How do I add the + sign for New Opportunities back to the Opportunities Page? The + sign/add new opportunity has disappeared. It used to appear between the Cancel button and the pencil (edit record) button.
How do I add the + sign for New Opportunities back to the Opportunities Page? The + sign/add new opportunity has disappeared. It used to appear between the Cancel button and the pencil (edit record) button.
Two possible things
Then, on the Entry Point tab, make sure that the “Enable New Record Creation” is selected:
There are a few things that could be causing this.
I’m assuming you were previously using this functionality?
Have any customization projects been published since then that may have affected this screen or the access rights for it?
You will need the “Administrator” role to modify access rights.
I do have access. I have tried this. The Generic Inquiry Screen ID: CR3040PL has disappeared from my database. All I have now is a GI (GI990220).
Have there been any customizations done to this area of the system?
What version of Acumatica are you on?
I’m running a preview version of 2024R2, and neither the GI990220 GI, or the “Opportunities Details” screen that’s set as the entry screen, appear to exist in my instance.
Correct. The CR.30.40.PL is missing. These GI’s are copied in. I am on 2023R2. In my attempts to correct the error, I added these GI’s.
Okay, so am I understanding correctly that first, the CR3040PL was missing, then you imported GI990220 as a replacement?
Is Opportunities Details a custom form screen, or is it another GI?
I believe the only way to allow inserting of an Opportunity from the GI990220 GI, will be to set the CR304000 Opportunities entry screen as the Entry Screen.
My issue is resolved. I was able to Export the xml file from my sandbox environment (where the original Screen ID and inquiry were working properly) and then Import it to my Production Tenant.
Thank you for the quick and helpful responses!
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