Add Email Functionality to Letter Writing Assistant
The Letter Writing Assistant is an awesome way to create letters for Customers, Vendors and Employees. Unfortunately, it only allows for printing of letters in bulk when using SmartList to generate. It would be awesome if the option to Email could be used via SmartList and the Letter Writing A...
Navigation List - Add Columns Available via SmartList
Navigation Lists include options for bulk actions. Currently the columns available are very limited. Please increase Navigation List to use the columns available via the similar SmartList (Customers, Vendors, Items, etc.). For example: Currently Navigation Lists do not include the Class ID for...
Navigation List for PO Batches
Add Navigation List for PO Receipts, Invoices, and Returns. Would allow cleaning up empty batches, reviewing/posting in bulk.
Add Batches for SOP Batches
Add Navigation List for SOP transactions, Would allow cleaning up empty batches, reviewing/posting in bulk.
Item Maintenance -Default Save History Checkbox to being checked
Inventory items default to not saving history. These should be checked by default and unchecked manually or assigned to a class that does not save them
SOP: Allow Line Item "Date Shipped" to "Rolldown" from Sales Date Entry Window
Currently when items are entered on orders, the Date Shipped is auto filled with the User Date. Ideally, this date would be blank at the order stage. Currently, when you transfer the order to Invoice, this date is not updated.
Example: The order is entered on March 1st the Da...
Navigation List for Inventory Batches
Add a Navigation List for Inventory Batches to allow for printing multiple Edit Lists, deleting empty batches, and posting 1 or more from the Navigation List.
GL Accounts - Filter to Active Accounts and Option to Set as Default View
The lookup screen for GL accounts does not allow users to only show "Active" accounts. Also, there is not an option to "Set as Default View".