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Requests and/or Requisitions that are project and task based

  • 21 November 2021
  • 7 replies
  • 43 views

The Requests and Requisitions forms do not have a project and task column in the detail grid. How do I create a request or requisition that’s for a specific project and task such that, when the purchase requisition is converted into a PO, the project and task values are automatically included on the PO?

Thanks!

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Best answer by vkumar 22 November 2021, 03:56

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Userlevel 3
Badge +1

I agree and this would also lend itself to the potential for creating a Buyout capability that would be a big differentiator for Acumatica... 

Userlevel 5
Badge +6

Hi @DanWats 

We have an existing request on our ideas page with regards to this capability, which has been marked as ‘shortlisted’ by our Product management team. Here is the link:

 

Regards,

Hi @vkumar,

Thanks for the response.

How do I get access to view what’s listed in the product ideas so that I do not post questions on what’s already included.

Regards,

Userlevel 5
Badge +6

Hi @DanWats 

Access to Ideas page should be linked to the Acumatica Contract. Someone from admin team should be able to clarify this further. 

Regards,

Ok. Thanks.

Userlevel 2
Badge

@DanWats - what @vkumar says is correct. You need to be registered at acumatica.com as a customer or partner for access to the Ideas and Knowledge Base. 

Thanks Chris for that clarity!

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