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Question

Sales Order - Entry of inventory items based on starts with code

  • 25 September 2024
  • 6 replies
  • 95 views

Hello Acumatica community!

We are rather new with Acumatica but have been receiving some complaints from users when entering Sales Orders in the system because the codes entered don’t match with the selection the system does, especially comparing with the previous system.

When entering inventory items in the Sales Order screen (SO301000) using the inventory ID code the search return a result from the description found in the middle of the string instead of the first few characters, so the user ends up selecting the wrong code. The user was expecting to have the same results as he entered. Below, when searching for ef1 the first expected option would be “EF1 - EF1” and not “DXPT1-EF1”, thus rendering the problem.

We found out that by changing the “Search Condition” in the site preferences, the behavior of the field is the one we would like. However, this affects the whole system, we would like that to affect only one screen or GI.

I was able to find a topic from 2 years ago with the same problem but no answers.

 

I will keep searching for a solution as I feel this might have happened to other companies or implementations before and it makes a huge difference for our users.

 

Thanks and best regards,

Clauber

6 replies

darylbowman
Captain II
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  • 1593 replies
  • September 26, 2024

I spent a little time on this and couldn’t come up with anything, but I’d love to know the answer.


iqraharrison
Captain II
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  • Captain II
  • 520 replies
  • September 26, 2024

@cvianna I am not seeing anything other than the change you can make at the global level and sounds like you would need a customization

i found this on aug forums, where @TimRodman was able to add a custom field to the stock items screen and then added that custom field to the doc details → inventory ID on the SO screen.  this may be a possible fix for your scenario!

https://www.augforums.com/forums/everything-else/searchable-selector-fields/

 

Good luck!


  • Author
  • Freshman II
  • 7 replies
  • September 27, 2024

@iqraharrison Thanks for your reply, I will investigate further on this, sounds promising. I will be sure to reply to this topic if I find a solution either way.

@darylbowman Thanks for the time you spent on this. I will let everyone know if I find a solution or if I come up empty handed.


  • Freshman I
  • 4 replies
  • November 6, 2024

@cvianna Hi there, I appreciate you making this post. My company has been dealing with the same thing and we have been searching for a solution to no avail.  It can make the invoice creation process take a lot longer and has been causing frustration for some employees. Have you come up with anything at all since you posted this?


  • Author
  • Freshman II
  • 7 replies
  • November 6, 2024

@gdewald Hi, we have one of our internal developers looking into this but so far not much research has been done besides the initial investigation that tells us it is not possible. Since we have other more pressing customizations to be done it is still further down the pipeline of the implementation.

Many of our users would rather keep using the “contains”, however if we don’t find the solution we will have to change the whole system to “starts with” as the order entry would be the priority in our case.

I understand that if Acumatica would provide an easy way for this to work on selected screens would be the perfect solution, but that’s not the case so far.


  • Freshman I
  • 4 replies
  • November 6, 2024

@cvianna Thank you so much for the prompt response.  It looks like we are both in the same boat then.  If we come up with anything in regards to this I’ll be sure to let you know as well.


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