User Profile

Project/Category Validation at the Project Group or Type level


Validation for the project/category relationship should be extended to enable validation at the project type or project group level in addition to the project ID level. This could easily be achieved by providing a Type, Group, or Table option similar to the Project Ledger posting setup. In man...

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Category: Project Operations for stocked/production order scenarios (27)

STATUS DETAILS
New

Customer reference and customer requisition fields


Customer reference and customer requisition fields should be available within the project header. These fields should be transferred from the project quotation, when available, and print on the project invoices as all customer invoices require a purchase order and/or reference.

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Category: Project Operations for stocked/production order scenarios (27)

STATUS DETAILS
New

Employee termination should disable the associated user access


When an employee is terminated, the system should disable the related user access if that worker is associated with a user record. Perhaps there are situations where those individuals would need to retain access though their employment has been terminated, so maybe a prompt would be ideal.

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Category: Personnel management (234)

STATUS DETAILS
Needs Votes

Track the expected order value (revenue) against a customer PO value


Within the project record, allow users to input a customer requisition number and the value of the customer PO. Systematically track the variance between the customer value and the sales forecast for the project and alert users if the project is expected to exceed the value of the customer PO....

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Category: Project Operations for stocked/production order scenarios (27)

STATUS DETAILS
New

Option to Transfer Sales Quote to a Sales Order


With the adoption of EDI to generate sales orders, users need the option to control the creation of sales orders when sales quotes are marked as confirmed. Similar to the project quotation, sales quotations should allow users to confirm the quotation and provide a manual option to transfer to ...

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Category: Opportunity (220)

STATUS DETAILS
New