Ideas for Acumatica

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Default Subaccount from Task then Project in all areas

Something similar is offered as an OPTION in AR and AP.  However, in GL and all other areas the subaccount should default from the task and if there is not a subacct on the task, pull from the project.   

  • Cheryl Mortvedt
  • Sep 17 2019
  • Attach files
  • Jeffrey Patch commented
    September 18, 2019 09:27

    Definite customer requirement - we needed to do customization.

  • David Richard commented
    September 19, 2019 06:55

    To assign a new task on the File menu, open to New, and then switch on Task Request. assign an existing task in the task list, the open the task that you want to assign. On the Task page, in the Manage Task group.