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.

Link note information from records (customer, inventory item) to documents (invoice)

One of our clients imports invoices into their system. Some need to be reviewed before sending. When they open the imported invoice, there is no indication that there is a note associated with the customer or inventory items on the invoice. Sometimes the customer note will say "customer needs excel spreadsheet with invoice". They either have to remember they entered the note or drill into the customer to check if there is a note.

  • Anne King
  • Jul 24 2019
  • Gathering Feedback
  • Attach files
  • Igal Milman commented
    16 Oct, 2019 02:54pm

    It would be useful if the pop up note would pop up every time the order/shipment was opened, not just once when the item is added or the client is selected