Suggest a new Idea

  • 13

    On a SOP Return it should be possible to apply it to an invoice

    Suggested by Sheila O'LinnNew 0
    Category: Distribution - Sales Order Processing

    On a SOP Return it should be possible to apply it to an invoice
  • 5

    SOP Document Association - Master Number update

    Suggested by Mike GiuffreNew 0
    Category: Distribution - Sales Order Processing

    Allow SOP Documents to be associated manually via the Master Number. We have a document chain, say Quote to Order to Invoice, then sometimes this chain needs to be broken. When we enter a separate document that needs to associate with an existing document it would be nice to be able to do this.

    I understand these documents associate by way of Master Number, and this number is visible in the document expansion window in SOP. It would be nice to be able to change this number to group documents as needed.
  • 4

    Show Check Number in Apply Sales Doc Window

    Suggested by Windi EppersonNew 0
    Category: Distribution - Sales Order Processing

    Show the check number (instead of or in addition to the payment number) in the Apply Sales Doc window.
  • 2

    Blank Invoice Form with Options prints blank when you print from Navigation List when you include tax details

    Suggested by Terry HeleyUnder Review 1
    Category: Distribution - Sales Order Processing

    When printing Blank Invoice Form with Options from the All Sales Transactions or Invoicing transactions Navigation list the report prints with no lines on the report when you include tax details. The workaround is User will need to pull up the transaction in Invoice Entry and print or print by batch in Invoice Batch Entry (Sales >> Transactions >> Invoicing Batches)
  • 2

    The SOP Blank History Invoice Form will default to Template when printing even if not enabled in Template Configuration

    Suggested by Terry HeleyNew 0
    Category: Distribution - Sales Order Processing

    The SOP Blank History Invoice Form will default to Template when printing, even if there isn't a template assigned for it, once any template is assigned for the non-history form.
    Since there is no access marked to the History form, should default to Standard, but once the non-history template is assigned as a default, the History form defaults to template
    Workaround is to manually select Standard instead of Template when you print the form.
  • 2

    Sales Document Detail Enquiry Zoom - enable copy of field values

    Suggested by Tim WappatNew 0
    Category: Distribution - Sales Order Processing

    So many times i see a user drill into the SOP document Enquiry zoom, then drill into look at the quotes and orders/ invoices related to the document in question, by expanding the document number field to open the Sales Document Detail Enquiry Zoom, then they almost always want to view one of the related documents listed there (the whole reason to go in that window).

    Both the Master number field and the listed document numbers in the grid are not "copyable" into the clipboard. There is no way to click and copy the document number into the clipboard to paste it back into document enquiry to lookup the document.

    Instead I see users scribble down the number on paper or on a sticky note on the other monitor then type it back into enquiry screen having closed all the windows back up.

    Would be great to either have a GOTO jump link from those document numbers, that pre-loads the SOP document enquiry window with the master number or document number selected (depending on context) and calls re-display, allowing the user to efficiently check through the hierarchy of documents.
    Or even simply the ability to copy them, via a copy button on CNTRL+C or some solution.
  • 2

    Allow "jumping" to the transaction entry screen from selected document in Enquiry

    Suggested by Tim WappatNew 0
    Category: Distribution - Sales Order Processing

    Use the GOTO buttons (as in item card) to allow users to jump to SOP Entry from the selected document in the SOP Document Enquiry Window (assuming the entry window is not populated).

    We introduced something similar and it is one of the most used features we have implemented.

    Could work for other enquiry screens to transaction screens too.
  • 2

    Allow paste of space padded data into SOP Document Enquiry To / From fields

    Suggested by Tim WappatNew 0
    Category: Distribution - Sales Order Processing

    When working with Excel or SQL query results in SSMS or data obtained from the Dynamics GP database in many other ways, the data is usually space padded due to CHAR fields. Copying and pasting from grids like SQL server management studio results grid etc into GP will copy, say, the sopnumber including spaces. Attempting to then paste such fields into the form GUI fields such as the SOP Document Enquiry To / From edit boxes, for example, does nothing as the field length is too large for the field, hence the paste fails.

    Paste that value in a text editor, take spaces off the end, copy back into the clipboard and then paste is then allowed.

    This is time consuming and very common frustration when working between GP and other data sources.

    Yes it is possible to RTRIM() all the CHAR field data extracted from GP, but in reality this doesn't happen when ad-hoc querying the database and often with data linked reports in Excel.

    Finding a way to RTrim pasted content in such fields would remove a long lived frustration for many many users.
  • 2

    Report Writer Upgrade - Email SOP/POP Documents

    Suggested by Ryan McBeeNew 0
    Category: Distribution - Sales Order Processing

    Our customers need a better solution to email out pop/sop/EFT documents to customers/vendors that does not involve Report Writer and Word or purchasing a third party product. This is a basic requirement.

    The word templates are slow and very clunky when trying to modify. Our clients are frustrated with the solution.

    The whole Report Writer product needs updated. I would recommend finding a new tool and replace one module every 6 months. You could start with the Financial Series Reports and go from there. I understand it is a massive project, but there needs to be a road map.

    Customers pay millions of dollars each year for "Enhancement". There needs to be a return.

  • 2

    Sales Transaction Entry - additional UDF fields on header and new UDF fields on lines

    Suggested by Wyatt BrocklebankNew 0
    Category: Distribution - Sales Order Processing

    Add additional user-defined fields to Sales Transaction Entry header and add user-defined fields to the lines. This is a very common request from our clients