• Votes

    1

    Document Revision Numbering

    It would be beneficial if revisions to documents within CRM/ERP be marked with revisions numbers. For example, if an OE customer quotation is modified, the revised ...

  • Votes

    2

    Ability to import User Security Authorisations for modules with a ...

    If you try and import User Security Authorisations for modules which have subclass entries for other modules (for Example Orchid's EFT Processing subclasses AR and AP, ...

  • Votes

    2

    Ability to import User Security Authorisations for modules with a ...

    If you try and import User Security Authorisations for modules which have subclass entries for other modules (for Example Orchid's EFT Processing subclasses AR and AP, ...

  • Votes

    2

    Ability to add notes to an A/P invoice even after it is paid

    Sometimes a vendor invoice is not only posted but already paid by the time we realize that some important information on it was entered incorrectly. Although for audit ...

  • Votes

    1

    Enter Base Price & Markup Cost Directly From Item Screen (IC1110)

    It would be good to be able to enter the base pricing (default sell and cost price) into the item screen directly - while creating the item, rather than going into the ...

  • Votes

    1

    Add dashboards to Sage 300 (Desktop)

    Dashboards would be a great feature to have on the Sage 300 desktop. This could be a page on the main menu (another module for e.g) to show the configurable dashboards.

  • Votes

    1

    GL Transaction Inquiry - please show both Doc Date and Posting Date

    The only way to view the document date (transaction date) is to drill down into the original transaction OR print the GL Detailed Transactions listing. Please add both ...

  • Votes

    3

    Combined IC items screen

    there should be 1 screen that combines the following current screens. ic item, ic vendor detail, ic vendor contract details. plus all inventory & sales data related to ...

  • Votes

    1

    Select Quotes / Sales orders when searching sales orders

    Add a separate button to the sales orders search screen to filter by type (quote or sales order)

  • Votes

    1

    Copy ship to address from billing address

    Add an option to copy the billing address to the ship to address or vice versa.

  • Votes

    1

    Bank rec Including Future transactions

    . For some reason future transactions beyond the bank statement and posting date are appearing as outstanding transactions. Future transactions are not outstanding ...

  • Votes

    1

    update recurring charge based on AR Item

    Having the ability to update recurring charge based on an AR item and not just on Distribution codes.

  • Votes

    2

    Like to see Notes functionality improved to include activation of ...

    In AR and AP Invoices Vendor and Customer Number does not show notes for the select customer or vendor. Notes should be improved to have the same functionality of Zippy ...

  • Votes

    1

    E-mail Message Based on Customer Group

    It'd be nice if the message chosen during e-mail would allow you to change your greeting based on customer type. That way you could have a custom message for each ...

  • Votes

    1

    Blanket Order Master, then Releases...in both O/E and P/O

    It is quite common to have a Blanket PO from a customer when pricing and quantity per year (or no expiration date if needed) has been agreed. Then as the customer needs a ...

  • Votes

    3

    modifiying ‘Vendor group’ in “Vendors” screen/table , it should ...

    ‘AP Vendor group’ setup correctly in Sage, it defines the tax group as well as associated tax authority and class . Keeping this in mind, if we modify ‘Vendor group’ in ...

  • Votes

    1

    Encompassing all States for Child Support

    Currently Sage 300 only supports eleven states, that are required by law to submit child support payments through EFT. According to legislation, all states were ...

  • Votes

    1

    Ability to add Tax Groups to GL Accounts

    In the Municipality world, some expenses are recoverable at 100% and some are recoverable at 71% depending for which GL account it is for. If there would be an additional ...

  • Votes

    1

    Ability to assign inventory items to customers

    Allowing specific list of items to be assigned to a customer which will prevent erroneous sale of other items to that customer.

  • Votes

    2

    Credit Limit Approval On OE

    When posting a document that is over credit limit in Order Entry system pop up user name and password for approval. But again the same process keep happening on Shipment ...