Acumatica Fix: Updating Trial Balance in Retired Versions
This video content provides a workaround for updating the trial balance in retired versions of Acumatica, including the latest fixed asset class IDs.
(a) Challenges of Working with Retired Acumatica Versions
- It’s almost impossible to update retired versions of Acumatica because users lack access to new features.
- Updating the trial balance in a retired Acumatica version, especially to include the latest fixed asset class IDs, presents a significant challenge.
(b) Solution: A Clever Workaround for Updating Trial Balance
- Temporarily change the asset class ID in the retired version to a new one. This triggers a specific pop-up notification within the system.
- Crucially, only change the GL (General Ledger) account without modifying any parameters. This essentially redirects the money flow.
- Save the changes and then revert the asset class ID back to its original value. This forces the system to update the fixed asset class ID in the transaction history.
Benefits of this Solution:
- Clever and Effective: This workaround provides a way to update the trial balance in retired versions of Acumatica, a task that is normally impossible.
- Expert Knowledge: The solution comes from Kirti Ko Swami, an associate functional consultant with extensive experience in the ERP space who has tackled numerous unique scenarios.
- Access to Expertise: The video recommends Tyana Solutions, the largest services partner with Acumatica Cloud ERP, as a resource for resolving Acumatica challenges. They offer services like implementation, customization, and support for all editions.
- Affordability and Customer Satisfaction: Tyana Solutions is committed to customer satisfaction and offers affordable solutions.