Solved

How to hide an action in AR Invoices & memos

  • 6 January 2022
  • 7 replies
  • 109 views
wfilipiak67
Rank
Userlevel 5
Badge +2

Hi, A client, at version 2020 R2, wants to eliminate the Email Invoice/Memo Action on the AR Invoices and Memos. 

I tried to set the Visible value to false on the Form specific option but that did not do anything. 
In 2021r2, I can do this fairly easily by selecting & setting the action to hidden. 

Is there anyway to eliminate this action without coding? 

Thanks,

Bill

 

icon

Best answer by Naveen Boga 6 January 2022, 22:24

View original

7 replies

Naveen Boga
Rank
Userlevel 7
Badge +17

Hi @wfilipiak67  Yes, we can achieve this requirement using the WorkFlow automation steps without any code changes.

  • In the Customization Project, select the Existing Customization screen → SO30100
  • Select the Actions (Left Side Menu), then select the Email Invoice action 
  • In the pop up you can Select the Hidden = TRUE
  • Same for AR301000 screen as well.

Attached package for your reference. Hope this helps!!

 

 

 

Naveen B
Naveen Boga
Rank
Userlevel 7
Badge +17

@wfilipiak67  Attached customization package here.

1 Attachment
Naveen B
wfilipiak67
Rank
Userlevel 5
Badge +2

@Naveen B , Thank you. 
I needed to have this for the AR Invoices & Memos, AR301000. 
At 2020 r2, i don’t think that this has the new workflow automation. 
It is available at 2021 r2
 

Naveen Boga
Rank
Userlevel 7
Badge +17

Hi @wfilipiak67  I worked on the 20 R2 instance still, we can achieve with the WorkFlow automation steps. Here is the screenshot and customization package attached.

 

1 Attachment
Naveen B
wfilipiak67
Rank
Userlevel 5
Badge +2

@Naveen B,

Thank you.

I will review again on the version that I have. 

Thanks for the quick responses! 


Bill

wfilipiak67
Rank
Userlevel 5
Badge +2

@Naveen B , I gave this a try & it worked perfectly!
Thanks again. 

FYI, My issue was forgetting that you can add existing actions at that version

Bill

Naveen Boga
Rank
Userlevel 7
Badge +17

@wfilipiak67  Understood :) Thanks a lot for sharing the update.

Naveen B

Reply


Terms & ConditionsCookie settings
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