Correct me if I’m wrong, but in AR payments and applications, after you selected the line items and put in the payment amount, when you would go to release it, it would automatically delete the other line items that you didn’t use. It doesn’t seem to be doing that now. Any thoughts? We’re using 2022 R2.
+16HI
Can you share screen shots of what you are seeing and the steps you are taking?
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Watch this video. At around 1:15, they click save and he says Acumatica shows only the documents that you’ve marked off. Our system is not doing that. It leaves all them up there.
I clicked saved already on this one in my system (it’s on hold) and it leaves them all up there. Is there a setting we need to change or something?
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+13Hi
Can you please remove the hold and check if it is showing only selected documents or not?
I reviewed 22R2 and it is working fine at my end.
Do you have any customization? have you tested the same flow in Plain Acumatica?
Thanks
Acumatica Functional Consultant & Customer Experience Supervisor
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This is in a balanced state and still they don’t automatically disappear.
I released it and they are all still there also.
This is in our test tenant that has zero customizations. Our LIVE tenant has an allocation customization.
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+13Can you share the Acumatica Build and Version?
Thanks
Any ideas? I’ve tried it again and it’s still not working where it isolates only those documents selected and with payment applied.
+13Acumatica Functional Consultant & Customer Experience Supervisor
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