• Votes

    2

    Implement Monthly recurring entries in PJC

    Month End reconciliations include a set of required monthly recurring entries in PJC. This feature will make the process more efficient
  • Votes

    2

    Sage CRM Integration - To be able to copy Order for just a single ...

    Currently there is no Copy Order function in Sage CRM. With the enablement of copy order in Sage CRM, it is more time saving to copy an Order with a lot of items in the ...
  • Votes

    2

    Job related costs in GL

    When doing GL monthly journal entries to record online bill payments, some are job related costs and there is no job related line to record a job related payment. Please ...
  • Votes

    3

    Add save button on Requisition, PO, Receipt, Invoice screen in sage ...

    Add save button on Requisition, PO, Receipt, Invoice screen in sage 300c web screen
  • Votes

    2

    Ability to drill down to actual receipt from PO Pending Receipts ...

    When searching for open/not invoiced receipts in the Purchase order pending receipts inquiry, after selecting the appropriate PO for the item, click on details, the open ...
  • Votes

    4

    Option to include pending payments on the AR Aged Trial Balance report

    My client would like to be able to print the AR Aged Trial Balance with an option to include pending payments. Thank you!
  • Votes

    1

    Option to Limit creation of PO without Purchase requisiton

    Some of our clients want an option of limiting the creation of Purchase Orders without a corresponding Purchase Requisition already posted. This would be ideal for all ...
  • Votes

    1

    Sage Program Shortcut to open up an Intelligence report

    It would be nice to use a program shortcut (Shortcut to be Put on Sage Desktop) to open up an Intelligence report. Our users don’t have access to double-clicking items ...
  • Votes

    3

    ADMIN and User password change audit report

    We have clients asking for the ability to audit the time and Windows user making changes to the ADMIN password and other Sage 300 user passwords. The audit must include ...
  • Votes

    6

    Full Audit of actions in Customer / Vendor tables

    We should be able to track any changes to customer or vendor records including pricing tables.
  • Votes

    6

    Sage 300c: GL Account Change/ Customer Number /Vendor Number /Item ...

    GL Account Change/ Customer Number Change /Vendor Number Change /Item Number Change to be available on the web screen.
  • Votes

    10

    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

    13

    Have a marketplace, similar to i-tunes, where users (partners, ...

    If a partner created a custom report, they could post it on the site, and people could download it (after paying a fee, of course). Because, hopefully, each report or app ...
  • Votes

    17

    Document Number Changer

    How about in addition to number changers for accounts, customers, vendors, and items, you include a document number changer? Something capable of taking all occurences of ...
  • Votes

    15

    Unique data integrity logs

    Allow users to name, and assign the location of the Data Integrity file or create a unique id for it (eg dic-samltd-2010118-16:30). The current status where it overwrites ...
  • Planned

    16

    Additional Costs in PO

    When processing invoices in PO you can have an additional cost against the purchase order\receipt invoice - this works great on a singular level. EG One freight charge ...
  • Planned

    11

    CRM - Add Customer PO Column to OE Inquiry - Orders

    This column is not provided for sales orders, but it is for credit/debit notes. This is an important information on the sales order and should be included in the data ...
  • Planned

    11

    CRM - Find OE Orders from Main Menu Find

    Add a Find option to allow the user to find an OE Order by Order Number, Customer, Date etc. right from the main Find menu.
  • Planned

    6

    Receipting Stock with Additional costs

    It SUCKS SUCKS SUCKS Entering a pile of receipts into Inventory Punch in the PO number from the first invoice Enter quantity received Click on additional costs Add the ...
  • Planned

    17

    crm copy quote

    In CRM, we need to be able to create a new quote based on a copy of an existing quote. Can we have a feature to copy a quote to a different company/person/opportunity. ...