Ideas for Acumatica

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Add the ability to group quotes by task the same way you can group projects by task

  • Mike Duberstein
  • Mar 3 2020
  • Gathering Feedback
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  • Mike Duberstein commented
    10 Jul 02:53pm

    Hi Kate,

    The grouped information would be used to see in real time how much each task is going to cost, which helps quotes and estimates be built out. This is especially helpful in construction, where each task corresponds with a division, and the sub items in each division can be a very long list. This would help an estimater keep track of where they are at as they build out the quote, plus this would be what they would want to show the customer, rather than the entire detail. Any additional questions?

  • Admin
    Feedback Admins commented
    6 Jul 03:27pm

    Hi Mike,

    Could you please provide an example of information in the result of grouping. How will the grouped information be used?

    Best regards,

    Kate

  • Tom Maricle commented
    16 Mar 04:27pm

    That would be awesome.

  • Debbie Guenther commented
    13 Mar 04:28pm

    Well thought out idea and a great one!

  • Seth Kuhn commented
    4 Mar 01:32pm

    Great idea!