Suggestions: Enable fill hande for Schedule
Fill handle would make adding data a lot faster and simpler. Also the ability to edit multiple rows at once would improve user experience greatly. Especially when we have multiple task mode rows to edit.
Related tab doesn't have Actuals when opening a Project Contract record
- Open a Project Contract record
- Verify that you land on Summary tab
- Navigate to Related tab
-> Actuals missing under Related
We definitely want Actuals under this Related tab. Now we have to navigate to Contract Lines -> open a line -> related -&g...
Confirming a Project Contract doesn't function
Confirming a PC simply makes the Confirm button disappear from the ribbon but the contract itself will be in draft. When closing and reopening the record, the record very briefly shows as confirmed but then reverts to draft. Suggesting this as a non blocking severity 1 defect.
UCI doesn't remember last form type used (tested on Project Contract)
I've worked on a PSA form and then close a record. When I create a new record, the default "sales" order form is opened.
Run Report button missing (tested on Project Contract and Invoice)
Run Report button is missing at least on Project Contract and Invoice. Critical feature.
Generate Billing Milestones on ribbon doesn't generate Invoice Schedules
Delivery date and billing start date are set as well as an invoice frequency. When creating periodic milestones from the ribbon, no schedules are created. I'm getting a notification "
Suggestion: Add a Sales Price field for Tax on Project Approval
Transaction Class of Tax has never had a Sales Price field OOTB on Project Approval. This leads to invoicing Sales Taxes at 0. There are customization possibilities but I would like to see this considered OOTB so that a Sales Price can be set for Tax.
Suggestion: Move the ribbon on Team Members more to the left
Right now the ribbon on Team Members (ribbon buttons are: + New, Confirm, Enable resource signup, Refresh, esport) is all the way to the right so that some buttons (like the refresh which I really want to frequenty use) fall under the three ellipses when I'm on a laptop. Can you move this ...
Lost the ability to create new Order Lines (button missing) for Project Contracts
Tested on Chrome and Firefox on Win 10, Chrome on Mac.
I lost the ability to create new Order Lines a week or so back. The button is simply not there. Please see attached screen capture. I'm getting a script error quite often when opening any Project Contract records. In case this ...
Reconciliation Views Extend booking: Provide "Book from Schedule Assistant" in addition to current auto-book functionality
Current functionality: Extend booking auto-books a Bookable Resource and a double booking may occur. Idea: Create an additional button next to the "OK" and "Cancel" buttons which launches the Schedule Assistant. This way we can choose an appropriate time slot for the booking and double bookings ...