Skip to main content

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

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.

 

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved