Hi Everyone I am reaching out to seek guidance and assistance with modifying workflow state descriptions within our Acumatica ERP system. We are currently looking to enhance the clarity of our Sales Order processing workflow by updating the descriptions of certain workflow states to better align with our operational processes. Current Configuration:We have a state named "Completed" which we would like to rename to "Invoice Pending".Additionally, we have a custom state originally named "Invoice Released" that we need to change to "Completed". Objective:Our objective is to make these state descriptions more intuitive and reflective of their actual functions in our business process. This change is intended to improve user understanding and interaction with the system. Challenges Faced:We understand that modifying state descriptions might not be straightforward through the Workflow Editor or UI, and are concerned about the potential impacts on system integrity and future updates. Direct d
Can Auto Suggestion be set up for a parameter linked to AR.Customer.AcctCD on a dashboard?
Here’s what I’m doing now in SOAP to Record a CC payment: var pymtSchema = _context.AR302000GetSchema(); _context.AR302000Clear(); var commands = new List<Command>(); try { _context.AR302000Clear(); commands.Clear(); commands.Add(new Value { Value = "Payment", LinkedCommand = pymtSchema.PaymentSummary.Type }); commands.Add(new Value { Value = paymentRefNbr, LinkedCommand = pymtSchema.PaymentSummary.ReferenceNbr }); commands.Add(new Value { Value = bt_transactiontoken, LinkedCommand = pymtSchema.PaymentSummary.PaymentRef }); commands.Add(new Value { Value = bt_transactiontoken, LinkedCommand = pymtSchema.RecordCCPaymentCCPaymentData.PCTranNumber }); commands.Add(new Value { Value = "OK", LinkedCommand = pymtSchema.PaymentSummary.ServiceCommands.DialogAnswer, Commit = true }); commands.Add(pymtSchema.Actions.R
Can subaccounts be turned on in the Enable/Disable screen after GL transactions have been released/posted?
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