10

Case management Activity -> Responsible field should be unmade Mandatory.

When working with Case management the Activity can’t be closed either from the detailed or grid view unless the Responsible field is filled in with the value. This shouldn’t be the case especially in the events where Responsibility field which represent the team has a value. Another issue is that...

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Category: Sales and marketing (190)

STATUS DETAILS
New
14

Edit/Maintain one Case Category type and only View for the other with the same user

What we want achieve is to have Maintain/Edit rights on one case category type and only view for the other. At the moment, while you have access to edit one type of case, you'll be able to edit all cases you have access to.

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Category: Sales and marketing (190)

STATUS DETAILS
New
1

Trade Funds Must Support Accrual Types of Funds Based on Sales Accrual Rates

Many manufacturers that offer trade promotions to their customers base the budget off of sales accruals. So instead of the trade funds being set up with manual allocation of funding down through the customer hierarchy to the individual customer (like it is today), they need to be able to base th...

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Category: Sales and marketing (190)

STATUS DETAILS
New
0

Sales order lines description with option Hyperlink

Future including the option for the user to easily insert a hyperlink from sales order line description might be ideal (for purpose of references, downloadable song, etc...) Not having the option to include a hyperlink option, the user might conventionally enter a description or a note.

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Category: Sales and marketing (190)

STATUS DETAILS
New
0

Sales and marketing customer sales order lines product recommendation

Including the option to easily visualize from customer sales order lines listing of product recommendations by hierarchy preferences (By content, by size, by price, by manufacturer up-sell, by marketing), might be beneficial. Not having the option to visualize product recommendation hierarchy p...

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Category: Sales and marketing (190)

STATUS DETAILS
New
1

Sales and marketing customer sales order forecast with option to Miscellaneous charges

Having the option to future include miscellaneous charges from customer sales orders forecast, might be potentially future ideal for purpose to easily estimate miscellaneous charges. Not having the option to include miscellaneous charges from purchase order forecasting, user might potentially tr...

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Category: Sales and marketing (190)

STATUS DETAILS
New
0

Accounts receivable customer sales order quantity on hand demand

Having the option to visualize quantity on hand not available for purpose to track customer demands along with potential purchase orders, might be ideal. Not having the option to visualize customer quantity on hand demands when quantity is not available, user might potentially only rely on pur...

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Category: Sales and marketing (190)

STATUS DETAILS
New
0

Sales and marketing customer sales order payment account

Currently there is an option to easily select customer account, billing account, and delivery address, however there is no option to default and/or setup a payment account (e.g. 3rd party payment). Not having the option to include a payment account (e.g. 3rd party payment), for purpose of pote...

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1 Comments

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Category: Sales and marketing (190)

STATUS DETAILS
New
0

Sales and marketing customer sales order delivery address network group

Having the option to easily identify, visualize and setup customer delivery network groups for the purpose to efficientize customer mass delivery addresses entries, might be ideal. Not having the option to easily setup network groups or having, the user might potentially use the copy feature to ...

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Category: Sales and marketing (190)

STATUS DETAILS
New
0

Validation executes before the lookup field populates the values on related fields

While creating sales order for the product which is onhold, if the site and warehouse is not mentioned in header, then the sales order line populates the item name and other fields before displaying error. But if the site and warehouse is mentioned in the header, the item name is not displaying. ...

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Category: Sales and marketing (190)

STATUS DETAILS
New