Add all the document lay-outs for customers in document lay-out page
Since the update 16.2 we have the option Reminder as new lay-out which we can use in the page document la-out. We would like to add more options. We also want to send e-mails to specifice users for the following documents: - Service invoices - Service credit note - Job Invoices Is it possibl...
Recalculate the cost Values on Posting of Sales Order and Post the COGS accordingly
When Inventory Setup Option "Automatic Cost Posting" is selected the usual case will be the COGS will posted automatically , but if the item is not in stock on the time of creating the Sales Order the COGS line will not be posted with sales invoice i suggest to add an action to the posting to c...
Block changes to item description and prices in quote/invoice/orders
To minimize errors or fraud, changes to item descriptions and prices in document lines should be a permission based feature.
Make item code change if item description is changed from drop down box
If you change an existing item line by choosing a different "item description" from the "item description" drop down box ONLY the description changes. Item code and therefore price does not change. This is a huge risk for error or fraud as an item can be sold at the incorrect price. Therefore i...
Special Orders Option to allow reserve items
Standard orders allow the reservation of items. But if these items are placed on Special order the reservation is removed. This is causing issues, if multiple special orders are created it will allow you to steal stock from another order and the requisition worksheet is out of sequence and the au...
Tax Calculations on Sales Journals
Currently there are Sales Tax codes (such as Tax Group code and Tax Area code) available on the Sales Journal, however, they offer no functionality. On the Sales Invoices these fields allow us to use the tax information we have setup in order to actually do tax calculations and have dollar amount...
Advanced Navigate, or, Document Research
It would be nice to have a tool very similar to "Navigate", where users can type in a Document No., and BC can scan through different types of documents, and their document No. fields, and let a user easily find a Document Reference. For example, on the sales area, users are always researching S...
More than one user in the same sales document
Customers are missing possibility to work simultanously in the same sales document. They have large sales documents e.g. quotes with different sections. It should be possible that two users enter data at the same time in different lines of the same document.
sales rep assigned to ship to address
Allow for a sales rep to be assigned to an individual ship to address on a customer card. Say for example you sell to multiple hospitals and each hospital has a different sales person, but all those hospitals all belong to the same IDN (integrated delivery network) aka corporate billing address. ...
Multiple line discount %
Many businesses have a more complex price discount model that would require to be able to add more than one percentage level of line discount on a sales order and also to be able to descide if that multi level discount should be calculated on gross price or price after prior discounts are deduct...