hi @mcoman ,Can you refer the below link that provides an idea how user defined values are stored in the DB. User defined attributed are prefixed with “Attribute” when stored in the DB on a separate table.So can you try inserting row respect to project user defined attribute table. Hope this gives you some idea. Feel free to ask more information on this.
hi @ppowell, the standard acumatica Business Accounts screen shows the orders, placed by this customer. You can either use the same screen or create a GI or reports based on this. If your particular looking for customer screen, custom field only to show the last completed order then it has to customized. Let me know if you need help on the approach for customization. Unfortunately what we need is a single entry showing the most recent order date for each customer (so max(Order.OrderDate)) for completed SO or WO orders. This is because we have to report on how many customers has their most recent order in each month. A GI doesn’t seem to have a way to group by Max(SOOrder.OrderDate) as well as count the customers in a given month. As we don't seem to be able to do it as a GI I decided the best option is to record the most recent order date somewhere when we complete the order which then gives us a single entry per customer and I can group by that date instead. Tha
Hi @jechang Can you try with SalespersonID instead of salespersonID _ description. If you still facing issue, please share the GI in xml format.
hi @Jp89,When your indicating as customer complaints, what type of complaints your actually referring to.
Hi @Ivan , Can you try overriding any of the below method. The “ReleaseDocProc” method is common method that would be invoked when payment are released directly from screen or processing screen. Feel free to post for further assistance on this.
hi @ppowell, the standard acumatica Business Accounts screen shows the orders, placed by this customer. You can either use the same screen or create a GI or reports based on this. If your particular looking for customer screen, custom field only to show the last completed order then it has to customized. Let me know if you need help on the approach for customization.
hi @lcombrinck55 , looks like the reason setting is not available for Purchase When you click on ADD STEP, the Entity type is freeze When the Entity Type is PO, the reason code disappears , as it not support for the entity.
hi @lcombrinck55 - Are you looking for the below. If your looking for something, Can you share the screen shot and elaborate ?
hi @BenjaminCrisman Thanks for your suggestion, Let us review this reports and get back if anything further required.
Thanks @Vinay K the above suggestion worked. @brianstevens Since I was looking for a solution in 20R2. @Vinay K approach worked. Thanks for your suggestions.
Thanks @niel72 and @ChandrasekharM. I understood your suggestion, we created a POC and able to get the records.
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