-
Votes
14
OE and PO: display "complete" status of documents on main screen
All documents in OE and PO (orders, invoices, shipments, receipts) can be completed automatically when lines are completed. Currently you can only see this status by ...by: Mary O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
11
Ability to default OE Misc. Charges to NOT Discountable
Example: Customer is set to have 2% Discount if invoice paid within 10 days, net due in 30 days. Create an Invoice for customer, and add Misc. Charge of Freight to ...by: Andrew Y. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
35
E-mail Invoices along with customer statements
It would be nice to be able to check a box when printing statements so that those customers who receive emailed statements would also get their invoices. Currently we ...by: jessica k. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
7
customer ship to location security
at present the ship to location security is tied up with customer maintenance. This means that in order to let somebody change ship to locations they must also have the ...by: Kerry J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
2
Lot Tracking 5.6 - Add Lot Information to OE Quotes
Be able to add lot details to quotes. Be able to get the order reservation of the lot to expire when the lot expires.by: Stuart N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
10
PJC - ability to reorganize the tree when you need to add new/missed ...
The tree in PJC maintenance is extremely useful for clients but when they have to add a phase/project to a current contract/job it places it at the bottom of the list. ...by: Corey B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
10
PJC - Add additional rate to PJC employee as the current one is not ...
Clients consistently ask for additional employee earning rates and codes to be setup in PJC employees. They find that one rate is not enough. ie...overtime, night rate, ...by: Corey B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
21
OE - facility to purge completed orders and shipments
Please add two new functions to OE clear history: - the ability to delete completed orders up to specified cutoff date - the ability to delete completed shipments up to ...by: Mary O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
19
OE quotes - separate quote expiration date from purge date
When creating a Quote in OE, you need to be able to specify a quote expiry date to print on the quote. However, you may not wish to have the quote deleted immediately it ...by: Mary O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
3
Leave Bank Code Blank when using departments
Leave Bank Code Blank when using departmentsby: Sylvana A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
5
Add Reference and Invoice Number fields to the Serial/Lot Record (in ...
Users could enter Invoice Numbers from external systems (for instance, when databases are converted (or for new databases), and the serials are created by Serial/Lot ...by: Jim S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
16
Access to change Salesperson in OE
Security should restrict the editing of the salesperson screen to prevent a clerk or salesperson from changing the salesperson, changing the split or adding new sales ...by: Glen M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
4
Discount pricing by category
In past versions you could set defaults for item pricing by catagories. So that an item say in catagory 503 items would have the structure of 5.10.15.20,25% discount and ...by: Glen M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
9
Request for Cash OE Invoice
it is very common where company request customer to pay in advanced before shipping goods. And customer wants to see invoice and make payment. Order confirmation alone is ...by: KC L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
4
Salesperson master to have Optional Fields
We could use this for additional usage eg. sales team, product group specialist.by: KC L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
6
PJC Contact Maintenance comment box restriction
PJC- PJC Transactions - Contract Maintenance- Contract: The comment box is very large but allows to enter 250 characters only which is about two and a half lines of ...by: Yulia R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
15
IC Internal usage.
It will be very useful to show the quantity on hand when entering, as in OE orders. I have clients who use this extensively and find it a real pain when the entry will ...by: Chris S. | over a year ago | Last activity 9 months ago | Status changed over a year ago | Operations Management
-
Votes
34
PJC - Job and Non-Job related lines when capturing an AR Invoice
It would be really helpful if we are able to have both Job and Non-Job related lines when capturing an Invoice through AR. Some things might be job related, and others, ...by: Jurgens S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Planned
103
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 ...by: Riekie R. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Operations Management
-
Votes
14
Autonumbering PJC
In PJC you should be able to have a segment as autonumbering so that if contract is made up of multiple segment codes you end up with ABC-XX-0001 and the next contract ...by: Kerry J. | over a year ago | Last activity 7 months ago | Status changed over a year ago | Operations Management
Welcome to the Sage 300 ideas forum. We are listening!
