There is an old video on the topic of Customer Refunds where the user goes through about five or six steps to issue a refund to a customer. And it works great! However, there were too many steps and Acumatica appears to have simplified the process in subsequent releases.So now, in my 2021 R2 demo database, when the credit memo is on the screen, there is an option on the ...More menu to REFUND the amount to the customer. I’ve done that and I see a JE that shows AR was debited and Cash was credited but I don’t see where a check was actually issued to the customer. I can’t find a pending payment in payables but the JE looks like is was processed as a check.The whole point of this exercise is to issue a refund check to the customer and I’m just not seeing it. What am I missing here?
Acumatica 2021R2 - the Admin user can open the Employee Payroll Settings form w/o and issue. We’ve added two users with the Administrator role and both are experiencing the error:Cannot open this record for editing. The form PR20300 does not contain it.What can cause this error? I’ve tried adding all the PR Roles to my own User ID but still experience the same issue.Hoping the community can point me in the right direction.Thank you,MIke Lupro
How does Acumatica control the dunning letter levels for 30/60/90/120 day levels where the ‘severity’ of the dunning letter increases with each monthly iteration. Like 30 day “Please send in your payment’ to 120 day - “Your account will be closed if we don’t have payment in 10 days”. We only see one notification template but believe there are ‘severity levels’ in the dunning letters but we don’t know a) how they work and b) how to modify the language to match the clients preference.Thank you,Mike
I am trying to figure out how to look at the landed costs for a stock item.We can see the Inventory value but we cannot see ‘how’ these values were determined.I’m looking for a query or report that would list an item’s cost history, it’s receipts, whether or not the cost came from the purchase, whether or not the cost came from a landed-cost entry, etc. Can anyone point me in a direction or give the the DAC’s that might be involved in creating a Generic Inquiry so that we could get at that level of data?Thank you,Mike
Rookie question on ARM Reporting:I’ve modified a P&L column set to have three columns MTD/PTD/YTD actual values.I can’t figure out the right settings in the Data Source section of the Column Definition.Example of issue: Printing report for January 2021 I ‘should’ get all three columns to be equal.But the result I am getting is shown below. The MTD Data source is set to The PTD Data Source is set to:The YTD Data Source is set to (I think this one is correct) I am looking for help on what the correct Data Source configuration should be for MTD, PTD, and YTD columns.Thank you,Mike Lupro
This formula works for the YTD Column in my Column Set.=IIf(Left(@StartPeriod,2)='01',Left(Report.GetPeriodDescription(@StartPeriod),3)+' '+Right(@StartPeriod,4),Left(Report.GetPeriodDescription('01'+Right(@StartPeriod,4)),3)+' '+Right(@StartPeriod,4)+'-'+Left(Report.GetPeriodDescription(@StartPeriod),3)+' '+Right(@StartPeriod,4))But it does not work for my PTD column set.What would be the correct formula for my PTD column to display Oct 2021 - Nov 2021 when I run the report for the November period.And, while we are at it, what would the correct formula be for the MTD column to display Nov 2021? Mike Lupro
The current Calculate Commissions process ONLY computes commissions for salespersons. No financial transactions are generated from the Calculate Commissions process. I’m suggesting an enhanced process that would debit Sales Commission Expense into an expense account associated with the salesperson and a balancing credit to a Sales Commission Payable Liability account. There are other Ideas in the Acumatica Community that request posting commissions into an Accounts Payable vendor and I support those ideas as well. Credit A/P - Debit Commission Expense. Currently the reporting for Sales Commissions is inadequate. The report of commissions by salesperson does not list the customer, invoices, or amounts that comprise those totals. The Commission Details inquiry does not list the Salesperson responsible for the sale. It is a challenge to get a GI that provides all the information a controller would need to make financial entries into the general ledger and get the salespersons paid.
CIBC Bank has (IMHO) an odd setup for ACH files. Instead of a 9-digit EIN number they use a 10-digit value that prefaces the EIN with the Letter P. We’re working on how to configure this with the ACH setup but I wanted to know if anyone has a correctly functioning ACH setup that works for CIBC. If so, I would love to have the Export Scenario and Export Provider XML files.
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