Ideas for Acumatica

Feedback processing: We do not reply to all messages, but we do read them, analyze them, and work to improve Acumatica based on the feedback we receive. Ideas and comments may not appear immediately. Some legitimate ideas are flagged as spam and will be added when we review the spam folders.
Content: This portal is for product ideas and feedback only. If you need customer service assistance, contact your Acumatica Support Partner, submit a support case, or get assistance from community resources: LinkedIn Group or StackOverflow
No Reliance: Information is maintained on a best-efforts basis and may be changed without notice. Acumatica cannot guarantee the accuracy of the information provided or guarantee completion of features/ideas described on this portal.

Have Customer Notes Appear on SO and Invoice Screens

Often Customer Notes are relevant to either Order Entry, or Billing, or both. For instance "Make sure to not bill for overruns" or "Send a copy of invoices to xxx". If the Customer Notes button was present on those screens, and had content in them, then Order Entry or Billing staff would know to check those notes before proceeding. 

  • Guest
  • Dec 29 2015
  • Shipped
  • Attach files
  • Douglas Johnson commented
    November 19, 2018 22:39

    This was added in 2018 R2, but the suggestion to have a flag to indicate where the note should appear is a good one. Consider adding as separate suggestion.

  • Jeff Waldron commented
    June 13, 2018 12:15

    We have a customization request turned in to our partner for this already.  Would be a huge benefit to having this.  Not really wanting to pay to have this put in.

  • Guest commented
    March 07, 2018 13:35

    It would be nice to have flags on notes indicating if they are to be copied to sales documents.  You have a similar situation with inventory and vendor notes.  My clients have certain to appear on documents: product specs; delivery instructions; etc.  Expanding the use of notes everywhere where there are external documents would be useful.

  • Justin Leflaive commented
    January 04, 2016 14:45

    This is very useful, we have had this added as a customisation!

  • Gabriel Michaud commented
    December 29, 2015 20:20

    Thanks for your suggestion!