F320 2023 R1: Amendments to Part 4 | 2

F320 2023 R1: Amendments to Part 4

This topic contains additional instructions that you may need to perform so that you can successfully complete Part
4 of the F320 course.
You must perform the instructions described below before you proceed to Part 4 if you are using a version that is
later than Acumatica 23.100.0138. If you are using a version that is the same as or earlier than 23.100.0138, you do
not need to perform these instructions; the procedure described in the guide is valid.

Preparing the System

The activities in Part 4 of the course can be completed only if on the Customers (AR303000) form, the Credit
Verification box for the CITRUS customer is set to Disabled. Otherwise, a warning message will appear on the form,
and in Lesson 4.4, invoices for a deposit contract cannot be automatically released when the contract is billed. To
avoid possible issues during course completion, before you start completing the activities of Part 4, you need to
make sure that the CITRUS customer is defined properly.
To appropriately define the customer, on page 87 of the guide in Step 1 of Lesson 4.1. Deposit Contract Creation: To
Create a Deposit Contract Item, first do the following:
1. Sign in to Acumatica ERP by using the following credentials:
• Username: chubb
• Password: 123
2. Open the CITRUS customer on the Customers form.
3. On the Financial tab (Credit Verification Rules section), specify Disabled in the Credit Verification box.
4. On the form toolbar, click Save.

Now you can proceed with performing activities for Part 4 of the course.