We are using the Authorize.net plug-in Our typical business process is:Authorize the entire amount of the sales order - say $1,000 Create shipments. There often is more that a single shipment because we ship certain items from one warehouse and others from other warehouses. Say the authorization amount is $1,000 We invoice the first shipment and we are triggered to Capture via Credit Card Processing for Sales (SO.50.70.00) - say $800.00. When we invoice the second shipment there is no trigger to capture the second shipment for $200.00. It seems that the remaining authorization does not transfer to the second shipment/invoice. The result is that we are releasing invoices that have credit card terms but have a balance I’m thinking that the credit card system does not allow for authorizations to be split.What would be the best business process to ensure that we are capturing the remaining balance on the second invoice?
Hi, In the old PC Bennett payroll there was an option for setting up and sending direct deposit paystubs via email. I do not think this exist in the new Acumatica payroll. My question is, has anyone created such a thing and can offer some advice on how to set it up? Thanks, Bob
Hi, We are currently piloting the Acumatica production order system. We are planning on using Advanced Planning to schedule production orders. When we run scheduling from rough cut planning screen , most of the production orders schedule just fine. We however, have a few that will not schedule. I suspect that this is due to some material constraints. These are lower level production orders generated from the ‘generate sub assemply’ feature on production orders.For the production order type, we are not checking for material availabilityFor each of the detail items on the production order on the material tab - we have set to do not check material availability.Our issue, is that the system gives us no clue or message as to why the production order will not schedule. There are no error messages or warnings, so it is very difficult to figure out why it will not schedule.Does anyone have any tips on how I might figure out why a production order will not schedule given the limitations on feed
Hello, Seems like a simple question, but I’m at a loss on this one. So AP debit adjustments can easily be applied to AP bills….However I can not find a way to have a simple vendor credit adjustment applied to an invoice. There appears to be no similar process there credit adjustments can be applied to AP Bills. Can anyone assist? Thanks, Bob
For many in the service industry it is important to be able to fill out inspection sheets out in the field. While there are many providers of the fillable form concept (WorkMax,FastField etc.) none of them have the ability to save the inspection sheet (usually saved as a PDF) directly to a service order or appointment on the mobile app
We have a need to be able to assign workgroups to Tasks (which of course Acumatica supports). We need to be able to send email notifications to all members of the workgroup that have been assigned to the task.Does anyone have any ideas on the strategy using Business Events/Notifications? I have tried with a generic inquiry to create a record in the GI for each member of the group - but the Notification never gets triggered. ThanksBob
Hello, Is there a way to have Acumatica field service orders respect the discount structures in Acumatica the way a sales order would. The scenario is this:We have setup a discount structure for customer price class and item price class. This of course works in sales order. But it seems that service management does not respect discounts on stocking item. Does anyone know of a work around?
Hi, We have a customer who owns time & expense management and payroll. They would like to explore integrating the time entry in time and expense mgt with payroll. My only issue is that i can not seem to find a way for a released timecard to make it into the payroll system.Does time entry integrate with payroll or is the integration and export/import? Thanks
When receiving on a handheld in Acumatica (receive and Put Away). There is not the ability to change the unit of measure. That would be fine - except that we find that the quantity shown on the handheld as received always show in the base unit of measurement and not the received unit of measure. This is confusing to our warehouse staff.Does anyone know if there is a way to expose on the handheld the quantity received in the purchase unit of measure - in addition to the base unit of measure?
Hello, We are in the process of converting a customer from Sage 100 to Acumatica. In Sage 100 the customer has tokenized credit card information. The customer will be using the same credit card processor (Paya) for Acumatica as they used in Sage. The tokenized data should be the same. However we are finding that once converted Paya does not recognize the data. Has anyone done this type of conversion before?
We are looking for an enhancement that allows us to create customer pricing by item/Customer Location or by Item class/Customer location. Any thoughts or advice would be appreciated Thanks, Bob
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