Ideas for Acumatica

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Allow Service Order Workflows to be edited without creating a new Service Order Type

Currently, once a workflow stage is set, you cannot go back in and edit or change that stage once a transaction is tied to it. So the only way for a business to adjust their workflow stage is to create a new Work Order Type and create a new stage along with it.

The bottom line, service business changes all the time and so could the process. The need to adjust changes in workflow stages could be frequent.

  • Greg Dow
  • Apr 21 2020
  • Attach files
  • Jeff Lowry commented
    28 Apr 18:42

    I've found that you can change it, but you cannot DELETE a stage.