Add Home Page Refresh Button


Add Home Page refresh button similar to the Windows client. The PTE window won't refresh unless you move between menus in the Web Client then go back to the Home Page. This will allow users to see recently added items and there status more easily.

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Category: Web Client (26)

STATUS DETAILS
Under Review

Allow User to Remove Linked PO on Service Call (Field Service)


If you use Generate PO option on a Service Call, the parts get linked to PO. If the user decides that they will NOT wait for that item or find the item elsewhere, they cannot remove the item from the Service Call due to the linking in the SVC00203 and POP10110 table. IT is required to run a se...

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Category: Field Service - Other (8)

STATUS DETAILS
Under Review

PTE – Timesheet and Expense App for Apple and Android


Allow users to manage Timesheet and Expense documents with attachment/receipt support using mobile devices. There are several 3rd party solutions that do this same thing, but it would be great to have a Microsoft supported solution.

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Category: Tools - Other (20)

STATUS DETAILS
Declined

Allow Summary Distributions to be changed


In Project Accounting - Expense Entry prior to 2016 you were able to edit Distributions at the Summary Level. With the newer versions now you need to change it a line level. The problem is that you cannot break up the distributions using the same account. We currently break the expense up us...

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Category: Project Accounting (23)

STATUS DETAILS
New

Add the ability to open a closed field service call


Please add the ability to re-open a service calls that was already invoiced. Users make mistakes and it requires them to make adjustment on the service call. Add a special security role for this since we want to make sure the invoice has NOT already been posted in case a return needs to proces...

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Category: Field Service - Other (8)

STATUS DETAILS
Under Review

Multiple Equipment IDs on a Field Service Call


Add the ability to have multiple equipment IDs on a Field Service Call.

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Category: Field Service - Other (8)

STATUS DETAILS
Under Review