Topics started by MarciaW
I mentioned a problem that we were having in crediting and reinvoicing a service order in another thread, and then I discovered that this was the problem.We have restricted all users access to cancel invoices (we have specific users who need to create credit memos in specific ways, so we don’t want them to use this shortcut). As a result of this, the ability to “Add Return Line” has also automatically been restricted. See below. The orange should be restricted, the green should be allowed:@Anacarina Calvo you mentioned that I should log a case to see why the “Add Return Line” was not allowed, would you agree that the Cancel Invoice access should not affect the “Add Return Line” access? These are two separate functionalities in my opinion.
Our base currency is ZAR, and so our inventory costs are calculated in ZAR.When doing a service order for a foreign customer (USD), the costs are coming through incorrectly. As an example, this item has a cost of ZAR 106.3938. We are selling it for USD 9.59.The since the service order is in USD, Acumatica should be taking the ZAR cost and converting it into USD, to compare apples with apples for profitability :-) But it takes the nominal value of 106.3938 and uses that for the USD cost. Now when I use the toggle button to view the base currency (ZAR) a fictional cost is displayed (the actual cost multiplied by the currency rate):As a result the profitability is incorrect. How do I log this as a bug?
A user is trying to bill a service order and getting the following error:Shipping Contact must be specified to process this item.There is a contact on the service order: But interesting that the account name has not come across (and any attempt to fill it with data gets blanked out when you tab out of the field).Acumatica 2021 R2Build 21.215.0016Has anyone experienced this?
I was wondering if anyone has access to the business logic behind this button :-) as not all PO’s are displayed.I’m guessing, but need confirmation - it’s only PO's that have not yet been receipted, and I’m also guessing that there is some date logic behind it? Like the date of the PO cannot be earlier than the date of the SO maybe? The help file on this does not explain these rules and it would be helpful for it to be added there too!
Is there a way to map the fields from the DAC to the fields shown in approval map drop down lists? For instance, I want to find a field showing the VAT Taxable base currency total in credit memo approvals. I have found a field called Detail Total, but this is not a field in the DAC.How do I know what Detail Total uses?
All our numbered transactions (for instance invoices, sales orders, shipments etc) need to have the restriction that the master document can’t be deleted. For this reason, I have set up all the users with “insert” access to those types of screens. In most cases this works fine, but occasionally I’m finding that a button on the screen doesn’t work when “insert access” is used. This is one example. The “add order” button is disabled for this user. Am I understanding correctly that it should be working in this circumstance?
We need the costs that come through from PO’s onto our sales orders and service orders to show on the Daily Sales Profitability Report. So firstly - is there a magic fix like a setting or something that we can change in order to incorporate these costs into the line items in the invoice? That’s first prize.If not, I have managed to create a GI to fetch the costs for the service order using the following joins, but I can’t find the same connections for SO:I’m also just wondering if anyone has a more elegant solution than these GI’s? I’m sure there are many others who also need to see these PO’s included in job costs. In fact strictly speaking they only become costs once the items have been receipted so I should add another line for PC.Then - last question. Because the same PO is linked to multiple lines of the service order, and I only need to show the cost once, I grouped by PO order number. But it is adding the two lines together, and I only want to show the cost once, do I need
We are not using the Acumatica branch logo functionality, because we have a header logo that needs to span across a page.We have added this as a picture on our reports, and it renders clearly in PDF as long as the PDF is viewed in an internet browser. However, as soon as the rendered PDF is downloaded and viewed in Adobe, the logo becomes grainy. Here is a small portion of the text in the header logo on Adobe vs Chrome (both viewed at 100%):You can’t really see the problem clearly here, but it creates a significant difference in quality when you look at the whole logo. I’ve tried different sizing options (normal, scale, fit) and none of them make a difference.Does anyone have an idea on how to fix this?
I need to create a project approver role, which basically has view only rights to the whole of projects, except for the ability to approve project quotes.The problem is that I can’t find an element for approval (which other screens do have): How do I grant this permission?
We create service orders and sales orders (type of SO), which then get invoiced from there. We also create RC Sales Orders for Credit Memos, which are created in the SO workspace. The invoices, once released, go into Receivables, but they bypass the Receivables approval process.We need approvals on all invoices and credit memos, not just the ones that are created directly in the Receivables workspace, and approvals are not available for SO invoices and CM’s. Is there a way to put this in place?
I have created a GI to use as as an overview of all approval maps. For some reason I can’t select “Use in Quick Search” for the AssignmentMapID_Description. Is that because it has a navigation target selected? Also I noticed that for some of these fields, it takes really long to search, is that because of the complexity of the query?
Our base currency is ZAR which is around 20:1 to the USD.When our approval values go through, I need them to translate into our base currency.In the following example, a PO for the following USD values:Will have the following ZAR values:This is how I have setup the approvals:The above example should have gone to the >150,000 approver, but went to the <150,000 approver. Which field should I rather use that would use the base currency instead of the PO currency? I have tried Line Total and I think Order Total.
I am printing the notes of a sales order quotation at the end of the totals. I have put it into it’s own group footer as follows: And the settings of the group footer are as follows: And the properties of the text box are as follows: I’m expecting this note to print only once, over two pages (not on each page). But this is the result: Can you see how the note cuts off? It is two lines. Then it prints again on the next page: Also not both lines.Please help with the correct settings so that one line of this note prints on page one and the second line prints on page two :-)
We have set up a notification for emails, however when we follow this process below, the notification is coming from elsewhere. Where can I change this notification?Step 1 - select a customer from the below list and choose “process”: Step 2: Select “send” A notification now opens up and I want to modify this, but I can’t find where to do it (it isn’t in Notifications).Acumatica 2021 R2Build 21.210.0030
Our users (but not administrators) are experiencing the following.They run the profit and loss statement (we have various formats but this problem occurs in all, also standard Acumatica P&L report) They try to drill down on a figure They all get the same error - Error: You have insufficient rights to access the object (CS600000).The screen that the error is referencing is not related to financials at all, it is a configuration screen. Any ideas what access is required for this drill down to work?Edited to add - my apologies, the screen that it is trying to reference is this one: However this is not in the Finance Workspace of Access Rights by Screen. How do I find it?
I have a function in a report that is not working as expected. It should only show an inventory code if the type is “Finished Good”:=IIf(([InventoryItem.ItemType]='Finished Good'),[InventoryItem.InventoryID],'') This is only returning blanks for all Item types, but if I show the value in the ItemType field, it is displaying “Finished Good”. I’m wondering if the underlying data in this field is actually something other than what displays on the screen, like maybe FG or something. But I have no access to the DB to find out.
We have a new implementation of Acumatica and are finding our way around. We have noticed that it is possible to receipt a higher qty of items than was on the original PO, it seems like at least double or more. How can we prevent or limit this? On the vendor the max% is set to 100. Surely it should not allow more than 100%?
I’ve noticed that invoicing sales orders removes inventory (creates an inventory issue and releases it), but invoicing service orders only creates the inventory issue and does not release it. So the invoice dr debtors, cr stock sales, but the other half of the transaction (dr cost of stock sales, cr inventory) hasn’t happened. Is there a reason for this inconsistency or is it a setup issue? I really feel that users who are invoicing shouldn’t need to release the inventory issue manually, it’s an unnecessary extra step.
HiWe have very strict controls in place around purchasing, and have realised that users can receipt lines that do not come from a PO (direct purchase receipts). How do we prevent this, is there a switch that we can switch off to prevent it, or is our only option to remove the “+” off the line using roles?
We have a service order that has an appointment with a status of “in process”. On the appointment are some links to purchase orders that we want to remove, but it won’t let us take “mark for PO” off. The PO is empty. We need to move forward and invoice this service order but can’t seem to get past this, is there something I’m missing in terms of removing the PO from the Service Order?
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