Add Kits similar to dynamics GP Kits, or a group BOM.


Dynamics GP calls this a KIT, Quickbooks Enterprise calls it a group item. A Kit is different from an assembly BOM. The KIT is not tracked as an inventory item, and the components inside it are all kept as individual items tracked with their own inventory levels. The KIT/group item is sold as a s...

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4 Comments

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4 Comments

Category: Sales (189)

STATUS DETAILS
New

Canceling a purchase invoice that originated from a purchase order, also revert the qty to invoice on the PO back to its originating amount


We have had cases where staff has posted the wrong (QTY to invoice) from a purchase order such as posting only 10 when it should have been 100. We can cancel the posted purchase invoice, but when they go to repost the correct amount they only have 90 available to invoice. Would be nice to post a ...

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1 Comments

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1 Comments

Category: Purchasing (116)

STATUS DETAILS
Under Review

Make selection window wider when selecting items on sales and purchase documents


When creating purchase or sales orders and typing in the item, the selection window pops up and I cant see the specific item I want unless I hover my mouse over each line. I sometimes have 20 similar item names that use up to 20 characters and the last 4-5 characters are the only difference and c...

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1 Comments

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1 Comments

Category: General (466)

STATUS DETAILS
Needs Votes

Easier to view what invoices a check paid and in different areas.


In the check ledger entries, you can not view the invoices a check paid, but you see a check was done. In the detailed vendor ledger entries, you can not view what invoices the check paid, but you see a check was done. The only current solution is a long one.... -Go to vendor list, search vendor,...

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0 Comments

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0 Comments

Category: General (466)

STATUS DETAILS
Needs Votes

Allow Vendor Item No to be on screen, not just on printed documents.


When using internal item numbers and vendor item numbers, it is difficult for users who receive orders and for users who invoice orders because they cant match the proper numbers easily from the vendors delivery ticket. They have to go by description which is sometimes results in errors. This fie...

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2 Comments

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2 Comments

Category: Purchasing (116)

STATUS DETAILS
Under Review

Add Unit Volume field to purchase documents.


We use the field Unit Volume, and would like to to be on screen during purchasing documents. This field is available in the sandbox company and works great, but its not available in the personalize option in the regular company file.

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1 Comments

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1 Comments

Category: Purchasing (116)

STATUS DETAILS
Needs Votes

Leave salesperson code as is when inputting the customer numer


Salesperson code field acts differently depending on how you create sales documents. From the customer card you can start a sales order and it auto fills the salesperson code and stays. but from home screen if you start a sales document, it will auto fill the salesperson code but when you input t...

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0 Comments

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0 Comments

Category: Sales (189)

STATUS DETAILS
Needs Votes

Sales tax collected report to show invoice number when using the unrealized tax option


We use the unrealized tax option. The sales tax collected report shows the customer's payment number in lieu of the sales invoice number. Some customer checks will pay for 50 invoices and we have no idea which invoices the sales tax lines are referencing. We are currently hand writing in the invo...

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0 Comments

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0 Comments

Category: Reports and Business Intelligence (92)

STATUS DETAILS
Under Review

Allow Posting description field on the list of posted sales invoices and ongoing sales quotes


The posting description field is available on the list of ongoing sales orders. We use this field for our own brief description of the sales orders, we do not use the default SO number that gets auto-populated in it. Its helpful when looking at the list of orders and recognizing which order we ne...

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0 Comments

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0 Comments

Category: Sales (189)

STATUS DETAILS
Needs Votes

Customer statement to include sell-to customer name on the invoice lines.


We use the sell-to/bill-to functionality. We use the report Customer Balance to Date for our customer statements. It does not show the sell-to customer nor is it in the dataset for me to customize it. We can have a customer statement with 100 invoices due and the bill to customer doesn’t know whi...

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1 Comments

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1 Comments

Category: Reports and Business Intelligence (92)

STATUS DETAILS
Under Review