Skip to main content
Answer

Sales Order's note and attached file are not transfer to Production Order.

  • August 28, 2024
  • 2 replies
  • 57 views
D
Jr Varsity II
Forum|alt.badge.img

Hi There,

We wonder if anyone is able to get the Notes and attached file from the Sales Order to transfer to the Production Order?  We checked the settings for the Order Types (ie. for both Sales Order Types and also Production Order Types) but the copy notes option is not there for Production Order.  Please advise if the setting is elsewhere.  Thanks...

Best answer by angierowley75

This functionality is not yet available - you would need to accomplish it via a customization.

    2 replies

    angierowley75
    Acumatica Moderator
    Forum|alt.badge.img+3
    • angierowley75
    • Acumatica Moderator
    • Answer
    • August 28, 2024

    This functionality is not yet available - you would need to accomplish it via a customization.

    If I have helped you, please ~ *Like* my post. If I have provided an answer to your question, please mark it as *Best Answer* . Thank you!
    Chris Hackett
    D
    D
    Jr Varsity II
    Forum|alt.badge.img
    • dngu
    • Author
    • Jr Varsity II
    • August 28, 2024

    Hi @angierowley75  Thank you for your confirmation!

    Chris Hackett
    Terms & ConditionsCookie settingsAccessibility statement
    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