clients receive emails from their customers with a PDF of a remittance. If we can copy the AP doc recognition service and use it for AR. This would be nice and save time. The service needs to recognize the Name and Customer ID
Hi, how do we prevent a AP bill from being paid? The AP bill is entered and released. It shows up on Aged AP which is good. But how can we flag this bill to be put on Hold ?
Looking for a training guide or course for the new feature of WorkFlow. Need to start at basic training. Partner university does not have any courses on this. I started to see that you need to removed all automation steps on a screen. This seems scary. Any ideas.
On many of the reports during the print process, there is a Send button. This button would generate an email using the data fields from the screen or document. In report designer, you can fill in the data or associate it to a Notification Template. NOW in A2020R2, this functionality seems to be lost. When you hit send, the data is not translating from the document and shows to coded values. What a loss of functionality. Clients frequently may have multiple templates associated with the document and were going to Actions to select the template. The screen shot below is for AP payment register so you can email the Vendor the details that the check was applied for.For AR Invoicing, will this functionality be taken away? How will it be replaced? Business events still use Notification templates. So do the AR preferences and other documents. Within the Notification templates, there needs to be a way to have better formatting as well.
Hi, just created some PO user defined fields using attributes. I would like to edit them after the PO has been approved. As soon as I take PO off of hold, the fields are no longer editable. Any advise. Hoping to avoid customizations.
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