Hello!
I cant seem to edit the workflow on the AP301000 (Bills and Adjustments) screen. Am i missing something or do some screens not have this option?
Cheers
Andy
Solved
Edit workflow AP301000 (Bills and Adjustments) screen
Best answer by Irina
I actually missed that too... For the following forms, workflow automation customization is currently prohibited:
- Quick Checks (AP304000)
- Bills and Adjustments (AP301000)
- Checks and Payments (AP302000)
- Invoices and Memos (AR301000)
- Payments and Applications (AR302000)
- Cash Sales (AR304000)
This information was added to the article as well. My apologies for the confusion.
+8Hello
It depends on the version of Acumatica ERP you have. Refer to the following article for the list of versions where the support of AP301000 form was added:
If you have issues on the Customization Editor form when the default workflow do not appear for the screen, the following article could help:
Hi
Thanks for this, it's version 2021r1 update 5 I'm looking at. Will follow the article tomorrow and let you know how I get on.
Thanks again
Andy
Hi
I have the default workflow but I cant seem to create a new one and i wouldnt want to edit the default even if it was possible would much rather setup and new workflow and use that
Am i missing something really obvious here!!!
Cheers
Andy
+8I actually missed that too... For the following forms, workflow automation customization is currently prohibited:
- Quick Checks (AP304000)
- Bills and Adjustments (AP301000)
- Checks and Payments (AP302000)
- Invoices and Memos (AR301000)
- Payments and Applications (AR302000)
- Cash Sales (AR304000)
This information was added to the article as well. My apologies for the confusion.
Is it possible to request this as a future enhancement? I really need to be able to edit the Invoice workflow to produce different invoice formats based on the billing rule.
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