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