I think it was a customization gone berserk. My VARs just pushed another customization this AM and now it exports. I guess I need to be more patient
Is this an error with 2021 R1? Can anyone modify SO’s of type TR in the new interface?
Sorting worked BEFORE we upgraded to 2021 R1. I think this feature is now bugged, moved, or intentionally deprecated to make our lives harder :DI sure hope someone knows how to fix this. We’re printing hundreds of checks daily and not having them in vendor order is error prone and costly.
Using 2021 R1 here. I tried sorting before printing using the Vendor Ref column, still came out in the system generated order. We sorted by vendor, checked the bills we wanted to make checks for, hit prepare, went to processing, sorted by vendor, hit print, but the check output was still in system order. Are we no longer able to control the order or did I err somewhere in my process?
I do appreciate the advice, but my users just double click the space at the bottom of the PO screen to add a line. We really don’t want to make the job slower by having them access a pop-up window (the idea is to make things faster with this change). Can we not set a global filter that PO’s can’t hold items that they’re not supposed to hold?
That’s handy, but can this be enabled on the screen itself, rather than a pop-up window? I’d like to have this applied globally so no one can order items unless they’re set for the vendor on the PO.
That is cheating! I love it. Sure it’s a bit unwieldy, but until we get formal type checking, this is awesome-sauce. Thank you so much!
Unfortunately I still get the error on exporting.Error: Time 00:05; Conversion failed when converting the nvarchar value 'HG-6/TJX-4' to data type int. My Code is (there’s more surrounding it, but it seemed obfuscating to the topic):=iif([InventoryItem.EAPACK_Attributes]>0 AND [InventoryItem.EAPACK_Attributes]<1000,[InventoryItem.EAPACK_Attributes],1)My Values are pack sizes for goods, so 48 is pretty much my top end integer value.
Anyone know how to access SO’s of type TR in the Customization screens. This is starting to create issues in our workflow.
The method shouldn’t be empty as I added a report to it. I’m thinking the issue is the lack of a SO with type TR workflow. I can add a report to the interface, but it only appears on SO’s of type SO. Anyone know if it’s due me enabling the report on the wrong workflow? Below are the workflows I am seeing (I made the Sales Order workflow at the bottom) My options when making a new workflow are: Again, nothing about SO’s of type TR. I’m at a loss as how to modify this screen at this point.
As an add-on to this, I am trying to add a report drop down on my SO’s of type TR. There is no report drop-down on that screen and I don’t see a “TR” workflow, which seems odd to me too. Is this missing?
If you’re ever in Oregon, I owe you a beer good sir! I found the workflows, but didn’t think to make a new one (which explains all my greyed options).
Is this correct? I was told Automation Steps are now deprecated in 2021 R1. I say this because those are the steps I’ve used previously, but they are no longer working. Here is what Automation Steps says: I have been informed by my VARs that all this is handled in Customizations, but it seems my VARs have no idea how to do it. This is mission critical for our team, any help is GREATLY appreciated.
Among other fields yes. Right now, all my dates get locked once a shipment is created, I want to be able to modify those dates. This used to be handled through automation steps. If anyone knows how or has a guide I can use, that’d be aces!
These are old and throughout the year. Your answer is precisely what I’m looking for. I was hoping to re-attach all the invoices to the correct account, but it looks like I can only move the money. Thanks for your prompt and accurate replies!
That help doc is awesome, thank you!Forgive my ignorance of accounting, but wouldn’t this just move the numbers and not the actual transactions? I’m worried I wouldn’t be able to trace which transactions were shifted from Account 1 to Account 2.I was hoping to show that specific sales order/invoice lines who pointed to Account 1 now point to Account 2, but if that isn’t feasible, I understand and will push ahead with the aforementioned method.
Perfect! As a note for others who may be following behind, if you explicitly set this permission, it will block that filed regardless of other roles who are using only inheritance. I had to go and explicitly set the Admin role to overwrite to allow this field as inheritance from Admin was being overwritten by the explicit VIEW ONLY call from the secondary role.
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