Hello @Harshita , How was the new Role created? Was it created simply by typing into User Roles screen? If yes, is your system customized? If yes, please try creating the role and assigning it to users with customizations temporarily un-published. This exercise will rule out customizations as the cause of strange behavior. Are you logged in as an administrator when creating the Role and assigning Users? If not, please try logging in as Administrator, to rule out problems with your access rights. I am able to manually create a role of the same name in my sales demo and I can see all users. I tested in version 2024 R1. It may be helpful to know your version. Thank you. Laura Hey @Laura02 ,I had simply created by typing into the User Roles screen by logging into the admin account. The build version is 23R2.I also tried to create simply by typing in the sales Demo tenant, but it shows the same for me:
Hello, Please try creating the role and assigning it to users with customizations temporarily un-published. This exercise will rule out customizations as the cause of strange behavior. Are you logged in as an administrator when creating the Role and assigning Users? If not, please try logging in as Administrator, to rule out problems with your access rights. Thank you, Laura The Sales demo instance doesn’t have any customizations published. I created a new role by logging into as an administrator & just by typing.I even tried to navigate to the Access Rights by Roles screen, and setting up the access rights to Delete to one of the screens: But its still the same.
Hello @Harshita Here’s a screenshot from a scenario I created in the past to Add PO you can use as reference. Hope it helps Hello @riglesias ,Can you kindly share the complete xml file?
@riglesias & @travislawson ,have figured out the import scenario for single line PO. But when I try to create PO Receipt for multiple lines, it is then creating multiple receipts. How to resolve that? Have attached the XML file too.
Hello, If your sales demo tenants is located on the same URL as customized tenants, then it’s possible that customizations could be having an impact on Sales Demo tenant. Are you saying, your Sales Demo is running on your local machine, separate from any tenant that has customizations applied? Did new roles work before, and now they don’t? If yes, what changed since roles last worked normally in this tenant? You may need raise a ticket with Acumatica. Hopefully others will post here with more ideas… Laura Hey @Laura02 , I just figured this out. I actually had to add the role using the ‘+’ icon under the user Type screen manually and this was the point that I was missing out.Thanks a lot for your valuable suggestions !!
Hi @Harshita Restored the scenario in my demo and I noticed Receipt Nbr field is blank in your Data Provider. This is a key field and lets the system know which lines should be created for the same receipt. Please try to modify the data provider so the lines that should belong to the same receipt have the same value for Receipt Nbr. Something like this: Hope this helps. Hey @riglesias , I already tried this:And this is the result: It is taking the Inventory ID of the first row whereas the receipt qty of the second row from the importing data.
Hello @Harshita Once you add the PO Lines, if you need to modify the receipt qty, you also need to setup a custom key using the @@ notation for Details tab. In this case I setup Inventory as custom key to let the system know the line where the qty will be modified. See highlighted lines below. Hope this helps. Hey @riglesias , thanks a lot for your suggestions. it now worked as expected.
@Harshita, I don’t think it is possible via the no or low code customization. I think it should be possible through graph extension. Can you please share what is the screen and grid you are targeting? Its is Reconciliation Statements form & I am looking to make the doc level notes as mandatory to be filled up.
Sorry, disregard. I mixed it with another thread I was responding. Haha. Not an issue. 🤓
In the parent level “Reconciliation Statements” set the Access Rights to “Delete” or “Granted” and at the child level set whatever you wish. The inherited permissions can not be altered. Thanks @aaghaei , for your suggestion.
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