No Factbox with Vendor contacts
Users from purchase department need to look for contact persons of vendor very often. Therefore they have to go to vendors master data and use function 'View contacts' in order to jump into list of available contacts. In form with customer master data we have a fact box, where one could immedi...
Sales order line-Allocation of charges proportionally
On behalf of PWC/HRPL: Allocation of charges proportionally in the sales order line is requested as this is per GST regulation. As per GST guidelines , if we are supplying the material to customer and charging freight which is not under transportation service. So, we need to charge GST proporti...
Customer Account Number Sequence not skip when Account Type is changed
Currently, when you create a new customer account and switch from Organization to Person, the customer account number skips to the next number instead of staying on the original number allocated. For example, when you click New and the system allocates C00005 for the new account, it should not ...
Request to show Infolog when removing an address from customer addresses which is not marked as primary
When removing an address from customer form, any messages are not pop-up. If user accidentally click ‘Remove’ button, the address is removed without any messages and it cannot be used again without any messages. Issue 271939 Message is not pop-up when removing an address from customer https://fi...
Unable to reimburse Customer specific Item
Customer is unable to reimburse for a Specific item, Scenario: If there are 2 different items in one Sales order with two different invoices. Customer is unable to select the particular Invoice or the Customer specific item to reimburse the for that particular item.
Customer payment proposal automation just like Vendor payment proposal automation
We were wondering why the automated payment proposal function is available for vendors but not for customers. Since the implementation for vendors exists, we thought we would simply build the automation for customers ourselves. Unfortunately, the required base classes such as CustVendPaymPropo...
Proposal of an error message while creating a billing schedule without address
When the client is posting sales order, the orders are not created for entries without address. But the billings schedules are created for entries even without addresses.
When a user creates a billing schedule for the customer which is not having address and generate invoice, system is ...
Customer Account Statement filters
When navigating to AR > Inquires and reports >customer > Customer Account Statement there is no possibility to filter customers by it's name.
Also second problem with filtering is that dropdown...
Implement Sales Order Hold on Customer Record
Similar to Vendors, proposing implementation of Sales Order hold on Customer record. Once you set the hold to Sales Order the customer should not be able to create a Sales Order until the hold is lifted.
Australia Localization - BPAY
Almost all companies in Australia are using BPAY has a method of payment. An extension is always required to create the CRN reference for the customer and to setup the BPAY biller code under the legal entity. The biller code is just an extra field under the legal entity. The Customer reference...