Budget control is not activated when the budget registry entry is transferred from supply forecast
When customer is implementing several supply forecasts they have the objective of controlling the purchasing amounts and not to exceed planned budgets. Customer needs to control purchasing quantities and transform this amounts into budget entries that control AP process not to exceed invoicing am...
Approve / Calculate forms in Time and attendance module should query current data
When a user opens Approve or Calculate forms, they require the system to open in current period (Year - week) instead of openings always the same period. This will allow the customer to avoid entry mistakes by having to select the proper period to enter information.
Email notifications in Case management without using workflows.
In Case management module, customer requires to send emails to users when a task/activity is created and assigned to them, without having to enable a workflow to do so.
Warning for unmarked documents on payment journals.
Customer requires to have a warning for the vendor payment journal lines that do not have marked document transactions. This suggestion is based on the requirement they have to avid passing payment journals to their 3rd party payment system, (Bank system) that do not have marked documents to supp...
Credit management release workflow – Automatic release.
Once the Credit management release workflow is activated and a new sales order enters the Credit management hold list, the user will be able to approve/reject the order from the approver’s notification list. When this task is completed (approve/reject) the user has to select an Account status rea...
Add Purchase/Sale information when 'Allow asset acquisition from purchasing' set to NO
The customer requires to have the Purchase/Sale information on the Fixed asset book, even when the parameter 'Allow asset acquisition from purchasing' is set to NO.
Accommodate Value Dated records in BAI2 files
Customer requires to upload future dated transactions using DMF for BAI2 bank statements (Using records with Found type = V - Value dated). Currently when a payment is setup for a future date (i.e. 7/31/2021) but submitted today (i.e. 7/22/2021), the bank will return that record in today's BAI2 ...
Automatic update in Periodic Journals when Account structure change is performed
When the customer makes changes to account structures, the periodic journals previously generated have to be recreated and tied to the new account structure, which will imply and important effort. The request is to add the business logic to allow the automatic change on the periodic journals once...
Collection letter filtered by ‘Not disputed’ status
Customer requires to have the collection letter batch job filtered by "Not disputed", excluding disputed transactions.
Main Account for expense category is not validated when a Travel requisition is submitted for approval
When the user submits a Travel Requisition for a workflow approval, using an expense category without a setting a Main Account, the workflow returns the following error: “Stopped (error): The state of the source document or source document line could not be updated. One or more accountin...