Analysis reports - date filters
Currently, it's not possible to add a date or date range before viewing the matrix for: Inventory analysis report Sales analysis report Purchase analysis report It would make the matrix much more use-able if dates could be added, to be able to produce a matrix for a specific reporting month for ...
Advanced filters - select multiple values
In list views, it is not possible to set filters with multiple values for fields where specific options are expected by the field. For example, sales order status can only be Open, Pending Approval, Pending prepayment, released. But you cannot set the filter to show you all orders which are Ope...
Formulas to populate recurring journal No and description
When using deferrals, it is possible to use the following formulas: %1 – The current day number %2 – The current week number %3 – The current month number %4 – The current month name %5 – The current accounting period name %6 - The current accounting year When using recurring journals, the %6 fo...
Physical inventory orders - lock bin codes on Physical Inventory recordings/order
It would be great to lock down items/bins that are on a physical inventory recordings/orders to ensure that no changes of inventory can happen whilst an item/bin is being counted.
Otherwise there is a risk that something might be shipped/received/journaled before the physical inventory c...
Attachments to flow to posted purchase invoice from partially invoiced PO
Currently, when partially invoicing a Purchase Order, any attachments are ignored, and do not flow to the posted purchase invoice. This means that if you want to attach a copy of the PDF of the invoice, you need to use the one incoming document available for the PO. If you then get another partia...
Rectify the 'Inventory Value Zero' in return reason codes
When setting up return reason codes, it is possible to map a default location, which is very useful. There is also the possibility to tick a Boolean "Inventory Value Zero' against a return reason code. This Boolean does nothing, when it should allow to bring stock back, with no inventory cost t...
Ability to pin menu by default centrally
I personally prefer to pin page menus. Every time however I have to delete cookies, change browser, or change PC, all the menus I have pinned are reset to the default position of 'unpinned'. I would be a nice touch to be able to pin all menus in one go, either with a control stored against the u...
Default document lines (for example default sales invoice lines to G/L Account)
Some business do not use inventory or items in any way. It would be great to be able to default sales and purchase document lines to "G/L Account" instead of "Item". Likewise, some businesses do use inventory, but having the item journal line default to 'Purchase' is not useful and can cause iss...
Block customer when remider level x is reached
It would be good to have the ability to automatically put a customer on stop when the customer reaches a specific reminder level.
Sales/Purchase/Inventory analysis view - Filter by date at least??
The various analysis views, made of the line/column matrix, could be a great tool. But they are unusable as the matrix doesn't allow to put any filters, be it, date, dimensions, budget etc... At the very least, I woudl expet to be able to set a period length, and navigate through periods. At the...