Question

Cleaning up Bad Service Data

  • 15 April 2024
  • 0 replies
  • 17 views

Hi,

I’ve inherited an Acumatica install with 1500 open service appointments and want to find a way to close anything over 2 years old automatically.  As I’ve been going through the process I’m finding lots of road blocks because of rules.

e.g. - Cannot complete because there are open appointments.

e.g. - Cannot complete because an instruction/comment line item is open in an appointment.

I am new to Acumatica and have been learning the service module but can’t seem to resolve this.  

Is there a way to mass close appointments and override the warnings?  If all else fails, someone will have to go through all the appointments and close them.

Thanks,

 

Kevin

 


0 replies

Be the first to reply!

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved