Hello Community,I was wondering if we can override the Default restriction groups in Customer Classes form. The requirement is:Each new customer is automatically placed in the "all customers" access group and is automatically checked off. 2. When a sales opportunity is assigned to a responsible person, that the customer stored there automatically gets into the restriction group of the user/employee linked to the responsible person and is also activated.
Hello All,I recently created (yesterday) a BE which was running as expected, but today it is not getting triggered. No conditions have been modified and not date conditions have been added to run the business event. What might be the reason? has anyone faced such issue on the same? I have faced this multiple times and when i created a new BE with the same parameters/filters/conditions then it got to working.
Hello Experts,I have been trying to import the COA from Xero Accounting software to Acumatica ERP for learning purposes. In Xero software, they have a column for Tax Rates which the users can set for each Account ID, so how can we map this Tax Rate in Acumatica for each Account ID. Thank you in advance
Hello all,I would like to know if it i possible to import the file attachments whether line level or doc level? or are there any references to customizations?Thanks in advance
Hello community,I have been looking out for ways to add an approval map whenever a new COA is added and then recording such approvals when, by whom the COA was added and by whom it was approved kind of audit report.Thanks in advance.
Hello all,I have been working on a report and when I export the report into Excel, the first column of the report has a greater font than any other in the same row: Project name columnHow can I decrease the size of the “Project Name” font like that of the other columns?
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