Ideas for Acumatica

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Add notes field to Customization Projects

It would be helpful to have a note field on the customization project that would be available for viewing on the Customization Projects screen. It's often difficult to tell exactly what was included in the customization from the Project Name or Description, especially if there are multiple customizations in one project. 

  • Donna Deskins
  • Nov 6 2019
  • Gathering Feedback
  • Attach files
  • Guest commented
    21 Jan 15:59

    The description field often isn���t long enough to provide a complete description of the customization, or why the customization was necessary. Having a notes field/column would allow the user to provide more detail, so that someone unfamiliar with the project would be able to understand the background behind it.
    For example, I had a customer who wanted manually created journal transactions to be approved before posting. JE aren���t set up for approvals in Acumatica so I created a custom field for an approver, with a drop down list of employees to select the approver from. When the user saves the record, the employee listed in the approver field would get an email that a transaction needed to be ���approved���. The ���approver��� would go in to the record, review it and post it.
    Being able to describe that customization in a notes field would help others understand that customization.

    Donna Deskins
    ERP Implementation Consultant
    Phone: 804.536.6590
    website | email | Support Email | GoToAssist

  • Vladimir Panchenko commented
    21 Jan 15:12

    Hi Donna,

    Thank you for the idea. Could you please explain why the Description is not enough for this?

    Do you want to export these notes with the customization project?