Enabling Print Options on Approved Sales Orders in Acumatica
This video demonstrates a solution to enable print option buttons on approved sales orders in Acumatica.
Challenges
Limited Functionality: By default, Acumatica may disable print options on sales orders once they are approved. This can limit users’ ability to generate necessary documents even after an order is finalized.
Solution and Benefits
- Workflow Modification: The solution involves adjusting the workflow settings for sales orders. This can be done by:
- Deactivating the “Active” checkbox: In the sales order workflow settings, find the relevant status and disable the active checkbox.
- Saving Changes: Save the modifications made to the workflow.
- Benefits: This adjustment will enable print option buttons on sales orders even after they have been approved.
- Improved Accessibility: Users will have continuous access to print important documents.
- Streamlined Processes: It simplifies document generation, enhancing efficiency.
Note: The information provided in this content is based on the provided video transcript and a company profile. For specific guidance and support related to your Acumatica implementation, it is recommended to consult with a qualified Acumatica consultant, such as those at Tayana Solutions, who have expertise in various Acumatica scenarios.