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Question

Managing vendor prequal status and limits via Vendors

  • April 11, 2025
  • 1 reply
  • 20 views

GC here, implementing a prequalification program for vendor onboarding. We’re running prequalification outside Acumatica and want to reflect the following in Acumatica, ideally on the header area of a Vendor’s directory page: 

  • Prequalification status
  • Single Project Limit
  • Max total capacity v total in current open commitments

Curious if others have done similarly? Would love to hear what ended up being feasible within Acumatica and what approach you took. 

1 reply

mike.gillum
Acumatica Moderator
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  • Acumatica Moderator
  • 99 replies
  • April 11, 2025

Hi ​@sarahgaither,

I would try adding them as UDF first, and if that doesn't work satisfactorily, create a customization to the Vendor Record grid. 


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