Francisco Orozco Consultant

It would be nice to future include the option for the user to default ledger tax for tax surcharges, in the event tax calculation settlement has not been calculated on-time. Not including a ledger account for surcharges, user may manually capture the accumulated calculated surcharges.

It would be nice to future easily maintain the surcharges tax rates by month by year, for purpose to easily calculate taxes in the event tax calculations may have not been calculated on time. Not including tax surcharges by month, user may conventionally calculate surcharges outside the system. Example: (Year 2019: January 1.47%, February 1.47, March 1.47%). Total calculated surcharges applied in calculation if not calculated on-time as of March 2019: 4.41% Example: Amount$ 3,000 * 4.41% surcharges = $3,000 + 132.30 surcharges=$ 3,132.30

It would be nice to future include the option to easily maintain, track and assigned a project scoring risk to a project identified risks. Not having the option to track project risks, user may track this outside the system along with legal entity project risks and an overall risk assessment. Including project risks, user may have better visibility of evaluating project risks and future legal entity risks overall summary for purpose of evaluating and insurance management.

It would be nice to future have the ability to prioritize project tasks budgeting for purpose of project compliance of completion priority. Not having the option to prioritize project tasks budgeting, the user may not easily visualized priority of budget project tasks, while attempting to record from purchase orders, expense management, expense journals. Having the option to prioritize project tasks, the user may have additional flexibility and alternative options when transacting as per project tasks priorities.

It would be nice to future include the option to place in project sequence as per based on expected project profitability (e.g. Project A profitability is 20%, Project B profitability is 25% Project C profitability is 30%). Alternative the user have the option to place in sequence as per number sequence assigned or manually enter the number sequence. Not having the option to easily place a project number sequencing based on project expected profitability, user may not easily visually identify sequence of project (s). in addition in including a project priority field. Having a project sequencing based on expected profitability, the user may have the option to easily visualized project sequencing and easily identify project priorities, user may alternative use a rename project number feature (if available).

Future including the option to include the option from print layout forms the flexibility to print product ETA maybe helpful. Not including this option, the user may conventionally track this from customer sales order quotes. Alternative, the user could potentially include ETA's from line description.

Future featuring the option to easily visualized listing of associated vendors from a period range maybe helpful for purpose of digital marketing, future new projects and/or for project trade agreements. Not having the option to easily visualized an inquiry listing of associated vendors by project, user may conventionally list sort and filter from a possible transaction listing.

Future featuring the option to include a warranty product arrival date in addition to the ETA date and confirmation date from vendor purchase orders lines, user could potentially have information available and to the client on as of what date the product is warranty to arrive and be available at warehouse or retail store location. Not having a product warranty arrival date, the user could potentially use a conventional way to track the vendor product warranty date to communicate to our clients or prospects. The option to potentially include product warranty arrival date from product master and from purchase orders in addition to the ETA date, end user may have additional information on product arrival expectation and product warranty dates in the event is need it when communicating with clients or prospects while placing an order.