-
Votes
5
Physical Inventory - Showing count totals
On the Physical Inventory Quantities add some additional columns to show the total value per item based on the quantity on hand. EG Quantity on Hand = 8, Adjustment Unit ...by: Kerry J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
14
I/C Transaction History needs to display balnce of stock on hand.
I/C Transaction History has a glaring omission. Nowhere does the history display the balance on hand for an item. Another column needs to be added to show the stock ...by: Richard H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
38
General Ledger Tax
For some clients who enter some taxable transactions in GL rather than AP/OE/AR/PO or IC, it would be great to have the option for the tax module to pick up the tax ...by: John W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
-
Votes
22
Recurring Invoices in OE
It would be great to have recurring entries in OE. It is a hard sell to use AR recurring when the client wishes to use OE for stock analysis. We have written macros to ...by: John W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
9
Allow CRM Calendar Screen to show in a separate window.
Since more and more users have 2 monitors, allow the CRM Calendar to show in a separate window so that users can put it on a 2nd monitor. This would allow users to see ...by: Stephen H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
Votes
2
Allow CRM Workflow to update / start another workflow
Need ability of one workflow to update and or start any another workflow. For example, have a Company Workflow, which when I set the Status to Opportunity, it creates an ...by: Stephen H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
Votes
4
Multi-currency Rate Activation when using Import Macro
The move to version 5.5 has added the following steps to the process of using the Import Macro: 1. Signing in to Database setup as a ADMIN 2. Opening the Database 3. ...by: Arian S. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
-
Votes
7
PJC Material Usage need to update Quantity Available when entering ...
PJC Material Usage only warns you that you don't have enough materials on hand when the Quantity for the detail line exceeds quantity available. If you have more than ...by: Stephen H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
-
Votes
2
It would be great if we can have a vat selection coupled to a general ...
It would be great if we can have a vat selection coupled to a general ledger account. The reason for my request is payments made on behalf of an agent that is not a vat ...by: gail c. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
-
Votes
23
Sage CRM - User Based Security for Reports
Be able to define on a report-by-report basis which users have rights to the report. Could have options for User, Team or Security Profile. This is standard in most ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
Votes
9
Sage CRM - Integration to Sage ACCPAC ERP at Person level
Allow integration to AR/AP at the Person level in CRM. Many times a Person in CRM relates to the AR Customer or AP Vendor. In CRM you have to create a Company to hold ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
Votes
4
Sage CRM - Allow Recent list modification for standard entities
For entities like Person, Company, Opp, Case etc, there is very often a need to display more info in the Recent list. For example you may have 2 Companies named Bragain ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
-
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
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
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
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
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
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
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
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
Welcome to the Sage 300 ideas forum. We are listening!
