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After updating the vendor mailing settings on the vendors screen, I created a GI to show the mailing form i.e. PO Form and what contacts are assigned to each form by vendor. For some reason the GI is not showing the correct source override information. Basically if the source is checked override it is not showing as true in the GI. Has anyone worked with notifications and how they are related to a vendor contact?
Here are my settings for the GI:
Tables:
PX.Objects.AP.Vendor
PX.Objects.CR.Contact
PX.Objects.CS.NotificationRecipient
PX.Objects.CS.NotificationSource
Inner link of Vendor to Notification Recipient via NoteID and RefNoteID
Inner link of Notification Recipient to Notification Source via SourceID and SourceID
Inner link of Notification Receipent to Contact via ContactID and ContactID
Hi Nheuer,
Some questions:
- Are you using Automation Notifications or the PO emailing feature that causes the Status field on the Purchase Orders screen to go to Pending Email until you send the email through the ACTIONS menu?
- Is the main goal of this to know which vendors have received emails containing Purchase Orders and when those emails went out?
Hello Tim
1. The PO emailing feature and then the print/email purchase orders PO503000 processing screen is scheduled to process these PO's daily.
2. No, it was created to validate that the vendor has the correct contact assigned to the purchase order notification.
For question 2 basically we used it to validate the data then after changing the vendor class and re importing the data (as once the vendor class is changed the settings do not stay, which Acumatica DEV believes is a bug and are currently reviewing) then I found that in the vendors screen the notification would show as True for the check box overridden but the newly imported contact data did not show until I unchecked the check box and then it would appear, but the GI did not reflect the true for the overridden source. Thus making it difficult to see what vendors needed to be corrected, hope that all makes sense.
Ah, so are you trying to drop one of these fields in a Generic Inquiry? Note: You can click on the picture to make it bigger.
Correct sorry if that was not clear, the Override Source field is what I used but it does not show the correct information once the data was updated, I believe this has something to do with the fact that the vendor class is tied to the notification source and the "bug" that Acumatica is reviewing.
So the first red arrow in the screenshot above right?
Correct and I apologize for not being able to show the data as the data is live data. The override checkbox in that screen was checked after importing the contacts into the lower portion were the second red arrow is. But the lower portion was blank, after unchecking the check box the imported data appeared. The GI did show the imported data but did not show true for the override check.
No problem. I can't even get the Overridden checkbox to get checked through the screen using Acumatica 6.10.0472. Maybe you can only get that behavior by importing data?
It doesn't surprise me that the Overridden checkbox doesn't show correctly in a Generic Inquiry because it's likely that the screen is setting the value by performing some calculation. If that's the case, then the calculation isn't available outside of the screen unfortunately.
You are correct, it changes if you change one of the fields such as the email account or format fields, then it will show as overridden and at that point you can uncheck it. What was strange is when it showed checked on the screen the DB field did not show checked (TRUE). Also the Vendor Class drives settings for the vendor mailing settings tab and when you change the vendor class those settings do not take what is set for the old vendor class under the recipients section (your red arrow 2 above)
This is what Acumatica has found and they are now sending it to the development team to review the code:
Look like vendor class of the vendor was changed from Default to Purchasing.
In this case record of NotificationRecipient that belongs to the vendor before changing of vendor class still stay on the database, but they are referring to NotificationSource table that belongs to initial vendor class.
Those records are not shown in the Vendors screen, but you can observe them in GI. Pay attention, in your GI for vendor ABC Class ID field shows Default.
This behavior looks like an issue, I will escalate the case to the developer team.
Another part of case concern to incorrect updating vendors mailing settings. If you change mailing settings for vendor class these settings do not update vendor's mailing settings even if override checkbox is not selected. I observed such situation on my demo database, but the issue was disappeared suddenly and unfortunately, I could not create repeatable test steps.