Filters on AP Bills And Adjustments and Cheques And Payments are shared.... but why???
Not really sure how explaining this to you will solve my problem, but in a nutshell, we need to have a filter on Bills to filter out our conversion data which has a different prefix to our data since go-live. Now that filter is being applied to payments as well. So I fixed the Bills issue but now it's created an issue for Payments. The filter is defined as default so that when all users open Bills, they see non-conversion data. But when they open payments, they have to change the filter.
It's stupid and makes no sense.
Edit: in writing this down i came up with a solution - I've changed my filter to be date based and using the go-live date as the cutoff, all conversion data is now filtered and checks and payments data is displaying as expected with the same filter.
Ugh, I failed to go to the second page of this thread. That's why my last reply didn't make a lot of sense in the context of this second page. Second time I've done that. Gotta be more careful. My bad.
I agree Royce. It would be nice to get it fixed in the base product. Sure seems like the Acumatica application is trying to be "too smart" here.
But I definitely appreciate Juriy's effort to come up with something.