Hello,User emailed an Invoice from the Invoices screen and noticed they wanted to make some changes.I made some minor text changes to the notification template for invoices.I opened the invoice in the Invoices screen and emailed it a second time to see my changes.It seems to be using a different template completely the second time as I did not change the subject line, but you can see it is different. My changes are not in the email. Below is the notification template I edited. You can see the subject still says “available for viewing” at the end. I search “is now available” in templates and do not get any templates related to invoices.“is now available” is in the top message in the image above. It is the second email after I made my changes. So I do not know what template Invoices are using or how to make them use the same template notification ID it was using before. The one that I edited. Thanks,Larry
Hello,Looking to initiate approval maps for AP and PO’s under certain conditions.Documentation indicates that a notification will be sent, but I don’t see how I link the notification template to the approval rule? Do I set up a notification template like this then Acumatica sends an email every time any document is created that needs approval?
Is it possible on a per shipment basis using the standard Fedex plugin to specify that signature is or is not required. We know how to setup the Carrier so that the Service dictates whether signature is required or it is ALWAYS required or not required but it would be nice to dynamically specify that per shipment or per customer. Additionally, Big Commerce supports the ability to specify special shipping instructions, these do not currently integrate to Acumatica and there is also no location to even manually enter those so that they would be included on the shipment. Sending special delivery instructions would be a great feature.
Encountered this issue while working on the generic inquiry. Anyone can help advise how to resolve this? Thanks!!
Each of our projects can have different insurance requirements/thresholds and/or warranty duration that need to be included/communicated to our subcontractors/suppliers on purchase orders. I have created the necessary fields using “Attributes” and then I added these attributes to the Projects (PM301000) screen as user-defined fields through the Customization>“Manage User-Defined Fields” prompt.Now, I can also add these attributes as user-defined fields on the Purchase Order screen, but they just appear again as blank on each PO form and it doesn’t copy over from the project.In Report Designer, I can edit the Purchase Order report to print the user-defined fields that I added to the Purchase Order screen, but is there a way to link/relate the Purchase Order back to the Project such that I can print on the the user-defined fields from the Projects screen instead of from the Purchase Order (so the attributes only need to be filled in once and are then copied over to each PO if the PO h
I need help figuring out the missing piece on a Generic Inquiry.I want my users to be able to pull up a list of items needed for Planned, Released and In Process Work Orders. I have an inquiry started but it’s listing some items multiple times and it shouldn’t.The goal is for them to be able to see how much of Item A they need for the next 3 days or so and how much of Item B they need and so forth.I’m attaching screenshots with the linking currently on the inquiry. I think I have a join wrong or maybe there is a link missing…I would appreciate any input or if there is another way to get this info, please share.
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