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...
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.
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
Open multiple nested grids at one time
Open multiple nested grids at one time This allow the users to see the entire solution in one shot instead of having to click through each parent item and open up the child lines.
Select Line Item in Grid and Collapse/Expand buttons to be moved to separate columns
Select Line Item in Grid and Collapse/Expand buttons to be moved to separate columns Because of this these two buttons are very hard to use as they use the same space. When line is selected the collapse/expand button can’t be seen.
Add Product
it would be useful to be able to add the same product multiple times within the new product insertion experience.
Custom script Add Product view
We submit a proposal for improvement within the new vision experience "Add Product" of the Offers. The request is to be able to manage scripts (Javascript) that would allow to manage particular custom actions on the various lines of the board. In particular, we need to manage a new field on each ...
Improved product discount functionality
Need to have the ability to set product discounts based on a profile or tiered pricing system. Example Tier 1 - 15% Tier 2 - 10% Tier 3 - 5%
Lock Pricing Method and Unit Price once Opportunity Closes
For closed or won opportunity records, the fields ‘Pricing Method’ and ‘Unit Price’ fields are showing as unlocked. These fields are expected to be locked as they would prevent users from making any changes to the closed sales opportunity record.
Add Open Deals an Open Revenue to Contact Entity
Recently new out of box fields were added on the Account table for Open Deals Open Deals (Last Updated On) Open Deals (State) Open Revenue Open Revenue (Base) Open Revenue (Last Updated On) Open Revenue (State) To be consistent, these fields should be added to the Contact level as well. The r...