• Votes

    4

    PJC - Order contract screen tree items on the left in date order

    The tree list on the left of the contract screen appears to be in the order it was entered in and I would like to see it ordered by item date as well.
  • Votes

    13

    Integrate PO/PO rec with budgets

    Users do not want to exceed their budget and need to be able to view remaining budget before or at the time of creating a PO rec or PO. If a flag could be held to either ...
  • Votes

    14

    Allow Ship Via codes in Order Entry and Purchase Orders to be made ...

    Deleting obsolete Ship Vias causes integrity errors when Ship vias are referenced in history. Add a checkbox to be able to make them inactive.
  • Votes

    15

    Allow Cost Only adjustments for serialized items without assigning ...

    For companies who do not use serial/lot costing, allow users to make Cost Increase or Cost Decrease adjustments without assigning serials. This is most important if users ...
  • Votes

    23

    Allow edit of IC Kits when the kits are on sales order

    Currently you cannot edit kit components in I/C Kitting Items if the kitted item is on sales order. You also cannot change the default kit if the kitted item is on sales ...
  • Votes

    5

    Allow PO invoice/receipt adjustment for serialized item after item has ...

    In version 5.6, the program will not allow a receipt adjustment/invoice against a serialized item if that item has already left the location. This needs to be fixed. If ...
  • Votes

    3

    Allow re-assembly of a serialized item into a different location than ...

    In version 5.6, the program now allows us to re-assemble a serialized item that has been previously disassembled. However it will only do so if the item is being ...
  • Votes

    5

    Edit Credit Note generated from RMA before posting

    When generating a Credit Note from the RMA screen, present the user with the Credit Note screen so they can edit it or add information to the CN before posting. Currently ...
  • Votes

    5

    Add "Customer" as print destination for RMA forms

    Just like the OE forms, please add "customer" as a print destination when printing an RMA. This will make the program consistent with OE, and this way RMAs can be emailed ...
  • Votes

    11

    IC Pricing - add more pricing levels

    It would be great to have more than 5 pricing tiers within the same price list. Some clients and prospects have asked for this and noted that competing software (not sure ...
  • Votes

    6

    Add Lot Optional Fields to finder

    Optional Fields at the Lot level are not available to be added to the Lot finder, as optional fields are throughout other areas of the system (e.g., items). They should ...
  • Votes

    10

    Contract Number Change

    Create a module that works like other number changer to be able to change contract number in PJC. Without needing to adjust and re create the new contract number
  • Votes

    7

    Correcting OE prepayments

    If the prepayment on order, shipment or invoice is wrongly keyed, it cannot be corrected. Options would appear to be: a) provide the ability to edit prepayments in the ...
  • 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 ...
  • Votes

    5

    PJC setting original estimated revenue for fixed price, % complete ...

    Please provide a method for specifying Original Estimated Revenue on a Fixed Price, percentage completed project. The 5.5 Update notice says: “Fixed Price Projects ...
  • Votes

    6

    OE Clear History: Ability to clear order history while retaining ...

    Please add an option in OE Clear History to clear all completed orders up to specified date, while keeping entire invoice history. Similarly for completed Shipments. ...
  • 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 ...
  • 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 ...
  • 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 ...
  • Votes

    6

    Remember Picking Slip print parameters

    In IC 5.5, Picking Slip print icon in OE does not remember the answers used last time the report was printed, for Select by, Use slip, Sort by, Print By. Please make ...