On a SOP Return it should be possible to apply it to an invoice
On a SOP Return it should be possible to apply it to an invoice
Show Check Number in Apply Sales Doc Window
Show the check number (instead of or in addition to the payment number) in the Apply Sales Doc window.
Sales Transaction Entry - additional UDF fields on header and new UDF fields on lines
Add additional user-defined fields to Sales Transaction Entry header and add user-defined fields to the lines. This is a very common request from our clients
SOP Document Association - Master Number update
Allow SOP Documents to be associated manually via the Master Number. We have a document chain, say Quote to Order to Invoice, then sometimes this chain needs to be broken. When we enter a separate document that needs to associate with an existing document it would be nice to be able to do this....
Customer Prepayments
Please provide a customer prepayments module that functions similar the Purchase Order Prepayments module. The Sales Transaction Entry window has a field called 'Amount Received' where you can book a 'Cash Deposit' with the order. This debits and credits the correct accounts here but afterwards...
Blank Invoice Form with Options prints blank when you print from Navigation List when you include tax details
When printing Blank Invoice Form with Options from the All Sales Transactions or Invoicing transactions Navigation list the report prints with no lines on the report when you include tax details. The workaround is User will need to pull up the transaction in Invoice Entry and print or print by b...
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
The SOP Blank History Invoice Form will default to Template when printing even if not enabled in Template Configuration
The SOP Blank History Invoice Form will default to Template when printing, even if there isn't a template assigned for it, once any template is assigned for the non-history form. Since there is no access marked to the History form, should default to Standard, but once the non-history template is ...
Sales Document Detail Enquiry Zoom - enable copy of field values
So many times i see a user drill into the SOP document Enquiry zoom, then drill into look at the quotes and orders/ invoices related to the document in question, by expanding the document number field to open the Sales Document Detail Enquiry Zoom, then they almost always want to view one of the ...
Report Writer Upgrade - Email SOP/POP Documents
Our customers need a better solution to email out pop/sop/EFT documents to customers/vendors that does not involve Report Writer and Word or purchasing a third party product. This is a basic requirement. The word templates are slow and very clunky when trying to modify. Our clients are frustra...
Allow "jumping" to the transaction entry screen from selected document in Enquiry
Use the GOTO buttons (as in item card) to allow users to jump to SOP Entry from the selected document in the SOP Document Enquiry Window (assuming the entry window is not populated). We introduced something similar and it is one of the most used features we have implemented. Could work for ot...
Administrator
Hi Sheila,
Thank you for the suggestion. We will consider adding this to a future release,
Jodi Christiansen
PM, Microsoft