Ideas for Acumatica

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New Project ID shouldn't be required on Project Quotes

The New Project ID field is currently required on Project Quotes.  It would be great if there was a way for us to not make that required so that when a project quote is converted to a project someone can create the Project ID right there as part of creating the project record?  We typically don't know the Project ID when we create the Project Quote because our Project ID is a combination of the client name, location, and date when the project will start.  Because of this, currently the estimator is inserting "XXX" in the New Project ID field and then when it gets converted to a project the person who does that sometimes forgets to use the Actions/Change ID option and instead starts typing the actual project ID in the Project ID field and doesn't notice that doing that actually creates a new separate project from the XXX project.

  • Guest
  • Sep 5 2019
  • Future consideration
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