Good morning, Acumatica community:
When creating a sales order, we need to be able to add descriptions, just like we do in the Purchase Order lines.
As of now, we have created a customization to have non-stock items marked as “comments”, however, this also create other issues, as having to modify the reports so that comments do not show quantities, etc.
Is there a way to add the “Line Type” description in the sales order lines?
Thank you,
Best answer by Nilkanth Dipak
Yes, this is possible by doing customization. I have checked on test tenant and it is working.
My suggestion is you can create new Custom user field same as Line Type and use it as per your requirement as existing field contains some logic behind this by Acumatica core.
+10Hi
Have you checked the Column Configuration of SOLine Grid for LineType field?
You can add Line Type field from Column configuration. Add this field from Available Columns to Selected Columns and can arrange it by using up-down arrows to display it.
Hi
In the purchase order, we have a drop-down menu with several options including the “Description” field.
Therefore, we would like to have this description field available in the sales order so that we can add descriptions or notes, or comments, rather than using a “non-stock item” as comments.
Hope this clarifies our request.
Thank you.
+10Yes, this is possible by doing customization. I have checked on test tenant and it is working.
My suggestion is you can create new Custom user field same as Line Type and use it as per your requirement as existing field contains some logic behind this by Acumatica core.
Hi
This is great. We will try this and will let you know the results.
Thank you so much.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
