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Cross Sell, Up Sale & Replacement Column not showing in Sales Order


dougmcbride79
Semi-Pro I
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We are implementing the Cross Sale, Up Sale, & Replacement feature in Acumatica.  We are on 2022 R2.  We have created many Cross Sale items in an items “Related Items”.  But we we add an item that has Cross Sell associated items, we do not see the special column and icons that tell the sales team a Cross Sales item is availabe (in the order GI) .  Do we need to enable a feature?  Could it be that 2022 R2 does not have the icons and I need to upgrade to a new version?  Any help is greatly appreciated. 

Best answer by Dana Moffat

Hi @dougmcbride79 

On the Enable/Disable Features, there is a Related Items checkbox that you would need to check in order to activate the feature:

On the Sales Order line, there is a column called Related Items.  Using the column configurator, you can add and move this column to where it is more prominent:

 

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4 replies

Dana Moffat
Acumatica Moderator
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  • February 6, 2024

Hi @dougmcbride79 

On the Enable/Disable Features, there is a Related Items checkbox that you would need to check in order to activate the feature:

On the Sales Order line, there is a column called Related Items.  Using the column configurator, you can add and move this column to where it is more prominent:

 


dougmcbride79
Semi-Pro I
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  • February 6, 2024

You are the best.  Thank you so much.  I have enabled “related items” and all works perfectly.  I greatly appreciate your help.  


Dana Moffat
Acumatica Moderator
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  • Acumatica Moderator
  • 613 replies
  • February 6, 2024

Hi @dougmcbride79 our paths didn’t cross at Summit this year - if you would like to connect via Teams to catchup, let me know :)


dougmcbride79
Semi-Pro I
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  • February 10, 2024

Dana:

 

So many great things happening with Acumatica.  The Summit was crazy busy in a good way.  Excited about Click to Pay.  It would be great to catch up on Teams. 


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