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Allow inserting and reordering lines in a sales order or purchase order

Currently when you add a new line it is added at bottom. Sometimes your order will have logical groups and you want to insert something at a precise position.
Also reordering of lines would be useful.
  • Gabriel Michaud
  • Nov 3 2014
  • Shipped
  • Attach files
  • Amir Friedman commented
    April 28, 2015 18:54

    This functionality would be useful on Invoices and Bills as well.

  • Rick Taylor commented
    December 02, 2015 00:54

    Has this been implemented and if so in what version/build?

  • Toon Six commented
    January 18, 2016 23:12

    Dear Gabriel:

    This will help our construction and home improvement customers. A roofing company renews a roof in the following step squence:

    1. Provide dumpster for debris

    2. Remove old shingles

    3. Remove old flashing

    4. remove old faces ??

    5. Remove gutters if needed

    6. Install new flashing

    7, Install new faces

    8. Install new gutters

    9. Install new shingles

     

    This particular sequence is very important. This will enable the Services ISV app of M5 to sell Acumatica ERP and their Services app to large home improvement companies, and maybe construction companies.

    Is it possible to add in the user guide business cases (like the one above) for a new feature so that users understand how to use a feature? That should be done for a lot of features. For instance business cases for the reason code are so much needed. 

     

    Thanks

     

    Toon Six

    Internet Customer Solutions

    toonsix@intercs.com

  • Kelly Burns commented
    March 04, 2016 23:48

    Gabriel, this request is still desired.   Is there any hope on the horizon?  Version 6? 

  • Matt Dern commented
    September 30, 2016 07:37

    This is necessary for all data capture fields. 

  • Ekaterina (Kate) Stepalina (Product Manager Project) commented
    February 15, 2017 14:13

    The feature is coming soon.

  • sander dercksen commented
    February 15, 2017 14:18

    Great news!

    Also for Sales invoices and Bills?

  • Joel Gress commented
    February 15, 2017 14:18

    Ekaterina (Kate) Stepalina, I have been told before that this feature was coming soon. Can you be more specific with regards to when and the actual functionality that will be provided?

  • Ekaterina (Kate) Stepalina (Product Manager Project) commented
    February 16, 2017 07:30

    Hi Joel,

    We are planning to add the following functionality on sales order entry:

    • Ability to insert a new row between the existing lines in a sales order
    • Ability to move one or bulk rows to an upper or a lower position within the table

    At first the functionality will be available on sales orders, then we will add it to purchase orders too.

  • Ekaterina (Kate) Stepalina (Product Manager Project) commented
    February 16, 2017 07:31

    Sander,

    For sales invoices (SO303000) - yes, for financial documents (AR301000, AP301000) - not at this moment.

  • sander dercksen commented
    February 16, 2017 08:30

    Thank you for the information. Very nice that this functionality will be added to SO and PO.

    For our customers we also see a great need for this functionality in the financial documents (especially for the screen Invoices and memos - AR301000)

  • Ekaterina (Kate) Stepalina (Product Manager Project) commented
    April 26, 2017 06:42

    The feature has been shipped for the Sales Orders screen in 6.10.0472.
    Users now can:

    * Insert lines into an arbitrary position within the grid

    * Reorder one line or lines in bulk by using the Cut/Paste or drag-and-drop function (to select contiguous rows hold Shift, to select non-contiguous rows hold Ctrl)

    We are planning to add this feature to other grids that are intensively used for data entry (for example, purchase orders), but cannot provide ETA at this moment. We would recommend to submit a separate idea for purchase orders to get updated when it's available in the product.

  • Ekaterina (Kate) Stepalina (Product Manager Project) commented
    April 26, 2017 06:46

    The feature is available on the Sales Orders SO301000 and Invoices SO303000 screens.

  • Eric Williams commented
    October 16, 2018 16:48

    I thought you can either Drag & Drop lines where you want them. Also, right click below where you want to insert a row and select 'insert row' in your desired space.