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.

View sales orders directly from customer form

Currently, if CRM is not in use, there doesn't appear to be an easy way to view a customer's sales order history from the customer screen.  Invoices can be viewed via Inquiries/Customer Details, but these lack shipment information, and include payment and other data we may not want a user to see.  Workaround here may be adding a GI under Inquiries, but a tab would provide easier navigation.

If CRM is in use, Actions / View Business Account leads you to an Orders tab.  This spurs users to ask, "if I can see this on the Business Account, why can't I see this directly from the customer screen?" 

Suggestion:  In all cases (CRM in use or not), provide out of the box navigation from customer screen directly to list of sales orders.  Ideally a tab like we see on the CRM/Business Account screen.

  • Andy Smith
  • May 1 2019
  • Attach files