When PO Status = Pending Approval do NOT allow printing or emailing of the PO
When a Purchase Order workflow is being used and the user has submitted the PO for approval, they can still print the Purchase Order or email the Purchase Order. This seems like a hole and allows the user to bypass the workflow process. If the Purchase Order is pending approval the user shou...
Improvements to 1096 reporting
Will you please add a way to print 1096 Forms in MEM? The current option is to print all to one company. There is not a way to filter by entity and print different 1096 forms for each.
Thank you,
Julie Backer
Add Select Items to Blanket Purchase Order & Edit in Excel functionality.
Blanket Purchase orders do not have the option to "Select Items" to add to the line items, however a Purchase Order does.
The blanet order is larger and it would make logical sense for the "Select Items" button to be on the Blanket PO document.
Edit in Excel ...
Vendor Search from Purchase Invoice Screen
It would be nice if the Vendor No. field in the purchase invoice screen would search the Search Name field from the vendor card instead of just the Name field. Often our vendor names align with the name provided on their W9, which isn't always who the payment gets remitted to. Or we have corpo...
Payment Journal Default Bank Payment Type
A lot of BC clients use multiple payment journal batches for different types of bank payment types and are forced to always update that code when processing payments. i.e. A batch for Computer Checks, batch for Electronic Payments etc..
It would be great if you added 'Bank Pa...
Consolidate Invoice and Credit Memo into one form with drop down document type selector
Please consolidate Invoice and Credit Memo into one form which will allow for a streamlined invoice entry without having to open separate listing pages.
Define Reorder points for groups of Released Products
Currently you have to define the reorder points (min/max) for each released product individually. But what if you have a new spare and a rebuilt spare? Most companies want to designate a different part number for the new part vs. the rebuilt part. You cannot manage inventory that way becaus...
Over Receipt - rounding
"Over Receipt" is entred in pst, which cause often decimals. When you purchase in pcs, decimals does not make any sens and should be able to be round up to nearest or up (similar as for Item Units of Measure - "Qty. per Unit of Measure").
Posted Purchase Invoice Status
Indicate directly on the posted purchase invoice the payment status. (e.g mark/stamp invoice as PAID), and have a hyperlink to take the user to the payment record. Also vice versa, from the payment record, a hyper link to take the user to the posted purchase invoice.
Vendor Categorization and Organization
A pretty common issue with purchasing and supply chain is trying to document tribal knowledge of which vendors to quote new parts from. With items that have been established, it is possible to assign them a preferred vendor. However, when a new part is in the discovery quoting process and is b...
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