Platform | Ideas for Acumatica

When a document in the approval process is rejected there should be a way to manage that side of the process

When rejected the document does not die. It goes through a different process where a resource is responsible to manage the rejected documents to get them back into the approval process. That rejected revision process could have steps as well.

Created 22 days ago by Glen West

Platform

0

84 VOTE

Archiving, Purging and Data Storage Management

Need: Add the ability to archive or purge historical transactions and/or attachments based on user-defined parameters and needs. Archival would maintain access and reduce disaster recovery requirements. Purge would eliminate the selected objects...

Created 7 months ago by Joel Gress

Platform

1 Future consideration

3 VOTE

The Ability to add GI's under the GI Table tab and use them for joins

Create a GI where you can join two GI's. This will make it so that we don't always need to create SQL views for certain reports.

Created 8 days ago by Frederick Odendaal

Generic Inquiries

0

2 VOTE

Retrieve a PDF version of a report using a Web Service Endpoint (REST API)

Currently the only way to obtain a report using the REST API is by attaching it as a file and then getting that file. This means that if you need to generate the report you would also need to create an action to trigger the report creation and att...

Created 6 days ago by Marco Villaseñor

Integration Services

0

100 VOTE

User Security Default Access - Not Set

Currently, when you create a new Screen, ARM Report, Report Designer Report, Generic Inquiry, etc., all User Roles get Access Rights of Not Set. This is fine. What is not fine is that when all User Roles have Access Rights of Not Set (which is...

Created 10 months ago by Tim Rodman

User Interface

10 Future consideration

37 VOTE

Outlook Integration - Log activity to ANY opportunity regardless of contact association

The ability to log an activity to any opportunity regardless of contact association similar to how you can with Projects in the new plugin release.

Created 4 months ago by Kyle Gawryluk

CRM / E-Mail

4 Future consideration

8 VOTE

Ability to add a hyperlink to image/button on Report designer type report

The ability to be able to embed a hyperlink on an image / XML footer in/on report designer. The ability to add a hyperlink to text item exists, but haven't seen the ability to add "hyperlink" to an image on report.

Created about 1 month ago by Guest

Report Designer

2

Ideas for Acumatica

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New Row Level Screen: Project by Branch Access

SFTP File Synchronization to allow specifying a port number.

An Acumatica SQL Query Idea

When a document in the approval process is rejected there should be a way to manage that side of the process

Archiving, Purging and Data Storage Management

The Ability to add GI's under the GI Table tab and use them for joins

Retrieve a PDF version of a report using a Web Service Endpoint (REST API)

User Security Default Access - Not Set

Outlook Integration - Log activity to ANY opportunity regardless of contact association

Ability to add a hyperlink to image/button on Report designer type report

Filter by Status

Filter by Category

Identify yourself with your email address

New Row Level Screen: Project by Branch Access

SFTP File Synchronization to allow specifying a port number.

An Acumatica SQL Query Idea

When a document in the approval process is rejected there should be a way to manage that side of the process

Archiving, Purging and Data Storage Management

The Ability to add GI's under the GI Table tab and use them for joins

Retrieve a PDF version of a report using a Web Service Endpoint (REST API)

User Security Default Access - Not Set

Outlook Integration - Log activity to ANY opportunity regardless of contact association

Ability to add a hyperlink to image/button on Report designer type report