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Votes
68
Give user option to select the default source of email address on the ...
Give user option to select the default source of email address field on the sales order: 1) customer master, 2) contact record or 3) ship to record. This would also make ...by: Larry E. | over a year ago | Last activity 12 days ago | Status changed over a year ago | Sales & Distribution
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Votes
22
Ability to label sales rep codes as "inactive" when they are no longer ...
All sales rep codes print on reports and show in drop down lists, etc. even if no activity occurred or the rep is no longer here. A lot of wasted paper to say the ...by: Veronica T. | over a year ago | Last activity 11 days ago | Status changed over a year ago | Sales & Distribution
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Votes
145
Allow multiple deposits and Deposit Types to a Sale Order or Invoice
We have many cases where a customer might want to put a large deposit on a sales order with one Credit Card but tell us to charge a different card for the balance. Some ...by: Todd M. | over a year ago | Last activity 11 days ago | Status changed over a year ago | Sales & Distribution
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Votes
37
Inventory Adjustment Transactions - ability to change GL Account
Incorporate the IM-1267 Adjustment Account Override in Transaction Entry extended solution. This Extended Solution to the Inventory Management module adds a General ...by: Steve P. | over a year ago | Last activity 11 days ago | Status changed over a year ago | Sales & Distribution
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Votes
235
Update Item Last Cost with Actual Price Paid to Vendor
The Last Cost field in Inventory Maintenance is updated with the PO cost at the time a receipt of goods is performed. However, it is not updated when the receipt of ...by: Jeff L. | over a year ago | Last activity 29 days ago | Status changed over a year ago | Sales & Distribution
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Votes
17
Changing Confirm-to and Email Fields in Sales Order Entry
When the Confirm-to field is changed on the Sales Order Entry, can the Email Address automatically update to reflect the new contact's email address?by: Sue V. | over a year ago | Last activity 26 days ago | Status changed over a year ago | Sales & Distribution
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Votes
186
Provide better accounting for customer deposits.
Provide better accounting for customer deposits so there is a separate subsidiary ledger of such payments that provides a clear record of all such transactions including: ...by: Larry E. | over a year ago | Last activity 29 days ago | Status changed over a year ago | Sales & Distribution
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Votes
1
Add option to associate credit cards with customer ship to codes
Customer has many ship to locations and each ship to location uses a different credit card. Would be nice to have an option to identify the default credit card by ...by: Steve P. | 28 days ago | Last activity 28 days ago | Status changed 28 days ago | Sales & Distribution
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Votes
110
Add a delete/renumber merge utility for salespeople.
Add a delete/renumber merge utility for salespeople.by: Larry E. | over a year ago | Last activity 29 days ago | Status changed over a year ago | Sales & Distribution
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Votes
121
Provide user options to prevent inventory from going negative during ...
Provide user options to prevent inventory from going negative during multiple types of transaction entry.by: Larry E. | over a year ago | Last activity 29 days ago | Status changed over a year ago | Sales & Distribution
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Votes
151
Consigned inventory
Add ability to track consigned in or out inventory without the use of work-arounds.by: Larry E. | over a year ago | Last activity 29 days ago | Status changed over a year ago | Sales & Distribution
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Votes
13
inventory transaction history should include GL account
When you enter an Inventory Transaction Entry, "Issue" type entry, you have the ability to override the default GL account. However, there is no easy way to identify ...by: Steve P. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Sales & Distribution
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Votes
8
Allow prospect quotes to be copied to other quotes.
Currently you can copy from existing quotes or orders but you cannot copy from existing prospect quotes. If a prospect calls and wants a variation of an existing quote ...by: Nathan P. | over a year ago | Last activity about a month ago | Status changed over a year ago | Sales & Distribution
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Votes
2
Create a report for inventory item sales per period simplified to be ...
We need a report for inventory sale by items, per period to sort by vendor, for a period range and to be easily exported to excel to be able to calculate the average ...by: Claudia A. | 8 months ago | Last activity about a month ago | Status changed 8 months ago | Sales & Distribution
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Votes
17
Reverse SO Invoice posting
If a sales order posting batch was posted with the wrong date or should not have been posted, have a utility to reverse the posting.by: Kenneth J. | over a year ago | Last activity about a month ago | Status changed over a year ago | Sales & Distribution
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Votes
11
Put a checkbox on most sales reports to give users option of printing ...
Put a checkbox on most sales reports to give users option of printing reports based upon either KITS or the COMPONENTS on kits as the saleable itemby: Larry E. | over a year ago | Last activity about a month ago | Status changed over a year ago | Sales & Distribution
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Votes
46
updates in customer maintainance should have the option to also update ...
updating certain fields in Customer maintenance, for example, Name, Address, Terms should also have the option to update the same fields in open sales orders.by: Claire G. | over a year ago | Last activity about a month ago | Status changed over a year ago | Sales & Distribution
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Votes
36
Ability to delete Discontinued Inventory
We would like to be able to Delete Discontiued Inventory. If that is not possible we would be interested in being able to hide the Discontiued items so that the Sales ...by: David T. | over a year ago | Last activity about a month ago | Status changed over a year ago | Sales & Distribution
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Votes
4
Create a security role option to allow User to ADD lines in Shipping ...
Currently, no lines can be added in SDE. I can understand this rule in most cases. However, I have clients that need to add lines (additional comments, items for BOL ...by: Jeff S. | 8 months ago | Last activity about a month ago | Status changed 8 months ago | Sales & Distribution
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Votes
4
reopen sales order
Allow the ability to re-open a sales order to add additional lines (not modify closed lines)by: Karen R. | 10 months ago | Last activity 2 months ago | Status changed 10 months ago | Sales & Distribution

