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Question

Missing Connection to show Customer Class Fields on Business Account GI

  • July 7, 2025
  • 1 reply
  • 30 views

Missing Connection to show Customer Class Fields on Business Account GI - Must be missing something- Even using the Customer Class table- I’m trying to show Sales reps their own New AR Accts (vs Cash type), which only works with business accounts for the @me connected to the User PKID. Other fields seem to pull over fine, but I’m not getting the vast majority of the Customer class to Show in the results grid correctly. Any suggestions for connections or existing examples?

1 reply

BenjaminCrisman
Acumatica Employee
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  • Acumatica Support Team
  • July 7, 2025

@Crystald19 Is it possible you can upload your GI so we can check how you’ve created it? Sometimes it’s much quicker to use what you have created and fix that, than make a GI and go back and forth on details to include/omit