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I'm trying to create an Import Scenario on the Prepare Tax Report (TX501000) screen so I don't have to do a bunch of clicking.
The problem comes in when there are a lot of tax agencies. It's a lot of clicking to prepare the tax reports for each tax agency.
I want to use an Import Scenario to populate the Tax Agency field, then click the PREPARE TAX REPORT button:
The problem is that when you click the PREPARE TAX REPORT button, Acumatica automatically takes you to the Release Tax Report (TX502000) screen:
I created an Import Scenario on the Prepare Tax Report (TX501000) screen that looks like this:
When I run the Import Scenario, I made sure to uncheck the Break on Error and Break on Incorrect Target checkboxes:
The first line processes without any problems, but the other lines give error messages:
And you can see that the Tax Report was prepared for the first Tax Agency, but not for the other Tax Agencies:
I think the problem all comes down to the fact that Acumatica opens the Release Tax Report (TX502000) screen automatically when you click the PREPARE TAX REPORT button.
But I don't know how to get around the problem.
Any ideas?
Run the imports record by record - Activate 1, Process, Activate 2, Process.
The problem is though that Prepare and Release are linked - in the sense that they are both based on single records. So the idea being to prepare and then release. There is no bulk release. So by skipping the Release step, you are requiring that someone release the reports one by one.
I'm ok with no release. It's only the prepare that I'm looking to automate. I have a support case open with Acumatica. We'll see if they can come up with something.
Curious if they came up with anything? I'm reporting to about 10 agencies so this would be a nice time save. 🙂
They suggested customizing, but I haven't made any more progress on it 🙁
Hello @timrodman,
Did you ever come up with a solution that did not involve customization for this?
Thanks