My apologies, Michelle. I had forgotten that holding shipments upon entry was even an option.If it is necessary for your circumstance to have shipments created in the on hold status, the shipment records could be taken off hold en masse with an import scenario.... I do not know whether there is a quicker or smoother way. I would be interested in hearing from someone who has more experience with the new workflow engine to learn whether that could be a potential solution.If it is not truly necessary for your shipments to be created with the on hold status, you can uncheck that setting in sales orders preferences. Shipments would then be created with the open status.
I’m afraid I am not following your workflow. Are you referring to taking the Sales Order off hold (Shipments do not have an ‘On Hold’ status)? Or are you talking about Confirming Shipment?
New thread and update related to this topic: It appears the guide has been updated this month and I do not see any reference to limits on Inventory Items anymore. I will be interested to learn the current policy on this.
This used to be defined by transaction tiers and was listed in the Licensing Guide on https://www.acumatica.com/agreements/It appears the guide has been updated this month and I do not see any reference to limits on Inventory Items anymore. I will be interested to learn the current policy on this.
Michelle,In the Sales Orders workspace, under Processes, you will find two screens:The Process Orders screen where you can create shipments in bulk for selected Sales Orders The Process Shipments screen where you can print Pick Lists and/or Shipment Confirmations in bulk for selected Shipments.In both screens, clicking the drop-down in the Action field will show your options for actions to take on that screen for the records you select.Cheers,Kimberly
@Elena,Thank you for this builds link. I am glad I can access updated datasets without having to deploy a new instance.Perhaps we can take snapshots of “clean” instances (before bringing in U100 data) and revert back to those initial snapshots before upgrading via the UI. (Then, of course, import the current snapshot for the upgraded instance). Is that a viable way around having to deploy new instances for every upgrade? We would still lose any learners’ work in progress, but at least we could upgrade without having to access the hosting server.Also, I want to confirm we are just talking about the two major releases per year. We should be able to perform minor updates through the UI even with U100, right?Much appreciation for all your help and advice.Kimberly
@Elena - Deploying a new instance requires access to the server, does it not? That is a big requirement for someone managing training instances and I strongly prefer not to give that person direct access to our hosting server.Also, are there any plans to offer snapshots of updated datasets in a similar way as is done with SalesDemo data?Thank you,Kimberly
Irina,I am having trouble finding this guide. Your screen shot looks like Open University. For VARs, it appears that we now have only one LEARN link at the top of the screen (we used to have two - one for Partner U and one for Open U). That link takes me directly into my litmos/Partner University home screen.Can VARs still access Open University?Is Open University where I can find a U100 snapshot to import into a new tenant?Thank you!Kimberly
Following. I have a customer experiencing similar issues.
Hi Erin,You can do this by creating a Unit Set and adding that Unit Set to the Report Definition. To Create the Unit Set:From the Unit Sets screen (CS2060P3), click the + sign to create a new set. Enter a code and description for your set at the top of the screen. Add a code, description, and data source for each unti (branch, in your case) in the main portion of the screen. In the Data Source field, click the magnifying glass to show the Data Source Editor. Here, you can select your branch. Use the arrows in the left section of the screen to nest and arrange your units. For example, you can have a unit that will show all branches together, then each branch separately on the next level (see below). This will allow you to see all branches combined as well as each one individually.Unit Set w/Branches, showing Data Source Editor To Assign the Unit Set to Your Report:From the Report Definitions screen (CS2060PL), select your Profit & Loss report. In the Unit Set field, select the code
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