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Votes
5
auto update of opportunity status in CRM
When an opportunity changes status - i.e. converting a quote to a sales order, or when a sales order has been shipped and/or invoiced - the status of the opportunity does ...by: Doug L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
3
BOI
AllowWRITE() option to historical files such as AR_OpenInvoice. This would allow changing Term and DueDate.by: John R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
1
Assign a Sage CRM User to an OTF Opportunity from within Sales Order ...
As of right now, within Sales Order Entry, you have the ability to create a new opportunity in Sage CRM by clicking the Assign button next to the Sage CRM Opportunity ...by: Dustin E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
1
CRM Order entry - Able to sell Kit items
Hi, Within the CRM Sage 300 OE screen we are not able to add a Kit Item, because the field Kit number is not available in this screen. The CRM order Entry screen ...by: Stéphane S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
2
Healthcare Staffing and Recruiting Agency (SageOneStopShopArsenal)
Healthcare Staffing according to Staffing Industry Analysts report an increase in growth over the next 6 years by 14th percent. Many small start up and new healthcare ...by: Orlando G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
3
There needs to be a guide book for developing the ebusiness section. ...
There needs to be a guide book for developing the ebusiness section. Stumbled through it, had to rely on our outside MAS90 team to get me through it.by: tom b. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
7
Need to be able to post a previous months invoice in next month ...
Need to be able to post a previous months invoice in next month without having to change the invoice date. Right now, when I have a December 2014 invoice when posting it ...by: Diana H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
4
Add domain to unified login
Currently unified login only looks at user object, so a local user could have the same name as a high security domain user and use that local object and login to Sage ERP ...by: Chris G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
26
Copy/Paste to and from a table (Excel) into General Journal Entry rows
Give users the ability to either copy & paste or upload from excel into the General Journal Entry - Lines section. This eliminates a great deal of repetitive data entry.by: Isaac U. | over a year ago | Last activity about a year ago | Status changed over a year ago | Integration
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Votes
3
VI Jobs Menu browse button default location
When performing a Visual Integrator Job from the Jobs Menu, you click the browse button to locate the file you wish to import. It would be nice if when the browse button ...by: Skye D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Not Planned
7
add work files for sage alerts & workflows
Sage Alerts & Workflows has a lot a capabilities for sending reports and forms as an alert. Because the system cannot access the work tables, you must create standard ...by: Suzanne W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
2
ADD ABILITY WITHHOLD RETAINAGE IN PURCHASE ORDER
THE ABILITY TO WITHHOLD RETAINAGE IS AVAILABLE AND USEABLE IN AP, BUT NOT IN PO. WE ARE A COMPANY THAT USES ALOT OF SUBCONTRACTORS. WE ISSUE POs TO SUBCONTRACTORS. IT ...by: Alicia C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
13
Allow prepayment of customer orders
Enter cash receipt into AR as a prepayment. Allow a link from Order entry to view & select unallocated cash. When the invoice prints, the invoice reflects the true ...by: stephanie f. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
7
Ability to export Summary views from Explorer Views to Excel
Explorer Views have the ability to create summary sections for say Invoice totals for Customers. After you collapse the detail view and only see the summary sections, you ...by: Ken K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
1
Update fields macro
Create a simple utility where you can pick the data table (ie CI_Item), select the fields and the new value you want it updated to. Have selection ranges, maybe some ...by: Glen Z. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
9
Allow memo settings to be imported for all modules
Memos can be imported using Visual Integrator but not the memo settings. For example, item memos can be imported into the IM_ItemMemo table - one of the fields is Auto ...by: Shelley A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
3
Visual Integrator Job Log Report
The printed Visual Integrator Job Log Report only displays 60 characters of information on rejected records even though the actual log file contains 512 characters of ...by: Tyler C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
5
Need updated set of Sage Intelligence troubleshooting and ...
With more and more sites running virtual desktops there should be updated and consolidated information on troubleshooting Sage Intelligence. This should include a ...by: Wayne S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
11
Drop Ship Orders and corresponding Purchase Orders need to integrate ...
All distributors would want this in addition to fulfillment companies. There is more and more drop ship happening due to COVID 19. Standard accounting and operations ...by: TERRI P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
4
Sage 100 used to have the User ID in the SY_ReportSetting file so it ...
In the past, the User Code used to be in the SY_ReportSetting file so that if 2 users printed the same forms in the same company but to different printers, Sage would ...by: Marty F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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