Ideas for Acumatica

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Ability to configure the order of the action steps in order processing

The current order of the actions in "Process Order" is almost back to front.  It starts with "prepare invoice" and at the bottom of the list is "open order" with "Create Shipment" in the second last.  

Anyone looking at this list expecting to see the list in the order that the process is followed will be confused.  "Prepare invoice " before "creating a shipment" ?   I appreciate that in some businesses you just want to go from order to invoice but even then the other options should be hidden.

I always run into a question of confusion when I show this screen in a demo.

Thanks

 

James

  • James Morgan
  • Nov 3 2015
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