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Votes
5
VI jobs more granular security by Role
As we integrate more pieces together, VI jobs have become a very important part of our processes. We would like the ability to assign VI jobs individually to user roles ...by: Printice K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
5
Add PC Charge as an option in Sage 2013
Customers want to control who is processing their credit cards.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
5
Make a SQL Schema available
For those of us with the SQL backend for our Sage databases, there should be a schema of relationships available for easier integration into other systems.by: Jared S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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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
5
Import General Ledger Private Batches
When importing journal entries with Batch Processing in General Ledger turned on, you can import into batches, but you cannot import the private batch flag. The ...by: Jeffrey H. | 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
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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Votes
2
Expand the capability of the Record Tab in Visual Integrator
The Skip Record function on the Record Tab in Visual Integrator is so limited. There is no And/Or capability, no ability to skip records based on a formula like you can ...by: Mark L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
14
Keep Import Job Maintenance window open in Visual Integrator
Scenario: I need to review or adjust several import jobs but don't need to run them. I adjust one, I'm prompted to execute the job and answer "No". It should then ...by: Chris W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
2
Visual Integrator - Remove New Job Prompt
When a new import or export job name is entered, there's no reason for the system to ask the user if it's a new job. I know this isn't a big deal, but it is just a time ...by: Chris W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
8
Visual Integrator - Start Import at Row n
In import job maintenance, have a field labeled "Start Import at Row" and the user indicates which row number on the source file should be considered record #1. This ...by: Chris W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
7
Aatrix Update prompt before choosing a form to print
Change the program so the Aatrix update prompt comes up when you START Federal and State eFiling. It's confusing to customers when they go to choose a form and do not see ...by: Mary M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
2
Sage Update Rollback
Accidentally updating to the incorrect version of Sage can be very time consuming in restoring the database to previous versions until all 3rd party vendors has released ...by: Tony H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
1
Add VI ability to delete SO or PO lines based on SO or PO ...
Currently there is no utility to mass remove SO lines. We sometimes have large batches of orders where a couple of items need to be removed, ie 100 orders. We then have ...by: Monica Q. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration