User Profile

Sales Return Orders - Wizard Experience


I think a wizard experience for creating Sales Return Orders using various disposition codes will simplify the process. The wizard can take the user through the process step by step, changing tracks based on parameters defined by the disposition codes.

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Category: Sales and marketing (711)

STATUS DETAILS
Declined

On-hand Inventory to be made visible in related information pane in released product details form


On released product details form, the related information pane has product image, related product variants and product change cases info-boxes. A new info-box should be added which can show on-hand inventory for the released product being viewed. This will be very convenient instead of having ...

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Category: Product Information Management (365)

STATUS DETAILS
Needs Votes

Facility to generate proforma invoice for customs purposes on shipment of Transfer Orders


When we transfer goods between one warehouse to another located in different country (customs jurisdiction), but owned by the same legal entity i.e. UK warehouse to USA warehouse, using transfer order functionality, we have to manually create a proforma invoice to accompany goods as they transit ...

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1 Comments

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1 Comments

Category: Inventory (700)

STATUS DETAILS
Needs Votes

Ability to generate proforma confirmation report for customs purposes on shipment of Transfer Orders


When we transfer goods between one warehouse to another located in different country (customs jurisdiction), but owned by the same legal entity i.e. UK warehouse to USA warehouse, using transfer order functionality, we have to manually create a proforma invoice to accompany goods as they transit ...

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1 Comments

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1 Comments

Category: Inventory (700)

STATUS DETAILS
Needs Votes

Allow % of the contract value to be invoiced using milestone billing rule


Currently for milestone billing rule, one cannot specify the invoice value in % of the total contract value. This facility is only applicable for fee type billing rule. Please allow % of the contract value to be invoiced using milestone billing rule. For example if contract value for my project ...

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Category: Project Sales, Billing, Pricing and Costing (56)

STATUS DETAILS
Needs Votes

Ability to insert product number column on BOM lines and any where there's item number column.


On BOM lines, it would be good to have the ability to bring product number column next to the item number column. For engineering companies, product number has more meaning to the engineers putting the BOM together than the item number especially if they are different. i.e. product number is CAD ...

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Category: Product Information Management (365)

STATUS DETAILS
Needs Votes

Ability to specify net weight on released product variant


We have a requirement to specify net weight against released product variants as it can vary significantly. This net weight should also be included in the net weight calculation of a BOM if this variant is included within. A new choice 'Use net weight by variant', similar to 'Use cost price by ...

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6 Comments

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6 Comments

Category: Product Information Management (365)

STATUS DETAILS
Under Review

Populate Item VAT Group automatically for Requesting customer advance as a percentage of revenue budget


On a time and material project, one can request customer advance in two ways. 1. Request a customer advance (Specify value) 2. Request customer advance as a percentage of revenue budget (Specify percentage to calculate value) When creating an invoice proposal using option 1, system automaticall...

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0 Comments

Category: Project Accounting (231)

STATUS DETAILS
Needs Votes

Product Configurator - Ability to output configuration to a report


Currently, outputs of the product configurator are 1. Auto generated sales price breakdown summery excel report 2. Bill of Materials generated once configuration is complete There's no facility to output actual configuration in readable report. It would be great to have this ability. This coul...

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Category: Product Information Management (365)

STATUS DETAILS
Needs Votes

Provide ability to perform net weight rollup from item price set-up within Released product details


Currently the ability to do a net weight roll up is only available through price activiation screen in the costing version set-up. Idea is to provide the ability to perform net weight rollup from Released product details --> Setup --> item price --> Activate Pending Price(s) menu option. Thi...

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0 Comments

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0 Comments

Category: Product Information Management (365)

STATUS DETAILS
Needs Votes
  • 1
  • 2