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July 11, 2019 8:54 pm
Hi
When creating a new opportunity, I want to change the estimation date as the day after 3 months. I tried to setup the default value in Automation Steps, but I onyl can select the specific day. any solution I can use a dynamic number in this field?
2 Replies
September 7, 2019 10:20 pm
Not that I know of with Automation Steps. I think you need a customization for this, something along these lines:
https://stackoverflow.com/questions/44053392/dateadd-function-equivalent-in-acumatica
September 10, 2019 3:22 pm
@fred-zhou I think it works if you have your System Date set to today, pick the date in Default Value to be 3 months out, then hit the "Is Relative" check.
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