Ideas for Acumatica

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Ability to pull another field into Custom Usr fields without coding expertise

On previous products I have implemented a Consultant was able to create a Custom USR field and easily link to table data (with Relationship screen) without coding knowledge.  

  • Greg Polsky
  • Nov 27 2019
  • Attach files
  • Douglas Johnson commented
    December 11, 2019 15:38

    @Greg ... thanks for the suggestion. We have user defined fields that you can add to any screen. The UDF is automatically linked to the main data table associated with that screen. 

    Are you looking for a way to assign a UDF to a data object without going through the customization menu?

  • Greg Polsky commented
    December 11, 2019 15:54

    Say you are on Sales Order Entry screen and you want to pull a Customer UDF, Attribute, or Custom field onto Sales Order Entry header or grid.   It would be great if there was a Relationship function similar to Generic Inquiries to pull that data in.