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Create a copy from the originating document, not create a new document and import a copy


In both sales and purchasing. It would be nice to be on a document that I want to copy and duplicate that document without navigating out of the document and memorizing or writing the document number down to go create a new document and then importing or copying the document from the original doc...

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Category: General (1622)

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Needs Votes

show the user on the list of posted purchase receipts


On a purchase order i pulled up the list of purchase receipts against that PO. I cant tell who posted them. I really don't want to have to navigate elsewhere in the system to try and hunt for this info or know what steps to take to find out the user who received that receipt. I need it more readi...

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Category: Purchasing (413)

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Needs Votes

edit attached documents


Need ability to edit attached documents. We maintain a lot of spreadsheets for different customer cards and sometimes need ability to make 1 change to a cell and save it. We can not do that currently from the file where it is located. Current steps we have to accomplish this. Download the documen...

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Category: General (1622)

STATUS DETAILS
Needs Votes

Allow items numbers to have the / key and be able to use the edit in excel function.


Ran into problem with item list using the / key. EX: 1/2locknut 3/4x1/2reducer wash 6534/wh a lot of factories use part numbers with slashes before a color designation. When doing the edit in excel function, all item numbers with the / key report errors and have to be manually updated, takes ...

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Category: Office Integration (122)

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Needs Votes

Preferred vendor function and 1 window for vendor part number and vendor special prices


Would be nice to have just 1 window to navigate to, and be able to input the vendors part number and price. Feels cumbersome to navigate back and forth to update items. Would also like a function to designate 1 of the alternate vendors as the preferred vendor to use that also automatically popula...

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1 Comments

Category: Inventory (361)

STATUS DETAILS
Needs Votes

leave posting description unaltered when correcting invoices


We do not use the default posting description on sales and purchase invoices. We populate that field with our own recognizable descriptions. When we correct an invoice, our original posting description doesn't carry over to the new invoice. Instead, it auto populates with the invoice number that ...

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Category: General (1622)

STATUS DETAILS
Needs Votes

Posting description disappears from purchase invoice after posting, please keep it.


I am able to put in my own posting description that I can use for reference later. I went to look up a posted purchase invoice to get that information and it is not available anymore. I cant personalize it to show up on the invoice either. I went back to the list of posted purchase invoice to get...

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Category: General (1622)

STATUS DETAILS
Needs Votes
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