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Specified reasons for rejection on Project Quotes etc

  • 1 November 2022
  • 1 reply
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K

Hi All,

 

I am looking for a way to have set pre-defined reasons for rejection drop down box on the rejection reasons for Project quotes etc

Generally when a project quote gets to the approval phase, you reject the project quote and have to type in a reason for rejection. Is there a way to have a drop down selection to choose from?

 

Thank you

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Best answer by Laura02 1 November 2022, 13:29

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Laura02
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Hello @kaylyn88 ,

I LOVE your idea and I think it should be posted in the Ideas section of this community!  Similar to Reason Codes in Inventory, ability to choose from a lookup will make rejections more efficient.

  • Pre-defined Rejection Codes could be supplied by Acumatica rejection codes, as well as
  • Ability to add our own specific Rejection Codes
  • Extra comments might be optional.

There are a few rejection-related ideas, ability to type a reason when rejecting.

 

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~

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