Ideas for Acumatica

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Expose field OrderNbr in the Opportunity Screen

For any opportunity that is won and converted to a Sales order the order number generated will be populated into the field OrderNdr in the table CROpportunity.

It would be good that this piece of information would be exposed to the opportunity screen. Also InvoiceNbr as well for those opportunities that have been converted to an Invoice

  • Guest
  • Sep 3 2015
  • Shortlisted
CRM
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  • Donna Deskins commented
    23 Oct, 2019 05:31pm

    I have customers who are very frustrated at not being able to link opportunity activity to sales orders.

    A basic sales metric is conversion rate: how many opportunities have been converted to sales orders. And, while the sales order is actually visible on the opportunity itself (it has it's own tab), there is no way to easily link the 2 records together in a generic inquiry.