Finance: Changes to Summary Area Totals

In previous versions of MYOB Acumatica, the Summary area of multiple data entry forms included information that was irrelevant to the majority of MYOB Acumatica users, such as the VAT Exempt Total and VAT Taxable Total boxes. In some cases, this area of the form did not include some key information that was needed by many users. For example, the Discount Total box displayed the total of document-level and group-level discounts but did not include line-level discounts. Users had to manually calculate the total amount of all discounts applied to a document.

In MYOB Acumatica 2024.1.1, multiple changes related to totals have been made to the Summary area of the following data entry forms:

The following sections describe the UI changes made on the listed forms.

Changes to the Invoices and Memos Form

On the Invoices and Memos (AR301000) form, to enhance the available information in the Summary area, the following changes have been made:

  • The VAT Taxable Total and VAT Exempt Total boxes have been removed.
  • The Balance box has been moved below the Amount box.
  • The Detail Total box now displays the sum of the line amounts before any deductions—that is, the sum of the amounts entered in the Ext. Price columns on the Details tab.
  • The Discount Total box has been removed from the form.
  • The Line Discounts box (see Item 1 in the screenshot below) has been added. The box appears in the Summary area regardless of whether the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form.
  • The Document Discounts box (Item 2) has been added. This box shows the sum of the discounts specified for the document on the Discounts tab and is unavailable for editing if the Customer Discounts feature is enabled on the Enable/Disable Features form. This box is available and a user can manually specify the discount amount if the Customer Discounts feature is disabled on the Enable/Disable Features form.

    For a document, if the Pay by Line check box is selected, the Apply Retainage check box is selected, or both check boxes are selected, this box is unavailable, and a warning message is displayed.

  • The Retained Amount box (Item 3) has been added. The read-only box displays the sum of retained amounts of all document lines, which are specified on the Details tab. The box appears on the form if the Retainage Support feature is enabled on the Enable/Disable Features form.

    If the Retain Taxes check box is selected on the General tab of the Accounts Receivable Preferences (AR101000) form, the Retained Amount box shows the sum of the retained amounts of all document lines, without exclusive retained taxes.

Figure 1. UI changes in the Summary area of the Invoices and Memos form


On the Financial tab of the Invoices and Memos form (shown in the screenshot below), the following changes have been made:

  • The sections have been rearranged.
  • The VAT Totals section, which includes the VAT Taxable and VAT Exempt boxes, has been added. These boxes have been moved from the Summary area of the form. The VAT Totals section is displayed on the form if the VAT Reporting feature is enabled on the Enable/Disable Features form.
Figure 2. UI changes on the Financial tab of the Invoices and Memos form


Changes to the Bills and Adjustments Form

On the Bills and Adjustments (AP301000) form, the following changes have been made in the Summary area:

  • The VAT Taxable Total and VAT Exempt Total boxes have been removed.
  • The Balance box has been moved below the Amount box.
  • The Detail Total box now displays the sum of the line amounts before any deductions—that is, the sum of the amounts entered in the Ext. Cost columns on the Details tab.
  • The Discount Total box has been removed from the form.
  • The Line Discounts box (see Item 1 in the screenshot below) has been added. The box appears in the Summary area regardless of whether the Vendor Discounts feature is enabled on the Enable/Disable Features (CS100000) form.
  • The Document Discounts box has been added. This box shows the sum of the discounts that are specified for the document on the Discounts tab and is unavailable for editing if the Vendor Discounts feature is enabled on the Enable/Disable Features form. This box is available and a user can manually specify the discount amount if the Vendor Discounts feature is disabled on the Enable/Disable Features form.

    For a document, if the Pay by Line check box is selected, Apply Retainage check box is selected, or both check boxes are selected, this box is unavailable, and a warning message is displayed.

  • The Retained Amount box (Item 3) has been added. The read-only box displays the sum of the retained amounts of all document lines, which are specified on the Details tab. The box appears on the form if the Retainage Support feature is enabled on the Enable/Disable Features form.

    If the Retain Taxes check box is selected on the General tab of the Accounts Payable Preferences (AP101000) form, the Retained Amount box shows the sum of the retained amounts of all document lines, without exclusive retained taxes.

Figure 3. UI changes in the Summary area of the Bills and Adjustments form


On the Financial tab of the Bills and Adjustments form (shown in the screenshot below), the following changes have been made:

  • The sections have been rearranged.
  • The VAT Totals section, which includes the VAT Taxable and VAT Exempt boxes, has been added. These boxes have been moved from the Summary area of the form. The VAT Totals section is displayed on the form if the VAT Reporting feature is enabled on the Enable/Disable Features form.
Figure 4. UI changes on the Financial tab of the Bills and Adjustments form


Changes to the Cash Sales Form

On the Cash Sales (AR304000) form, the following changes have been made in the Summary area:

  • The VAT Taxable Total and VAT Exempt Total boxes have been removed.
  • The Balance box and the Payment Amount box have been rearranged on the form.
  • The Detail Total box now displays the sum of the line amounts before any deductions—that is, the sum of the amounts entered in the Ext. Price columns on the Details tab.
  • The Line Discounts box has been added. The box displays the sum of the line discounts specified for the document on the Details tab.
Figure 5. UI changes in the Summary area of the Cash Sales form


On the Financial tab of the Cash Sales form, the following changes have been made:

  • The sections have been rearranged.
  • The VAT Totals section, which contains the VAT Taxable and VAT Exempt boxes, has been added. These boxes have been moved from the Summary area of the form. The VAT Totals section is displayed on the form if the VAT Reporting feature is enabled on the Enable/Disable Features (CS100000) form.
Figure 6. UI changes on the Financial tab of the Cash Sales form


Changes to the Cash Purchases Form

On the Cash Purchases (AP304000) form, the following changes have been made in the Summary area (shown in the screenshot below):

  • The VAT Taxable Total and VAT Exempt Total boxes have been removed.
  • The Balance box has been moved below the Payment Amount box.
  • The Detail Total box now displays the sum of the line amounts before any deductions—that is, the sum of the amounts entered in the Ext. Cost column on the Details tab.
Figure 7. UI changes in the Summary area of the Cash Purchases form


On the Financial tab of the Cash Purchases form, the VAT Totals section has been added, as shown in the following screenshot.

The section contains the VAT Taxable and VAT Exempt boxes, which were previously located in the Summary area. The VAT Totals section is displayed on the form if the VAT Reporting feature is enabled on the Enable/Disable Features (CS100000) form.

Figure 8. UI changes on the Financial tab of the Cash Purchases form


Upgrade Notes

During an upgrade to MYOB Acumatica 2023 R2, for documents with discounts, the system will recalculate the discounts and update the total amounts shown in the Line Discounts box in the Summary area of the Invoices and Memos (AR301000) and Bills and Adjustments (AP301000) forms. The Document Discounts box in the Summary area of the mentioned forms will show the amounts that were shown in the removed Discount Total box.