Ideas for Acumatica

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Processing screens where BRANCH should be visible when multi-branch support feature is enabled

Both clients and partners would greatly benefit if more BRANCH fields were made visible when the multi-branch feature is enabled. As a partner, during the implementation, we have to explain to clients what a "branch" is. Then, the client always comes back with, "can I do this by branch?". Then, the partner says, "Yes, but with a customization." Then, the client says, "adasdfaseaklkjfaf".

Please help us so that we can give the client a simple reply of "YES".

List of screens that I think should have a visible branch:

Release AP Document (AP501000) - in the grid

Prepare Payments (AP503000) -  add parameter and/or show in the grid

Approve Bills for Payment (AP502000) - add parameter and/or show in the grid

Recurring Transactions (AP203500) - in the grid

Release Transactions (GL501000) - in the grid

Post Transactions (GL502000) - in the grid

Run Allocations (GL504500) - add parameter and/or show in the grid

Recurring Transactions (GL203500) - in the grid

Release Transactions (CA502000) - in the grid

Release AR Documents (AR501000) - in the grid

Print Invoices and Memos (AR508000) - add parameter and/or show in the grid (Side note: I find it interesting that branch is not on this screen but it exists on print statements and print dunning letters)

Recurring Transactions (AR203500) - in the grid

Process Orders (SO501000) - add parameter and/or show in the grid

Process Invoices and Memos (SO505000) - add parameter and/or show in the grid

Print/Email Orders (SO502000) - add parameter and/or show in the grid

  • Melanie
  • Nov 30 2018
  • Shortlisted
  • Attach files
  • Sammy Hui commented
    5 Jun 01:18am

    Major problem with my client on 'Approve Bills for Payment'. This is a lapse in the Procure to Pay workflow. Please make changes ASAP.

  • Scott Calhoon commented
    24 Feb 10:46pm

    Please add the Approval screen to this list of items (EP503010)