2

Option for Exclude Taxes for canceled items on a SOP Quote or Order

When entering a Quote or Order, taxes calculate if setup. If an item on either of these documents is canceled, the taxes do not change making it very confusing for the end user. When you print the Order or Quote, it doesn't indicate the quantity was canceled and it too has the full amount of t...

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Category: Distribution - Sales Order Processing (39)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your suggestion. We will consider this in a future release. 

Jodi Christiansen
PM, Microsoft

 

2

Print Sales Document Window by Customer

In the print Sales Document window you can select a range by Doc Number/Date, Doc Status and Batch but not by customer. We have clients who are asks to reprint documents for a customer. The current design requires one to print them one at time since a customer can't be selected from this windo...

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Category: Distribution - Sales Order Processing (39)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for the suggestion, we will consider it in a future release.

Jodi Christiansen
PM, Microsoft 

2

Email SOP Blank Invoice modified Word Template from the Sales Navigation List.

When using a modified SOP Blank Invoice that contains the customer's item number the SOP Blank Invoice prints/emails incorrectly from the Sales Navigation List. 

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Category: Distribution - Sales Order Processing (39)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the suggestion. We will look into adding this to a future release.

2

Ability for Subtotal/Total information to update on a Fulfillment Order when backordered quantity is updated by an MO

I'm trying to use Advanced Distribution and have set up a Fulfillment Order type. I'm also using Manufacturing and generating an MO from the sales order line. when the finished good is receipted on the MO, it allocates to the sales order. I then go to Order fulfillment to fulfill the order. The e...

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Category: Distribution - Sales Order Processing (39)

STATUS DETAILS
New
1

Sales Batch screen need additional information

On the sales batch screen under Transactions->Sales it would be helpful to see amounts that include more than just invoices and returns. Clients see 0 transactions and zero dollar amounts and will delete the batch. If there are orders in the batch they just deleted those orders. Perhaps there cou...

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Category: Distribution - Sales Order Processing (39)

STATUS DETAILS
New
1

Print & Email SOP Documents Setup Flag

The new SOP invoices printing even when emailed feature means you have to separate invoices into different batches to not waste paper on printing the invoices that are emailed. It also wastes time having to see which printed forms needs to be mailed by sorting through them. We have moved ours t...

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Category: Distribution - Sales Order Processing (39)

STATUS DETAILS
New
1

Exception Report for Sales Invoices that are being Emailed

Creation of a Exception Report when Sales Orders are emailed to customers providing information if the invoice was not successfully emailed.

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Category: Distribution - Sales Order Processing (39)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

1

Ability to use the Advanced Distributions Navigation under the Sales and then Sales Order Transactions area without defualt bins setup

We heavily use the Advanced Distributions Navigation list by clicking Sales in the bottom left – then expanding the Sales Order Transactions folder. When using the Sales Nav Lists for multiple SOP Order Fulfilments, we have noticed that line items can move orders if there is no Default B...

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Category: Distribution - Sales Order Processing (39)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this in a future release.

Jodi Christiansen
PM, Microsoft 

1

SOP Invoice - remove header from Terms and Conditions page

It would be great if it was possible to unlink the header on the SOP blank invoice form Word template from previous pages so that when adding a page with terms and conditions, it could have either it's own header or no header at all. currently, when trying to add a page and unlinking the heade...

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Category: Distribution - Sales Order Processing (39)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for your suggestion, we may consider this in a new release.

Jodi Christiansen
PM, Microsoft 

1

Reminder created from SmartList Designer favorite ( SLD object was created from a View ) cannot be seen in a French install, but, is visible in an English install

The reminder was created in SmartList Designer by using a SQL View. The reminder does show in an English client, but, does not show in a French client. These need to be visible in both language installs.

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Category: Distribution - Sales Order Processing (39)

STATUS DETAILS
Under Review
Ideas Administrator

We will look into this for a future release.

Jodi Christiansen
PM, Microsoft