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.

Customer (and vendor) numbering schemes should be honored when converting a prospect to a customer (or vendor)

Currently  2017R2 ignores the customer (and vendor) segment schemes and assumes the user wants to use the business account code (AcctCD) as the customer/vendoor number - in spite of the override being checked. Some implementors have a habit of creating numbering schemes like Cxxxxxx or Vxxxxx for customers and vendors and some try to use the clients old numbers and set the last number to preserve the current scheme.  Both schemes will not longer work if the CRM module is used to create prospects and then convert them to customers or vendors.

None of this is explained in the help

  • Guest
  • Jul 19 2018
  • Gathering Feedback
CRM
  • Attach files