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Hello!

I cant seem to edit the workflow on the AP301000 (Bills and Adjustments) screen. Am i missing something or do some screens not have this option? 

Cheers

Andy

Hello @andythomas65 

It depends on the version of Acumatica ERP you have. Refer to the following article for the list of versions where the support of AP301000  form was added:

If you have issues on the Customization Editor form when the default workflow do not appear for the screen, the following article could help:

 


Hi @Irina .

 

Thanks for this, it's version 2021r1 update 5 I'm looking at. Will follow the article tomorrow and let you know how I get on.

 

Thanks again

 

Andy 


Hi @Irina 

 

I have the default workflow but I cant seem to create a new one and i wouldnt want to edit the default even if it was possible would much rather setup and new workflow and use that

 

Am i missing something really obvious here!!!

Cheers 

Andy


I actually missed that too... For the following forms, workflow automation customization is currently prohibited:

  • Quick Checks (AP304000)
  • Bills and Adjustments (AP301000)
  • Checks and Payments (AP302000)
  • Invoices and Memos (AR301000)
  • Payments and Applications (AR302000)
  • Cash Sales (AR304000)

This information was added to the article as well. My apologies for the confusion.


@Irina I sort of see why thats been prohibited but its a shame, Thanks for your help with this :clap_tone1:


Is it possible to request this as a future enhancement? I really need to be able to edit the Invoice workflow to produce different invoice formats based on the billing rule.

 


Hi @aimwright you could create an Idea for it here:

 


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