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Requests and/or Requisitions that are project and task based

  • 21 November 2021
  • 8 replies
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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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I agree and this would also lend itself to the potential for creating a Buyout capability that would be a big differentiator for Acumatica... 

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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,

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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 7
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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,

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Ok. Thanks.

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@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. 

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Thanks Chris for that clarity!

for visibility, as i said in the other thread that is shortlisted: 

 

for this functionality to work well, not only do we need to be able to tag a project, task and cost code at the detail level on the request/requisition, we need the option for this to be allowed to be converted to a project drop ship. 

 

additionally, allowing a requisition to be linked to a project quote without a project would be really important as well, because many of the construction companies i have encountered start their RFQ/bidding process before they have actually been award the project. 

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