User Profile

List views should save the users sort order


All list views should save the user's sort order either by using personalization or just when they sort on the screen. Currently even if you go into personalization and change the default sort order, the sort order of the list is not saved. This is consistent across all lists and should be chan...

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1 Comments

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1 Comments

Category: Financial Management (1276)

STATUS DETAILS
Declined

Explode all assemblies on an assembly order at once


We produce very complex machinery using assemblies.  Many of these are nested assemblies so one assembly order may have multiple sub-assemblies on it.  It would be VERY helpful to be able to explode all of these assemblies at once so that when we go to post that assembly or ship the ass...

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3 Comments

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3 Comments

Category: Manufacturing (195)

STATUS DETAILS
Needs Votes

Delete multiple lines in order planning


Currently in Order Planning you can only delete one line at a time. It would make this function so much more user friendly if you could delete more than one line at a time. That way if you need to re-run it, you have a clean screen to work with.

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0 Comments

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0 Comments

Category: Purchasing (419)

STATUS DETAILS
Needs Votes

Order Planning - Add filter dialog to tell it what to calculate for a plan


We are implementing the Jobs Module and are going to use Order Planning to generate our purchase orders for items in the planning lines. It would be really helpful to have a filter dialog appear when calculating the plan where we could specify the job and job task numbers - this way if a job is r...

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0 Comments

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0 Comments

Category: General (1644)

STATUS DETAILS
Needs Votes

Fix usage link = True when uploading to planning lines


When we use Page > Excel In Excel to upload items to the planning lines and have the usage link field marked as "True", the lines holding the uploaded items do not calculate a remaining quantity, even though Usage Link *appears* to be checked. We have to manually click on the usage link field for...

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8 Comments

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8 Comments

Category: Project Management (189)

STATUS DETAILS
Needs Votes

Add field(s) to planning lines that show received not invoiced quantities


Currently, in the planning lines, there is no way to see if an item is received but not invoiced. What this means is that if an item has been received, it still shows a remaining quantity and 0 in the quantity posted column. I'm proposing that a field be added to the planning lines that is simila...

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0 Comments

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0 Comments

Category: Project Management (189)

STATUS DETAILS
Needs Votes

Allow users to link job ledger entries to job planning lines manually


We currently have a situation where a job journal was posted but was not linked to the planning line. This is causing the "remaining quantity" and "Qty to transfer to journal" to be incorrectly reflected on the planning line. If we had the ability to manually link that job ledger entry to the job...

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0 Comments

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0 Comments

Category: Project Management (189)

STATUS DETAILS
Needs Votes

Allow printing of sort order in purchase order reports


No matter how we sort on screen, the purchase orders print in line item order. We would like the purchase order report to print in the order sorted on screen.

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0 Comments

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0 Comments

Category: Reports and Business Intelligence (302)

STATUS DETAILS
Needs Votes

Purchase Quote List Improvements (should work like the sales quote)


The purchase quote list should work like the sales quote list. We should be able to enter a due date/expiration date in the quote and have that in the list. The purchase quote document number and the due date/expiration date should be formatted as bold, red and italic when it is past the expir...

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0 Comments

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0 Comments

Category: Purchasing (419)

STATUS DETAILS
Needs Votes

Posted Purchase Invoice - Field "Closed (1302, Boolean)" should be available in Odata


I'm working on a report for Cash In/Out and need this field to know what posted purchase invoices have been paid. Without this field, I need to pull detailed vendor ledger entries and do several pivot tables to get at what invoices are paid. Please expose this field in Odata connections and in...

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0 Comments

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0 Comments

Category: Reports and Business Intelligence (302)

STATUS DETAILS
Planned