Hi,
Need you help to Open Business Account screen from Opportunity using (Create Account drop down list). In Acumatica 2020 R2 business account screen is not appear.
Note: Earlier it was (Business account screen will be open from Opportunity) working on 2019 R2 version.
Thank You,
Best answer by Irina
Tested on SalesDemo - Business Account (CR303000) form succesfully open on clicking CREATE AND REVIEW buton and new Business Account information being successfully saved. The same happens on clicking CREATE button, except Business Account (CR303000) form is not open in this case.
There are mandatory fields that shoud be filled prior to it - BAccount ID, Name, Last Name.
+8Hello
The issue won’t reproduce on SalesDemo, 20.211.0037.
Please check your customizations.
Hello @Irina,
Need to open Business account screen after CREATE / CREATE AND REVIEW button.
Currently it is processing from back-end. Please help me to open the business account screen.
+8Tested on SalesDemo - Business Account (CR303000) form succesfully open on clicking CREATE AND REVIEW buton and new Business Account information being successfully saved. The same happens on clicking CREATE button, except Business Account (CR303000) form is not open in this case.
There are mandatory fields that shoud be filled prior to it - BAccount ID, Name, Last Name.
+8Please note that starting from 2020 R1, Opportunity form supports new Workflow instead of Automation Steps, for more info refer to the following:
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