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Adding notes and files to GI

  • 5 June 2024
  • 3 replies
  • 91 views

I’ve come across a werid scenario from my Accounting team.  It seams that Screen AR3030PL - Customers not have show notes and files in the results grid:

But in Screen AP3030PL - Vendors, it does:

I can seem to find where these settings exist to fix it back to add those columns to AR3030PL.  Where does this exist since it is a GI and not a Screen?

3 replies

Laura02
Rank
Badge +18

Hello,

Here are a few ideas to try:

  1. Did you already check Column Configuration button to see if you can move Files & Notes from Available Columns section on the left, to the Selected Columns section on the Right? 
  1. Did you already try Reset to Default button?

 

  1. Members of the Customizer Role may click Customization →  Edit Generic Inquiry in the right corner.

Check to see if the Notes setting has been changed on the GI:

  1. Look for newly published Customization Packages.

 

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~
Manikanta Dhulipudi
Rank
Userlevel 7
Badge +12

Hi @claudematherne24 

Do you have any modifications done in the customer GI?

In addition to @Laura02  Please use the attached Customer standard GI to check the issue

https://www.augforums.com/forums/acumatica-generic-inquiries/attaching-notes-in-a-generic-inquiry/

1 Attachment
Acumatica Functional Consultant /vrsn2709@gmail.com /
claudematherne24
Rank
Userlevel 4
Badge

Looked like the attach note was flagged wrong.  Thanks!!!!

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