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Allowing certain features when account is on HOLD


When an account is ‘On Hold’, we are not able to : 1. Issue a Proforma Invoice without releasing the hold 2. Allocate amount received from Customer without removing the hold. My thoughts are we should be able to perform above mentioned tasks without removing ‘Hold’ from the account.

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Category: Cost Management (132)

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Needs Votes

Expiring Price Alert


The company I work for doesn't use the RETAIL module in D3FO. Therefore the out of the box tile within the Pricing & Discount Management work space doesn't work. Can MS make that tile, or replicate a tile like that, so all customers can use it? Basically, I'm asking if MS can extend the curren...

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2 Comments

Category: Cost Management (132)

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Needs Votes

Sales Order Line Filter Inefficiencies


During the Sales Order Line entry function, the filter functionality will not save to "contains" and always defaults to "begins with". This is causing time wasted in the order entry process. Please allow the filter to be saved with the last used filter functionality and allow sorting options to...

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Category: Sales and marketing (703)

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Declined

Sales Quotations Missing "Calculate Tiered Charges"


A customers auto charges should flow to Quotations just like they do for Sales Orders. Can the "Calculate Tiered Charges" functionality be added to the Quotation creation screen?

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1 Comments

Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes