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Attributes not displaying in customer/Vendor screen

  • May 4, 2023
  • 2 replies
  • 225 views
jyounes
Jr Varsity II
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I created an attribute I would like to apply to my customers and I’m not seeing it on the attributes tab on the customer screen.  I have to be missing something. 

 

 

Best answer by Manikanta Dhulipudi

hI @jyounes 

 

HAVE YOU added an attribute in the customer class?

Assigning an Attribute: Acumatica has a provision to assign an attribute at the class (category) level so that at the entry level, only applicable attributes are accessible.

 

Check the below link for more details

 

https://www.greytrix.com/blogs/acumatica/2022/08/05/attributes-in-acumatica/#:~:text=Navigate%20to%20Receivables%20%3E%20Preferences%20%3E%20Customer,at%20customer%20(entry)%20level.

Thanks

Jason Younes

      2 replies

      Manikanta Dhulipudi
      Captain II
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      hI @jyounes 

       

      HAVE YOU added an attribute in the customer class?

      Assigning an Attribute: Acumatica has a provision to assign an attribute at the class (category) level so that at the entry level, only applicable attributes are accessible.

       

      Check the below link for more details

       

      https://www.greytrix.com/blogs/acumatica/2022/08/05/attributes-in-acumatica/#:~:text=Navigate%20to%20Receivables%20%3E%20Preferences%20%3E%20Customer,at%20customer%20(entry)%20level.

      Thanks

      Acumatica Functional Consultant & Customer Experience Supervisor
        estebanperalta54
        Captain II
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        Hi @jyounes make sure you add it to the customer class and then you’ll be able to assign the values on the customer:

         

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