email sent FROM an Acumatica Case includes the Case ID in the “Details” area. And I assume the case ID is part of the hidden tags mentioned in the Help files under Basic Processing > Point 3: TroubleshootingI checked the “Details” area of the email, confirming a link to the Case ID in “Related Entity” I checked the help files and as far as I can tell, it’s configured correctly. But if Basic Processing isn’t working correctly, how do I troubleshoot?Additionally, there is nothing listed in All Emails > Incoming Emails I’m seeing this at a customer site & have duplicated this on my local demo machine. I am curious what must be configured, if anything, to better troubleshoot and resolve this question.
Hi All,We are currently exploring options to keep track of expiration Dates for Non-Stock items.Our client has Expiration Dates for Consumables that are Expensed right away and are in general treated like a Non-Stock Item.Before recommending rethinking the usage of these items to be Stock items, we wanted to see if there are any ideas or proven ways out there to keep track of Expiration Dates for Non-Stock items? Inventory Levels are not really needed but it should serve as an Indicator of what material they need to get rid of within their Facility. One example is Specialty Glue. Any ideas on how this could be accomplished without the need of having a Stock item for this.
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