20

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,

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2 Comments

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Category: Service Order Management (90)

STATUS DETAILS
Needs Votes
3

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.

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0 Comments

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Category: Service Order Management (90)

STATUS DETAILS
Needs Votes
1

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 ...

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0 Comments

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Category: Service Order Management (90)

STATUS DETAILS
New
2

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.

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0 Comments

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Category: Service Order Management (90)

STATUS DETAILS
New
10

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...

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1 Comments

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Category: Service Order Management (90)

STATUS DETAILS
Needs Votes
2

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...

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0 Comments

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Category: Service Order Management (90)

STATUS DETAILS
Needs Votes
2

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...

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0 Comments

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Category: Service Order Management (90)

STATUS DETAILS
Needs Votes
2

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. 

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0 Comments

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Category: Service Order Management (90)

STATUS DETAILS
Needs Votes
2

Sales Invoice Print Preview

Add ability to preview sales invoices (with DRAFT watermark) so users can confirm invoice before sending to customers.

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0 Comments

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Category: Service Order Management (90)

STATUS DETAILS
Needs Votes
3

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

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0 Comments

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Category: Service Order Management (90)

STATUS DETAILS
Declined