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Add to Schedule - Greyed out

  • August 7, 2023
  • 3 replies
  • 65 views
jyounes
Jr Varsity II
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I cant get the add to schedule to un-grey.  I’ve made these before, im not sure what im missing.

 

 

Best answer by YasasWithanage76

Hello @jyounes ,

The reason for this behavior is the journal transaction is in the On-Hold status. Please remove the hold and check in the “Balanced” status.

 

 

Jason Younes

3 replies

Vignesh Ponnusamy
Acumatica Moderator
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  • Vignesh Ponnusamy
  • Acumatica Moderator
  • 372 replies
  • August 7, 2023

Hi @jyounes, Add to Schedule should be enabled when the document is in Balanced status. So use Remove Hold to set the document Balanced status. Good Luck.

#VP
YasasWithanage76
Acumatica Employee
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  • YasasWithanage76
  • Acumatica Employee
  • 66 replies
  • Answer
  • August 7, 2023

Hello @jyounes ,

The reason for this behavior is the journal transaction is in the On-Hold status. Please remove the hold and check in the “Balanced” status.

 

 

jyounes
Jr Varsity II
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  • jyounes
  • Author
  • Jr Varsity II
  • 63 replies
  • August 7, 2023

Got it, the approval step was added and that part looked to be what was making me miss it.

Jason Younes


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