Hello. What is the proper way to close PO’s when all items are not received? If 5 items are on the PO, but only 4 items are received, the open item does not “close”, the PO goes to a “completed” state. Should this be left as completed or should it be closed out? We are finding that the completed item still leaves that amount as committed, and are now having to go back and close PO’s. Thanks!
What is the easiest way to generate an AR Aging report that shows only customers that owe less than $50? I do not see a way to set a filter for a “less than” amount. Version 2022 R2. Thank you!
How is everyone handling retention billings with the Acumatica generated AIA billing form? It is my understanding that if you have several periods of billing, you will get a separate billing form for each one. Is there a way to get one retention bill?
Is there a way to use the “generate periods” button and choose the date range (instead of what it defaults to)? We use forecasting and update monthly based on equipment lead times. When there is a detailed SOV with many lines, it takes a while to use the “add period” button on each line item to choose the date. I’m sure there must be a more efficient way that I am missing. Thank you.
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