Several enhancements are needed in the OE Web Screens within CRM to get them closer to the classic desktop screen:
- Increase the Width of the screen. In the latest version for v2012 (6.1) it got narrower
- The ability to put in a Ship-To Contact Name
- The ability to enter an Address after using the Add Address button.
- The ability to choose an existing CRM address to ship-to
- The ability to edit the Order level Bill-To Ship-to address fields
- The ability to change taxes both on header and line items
- The forms chosen for Quote or Order confirmation should remember the last choice
- The ability to actually print the resulting preview without exporting to PDF first
- The Tax Group made editable after save (not even sure why the extra effort was put in to make it ReadOnly)
- When entering a line item, it should behave like the classic desktop screen (tab goes to next field, enter/insert creates new line)
- Allow saving of the Advanced Search criteria in the line item detail finders
- The screen "jumps" to the middle when tabbing on a line item field if you tab too soon after putting in an item
- FOB, Location and Reference header fields added by default
- Ship Via Description field over-writable like the classic behavior allows
- Auto refresh of the order header totals after entering a line item
- Allow choosing of Kit/BOM # on line item
by: Stacy D. | over a year ago | Customer Mgment (CRM)
Comments
+1
Delivery date which is now added to OE isn't available in CRM so it causes issues in OE and each order line needs to be edited manually which is insane