Optio to skip usage link question in job journal
When you post resource or item usage in a job journal without line type, And for the item or resource there is no planning line, you will get a question "Usage will not be linked to the job planning line because the line type field is empty. Do you want to continue" When you frequently use ite...
Add possibility for users to add & personalize tiles in role centre
Customers frequently ask for the possiblity to personalize (the filtering of) tiles or even add new tiles to their role center. It is off course possible to add bookmarks to the role center and save filters/views, but the possiblity to personalize tiles is often missed.
Delivery time on sales quote
On the sales quote it is possible to fill in a delivery date (requested or promised). However a specific date is in most cases not possible, as this date will be dependent on when the quote is accepted. Therefore in many implementations, the customer asks for a 'Delivery time' field: a no. of da...
Change resource in job planning line but keep quantity
When you change the resource no. in a job planning line, the entire line is 're-validated': for instance the quantity is defaulted back to 0. This can be very inconvenient when you just want to change the resource but keep the planned hours: i.e. the job planning line is initially created as a b...
Job confirmation report & job report selection
From a job, it is now only possible to print a job quote report. This makes sense when the job is in status 'quote', but when the job has moved to status 'open', you would want to print a job confirmation report. That is however not possible. Please add a job confirmation report and relevant but...
Make FA Posting type visible in purchase order line
When a purchase invoice is handled for acquisition, appreciation or maintenance on a Fixed Asset, the FA Posting Type field can be filled in to choose which of these 3 types the invoice concerns. However, it is not possible to fill this in on a purchase order beforehand: there the field is unavai...
Post prepayment purchase invoices from purchase invoice instead of purchase order
When a vendor requires a prepayment, the prepayment invoice must be posted from the purchase order. This can mean that prepayment purchase invoices must be handled differently than 'regular' purchase invoices: if a company generally handles all purchase invoices from the purchase invoice page, b...
Combine receipt lines and return shipment lines in a purchase invoice
A purchase invoice sent by a vendor can contain multiple purchase order receipts. To combine them in 1 invoice, the 'get receipt lines' function is available. But if there is also a credit line, originating from a purchase return order shipment, it is not possible to add this to the purchase inv...
Item charge assignment on transfer shipment
In a purchase invoice with an item charge, the charge must be assigned to either a purchase order receipt, sales order shipment, purch return shipment, sales return receipt or transfer receipt. This last option (transfer receipt) is only possible when the transfer order is received. But when the ...
Default intrastat info on customers & vendors
For intrastat reporting, the following information is needed (among others): - a tariff code, which can be assigned to each item - a transaction type, for which a default can be setup in the intrastat setup - a transport method, which must be setup on each sales or purchase documents. It would b...