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Debit Note Function
Would like to propose Debit Note function. Company use this document to recover costs paid on behalf that is not their normal trade. e.g. Transportation cost, airfare, meal. Sales Invoice is document used for normal trade e.g. sales of inventory / services.
Category: Sales (734)
G/L entries to keep Foreign Currency amount, revalue GL Accounts
User is able to enter Foreign currency amount in General Journals, but after posting Foreign currency amount was not captured in G/L Entries. Would like to suggest to provide - similar to Receivable. - Capturing Foreign Currency - GL Detail Transactions by Foreign Currency - Allow revalue GL Ac...
Category: Financial Management (1227)
Power BI Template Service for Vendor List cannot access
hi, I used to link Power BI Vendor List template to BC Vendor list -Power BI FactBox (located at right hand corner) of the page. Yesterday I could not get the Power BI Vendor List into BC. I was able to register for Power BI Customer List and get it shown in BC Customer List.
Category: Reports and Business Intelligence (300)
Customer Case, Scheduler in Service Management
Service Management lack of - Customer Case to let customer submit their issue. - Job Scheduler in Calendar view or gant hart. - Capture customer signature after completing a service job. There has not been much improvements in SM module.
Category: Service Order Management (107)
Requisitions Worksheet / Planning Worksheets to have Request for Approvals
There has been question asked by client auditor how come Requisitions worksheets, Planning worksheets do not come with Approval Request function. Most companies would prefer 1st level approval been granted at requisition level. The approved lines then proceed to PO. Tried to use Purchase Quote...
Category: Inventory (349)
GUI map to show document relationship
Suggest to provide relationship map which show sales documents in GUI form. The purpose is to make it easy to user in looking up for related documents. 1. Quote -> Sales Order -> Sales Shipment (warehouse shipment/Picks) -> Posted Sales Invoice 2. Requisition -> Purchase Order -> Purchase Recei...
Category: General (1613)
BC On Premise has Create Notes in Document e.g. PO document etc. Small function but very useful. as BC users do not have to depend on email which is outside the BC. In BC cloud Create Note missing. We used Create Notes to remind the other BC user and bring to their attention. Now BC Cloud user...
Category: General (1613)
Materials Usage function for Job Cost
suggest to have Material Usage function for material issue as it requires 1. Document Header and Document line 2. Approval workflow for issuing materials 4. Delivery address in case issuing to different location and needing endorsement. 3. After Posting - have Material Usage transaction type a...
Category: Project Management (176)