We just upgraded to 24R2 and are having issues trying to create a compliance line for insurance under the customer. This has never been an issue before. When trying to save the following warning is given:
This is directly under the customer record and there are no other compliance lines listed for this customer. Has anyone else run into this and how did you fix it? Thanks!
Hello @mnecaise ,
Acumatica preventing creation of the duplicate records of the Compliance documents based on the listed Key fields in your error massage (+ Document Type, it’s missed in the message, but from my expirience it’s also counted), but the Customer field is not one of them and does not counted in this verification, so the similar record can exist in your data, but you don’t see it on the Customer record since the duplicate line has either not selected Customer there, or selected different Customer. I’d suggest that you go to the ‘Compliance Management’ screen and search for the record with the same values in these key fields and make a difference in at least one field if you need them both, or select a Customer value there, if it's a duplicate.
Hope this helps!
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