Ideas for Acumatica

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Link to sales order history from sales order screen

When filling out a sales order, sales people want quick access to past history of sales orders and prices for a particular item. The 'Sales Order Details by Customer' report (SO.61.10.00) is a good example of the data that is needed.
The dream: sales person enters item on Sales Order. Clicks button and a window opens showing past orders of this item and what the unit price of those items was.
  • Douglas Johnson
  • Nov 3 2014
  • Future consideration
  • Attach files
  • Adam Ferguson commented
    January 31, 2019 05:38

    This can be accomplished with customizations directed to Generic Inquiries based on customer, but it would be great if it was native functionality. 

  • Mike Schmitt commented
    October 19, 2015 15:14

    Attached are some drill downs /previews that should be available from the SO screen (using Sage 500 as an example).  This is helpful when a user has a customer on the phone and they need to navigate to other screens.

    Allow the user to click on a past order and copy into the new order.