I’d like to use the “Create Sales Order” action in an Import Scenario on drop-ship purchase orders. Here’s the process flow I’m trying to make work:Create drop-ship PO, enter PO line(s), save the PO Use Business Event to trigger an Import Scenario based on newly inserted record Import Scenario accesses the newly created PO record and does a “<Action: Remove Hold> (ReleaseFromHold)” step. This is working. Import Scenario performs “<Action: Create Sales Order> (CreateSalesOrder)” step, fills in Sales Order Type of “SO”, and selects OK to close dialog box, create the Sales Order, and enter the SO Type/number/line into the associated reference fields on the drop ship PO line. This is NOT working. ***I need help w this step.*** Import Scenario puts the PO back on hold using “<Action: Hold> (PutOnHold)”. This is working (when I inactivate the mapping lines related to #2 above). Import Scenario checks the box for “SO Linked” -- I cannot find an Action for this. I only se
My client recently began using AP Approvals. Specifically, they added an AP Approval Map to the AP Preferences form under the Approval tab and activated it. Since doing so, when an AP Bill is entered and saved and taken off hold, it moves to a Balanced status as normal. However, we’ve noticed that they are no longer able to add new lines to the Bill, change dates or vendor locations, etc….all things that can normally be done for a Balanced AP Bill.If we deactivate the approval map on AP Preferences, we can go back to the same Bill whose fields were greyed out and no lines could be added or changed or deleted, put it on hold, then take it back off hold, and now all those fields are available for editing again and new lines can be added, etc.If we reactivate the approval map and do the same thing - put the Bill on hold and then take it off hold again - we are back to the fields being greyed out and no lines changes are allowed.If it matters, this Bill is not subject to the approval map
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