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Adding Branch ID column into AP Incoming Documents

  • 25 August 2023
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Hi,

 

We have a client that has multiple branches set up. They will be using AP Incoming Documents. Right now users cannot select the branch in the Incoming Documents screen and if they update under Bills & Adjustments the item does not save. How can we add the Branch ID column under Incoming Documents so that way users don’t have to worry about selecting the Branch at the top of the screen? Also, are there any other workarounds we can try? Client is on 2023 R1

 

Thanks,

Frances

 

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Best answer by aaghaei 27 August 2023, 09:20

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aaghaei
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@fpantelidakis65 you can easily add a custom field to default and if needed change the branch. Your main work will start after that when you push the document into the AP bill. You will need to override that method too.

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If I provided an answer to your question, please mark it as “Best Answer”

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