User Profile

Create a Proforma invoice without a Operations license


To be able to create a Proforma invoice an Operations license is needed. As there is no journals updated etc. it must be possible to create a Proforma invoice with a Team member license.

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Category: System administration (387)

STATUS DETAILS
Under Review

Privilege/Duty for Intercompany tracing on Sales order.


To be able to view the Intercompany Tracing with entering the Sales order from a different place than the main manu. A user having assigned these roles: ” Buying agent” “Purchasing agent” “Sales Clerk” and “Sales Manager” cannot have complete view of Intercompany tracing from Manage Tab, when t...

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Category: Procurement and Sourcing (936)

STATUS DETAILS
Declined

Summarize


In General Ledger parameters the summarize accounting entries has been set to "No". Invoices posted through Pending vendor invoices are going to be summarized even though this parameter is set to "No".

The accounting entries created from Pending vendor invoices must be posted based on th...

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Category: General Ledger (411)

STATUS DETAILS
Needs Votes

Financial Tag available in Pending vendor invoices > Distribute amount


To be able to add a Financial Tag in Pending vendor invoices > Distribute amount.

When using Vendor Invoice Automation cost invoices are imported to Pending vendor invoices, The coding such a ledger account and dimensions must be added in "Distribute amount", but there is no ability to ...

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Category: Accounts Payable (529)

STATUS DETAILS
Planned