Ideas for Acumatica

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Copy attachments from line items on the Service Order to the Sales Order line items

Service personnel uses Service Module and most of the time their files/scanned documents end up on the Service Order (SD300100) or Appointments (SD300200) screens. Most of the time, the attachments are on the line items. Customers want to see these documents with the final invoice and or on the Sales Order. The attachments are being copied from the Sales Order screen to the Invoice, but not from the Service Orders and/or Appointments to the Sales Order.

  • Yuri Dorovskikh
  • Jun 30 2017
  • Shipped
  • Attach files