Is there a way to update the salesperson assigned to a group of customers in bulk based on state and/or zip code? We pay commissions based on the salesperson assigned to a customer account and need to change a group of accounts to a new salesperson. I set up a generic inquiry based on AR.CustSalesPeople pulling in the needed data from the location, customer and address tables. The inquiry returns the expected data and can be filtered for the needed records, however I’m not able to setup the “Enable Mass Record Update” operation successfully. What “Entry Screen” should I be using or does this need to be done using an import scenario? (I tried AR.20.50.00, AR.20.50.PL and AR.30.30.00.) Any suggestions or guidance would be appreciated. Thanks! You can setup a data provider that uses that Generic Inquiry as the source. Once you do that, configure an import scenario to do the update.
@angierowley75 I’d also be interested in checking out your solution. Sign me up!
Have you looked at Lightspeed VOIP and its integration with Acumatica? Lightspeed Voice - Marketplace - Acumatica Cloud ERP
Partners without API developers can collaborate with firms that have expertise in development of API based connectors that sync Acumatica with other applications. Our firm works with many Acumatica partners in this regard.
Never mind. Figured it out.
Has any one else encountered validation errors when attempting to install in latest build of 2022R1 instances?
I am encountering the same issue when I click Recognize after dragging a PDF invoice into the screen.
I’m having a problem with configuring for multiple department workgroup approvers needed first, then if over 5K multiple approvers from Executive workgroup needed, then if over 10K all approvers from Executive workgroup need to approve. The problem is that as soon as the first department approver approves, it is immediately approved and changes to open status.Anyone have any suggestions?
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