Acumatica 2020 R1Build 20.101.0032
Hello @Irina,Thank you for the information.Our organization had the same question as Nawres. We’ve set up the automation step and found that it does work if we immediately go to screen CR3030PL and try to add a new business account.The trouble we’re having is that our workflow has us convert Leads to Opportunities at which point we are required to assign a Business Account (see image below). When the Opportunity is created along with the new Business Account, we find that the Business Account Shipping Rule is still set to Cancel Remainder. In addition after this happens once, it seems to break the automation step. For example, if we return to CR3030PL and creating a new Business Account after this occurs, the Business Account defaults to Cancel Remainder despite the Automation step.Any thoughts?
Thank you for the quick feedback @smarenich !To be clear, regardless of any other factors, this field is hardcoded to equal the date of PO creation once vendor is selected. Is that correct?
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