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Votes
2
Allow CRM Workflow to update / start another workflow
Need ability of one workflow to update and or start any another workflow. For example, have a Company Workflow, which when I set the Status to Opportunity, it creates an ...by: Stephen H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
4
Multi-currency Rate Activation when using Import Macro
The move to version 5.5 has added the following steps to the process of using the Import Macro: 1. Signing in to Database setup as a ADMIN 2. Opening the Database 3. ...by: Arian S. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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Votes
7
PJC Material Usage need to update Quantity Available when entering ...
PJC Material Usage only warns you that you don't have enough materials on hand when the Quantity for the detail line exceeds quantity available. If you have more than ...by: Stephen H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
2
It would be great if we can have a vat selection coupled to a general ...
It would be great if we can have a vat selection coupled to a general ledger account. The reason for my request is payments made on behalf of an agent that is not a vat ...by: gail c. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
23
Sage CRM - User Based Security for Reports
Be able to define on a report-by-report basis which users have rights to the report. Could have options for User, Team or Security Profile. This is standard in most ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
9
Sage CRM - Integration to Sage ACCPAC ERP at Person level
Allow integration to AR/AP at the Person level in CRM. Many times a Person in CRM relates to the AR Customer or AP Vendor. In CRM you have to create a Company to hold ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
4
Sage CRM - Allow Recent list modification for standard entities
For entities like Person, Company, Opp, Case etc, there is very often a need to display more info in the Recent list. For example you may have 2 Companies named Bragain ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
3
AR Clear Fully Paid Documents - Inactive Customers Only
Accounting departments are already overworked, therefore it is important to help them be more efficient without jeopardizing valuable information. Most managers do not ...by: Jim B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
25
Support for Office 2013
We need Sage ERP 2012 to support Office 2013. Financial Reporter Statement Designer does not work with Excel 2013by: Neil F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
6
OE Templates for order lines
In the Sage 300 OE template setup , could you add a detail screen where items / misc charges could be defined in templates. This will increase the speed and capturing of ...by: Etienne V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
21
Fix G/L Consolidation for Open-Ended String Error
When exporting G/L transactions which contain quotes in G/L consolidation, the G/L Consolidation import will fail with "CSVI.C - Open-Ended Quoted String" error. The ...by: Andreas B. | over a year ago | Last activity about a year ago | Status changed over a year ago | Setup / Environment
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Votes
4
Terms Code in OE Template over writes Terms Code set in AR Customer ...
We would like to see a flag set up within the template which would could be turned on/off to enforce whether or not the terms code should be over written.by: bruce w. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
3
Order Entry and Purchase Order Entry calculate and insert expected ...
Customers and Purchaseres want to know freight charges before the items are shipped, not just add them afterwards. They can be entered as Misc charges or non-stock items, ...by: Stephen C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
5
Use of default price list
Could an OE setup option be added to allow prices to work as follows: - when an item is entered on an order which does not exists on the price list, instead of simply ...by: Mary O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
3
Finder in GL Segment codes
To have a Finder by Description in G/L - Segment codes window in the G/L Setup sub-menu.by: Francois L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Setup / Environment
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Votes
4
GL Integration with Sub Ledgers
Put the GL integration with Sub Ledgers back the way they were. It's too confusing and time consuming now to try to figure out what field is required where to ensure the ...by: Cheryl J. | over a year ago | Last activity about a year ago | Status changed over a year ago | Setup / Environment
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Votes
3
To have "Order Status" in O/E Pending Shipments Inquiry
The O/E Pending Shipments Inquiry is showing all the Orders which have not complete, however, there is no status for the Order. It would be great to have a column for ...by: Cecy T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
4
OE Entry Screen - Warning message if Cost price is Greater than ...
Would it be possible to have a warning message displayed if the cost price is greater than the selling price (IE; making a loss on the product). It would also be nice to ...by: Ian L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
5
PO Invoice - The Find Receipt should only find open receipts for ...
In the PO Invoice screen after you have selected the vendor and then press the FIND on the receipt, you then get a list of all the receipts by all of the vendors. Should ...by: Ian L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
1
PO Invoice - The Find Receipt should only find open receipts for ...
In the PO Invoice screen after you have selected the vendor and then press the FIND on the receipt, you then get a list of all the receipts by all of the vendors. Should ...by: Ian L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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