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BVDL

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Provide the ability to import revenue notes via BVDL without using batches.

There should be no need to use a batch to attach a note to a revenue record as it adds complications and significant chance of corrupting revenue records due to the field requirements of the batch import process.

In fact, Notes and Attributes could have an additional section/tab where much of the functionality of their constituent equivalents could be duplicated, only with the sub records being linked to a revenue record instead of a constituent record. It would only need the revenue ID or GUID to correctly identify the record.

Ticket 4095


18 Views
olga.makhova
May 18, 2023

Absolutely agree. This would be very beneficial for our organization. Skipping batch process to add revenue notes and attributes would save a lot of time and efforts for our staff.

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