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jkeagyFreshman I

Export Scenario for FIS Integrated Payables

Our bank offers a product from FIS (a common vendor for the banking industry) called Integrated Payables. We send them a file that contains a line with the recipient’s name, address, and optionally their routing and account number and a list of invoices we are paying.This tool simplifies payments by automatically converting to ACH, mailed paper check, or virtual credit card using the information they keep on file. This is basically an automated version of a consumer “Bill Pay” service that most banks offer.This tool expects to receive data in a CSV-like format, but unfortunately it is not a direct CSV export or NACHA file so I’m struggling on where to start with an export scenario. Additionally, I would like to avoid having a customization developed if there’s any way to do this natively or with an ISV soluition that already exists.There are 3 classifications of lines:Summary field that contains the information about the account we are paying FROM. This is largely static and always at

28 minutes ago

ifungFreshman I

Financials

kurtwoesteFreshman II

Low Code | No Code Customizations or Integrations

Trigger By Record Change - Record Inserted

Is there a good resource to understand how a business event with “Trigger by Record Change” which is triggered by “Record Inserted” is suppossed to work? OR NOT WORK? I understand Record Inserted as - something happened for the record to appear on the GI.When that happens the trigger condition is met and the subscribers should fire.What am I missing?

2 hours ago

apallawala21Freshman I

Financials

How to take the sales account from the posting class in an Invoice

Hi, When entering a direct sale through invoice I need to take the sales account from the posting class or from the warehouse (other than a stock item)I've tried changing ‘use sales account from the field’ of posting class but it has not worked for me. Is there any possible way to get this done?Regards Amanda

3 hours ago

Fiona KalinowskaFreshman I

Distribution

How to create a new task for several employees automatically?

My boss wants that when a new order is created in the system, a new task is automatically created for certain employees. However, I can only select one employee in the Task Templates screen, not several. Does anyone know if it's somehow possible to set this up to create a task for several employees at the same time? It should also be set up that if one of these employees is the one who created the order, the task will not be created for him.

3 hours ago

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jkeagyFreshman I

Import and Export Scenarios

Export Scenario for FIS Integrated Payables

28 minutes ago

ifungFreshman I

Financials

Entry Type Accidentally Deleted

31 minutes ago

salvarado23Freshman I

Manufacturing

How to Archive Sales Order -> Order Type -> QT - Qute

Can I archive Quotes in the SO module?If yes how can I do that?Current situation, I want to archive quotes from two years ago, Possible the SO to but for now just the Quotes.

42 minutes ago

tahayabaliFreshman I

Develop Integrations with Web Services | APIs

Adding records deletes old one

44 minutes ago

Sai ChettiarFreshman II

Distribution

Multiple UOM Shipment Issue

52 minutes ago

WoodyGilbertFreshman I

Construction

Create Fixed Asset from a Project

53 minutes ago

kurtwoesteFreshman II

Low Code | No Code Customizations or Integrations

Trigger By Record Change - Record Inserted

2 hours ago

Fiona KalinowskaFreshman I

Distribution

How to create a new task for several employees automatically?

3 hours ago

DjangoCaptain II

Develop Customizations

Strategy for having a specific on hold order type to be included in MRP

We’re using MRP for production. We don’t include On Hold sales orders in the calculation. But now we have a change in requirements so that we want to include orders in the Awaiting For Payment status - which has the order being on hold.The idea is that we want to prepare for the order to be placed but we don’t want to ship it until we’ve received a prepayment. But we do want to be able to plan our production around this order.So I figured there are two ways to tackle this:Via customized workflow. I create a custom field to indicate that we’re waiting on a payment for this order. That field will impact the visibility to the Create Shipment button. So the order will be officially “open” and thus included in MRP but, from the user’s standpoint, they cannot ship the order until a prepayment has been applied to the order. Adjust the MRP calculation to include this sub-set of orders similar to how Blanket Orders are added to the MRP calc. The concern is that MRP is a complicated set of calcu

4 hours ago

ngerstFreshman II

Reports and Generic Inquires

Inventory Usage & Updates

I am looking for an Acumatica out of the box Inventory Usage report that will allow our organization to understand our usage of inventory to help us update our min., max, and safety stock levels. I saw Acumatica has a future consideration that was proposed for this but I don’t see any update on the item. We are on 2023 R2, and I have to think there is functionality to review, analysis, and update the min., max, safety stock levels, etc. based on usage. Can anyone help me out with this?

4 hours ago

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