• Votes

    1

    Bin Location by Center

    Allow for BIN LOCATION by Stocking Location. Currently the Bin Location is only on the Part setup. This doesn't allow for having differing Bin locations at different ...
  • Votes

    6

    AP Allow reprint checks to enter void date to use (we want to be able ...

    Currently in 16.1: In AP, selecting Reprint Checks voids original check on original check date with no option to void in current period. Issue: Voiding to the original ...
  • Votes

    6

    In SQL Estimating, let us push an estimate into Sage300CRE as a Change ...

    We have estimates that need to hit a job as an Estimate Change Order (vs. an Original Estimate). In PJ, let us import the estimate into a Change Request. Also let us ...
  • Votes

    7

    Don't allow entries to be posted to AP, JC, AR, etc for periods other ...

    Currently payables, job cost entries, etc are allowed to be posted to any year (for example, one of our accountants accidentally posted in AP a payable to Accounting Date ...
  • Votes

    2

    In Field Reports - Enter Payroll time, let us enter the certified ...

    At times we need to indicate that the hours are not certified. At times an employee's time needs to be charged to multiple certified classes. Project Managers are not ...
  • Votes

    5

    Would like to have security at the task level for changing job status ...

    Once a job is complete, we consistently have users reopening jobs after they are completed from an accounting perspective. By ensuring that people who don't understand ...
  • Votes

    5

    Ability to copy union local setup including the classes to create a ...

    Ability to copy union local setup including the classes to create a new local with different effective dates
  • Votes

    2

    smtp relay without authentication

    Within "My Assistant Configuration Manager ==> Notification E-Mail Account" fields exists to enter credentials to authenticate to the SMTP Relay server. Our organization ...
  • Votes

    1

    Diverse Spending Tracking

    Provide location in vendor information to track Diverse Business Enterprise and certification information. Further provide reporting that shows spending for current ...
  • Votes

    1

    Technician notes in order from Oldest to newest.. they currently show ...

    When technician enters notes in the work order they show up in the invoice from newest to oldest (top to bottom) this doesnt make sense for the customer to read how they ...
  • Votes

    4

    The screen in which we view the work order within SM (huge problem)

    Why is the screen so small in SM? i have to cycle through all the tabs to get around "register, costs, invoice, notes" etc.. but the screen is so small! you cant maximise ...
  • Votes

    2

    why cant i view invoice proof on a quoted job?

    why cant i view invoice proof on a quoted job? i just like to see how everything will look when i send it out before i create the invoice.. why edited the ...
  • Votes

    2

    id like to be able to edit the register any time i like.

    i have to reach out to our AP department to go into months that are now closed as i cant edit any time/materials in a locked period.. i should be able to edit any sale ...
  • Votes

    6

    Add job number and payment date to AP payment distribution record

    I am using Sage 300 CRE v18.1. Attempting to create a Custom Report Design that can print invoices by job, by vendor and will show the amounts paid and amounts remaining ...
  • Votes

    7

    In PM - I would like to have the ability to make a Prefix inactive. ...

    The Prefixes we are not longer using clutter the display options. When displaying a list in GL or PM, having all of the prefixes displayed is messy and confusion for any ...
  • Votes

    1

    We need to be able to enter a vendor contract price for an item and it ...

    This would be helpful for companies that have multiple "locations" set up. They can select "apply to all" and the contract price would apply to all of your locations set ...
  • Votes

    3

    When an administrator changes a browse node (search utility then ...

    When you are in Sage Paperless in the Search Utility and then the Brose Tab. You can pull shared templates called browse nodes. I would like it if the original owner of ...
  • Votes

    3

    Import DrawingSets into Log

    You need to include an option to import drawing Sets into the log. When you have 500 drawings, it takes way too much time to enter them one at at time.
  • Votes

    12

    Job Cost - "Classic View"

    Job Cost - "Classic View" - please bring back the "conditions" button (or similar) in job cost set up. I use this all the time for many searches. It allows me to find ...
  • Votes

    6

    Add a function that copies the last entry made into that field type ...

    In our old software, we used F3 to copy the last entry made in that field type into the current field. This is helpful when setting up jobs with the same PO number or any ...