Ideas for Acumatica

Feedback processing: We do not reply to all messages, but we do read them, analyze them, and work to improve Acumatica based on the feedback we receive. Ideas and comments may not appear immediately. Some legitimate ideas are flagged as spam and will be added when we review the spam folders.
Content: This portal is for product ideas and feedback only. If you need customer service assistance, contact your Acumatica Support Partner, submit a support case, or get assistance from community resources: LinkedIn Group or StackOverflow
No Reliance: Information is maintained on a best-efforts basis and may be changed without notice. Acumatica cannot guarantee the accuracy of the information provided or guarantee completion of features/ideas described on this portal.

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
  • Andre (Matt) Matthysen commented
    22 Apr 11:34

    We completely support this idea. Just to add, when the fields agents complete the appointment on thier mobile, the POD signature and Pictures taken become automatically attachments which are added to the header detail of the appointment record. This would be great if these attachments are copied to the header of the invoice generated.

    Please note that the attachments even in line detail of the appointment are NOT copied to the invoice when the invoice is generated from Service Orders/Sales Orders (Should the SO be the creation point)