Copilot Suggest Lines - in Purchase Order/Quote
The trials of "Suggest Sales Lines" with Copilot in the sales documents has been very successful.
It would be good to see this functionality extended to the purchase documents such as Purchase Order and Quotes.
Business Case is similar to sales documents, time savings a...
Allow Approval Entries to be visible to all users
On V14 of BC users had the ability to view all Approval entries on a Purchase Order. On BC the ability to see Approval entries is restricted to the user who entered the document requiring Approval, Approvers in teh document and the Approvals administrator.
This limitation has ...
Quantity rounding feature in Requisition and Planning worksheet
MRP engine will recommend decimals when dealing with UOMs for purchasing which are different from base UOM. We need an action to Round down or Round up. otherwise the user will have to manually change every line manually. This is a common issue we need to sort out. Repro: Max Qty 80, base UOM ...
Workflows should be able to setup basis the Documents's LCY Amount
We should be able to Setup a Sales Or Purchase Document Workflow basis the Documents LCY Amount.
Currently, Multiple Workflows need to be created for every currency in order to meet the requirement of Amount based Workflows.
Link purchase orders to jobs on receipt not posting invoice
We fairly regularly make purchase orders with lines linked to projects/jobs.
Curently, the line is only 'posted to the job' when the line is invoiced, and not when merely recieved. I can see why, as the actual cost might not be known until the invoice is recieved after receipt...
Orderplanning journal deletefunction
By using the order planning journal, planned purchase proposals are generated in Table 99000829. We want an option to delete this journal, like the other planning journals, to eliminate purchase proposals in the purchase journal.
Populate Vendor Credit Memo No. field with the Vendor Invoice No. from Posted Invoice when using "Correct" and "Cancel"
When you "Correct" or "Cancel" a Posted Purchase Invoice, the Credit Memo that is posted takes the unposted Cr. Memo No. Series that is created behind the scenes and populates that in the Vendor Cr. Memo No. field of the posted Credit Memo. We would like it so it takes the Vendor Invoice No./E...
E-Documents should also be able to process consolidated e-invoice for multiple purchase orders.
It would be nice if vendors could send me a consolidated e-invoice, for example, for everything I ordered last month, and I could match that invoice with my multiple purchase orders on the Purchase Order Matching page in the new e-documents module.
It is a common scenario in ...
Reverse/Undo Change on Price List
Recently implemented a new way to manage and enter purchase prices, as well as sales prices. I recommend adding a Reverse/Undo button because people make mistakes. I made a mistake, there is no way to back out or cancel/undo that change, all I can do is verify it. You need to add a way to reve...
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...