Ideas for Acumatica

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Upload Filter Criteria to any screen

Some filters are complex or contain many conditions. It would be very useful sometimes to construct them in a spreadsheet and upload the conditions as a filter, and simply click save in Acumatica.

So just like any other grid can be exported and directly uploaded, so should the filter grid be capable of this.

Use cases:

  1. Accounting has done work in a spreadsheet and now wants to take action on a large number of records determined based on the manual work in the spreadsheet. These do not have a common condition that can be set in Acumatica and thus cannot be filtered and the accountant is forced to manually take action on each record instead of in bulk (updating, releasing, deleting, reclassifying or whatever else needs to be done).

  2. A similar complex filter set up needs to be transferred to multiple tenants or different screens within the same tenant

  • Ellie
  • Jul 27 2020
  • Attach files