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Adding Branch ID column into AP Incoming Documents

  • 25 August 2023
  • 4 replies
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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 a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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@fpantelidakis65,

Did you ever have any success manipulating the incoming documents screen? We use it extensively and have lots of obstacles. We need to filter and prioritize based on different fields… Unfortunately, it seems like acumatica marketed and pushed this new feature extensively, but offers very little support for it. My VAR has relayed that they’re not even able to customize it to achieve what we’re looking for. 

If you’ve had any success, please share!

R
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@fpantelidakis65,

Did you ever have any success manipulating the incoming documents screen? We use it extensively and have lots of obstacles. We need to filter and prioritize based on different fields… Unfortunately, it seems like acumatica marketed and pushed this new feature extensively, but offers very little support for it. My VAR has relayed that they’re not even able to customize it to achieve what we’re looking for. 

If you’ve had any success, please share!



We think to use incom​​​​​​ing document in few weeks, we will have the same problem for the branch and priorities. I’m curious to know what are the others obstacles you faces? Thanks!

Raphael
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@twheeler,

There is a solution for the branch selector for Incoming Documents for 2023 R2. In this version, within Acumatica documents there is a field where users can now select the branch. Please ask your VAR to see if they can update you. 

 

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