Ideas for Acumatica

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User Defined Fields, copy and use templates

In 2018, a new feature for User defined fields on the Sales Order, Shipments, PO, etc.  So, when user copies a Sales Order to another Sales Order, the User Defined fields should be copied as well.   It should also accommodate Quote copy to Sales Order, Sales Templates, PO copy and PO templates.

  • Guest
  • Jan 4 2019
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  • Jeffrey Patch commented
    January 09, 2019 03:03

    I especially like your idea where data is copied from Quote to Sales Order.  Makes sense to extend that so that user defined data goes from quote to sales order to shipment to invoice to credit note.  Based on past experience with other erp systems this is useful and logical.

  • Douglas Johnson commented
    August 01, 2019 17:03

    Acumatica Partners and Customers,

    We scheduled a Focus Group to discuss Syncing User Defined Fields among related objects on Thursday, Aug 15 @ 11:00am EDT. During this meeting we will discuss Acumatica's plans to improve the way UDFs are copied/shared among related entities such as business accounts, customers, leads, opportunities, and other CRM objects.  

    Learn more and apply: https://webinar.ringcentral.com/webinar/register/WN_1lmEGgAORveKOvpHQLSTxw

     

  • Mihai Carstea commented
    04 Feb 08:41

    Hi Douglas,

     

    Can you share with us the conclusions of the Focus Group?


    Thank you!