Ideas for Acumatica

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Record Locking or Notification When Editing

Acumatica needs the ability to warn or prevented a user from editing a sales order if another user is also currently modifying the same order. In most other non-SQL ERP systems, if a user opens a sales order, another cannot access the same order, they would receive a warning that the order is 'in use' where only 'view' functionality is permitted.

There might be some reasonable work around if record locking is not feasiblePerhaps adding a step to the automation flow that would check a box to create a visual flag that the order is in the process of being edited. Or a button that the first user would click to flag the record is in ‘edit mode’ which the second user would see before changing any fields. 

This could be a deal-breaker for those moving from a traditional ERP system.

  • Bill Pfahnl
  • Jun 6 2018
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