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.