We created a customized data field in the AR - Invoice & Memo’s module. The data field is at the top of the form, not within a tab. The data field is to reflect the expected pay date of the AR Invoice. Once, the AR invoice is released, we lose the ability to change the date.The due date field that is not customized, allows you to change it after you release the invoice. What do we have to do to allow the customized Pay Date field to remain editable until the invoice is collected.
We have created a new tab within the Project Quotes module. The field is Rich Text Edit (PXRichTextEdit).When we type our verbiage on the screen and hit the SAVE button, the text goes away. It will not allow us to save anything to it. What needs to be done to allow for this to happen?
We created a data field in our Project profiles for our customers’ purchase order numbers. We did this under the Customized Projects module. We have published the item, and it is being shown on the screen now. Information can be entered and saved. The problem is we cannot manipulate our Pro Forma Invoice reports to show this field, since the data field is not being listed in the choices under PMProject.Is there a step we are missing to update the data fields to make this available?
We are trying to add a group at the end of the Summary tab on the Projects screen. We create the new group by adding a new group from the controls box. When we add the data field to the group and try to publish it, we get a Validation Error. Is this the correct process to accomplish this?
We have several projects in different states, other than our own that our technicians are working. How do we process a paycheck to withhold from the state they are performing the work for those hours, in addition to the hours working at our home base.If an employee lives in Texas, but is working in Arkansas for a week, will the project allow for his time to be charged to the state where the withholding will need to occur (Arkansas)?
We are getting an error when we log into our ERP site. We are hosting onsite and started to experience this since we upgraded to Version 2022 R1. At first the program was very slow and would take several minutes to actual allow us to log on. We installed V 2022 R2 to see if it would help. Now we are at the point where an error screen (attached) comes up when we try to log onto the site. Has anyone experienced anything at this level?Thanks.
Will we need a subscription to Aatrix to pull in the latest tax tables? We will not need the service they provide to produce our W2s/W3, or payroll tax returns for the quarters and annually.While testing the system, the EEO-1 report will not generate info? Is Aatrix needed for this?How does the tax tables get updated?
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