Yup max is perfect way to do it!
Sean, Create a GI (the one you sent has too many tables) with service order and appointments joined.Group by Service Order refnbr and aggregate Count by the result field appointment refnbr See attached. This will give you number of appointments
Vinay, For clarityThat is the tracking number for the outbound package. But when generating return labels, where is the return tracking number stored? There isn’t a second record for return labels at the package detail level, is there?
Have the same problem with all transactions in Acumatica after customer added a Budget Ledger. Nothing will post.
I love the question. Subscribing to this topic so I can be advised if there is an answer.
At first we just had a personal single subscription when we configured Docusign and worked perfectly. We stepped through each subscription including Advanced with no issues.
The big issues are workflow changes can cause issues. So for example some reports hanging off the report menu on a sales order, might need to be redone through the new workflow engine if done a version or two ago.We also noticed some generic inquiries tied to entry screens since they are considered rely on the automation in some scenarios any customizations to the workflow engine might need to be looked at. We have upgraded many customers and this happened only in a few situations, so its not common but definitely a place to look. With a proper sandbox test, these issues should get flushed out there.
Thanks Vijay. This is good functionality and definitely helpful for those who don’t know about it, but it doesn’t quite solve the ease of use issues as when you are setting up a lot of screens for security. Remember there are over 1000 entries in the site map, combine that with the number of fields/actions in each screen and you have quite a bit of work to completely setup security throughout Acumatica. Tools Access Rights doesn’t help at the field level.
As an added bonus, when in this mode, put check boxes next to every field and add a select all. This way, security administrator when performing this function can select many fields to a role(s) at once.
What are you trying to create the provider for? Some multi-table type import operations might not be ideal to use integration scenarios.
Are there any payment gateways that can provide end customers quick financing? I.E. customer makes a purchase and wants some sort of financing options or payment plan. Quick approval and turn around time.
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