I believe your link to INSITESTATUS is going to have multiple records if the item is in multiple warehouses. Try adding SiteID as a link there.
You would have to test this out but I believe you could link to the project at the PO line level and still place the fields in the header of the report. The downside is you would get only the first records attributes to print since it is in a group header vs. detail.
I would take a look at the Relations tab and make sure that they are all correct.
Yes what you described is likely the best bet. It works the same way as the ACH but without generating a file. Just make sure on your Payment Method setup you check this box so no additional steps are required.
You can give this a try also from the Apply Updates Screen, if that doesn’t help I would open a support case.
Check inside the Invoice Form itself. There is some embedded email text in there and unless you specifically reference the email template to use by name it will use what is embedded in the report for emails that are not sent via automation. If you fill in the Template ID field it will use your notification template.
One thing to take a look at to accelerate these types of integrations is to look at an iPAAS solution or even something like Microsoft Power Automate. It is fairly easy to build integrations with little to no code with these solutions.
Yes a platform like that can add some cost but it offsets the cost and speed of development for the integrations. Just because the APIs are there you still need to setup that push/pull/translation aspect of the integration. That’s where the iPAAS would fit.
Both Boomi and Celigo are good tools with Power Automate being a great entry tool to get some experience with the capabilities without a big investment. If you have Office365 you can get started for $15/month I believe. Celigo is definitely positioned more for the mid market with Boomi scaling up towards enterprise.
Thanks for your responses, I thought of the above but the integrations don’t consider those fields so the end result will be the same. I moved this over to Product Ideas. My thought would be an option at the Ship Via setup so you could have an option for both signature and non-signature with the same delivery method or alternately adding a checkbox similar to the other optional services options on the shipping tab.
Yes you would create it as a standard notification. I usually use the source transaction screen rather than the approval screen so you can include more information about the transaction in the body of the notification. Once you have the template created you assign that in the same location as the active approval map. One thing to keep in mind with approvals is that there is not a standard notification when an approval decision is made and most people want something that says this has been approved or denied. This can be accomplished separately using a Business Event and a separate notification template.
Congratulations Dermot! When I first met Dermot 3 years ago as a result of a referral from some other team members that previously worked with him, I was amazed at how fast his Acumatica knowledge progressed. It’s safe to say that he has surpassed me in many areas in far fewer years working with the product. His passion and commitment to our clients and the community is amazing and our team would not be what it is without him. Thank you for all your contributions!
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