Topics started by dougmcbride79
We need some guidance. Our bookkeeper has mistakenly book several AP transactions to the wrong financial accounting period. How can we change the incorrect original booking to the correct financial period? If we cannot change the accounting period for the original AP Transaction, how do fix this issue? Reverse the original AP Transaction and book a new AP Transaction with the correct financial period in the AP module?
In the Sales Manager Dashboard there is a “YTD Sales vs Quota” box. Where do we input "Quotas"? And the YTD sales is blank. Can someone direct me where to input the Quotas and how to get the YTD sales to show up? Also, the Key Customer Growth box is also blank. Where do we input data or make selections so we can use this display? Thank you for your help.
Can an attribute field be mapped to a GI and auto updated with the GI field changes? We want to use “calculating columns” in a GI and then have the calculated amount auto-updated to an attribute field. Is this possible?
Orders from our Big Commerce Sandbox will not sync down to our 2021 R1 Acumatica sandbox Nor can we get orders in our Acumatica 2021 R1 Sandbox to sync up to our Big Commerce Sandbox. We are on Build 2 of 2021 R1. Is anyone else having these sync issues? Does upgrading to the current Build 9 fix these issues? We are stuck and our 90-day upgrade sandbox period is about to expire. Any suggestions are greatly appreciated.
We need customers to be in more than one Acumatica Customer Price Class for when we sync to Big Commerce. We need one Customer Price Class for a 10% discount on Item Class A, and one Customer Price Class for a 15% discount on Item Class B. Our issue is that when we sync to Big Commerce, we seem to be able to put a customer in only one Customer Price Class (called Customer Group in Big Commerce). Does anyone know how to put a customer in two Customer Groups in Big Commerce?
We are starting to implement the “Task” feature in Acumatica. Our sales team is beginning to set and use the “Task” feature in Acumatica for follow-up sales calls. When the primary salesperson is out sick, how can a substitute employees see the primary salesperson’s tasks and fill-in and perform the tasks for the sick employee?
We have Acumatica 2020 R1. We offer free shipping if the totol purchase of items in select Item classesst is over $500. It appears we cannot configure Acumatica to give free shipping by Item Class. Is there another way to achieve our goal of free shipping for customers that purchase over $500 in select items classes? Can we achieve our goal in 2021 R1?
Acumatica suggested we create a Big Commerce Sandbox to test configurations, changes, etc. We have created a Big Commerce Sandbox and linked it to an Acumatica Sandbox. Our VAR has set up the Big Commerce Connector, but cannot make the sync work. Nothing will sync. Our VAR has suggested we post here for help. When I test the connection, I get a green check mark indicating the connections are working. But I still cannot get the sync to work. Any suggestions are greatly appreciated.
We need help with how to book purchase discount in the following two situations:Suppliers will offer a 25% (for example) discount if we agree to take a large amount of product. We want to book this special discount as “purchase discount”. How do we do it. Suppliers will offer us a 50% discount on freight charges if we pay the product invoice within X days. We want to book this 50% freight discount as purchase discount. How do we do it? (We use landed cost to compute cost.)Your suggestions are greatly appreciated.
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