Action dialog is not returning a value

Userlevel 2

Acumatica version: 22R1 Build 22.107.0022


I am using a no-code approach to adding an action menu items.

On the Contacts screen, I have created two new action menu items:

  • Create Customer
  • Create Vendor


Here are the settings I am using for "Create Customer"  (The settings for "Create Vendor" are similar).


I have the same challenge for both action menu items.

I need to return the "Business Account" ID/Name to the "Business Account" field on the "Contacts" screen (when the dialog closes).

I have tried using a few different field combinations on the “FIELD UPDATE”
but have not had any success.



Maybe I am misunderstanding how some of these settings are interpreted by Acumatica.

Can you tell me what I am missing or point me in the right direction?

Thank you in advance. :)

Ken Severud



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