Hello @abrilromero06 ,I am not sure if is it possible in the Vendor Details screen without developing customization. Because that screen is an Acumatica standard screen, not a GI.But you can create a GI with the PX.Objects.AP.APTran DAC .Then you can select the APTran DAC to pull the notes.
Hello @adharmawansha22 ,You can try the below workaround. But initially try this in the test environment and check.Create a dummy/ cash account to create AR payment and AP paymentCreate a dummy payment method, enable use on AR and AP modules, and link it only to the above cash accountMake a payment using this payment method and cash account on the AR invoice ($100)Make a payment (only for $100) for the AP bill using the above payment method and cash account.The net balance on the Cash account will be zero ( the dummy clearing account) And there will be a payable outstanding amount.
Hello @bulaire65 In the refund document, the user can apply the prepayment document.
Hello @LungileNjakazi37 ,The only possible way I can think of is Style Templates. The user can create the templates and the user can assign the templates to the reports.Please check the Acumatica helphttps://help-2022r2.acumatica.com/(W(9))/Help?ScreenId=ShowWiki&pageid=f420001c-46cb-4184-afba-83367687095aS150 Report Designer training (Lesson 7: Modifying the Report Style)
Hello @Fie ,The user can assign the default project and the task to the warehouse location (new project location). But when creating a PO we are not entering location. So user needs to manually select the project and task. However, when it comes to the purchase receipt screen project will default from the warehouse location.
Hello @Merch,You can try access rights to revoke the access for the relevant field.ExampleBefore Revoke access rights After
Hello @jwarren ,Yes. You can create a custom GI to accomplish this requirement. You can use PX.SM.UploadFileRevision DAC and the PX.SM.UploadFile DAC.As an example please check the attached GI. Based on your requirement you can modify that.
Hello @CAMORRISON ,Please try this relationship to join CROpportunity DAC and the CRQuote DAC.
Hello @lewisad ,To get a better understanding of the DAC/Table relationships, you can use the Merged DAC Relations (SM402000) screen and DAC Schema Browser.In addition, you can follow the S130 Data Retrieval and Analysis course at Acumatica University.
Hello @Sagar Greytrix ,The user role 'Customizer' is a system user role (a predefined role with programming built into it) and does not have the option to selectively give access to the functionality of this access role. Hence, there is no out-of-the-box option available to give access only to the Inspect element option without assigning the Customizer system role.And the attached link is a product idea. You can vote for the idea. The more votes it receives the more likely it will be added to the product.Thanks.
Hello @Harry Please check the below Acumatica help link related to the Reversing Project AR Documents.https://help.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=c17cd276-5ac4-3e1e-a238-fa3ccdaa1e16Thanks
Hello @Harry ,The Import scenario feature is a good option for mass updates. Other than that you can try the GI mass update option (initially in the test environment).ExampleAdd relevant fields to the GIEnable the Mass update option Process Thanks
Hello @Sterry Yes. We can apply open Debit adjustment to credit adjustment.ProcessOpen Debit adjustment and credit adjustment.Open debit adjustment in the payment screenApply Both documents will closeThanks.
Hello @MarciaW ,Please check the comments on the below product Idea.https://community.acumatica.com/ideas/approval-process-for-so-invoices-6714Most probably we will get the ability to set up Invoices (SO303000) approvals in the 2024 R1Acumatica 2024 R1 Beta version release notes - https://acumatica-builds.s3.amazonaws.com/builds/preview/24.1/ReleaseNotes/AcumaticaERP_2024R1_Beta_ReleaseNotes.pdf
Hello @ViweM,You can try the below instructions in the community article.https://community.acumatica.com/report-designer-237/how-to-print-multiple-copies-in-the-report-designer-13424?tid=13424&fid=237Try to add sub-reports in the group section instead of the footer.Thanks
Hello @Harshita ,As per the standard design, there is no option to add an approval map to the Chart of Accounts screen.To check the update history you can try the field level audit functionality.Thanks
Hello @mnecaise,You can try the field format option as N2. Please try this format option and check. Before After Thanks
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