Acumatica's Powerful feature in Distribution module (Sales Quote/Order)

Acumatica's Powerful feature in Distribution module (Sales Quote/Order) - Part I

Here is real life scenario, customer keys in sales quote with close 100+ line items and feels good about the quote sends it out to his customer for approval and it takes few days before they get back and now for whatever the reasons they want to change the customer on that quote to another customer (the final one).

How do we change customer ID on an existing quote/order in Acumatica 4.2?

You might think I may have to re-key the entire quote/order with 100+ line items since there is no option or feature to change the customer id on an existing quote/order.

This thought might force you to re-key entire order with 100+ line items and that might take 30 minutes or more?

Is there a better way to do this in Acumatica Cloud ERP? Hmm scratching our head, we get to work to see if we can provide solution out of the box without any customizations, remember customers don't like when you say customization and it's going to cost blah blah ...

Try #1: We tried to copy and paste feature in Sales quote works great but it copies the customer ID too, so had to drop that.

Try #2: We tried saving a template and copy clipboard and restoring the saved template into new quote, no luck same results it copied the customer ID/name

Try #3: Don't give up the juice details coming soon ...

Comments

Acumatica JewelShop - JCK Las Vegas Convention for Jewelry Business

Acumatica JewelShop , new plugin for Jewelry wholesale business and custom jewelry manufacturers. Visit us at JCK LAS VEGAS - Booth B50042 | May 31 to Jun 2nd. SANDS EXPO & THE VENETIAN LAS VEGAS, NV https://lasvegas.jckonline.com/ Visit our website for product information Visit our website for more information about Acumatica JewelShop

Acumatica Snapshots - Uploading and restoring large files

In Acumatica ERP, you can create company snapshots containing your company’s full or partial data. Snapshots that can be saved locally in the same database, or at a specified location. You can import and restore snapshot to another company, in this case test company, it's pretty handy tool very useful during implementations, customization and support/troubleshooting while you work with data. You will occasionally run into few technical issues with snapshots, the newer version now needs you to keep all users logged out and in maintenance mode to take snapshot, link to blog article here. Today we are going to discuss how to export and import snapshots which are larger in file size of above 1GB, this is not a limitation from Acumatica and more to do with constraint and default value set in IIS (Internet Information Server). IIS by default allows uploading of a file size of 1GB and it limits the upload process and it can be tweaked to upload upto 4 GB file size and that's

Acumatica User Defined Fields/Values - UDF using attributes in 2018 R2

In 2018 R2 version Acumatica introduced new feature called "User Defined fields" in short UDF's. These fields allow users to configure existing document screens to capture custom data per document basis. New features like this really helps partner/customer to configure business workflow process, this capability built on a framework can now enhance existing documents like Sales order, purchase order or other document to collect custom data at transaction level using attributes. For more information on which documents/screens you can collect UDF's refer to Acumatica help In this example I have created few custom data that we would like to accept in our Print industry, this works pretty well with our Acumatica plugin PrintShop for Screen printing and embroidery companies, as business do accept different type of data and allows us to do minimal customizations. If your accepting custom data related to art work, then you can create those attributes ahead of

Search This Blog