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Add Notes/Files to Bidding Responses

  • June 24, 2024
  • 1 reply
  • 110 views

kevlynch
Jr Varsity II
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A client has a requirement to keep track of vendor quotes by attaching them to bidding responses, which currently isn’t enabled in Acumatica. 

I’ve found this existing idea on the subject Attach files to bidding responses screen but since it has limited support at this time, I don’t expect it to be on the radar to get added to the product in the short term.

If I create a customization to add the necessary standard fields to the RQBidding database table and DAC for notes & attachments, will this create a potential danger/conflict if the feature eventually gets added to the main product?

Best answer by Zoltan Febert

Hi @kevlynch,

I don’t think this will create any potential danger or conflict. You will add a UsrNoteID GUID field to the table, while Acumatica might add a simple NoteID field in the future. If that happens, you only need to remove the [PXNOTE] attribute from the DAC and transfer the data from the UsrNoteID field to the new NoteID field using a SQL script or the CustomizationPlugin class.

1 reply

Zoltan Febert
Jr Varsity I
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  • Jr Varsity I
  • Answer
  • June 24, 2024

Hi @kevlynch,

I don’t think this will create any potential danger or conflict. You will add a UsrNoteID GUID field to the table, while Acumatica might add a simple NoteID field in the future. If that happens, you only need to remove the [PXNOTE] attribute from the DAC and transfer the data from the UsrNoteID field to the new NoteID field using a SQL script or the CustomizationPlugin class.