Make adding a record to requisition worksheet available with Teams license


We have multiple customers and prospects that want users to be able to submit purchase requests for inventory items and supplies which a buyer then processes. If you allow users with a Team License to create requisitions in the Requisition Worksheet but not allow them to carry out the action mess...

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Category: Purchasing (217)

STATUS DETAILS
Needs Votes

Add Job filter to Purchase Requisition Worksheet


Many companies that use Jobs do all the purchasing for a job in one batch. Currently, the demand for ALL jobs with open requirements is listed when you process the requisition worksheet, with no ability to set the filter to show only demand from a single job. this makes it hard for PM's to segreg...

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1 Comments

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1 Comments

Category: Purchasing (217)

STATUS DETAILS
Declined

Intercompany General Journal Templates


The current intercompany general journal does not support templates, edit in Excel, or recurring journals. Providing standard intercompany general journals would allow more efficient and accurate data entry for frequently used entries.

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1 Comments

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1 Comments

Category: Financial Management (682)

STATUS DETAILS
Needs Votes

Recurring Intercompany General Journals


The current intercompany general journal does not support recurring journals and the recurring journals does not support intercompany posting. Providing recurring intercompany general journals or adding intercompany functionality to the existing recurring journals feature would allow more efficie...

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Category: Financial Management (682)

STATUS DETAILS
Needs Votes

Intercompany General Journal edit in Excel


Add edit in Excel to the Intercompany General Journal. It is very tedious to enter large intercompany general journals, many of which originally originate in Excel worksheets and are good candidates to be pasted into an intercompany general journal via an edit in Excel session.

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3 Comments

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3 Comments

Category: Office Integration (63)

STATUS DETAILS
Under Review

Add option to Work Order Type to get taxable from Service Account


Currently, the work order inherits the Taxable (Y/N) value from the Work Order Type assigned. Often, whether the order should be taxable or not is actually a property of the type of account. Recommend adding the Taxable field to the Account entity and adding an option set field to the Work Ord...

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Category: Work order (43)

STATUS DETAILS
Needs Votes

Add option to Work Order Type to get Price List from Service or Billing Account


Currently, the work order inherits the Price List value from the Work Order Type assigned. Often, the price list is actually a property of the Service or Billing Account. Recommend adding an option set field to the Work Order Type called "Price List Source" with values 'Work Order Type', 'Bill...

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Category: Work order (43)

STATUS DETAILS
Declined