Ideas for Acumatica

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Create a Snapshot with a Settings and Transaction cut-off period date

Please provide the ability to create a snapshot of a Tenant that allows a GL transaction cut-off date or period.

 

Example: We have GL Transactions in a tenant from 2007 - 2018 we are still working towards a go-live cut-over date of Jan 1 2020.

 

We would like to allow users to enter TEST transactions in to GL and all other areas of the tenants but when we go-live, we would only want the 2007 - 2018 GL Transactions (no Testing Transactions) in the system.  However, we would want to keep setups and other changes we configured in those tenants between now and go-live.

 

A "settings and ...etc data transaction cutoff period" snapshot scenario.

Currently we are forced to manually replicate settings from one tenant to a go-live tenant and we are having much difficulties keeping all those changes in sync especially with larger clients and prospects.

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  • Oct 9 2019
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