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Auto update sub account segment values

  • August 13, 2024
  • 4 replies
  • 42 views

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Our clients use segments for a variety of things, customers, projects, product etc,

When they add a new value to the segment they have to go into the segment value screen and make the entry.

This is dangerous as all segments are available and they could make accidental changes.

Moreover there is a great efficiency to be had by declaring that at segment refers to say projects or a customer class or a product code for example, and then have the system insert the segment whenever a new project./  customer class / product is created.

Thanks

 

4 replies

Kandy Beatty
Captain II
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  • Captain II
  • August 13, 2024

HI @jmorgan 

I think this is great idea! 

 

@Chris Hackett  Can this be moved to an idea?


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  • Author
  • Varsity I
  • August 13, 2024

Thanks Chris.  I meant it to be an idea.  It is one now.

 


Kandy Beatty
Captain II
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  • Captain II
  • August 13, 2024

Thanks Chris.  I meant it to be an idea.  It is one now.

 

HI @jmorgan 

Can you link the idea? I can upvote it for you!


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • August 13, 2024

Hi @Kandy Beatty  - Looks like it is here: