Item requirements for non-stocked items
There are customer scenarios where the business process requires to create Item requirement for non-stockable items. Currently the system is creating 2 Project posted transactions, one with Transaction origin Item requirement with value on Total sales amount and one with Transaction origin Pur...
Project Invoice Proposal includes Sales Order Lines partially delivered later than End Date
There are customer scenarios where the business process requires to have multiple Packing Slips/Delivery Notes for a specific Project Sales order line. Accordingly, the customer needs to invoice only delivered items up to a certain date. Currently, when creating a Project invoice proposal and se...
On Intercompany timesheets financial dimensions should be visible in the lending company for the projects from borrowing company
In order to make reconciliation for Intercompany entries in General ledger much easier between the lending and borrowing companies, financial dimensions should be also visible and ready to be selected in the lending company (e.g. USSI) when creating Intercompany timesheets for the projects from b...
Activate Budget control when Saving or Simulate Posting validation for journals with Project/Fixed asset as Account types
Ensure "Budget control check" is performed before POSTING, right after Saving or Simulate posting for the General journal voucher, when Fixed asset or Project are used as Account type. The same is required for Vendor Invoice Journals, Fixed Asset Journals or Expense journals.
Use Estimates Inquiry Report to Eliminate estimates for multiple Projects/lines
Enable the possibility to ELIMINATE more than one project at a time (for the same Estimate date) while using Estimates Inquiry from Project management and accounting – Inquiries and reports – Estimates inquiries and reports. Currently, after selecting multiple lines, the ELIMINATE button became i...
Allow using Reason codes on Sales credit notes linked to a Project
The Reason code selected for a Credit note for Sales orders linked to Projects is not saved on Customer level, voucher and transaction. It would be helpful to have the Reason codes saved, as for a Credit note for simple Sales order the Reason code is saved on Customer level, voucher and transact...