TO SEND SERVICE QUOTES AND SERVICE ORDERS BY E-MAIL FROM BC
It would be very helpful to be able to send service quotes and service orders by e-mail from BC to the clients directly as we can do with the service invoices registered.
Thank you in advance,
Add "Item Reference No." and functionality to related to the Service Line
As this exists for Sales and Purchase Lines it would make sense to have on Service Lines. We have customers that have requested this.
Standard/Extended Text in all comment areas
Allow use of Standard/Extended text in all Comment Screens. I am currently wanting to use the Standard text for a Job Comment, but I cannot. The code field can be brought on to the screen and the code selected but the text does not populate in the record. Since the code is there and can be ...
Timesheets - link calendar information into timesheets in BC
Take the information from Microsoft Outlook calendar into timesheets to provide a time saving method of adding detail. User would still have to assign task to the relevant job codes. This would save a lot of work each week for task everyone hates.
Give Team Members Edit Access to Service Documents like Sales Documents
It's my understanding that Team Member users only have View access to the Service Module. We have 10 users who use Team Member licenses in the Essentials version of BC. They can edit existing sales documents, create quotes, and make other minor edits. These permissions should also carry over t...
Make Service Lines Page Viewable on Mobile App like was done with Timesheets
When trying to view the Service Lines Page from a Service Document (page 5905) in the mobile app it returns the following message, "Sorry, the action you've chosen can't be done on your device. This is because the screen size is too small for the page that will be opened. To complete this task...
Add a confirmation screen after making a Service Quote into a Service Order to open the Order
When you create a sales order from a quote, it opens a confirmation screen saying, "The quote has been converted to Sales Order No. ######. Do you want to open the order?"
The behavior should be the same when creating a service order from a service quote. Today it states the s...
Multiple service item details needs to be captured under single invoice line
In the service order, user wants to enter multiple service items in a single service line.Â
Sales Invoice Print Preview
Add ability to preview sales invoices (with DRAFT watermark) so users can confirm invoice before sending to customers.
Service Invoices and service orders in document lay-out
Customers are missing possibility to define specific layout for Service Invoices and Service Orders in Custom Report Selection table and in document lay-out