Challenge: In Acumatica you can setup a Parent-Child relationship but you can’t use this relationship to sync/update.
We created a 3 Phase solution to overcome this limitation:
Create the basic sync functionality to cover our client’s needs. This is the basic code where we hard code the fields that need to sync.
Create a new page where you can set what data is synced to the children. This will overcome our own limitation of hardcoding the fields.
Performance enhancements using asynchronous updating of the children. – We found when the children of a parent exceed 300 the process takes 30sec to complete we want to eliminate this by updating the children asynchronously
Child relationship Testing
1. Click on Receivables and then on Customer
2. Find a group of Parent and child shops
3. Check the detail beforehand, to make sure that when you do make the changes the detail does actually change throughout all the children.
4. Access the parent entry and update the specific items that must be updated on the parent. Save and close the changes on the parent and on the customer screen, click on the refresh button to refresh all the displayed data.