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Question

Using Attributes with a Selector Type as an Attribute

  • November 8, 2024
  • 0 replies
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Acumatica has a feature to create Attributes,  Attributes can be used for both Screen UDF and as Attributes within an entity; ( like Customer Attributes, Item Attribute, Project Attributes).

 

There is a limitation that an Attribute with a Selector type ( ie Sales person ), is not available to the Attributes within an entity either using Customer Class, Project Attributes).  I do not agree with this limitation.  ( See Acumatica Case 404426) .

So, the choice is to create a Combo Box Attribute, that is available to the entity attributes; however the client needs to maintain two screens for the same concept ( sales person profile and sales person combo box attribute).  or have to spend customization dollars to synch this up.  The goal is to use more no code.  

Alternate 2 - is to create the Selector Attribute, assign it as a Screen UDF; but screen UDF do not copy from Project Quote to Project),  again I will need to use a customization project to accomplish. (no code vs code).    

A simple solution is to allow Selector Attributes to be used for entity Attributes so we can minimize the duplicate entry.   Side Note ( I believe that Project Quotes and Projects should have Sales Persons?)