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.

Change Default setting for Insurance to False in Business Accounts Screen

Currently, customers entered through the Business Accounts screen have an Insurance setting set to True by default.  This is an issue that has the potential for customers to be over-charged for shipping when inadvertently accepting the default setting, and can have a negative impact on fulfillment operations if the client's carrier accounts are not set-up for Insurance riders.  We have seen this impact for one of our clients and it has prevented them from processing shipments.  


There is no business reason for this setting to default to True out of the box if it cannot be configured through the use of a Business Account Class or through CRM preferences.  This default setting is creating an additional burden for clients as they now have to rely on salespeople to remember to go to the Shipping Settings tab in the Business Accounts screen and toggle the Insurance flag to "False".  


In short - change the code so that the CInsurance field is false for all screens.  It's impact on clients is expensive and disruptive.  

  • Guest
  • Sep 19 2018
  • Gathering Feedback
  • Attach files