Allow Delegated Admin to set up Dynamics 365 for Sales Integration


As a consultant on site assisting the customer in setting up their environment I am unable to set up the sales integration. I believe this is because it uses the user of the person that sets this up as the User ID on the Job Queue entries. This assumes that there is someone capable (and licens...

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Category: Sales (578)

STATUS DETAILS
Needs Votes

Copy Company to automatically put all Job Queues on Hold


When a company is copied all Job Queues are left in the same state as they were in the company being copied, this means that in the new company they can continue to process. This can cause issues if the Job Queues are used for any sort of integration. Could they either be stopped automatically o...

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2 Comments

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2 Comments

Category: General (1303)

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Needs Votes

Update Bill-to Address when Sell-to Address Updated


When a Sell-to Address is updated on a Sales Order (or invoice) there is a prompt to ask if you want to update the Customer, if you say yes the Customer is updated, the Ship-to Address is also updated (if Ship-to is set to Default) but not the Bill-to Address on the Sales Order. This then means w...

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4 Comments

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4 Comments

Category: Sales (578)

STATUS DETAILS
Needs Votes

Allow users to change sort order of reports


When running a report there is no ability to change the report sorting order. This function was available in the Windows Client reports. For instance: when running the Aged Accounts Receivable report you could change the sorting to be Search Name rather No. which is more useful if using standar...

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4 Comments

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4 Comments

Category: Reports and Business Intelligence (243)

STATUS DETAILS
Under Review

Intercompany Bank Account Transactions


Groups of companies regularly transfer funds between bank accounts but there is no way of doing so in the Intercompany General Journals. You can specify Bank Account on one side of the transaction but can only push to a GL Account on the other side. Meaning you then have to manually journal from ...

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1 Comments

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1 Comments

Category: Financial Management (976)

STATUS DETAILS
Under Review

Create Configuration Package using Import from Excel


When using the import from Excel function on the Configuration Package page if the package does not already exist the system will create the package for you. However, it creates the package with ALL fields for all tables in the spreadsheet. This means if you only want to update certain details (...

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1 Comments

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1 Comments

Category: Data Migrations (161)

STATUS DETAILS
Needs Votes

Use Search Name in Account No.


When entering a journal if you type in a value that is stored in the Search Name field on a Customer/Vendor/GL Account in the Account No. field it will not find the record. Instead you have to click on "Select from full list" then "Advance view" before you can search for a search name. For examp...

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1 Comments

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1 Comments

Category: Financial Management (976)

STATUS DETAILS
Needs Votes

Add Over Receipt Functionality to Inventory Put Aways


The new Over Receipt functionality is available on Purchase Orders and Warehouse Receipts, however, it isn't available on Inventory Put Aways that a large number of customers use. As this functionality sits between Purchase Order receipting and Warehouse Receipts I can't understand how/why it was...

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3 Comments

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3 Comments

Category: Inventory (262)

STATUS DETAILS
Needs Votes

Keep Mid Month Service Contract Invoice Dates


When a Service Contract is created if the start date is mid month then the first invoice is created for a partial invoice up to the end of the month, new invoices are then created from the first of the following month. This means that the recurring invoices aren't for the same date that the contr...

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2 Comments

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2 Comments

Category: Service Order Management (89)

STATUS DETAILS
Needs Votes

Prepaid Contract Discount Recognition


If a Service Contract is prepaid and has a discount on it then the discount amount is recognised in full in the first month of recognition. It is not spread across the invoicing period which means the recognition amounts are incorrect for the length of the invoice. For instance a contract is set...

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0 Comments

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0 Comments

Category: Service Order Management (89)

STATUS DETAILS
Needs Votes