Eric Young

On a Purchase Order that is linked to a drop-ship Sales Order, only the item lines for the vendor on the purchase order should import to that particular purchase order. In other words, BC should know that the item on Line 10000 on the Sales Order comes from vendor ABC Mart, and the item on Line 20000 comes from vendor Jack Donuts. When creating a purchase order for ABC Mart, and select the Sales Order, only line 10000 should be imported. Currently, both lines are imported and you have to manually delete the line(s) that are not for that vendor.

Create an automated way of creating a customer refund, including the creation of the vendor invoice for the refund that can then be paid by check or EFT. For reference, this capability is already very nice in Dynamics GP. When a customer has a payment with a remaining balance, there should be an option to "create refund" or something of the sort. That would then fire a series of functions to 1) enter the refund on the customer record, 2) post transaction to the GL (debit accts receivable, credit a 'refunds owed' account), 3) create a vendor record for the customer if one doesn't already exist, 4) create and give option to review/post the vendor invoice, 5) post vendor transaction to GL (debit 'refunds owed', credit accounts payable), 6) give option to create a payment right then or allow user to wait and include payment with others.