I would like to setup the Project module to track our consulting projects, most of which are prepaid. For example, let’s say we invoice a customer for 8 hours of work. I would like this to show up as a liability in our GL and project.As our consultants work on the project, I would like the project billing to automatically deduct from the prepaid amount and to generate a $0 invoice. Can this be automated? It doesn’t look like you can have an allocation or billing rule that looks at the balance of another account group in the formula, so I’m not sure it is possible. The expectation is that consultants will not go over the number of hours that have been sold without an approval so I would actually be fine having to look at a custom report that shows projects that are over budget… Guidance/advice from project experts is appreciated 😊P.S. there should be a “Project” sub forum on this community!
Restriction groups seem to behave differently with project account groups than they do for GL accounts.In the GL, you cannot see the balance of a restricted account or any associated transaction. In the Project module, if you have a restriction on an account group, you can still see the balance of that account group from the Balances tab, but you cannot check the transaction details.I reviewed the documentation to see if this is by design, but couldn’t find any mention of that. One of our customers is relying on this behaviour but I warned them this may be an oversight and that the behaviour could change in the future.I wanted to check here before opening a support ticket in the portal.
Has anyone ever worked on an import scenario that requires you to do a custom search on multiple fields and insert a row if no match was found? Our goal is to work with the Sales Prices screen, and to update data based on a matching price type / price code / inventory ID / date.This is what I have so far:There are two problems with the scenario above:It will not insert a new row in the Sales Price grid if no type/code/ID/date combination exist It only works for one item, it will not work if I process multiple items from the same importI know we could also work with the Sales Prices Worksheet, but in this specific case we’re trying to make it work directly with the Sales Prices sceen.
What are some of the best practices regarding packing of generic inquiries in customization projects? Acumatica defaults the screen ID to GI.00.XX.XX, and if you try to publish a project with conflicting screen IDs it fails. I know we can change the screen ID ourselves, but I’ve seen issues in the past where this would completely break the automatic numbering when a user tries to add a new generic inquiry to the site map.
I’m wondering if anyone here is using Safari on macOS/iOS/iPadOS -- i’ve been experiencing this issue for more than one year and I’m still seeing it with the latest 21.1 release and latest Safari updates. A few times per day when accessing an Acumatica site I’ll see two tabs. First tab contains the navigation bar and inner frame, and the second tab just the inner frame:It is really annoying, and I have yet to find any way to replicate this constantly so it’s a bit hard to file a bug report through support...
Dear Acumatica Developers,I just wanted to highlight a nice blog maintained by @brianstevens that I discovered yesterday. It is here: https://www.acumatica.dev/blog/brian/One article in particular caught my attention - it shows how to dynamically generate ZPL (Zebra Printer Language) code to print to a label printer using Acumatica DeviceHub.Happy reading!
Join me for a session to remember and the perfect way to end your Acumatica Summit learning journey. Get wowed by Excel and have fun along the way!What? Making Magic with Excel 🪄 - breakout session at Acumatica Summit 2022, featuring magician/mentalist Joe Skilton. With over 1 billion users, Excel is likely part of your daily arsenal. In this session, I will demonstrate all the secrets of Velixo, the leading Excel-based reporting solution for Acumatica. You too, can become an Excel magician and learn a real magic trick along the way.When? Tuesday, January 25th at 2:15 PM PSTWhere? In the Krug 1 & 2 rooms at the Wynn.Who should attend? Acumatica and Excel usersRegistration not required, but we recommend that you add this to your list of sessions when you register for the summit, in the Acumatica Summit application or on summit.acumatica.com.
We’re trying to build a Generic Inquiry for a user that wants to analyze GL entries for a project, and for Payroll transactions they want to use the actual Date that is set on the Earnings tab. We looked deeply at the GLTran and PREarning tables and the PRReleaseProcess graph and cannot find anything that links both; in other modules such as AR/AP the GLTran.TranLineNbr would help us achieve this, but I cannot find anything corresponding in the payroll module.Are we missing something here, or is that simply missing from the payroll release process today?
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