Add Kits similar to dynamics GP Kits, or a group BOM.
Dynamics GP calls this a KIT, Quickbooks Enterprise calls it a group item. A Kit is different from an assembly BOM. The KIT is not tracked as an inventory item, and the components inside it are all kept as individual items tracked with their own inventory levels. The KIT/group item is sold as a s...
Make selection window wider when selecting items on sales and purchase documents
When creating purchase or sales orders and typing in the item, the selection window pops up and I cant see the specific item I want unless I hover my mouse over each line. I sometimes have 20 similar item names that use up to 20 characters and the last 4-5 characters are the only difference and c...
Easier to view what invoices a check paid and in different areas.
In the check ledger entries, you can not view the invoices a check paid, but you see a check was done. In the detailed vendor ledger entries, you can not view what invoices the check paid, but you see a check was done. The only current solution is a long one.... -Go to vendor list, search vendor,...
Allow Vendor Item No to be on screen, not just on printed documents.
When using internal item numbers and vendor item numbers, it is difficult for users who receive orders and for users who invoice orders because they cant match the proper numbers easily from the vendors delivery ticket. They have to go by description which is sometimes results in errors. This fie...
Leave salesperson code as is when inputting the customer numer
Salesperson code field acts differently depending on how you create sales documents. From the customer card you can start a sales order and it auto fills the salesperson code and stays. but from home screen if you start a sales document, it will auto fill the salesperson code but when you input t...
Allow Posting description field on the list of posted sales invoices and ongoing sales quotes
The posting description field is available on the list of ongoing sales orders. We use this field for our own brief description of the sales orders, we do not use the default SO number that gets auto-populated in it. Its helpful when looking at the list of orders and recognizing which order we ne...
Customer statement to include sell-to customer name on the invoice lines.
We use the sell-to/bill-to functionality. We use the report Customer Balance to Date for our customer statements. It does not show the sell-to customer nor is it in the dataset for me to customize it. We can have a customer statement with 100 invoices due and the bill to customer doesn’t know whi...
Card comments without character limitation, or automatically move cursor down while typing
We make notes on customer cards which are sometimes paragraphs long because they have to explain details. It's frustrating to look up and find everything I was typing is not recorded because I hit the character limit on that line. I have to be mindful to stop and look up after several words to se...
keep or maintain line descriptions and prices when changing customer or vendor
We sometimes change the verbiage on line items with our own descriptions and change the prices on both sales docs and purchase docs. And sometimes find we mistakenly selected the wrong vendor or wrong customer so we change it to the correct choice. The system deletes all the lines and reinserts a...
allow copy document when using a different bill to customer
I tried to copy a document so I would not have to retype all items, comments, and specific prices, but I can not do that if the bill to customer is different from the document I want to copy. The message I get is.... Bill-to Customer No. must be equal to '1590' in Sales Invoice Header: No.PS-INV...