Royce,When I use the “Edit Report” option, it downloads the report to my local machine. When I open the report locally, the “Open report from server” dialog appears automatically.Is there another/better way to edit reports and templates? Any recommendations?Gabriel,Thanks for the confirmation. I tried using the native account and it worked. (Didn’t realize the report designer applet didn’t work with AD accounts.)Thanks, guys, for the help - much appreciated!
Re-opening this topic…The Parent/Child relationship won’t help in situations where either the Parent or the Child already has a relationship with another account. In other words, an account can have only 1 Parent at any given time.Plus, I’ve been told that the Parent/Child relationship cannot be nested, which means a Parent account cannot have it’s own a Parent account. (If this is incorrect, please let me know!) So my question is: When it’s not possible to use the Parent/Child relationship between accounts in Acumatica, how do you apply a payment received from one account to other unrelated accounts? I encounter this scenario 2 or 3 times a week and our solution so far is a real pain - both for the CSRs that have to manually enter them into the system and for our Finance team, who have to deal with it in the bank reconciliation. Any recommendations would be greatly appreciated!
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