@TimRodman I am upgrading a client from 2022 R1 to 2023 R2 and have experienced the above issue where they used to use a header with html to access an office form and it no longer works. Can you let me know your work around and if you found out if Acumatica broke this for security reasons or if it was unintentional?
The problem with this is that when the credit memo is created and you add the sales order lines from the RC type it completes the RC order so they can’t track that the product has or has not yet been receive as the order is completed when the credit memo is released.
@ed.goodman The save, hold, save with the respective commit checkboxes was the key to getting this to work for me. Thanks!
@bdanhardt83 I have not been able to get any created, I ended up creating the time card detail instead of using time activities. I have 1 file with multiple employees and activities in the file. I would love to see your import scenario to see what is different that you were able to get multiple lines in on an employee.
Inactivating the Line Nbr=-1 results in the records be checked off as if they were imported with no errors, but they do not actually create any activities. I don’t see how the EP307000 Import scenario you attached would work as it does not specify in the import which employee to create the activity for. the only line you have an employee ID on is approver field. Not sure what version this was created on, but in 2022 R1 on the EP307000 screen you have a header record that contains the employee and the week. This import scenario does nothing to create the header record.
Creating the RC first. Although the shipment button appears if you click on it you receive an error message that no items are planned for shipment. I believe this is because they are not sending them a replacement. This is a return for credit. I don’t want to click on the receipt because it hasn’t been received yet. The box on the order type is selected to ‘Allow Refund Before Return’, but it is not allowing be to create the invoice (Credit memo) as that option is grayed out. They provide the credit to some of their customers prior to receiving the product back in so they need to be able to create the credit memo and still track if the product has or has not yet been received.
Not sure what version you are on, but if 2021 or later, you can enter the payment putting it in for the month you want it to be applied and then on the customer record under actions or the ‘more...’ menu (depending on R1 or R2) you can regenerate the last statement and it will regenerate it and that payment will be taken into account. Or you can enter the payment and then you can generate a statement on demand from the customer record. If you generate a statement on demand, though, you cannot do it for the statement date you already created, you have to do a different date so if you previous statement was run for 5/31 then run a statement on demand for 6/1. Then still on the customer record go into statement history and you can select the recently generated statement and print or email it.
@matthewjames83 Did you ever figure out how to clear the recently viewed or how to fix it when the recently viewed function hangs?
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