Over-receipt approval workflow
Currently, when creating an approval workflow for over-receipt on a purchase order, there is a limitation on how you can filter for the over-receipt quantity. For example, when using an over-receipt code which allows up to 10% over-receipt, it might be the case that approval is only necessary ...
Link Production Order to Purchase Order
When creating a new purchase order, be able to select a production order to link a line to. Can do this with a job number and can do this for outsourcing, but not for a basic purchase order. Clients want to be able to link and consolidate costs and items.
Vendor Reminders
Add functionality to assign delivery reminders to vendors. This functionality is currently available in the Austrian localized version; see link
Purchase Invoice - GetReceiptLines - Searching on Order no.
In a purchase invoice you can go to Get Receipt Lines. In that screen it is not possible to search on Order No. However, a lot of customers need the ability to search on this.
Pre-note file for EFT vendors
We would like to be able to submit a pre-note to the bank instead of creating a live EFT file in the system and manually adjusting. That way, the bank can test the data for that vendor to ensure it is correct. Maybe a "generate test EFT file" or something similar would work. This would also proba...
Purchase Resources for Jobs
It would be nice to be able to purchase ressource for jobs.
Request for approval fact box pane
when you are looking at the list of invoice from the requests to approve list, I'd like to be able to have the attachment widget in the FactBox pane.
Purchase quotes to include Job fields
Purchase quotes are the start of the purchase process and should include the ability to enter jobs details. If the user has to then convert to an order before they can enter the jobs details it is prone to error as the user could potentially forget to enter the jobs details.
Free text field on lines of a document or a additional description
Free text field on lines of a document or a additional description This is a basic requirement for any ERP system
Expected receipt date to be included on purchase quotations
The purchase quotation is the first stage of the purchase process. Expected receipt dates are an important part of the cashflow forecast and should be available on the quotation otherwise the user then has to convert to an order then add/amend the expected receipt date. I know officially the bu...
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