1

Sales Order Creation

I create lots of sales orders for the same customer that have the same charges/items just for different dates. It would be so much easier if I could select one of that customers previous sales order and replicate it in the same way that you can a purchase order so that I would not have to manu...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (220)

STATUS DETAILS
New
1

Make Bill-to Name editable for user defined adrress

The standard offers 3 options for "Invoice to"/Bill-to:


1. Standard (Customer)

2. other customer

3. user defined address


With option 2. you can enter the name and if it doesn't find one, it suggests creating the customer, that's great and correct.

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (220)

STATUS DETAILS
New
1

All Products and Families Bundles (add Unit Group, Default Unit, and Decimals Supported to out of the box software)

All Products and Families Bundles (add Unit Group, Default Unit, and Decimals Supported to out of the box software)


The user cannot add any uploads via the online excel without these additional criteria. The only method without customizing views or software is item by item. Th...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (220)

STATUS DETAILS
New
1

PDF/Word IF-Statement support and change field properties of default fields

Hello,


I recently had two problems regarding CRM Dynamics, which also could not be solved by the support. The reason given was "Decision By-Design" and I was told to submit implementation ideas as it is unclear whether this will be considered by the Dynamics t...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (220)

STATUS DETAILS
New
1

Optional Articles for Quotes

It would be very helpful to have a function for adding optional items (Articles) to the Quote, where the unit prices can be seen as information but they will not be included in the Total price.

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (220)

STATUS DETAILS
New
1

Bulk Invoicing

We have about 750 customer to invoice, It would be great if this could be done in a similar/same format as the Customer Payment Journal, but just adding in the service item. Currently the CSV file conversion and upload is being done by one of our Financial managers and there is often something t...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (220)

STATUS DETAILS
New
1

After the quote status is won, we should not be able to revise a quote from a previous rev

If I have a quote with 5 revs and rev 5 is won, I should not be able to pull rev 4 or any previous revs and revise the quote and create a rev 6. It should act similar to how you can't have a draft or active quote if one already exists.

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (220)

STATUS DETAILS
New
1

Sales price on the basis of different Unit of Conversion

Product code : XYZ123 Product name : Margo Cookies 1 kg ( 2 packets) Product Sales unit : kg Trade agreement price : 200/- per kg Unit conversion : 1kg = 2 Packet ----------------------------------------------------------- Current Scenario : While adding new item XYZ123 in a sales order auto pick...

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (220)

STATUS DETAILS
New
1

Allow more than four buttons to be shown for grid options

Allow more than four buttons to be shown for grid options. By doing so the user would have less clicks and not miss other options they can take because the button are hidden even though there is plenty of more space on the grid header where those buttons can be shown.

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (220)

STATUS DETAILS
New
1

Control the nested grid through the same main grid button actions

Control the nested grid through the same main grid button actions Specific actions like delete line and duplicate child line item don’t work because we can’t use the parent gird buttons for the nested items

Read more...

0 Comments

Read more... 0 Comments

Category: Opportunity (220)

STATUS DETAILS
New