Ideas for Acumatica

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Enhance common description fields to offer MS Office editing and formatting capability

Many of out potential customers are used to entering transactions and having a fairly sophisticated text description capability that I cannot replicate with Acumatica.  I have seen this in several areas but the requirement is similar. 

They would like to capture a detailed description that looks and feels like a MS Word block in documents like PO, Project Quote, Sales Quote, Opportunity, Subcontract, etc..  The use case is that the operator will start a document and capture a large block of description that describes the work or in the case of a PO or Subcontract the work to be performed and then add a line for price.  The text block needs spell check and formatting capability including being able to use the enter key to move down lines in the text block not to the next field.  In some cases they might add terms and conditions to close out the document as other text blocks below the cost line or add the T&C’s as boiler plate in the printed form. 

  • Glen West
  • Oct 10 2019
  • Gathering Feedback
  • Attach files
  • Pat Chappell commented
    9 Jul 10:27pm

    I agree...even better to have Acumatica populate MS products as several of our competitors already do. This would (somewhat) mitigate the need for a robust report writer!

  • Jeffrey Patch commented
    6 Feb 10:10pm

    It would be very useful if the Report Designer replicated the formatting above.

  • Bronwyn Duprey commented
    29 Jan 07:34pm

    This would be extremely helpful for populating the scope on the Subcontract.