Ideas for Acumatica

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Auto-numbering for Subcontracts by Project

Constructrion Edition has a Numbering Sequence for Subcontract IDs and auto-numbering (SUBCONTR). While it is common for Purchase Orders to simply be sequentially numbered, Subcontracts in many contractors are auto-numbered by Project. One common example is XXXX-YYY, where XXXX is the Project ID and YYY is sequentially auto-numbered. Another example would be XXXX-CCCCC, where XXXX is the Project ID and CCCCC is the primary Cost Code of the Subcontract being issued. 

Both examples request the same concept: the ability to set up Segment Values for a Segmented Key that are defined on the Project so that the first segment fills in as the Project ID automatically, not having to be set up as a predefined value list. This functionality could expand beyond Projects Segment Values (Branch IDs for segmented GL Accounts? Warehouse Locations for segmented Purchase Order IDs? 4-digit Year as the first segment of a Project ID?).

  • Philip Robinson
  • Jul 15 2019
  • Gathering Feedback
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