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Urgent help needed! I "broke" the Appointments GI. How do I fix it?

  • July 19, 2024
  • 18 replies
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How do I fix the GI for Appointments? I would like to restore this GI to it’s “out-of-the-box” configuration. 

Thank you!

Best answer by dcomerford

Here you go

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18 replies

Naveen Boga
Captain II
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@jsudak Do you have brand new instance of the same version. If yes, please export and import into your instance.

 

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  • Author
  • Varsity III
  • July 19, 2024

I do not have a brand new instance of the same version. We have a Test System (sandbox), but the Test System (sandbox) version is different from my Production Tenant version, so I have nowhere I can copy the GI from. 

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dcomerford
Captain II
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What version are you on? If i have a local version the same i will attach it here.

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  • Author
  • Varsity III
  • July 19, 2024

2023R2

 

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Naveen Boga
Captain II
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@jsudak  Attached here

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  • Author
  • Varsity III
  • July 19, 2024

Thank you for the Opportunities file. Do you have one for Service Appointments? 

 

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dcomerford
Captain II
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  • Captain II
  • Answer
  • July 19, 2024

Here you go

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  • Author
  • Varsity III
  • July 19, 2024

GENIUS!! Thank you SO MUCH!!!  😊

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Naveen Boga
Captain II
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Sorry, I was shared Opportunities GI. Thanks @dcomerford  for sharing the Appointments GI.

Hope you had resolved the GI issues now.

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  • Author
  • Varsity III
  • July 19, 2024

Resolved. Thank you both!

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  • Author
  • Varsity III
  • July 21, 2024

I need additional help. I imported the CR-Opportunities file Naveen provided, and now our Opportunities GI won't work. Does someone have a file for CR-Opportunities 2023R2? 

Thank you.

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dcomerford
Captain II
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@jsudak Try this one

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  • Author
  • Varsity III
  • July 22, 2024

Thak you Dermot. The Appointments GI is fixed.

Now I need a file for CR-Opportunities 2023R2, as our Opportunities GI is not working.  

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andriitkachenko
Jr Varsity III
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Hi @jsudak

You might have some issues because there are multiple versions of 23R2, and there’s a chance that some reports have been changed between the 2 versions.

You can check exact version of your instance by click on Tools → About at the top right corner of any screen of the instance.

I’m attaching the CR-Opportunities GI from 23.206.0006 version.

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  • Author
  • Varsity III
  • July 22, 2024

Thank you. I am still having an issue. When the GI opens it looks ok.

 

When I click the Hyperlink for the Opportunity ID, I am not directed to the Opportunity but get returned to the Home Page of Acumatica. I will meet with my VAR and see if they can clear up the problem. 

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andriitkachenko
Jr Varsity III
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When you click on the ID, you’re redirected from the Generic Inquiry to the actual screen responsible for the Opportunities.

The reason for it might be some security/role configurations, which makes either entire screen, or some records hidden for you.

Another possible cause might be that the screen CR304000 Opportunities is corrupted as well on your instance. 

You can try to go to the screen manually by replacing CR3040P9 into CR304000 at the address bar of your browser. If you’re still redirected to the home screen - something’s wrong with the Opportunities screen, not the GI. 

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  • Author
  • Varsity III
  • July 22, 2024

Thank you again. I will try all of the above and see what occurs. I really appreciate the quick responses and all the help!  

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  • Author
  • Varsity III
  • July 23, 2024

Issue resolved. I adjusted Access Rights, and all is working appropriately. Thank you for all the help!

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