• Planned

    102

    Additional Cost on Purchase Order

    It would be great to be able to add an estimated Additional Cost on the Purchase Order Entry screen. Sometimes the receiving clerks aren't accounts people, and only ...

  • 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

    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

    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

    4

    When promoting quote to order in Sage CRM, Header Expected Ship Date ...

    When promoting a quote to order in Sage CRM, the detail expected ship dates transfer properly. The header expected ship date does not transfer over. The O/E Pending ...

  • Planned

    7

    AR/AP to CRM Integration - Blank contact deletes CRM Person - BAD!

    If you blank out the AR Contact under an AR Customer, it deletes the Person record in CRM marked as the A/R contact. Furthermore it first blanks there first name and last ...

  • Planned

    12

    Accpac - Custom Screen Validation/Table Level Scripts. Similar to Sage ...

    Allow us to add code somewhere that would check data entered by the user. If it didn't pass our custom validation script we could stop the Save action. For example, I ...

  • 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

    7

    Could you please provide some view licence in ACCPAC same like Reource ...

    We have few license in Sage 300 but we want more operational staff to look in the system to provide service to the customer. Like, how much is the account balance, when ...

  • 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. ...

  • Planned

    4

    Bring back the CRM Customer Statistics tab for the Sage 300 2019 ...

    After upgrading Sage 300 to 2019 the CRM customer statistics tab no longer exists. While all this information still can be accessed in CRM, it is really inconvenient to ...

  • Planned

    12

    Function to copy an OE Quote

    We need the ability to clone/copy a quote from one customer to another.

  • Planned

    15

    Include links to Sage Accpac data in Sage CRM views

    Create views in CRM for Sage Accpac data. These views could be used for reporting and dashboards in CRM. Would also tie Sage Accpac and CRM closer together and make them ...

  • Planned

    64

    AP email and re-print remitances

    Remittances are the only key document that cannot be emailed. Remittance production must be separated from check printing. Most countries no longer use checks. In Accpac ...

  • Planned

    45

    Different email addresses for different document types

    Two email addresses for are not sufficient for Customers/Vendors. For example, it is common for a customer to have different people receiving statements, order ...

  • Planned

    42

    Ship-To email address

    One of the email options should be to use the ship-to email address so that when emailing OE confirmations, invoices etc, they would be emailed to the correct ship-to not ...

  • Planned

    30

    Email Invoice number rather than Document

    In Sage Billing and Payments rather than emailing Document.pdf it would be nice to have it say the actual invoice number IE IN117999.pdf

  • Planned

    36

    Document Naming when emailing

    I would like the document naming to be looked at a specially at this age where, organisation have gone paper less instead distributing document on a print media but ...

  • Planned

    4

    Track 3 addresses for a customer: Customer Address, "Ship To" Address ...

    When dealing with large organizations we typically have to manage 3 addresses. Sage gives us the ability to manage 2. We also need to be able to mail or email the invoice ...

  • Planned

    19

    Business Intelligence

    If I am accessing Intelligence within Sage Accpac: If I am on the report viewer screen and run a report, make the system go back to the report viewer menu when I close ...