Replies posted by alicia23
thanks for replying KbeattyThat only populates from fixed Shipping Terms prices. if you have shipping terms with “based on” sales order (or if terms is blank), and you select the override box on the Order. It does not populate that field. I wonder if this is a bug.
Hi Naveen , Thanks for the response. I am able to use the @Me in the generic inquiry. My problem is that i need to use the same function in report design but it doesn’t work in the report designer. So , i am looking for something that will work the same. So i can restrict the current user.
Hi Naveen, It is not a custom action, but it is in the import mapping for the Bills and Adjustments screen under the target object “Document Summary”. I figured if it’s listed in the actions under the import actions available that it should be able to be used for that screen? So i thought this would allow me to add a new vendor. Maybe using the (+) icon in the dialog box?
Hi Matthew, I was actually in 2020R2 , but it did not show the report option when you click Fill Values. You have to click Fill Values and then manually type in the @reportID. However when I look at my 2021R1 it looks like they have moved even more automation steps to the new workflow engine, and i have yet to figure out how to add my custom reports to the new workflow engine. This is my 2021R1
yes, just had a client that had to do the same thing. I made a GI that showed all vendors that are 1099 vendors with bills (per line) that do not have a 1099 box filed out. Then export the GI results and fill out the box in excel. Still a bit of a pain but way easier than manually doing it.
I was able to write an import to update the box lines on all the bill that needed updating. I had to update bills for the entire year (2000 records). The import updates in a minute instead of open each bill and changing each line.
Hi VkumarThis is a auto repeating import that will be grabbing the file from another system. The other system is not pushing out credit’s and debits. This is for AR transactions so I figured that last entry would be the AR account. If you manually put in a journal transaction and for the last line you enter the account and hit return if auto balances the journal for you. So i was trying to have that happen in my import. thanks
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