Public Profile
  • Customer Prepayments

    Please provide a customer prepayments module that functions similar the Purchase Order Prepayments module. The Sales Transaction Entry window has a field called 'Amount Received' where you can book a 'Cash Deposit' with the order. This debits and credits the correct accounts here but afterwards there are a few issues. - No transaction is shown on the customer account (whereas a POP prepayment would show on a vendors). - No ability to invoice multiple times against that order and only apply the amount of the invoice to the prepayment. The order to invoice transfer process brings the entire deposit amount over. (whereas with POP, you can receive against that PO multiple times) - No ability to transfer prepay deposit to regular A/R and apply to other miscellaneous invoice (can do w/ POP prepayment)
  • Fixed Assets / POP Receivings Transaction - Capital Item on Drill-Back Inquiry

    With a receivings transaction, you can designate if a line is a 'Capital Item' line by selecting the checkbox. That checkbox is currently NOT included on the Receivings Item Detail Inquiry Zoom window. Please add the checkbox to this inquiry window.

  • Purchase Order Inquiry - Item Quantity Remaining

    Please add 'Quantity Invoiced', 'Quantity Shipped', 'Quantity Remaining', 'Quantity Returned', 'Quantity Remaining' (at least this field) to the Purchase Item Detail Inquiry Zoom window. We should be able to start w/ a Purchase Order, drill-into the lines and see more of a status than just the 'Line Item Status' which is at the bottom.
  • Electronic Bank Reconciliation - Credit Card Capabilities

    We need the ability to reconcile credit card statements in GP. Currently the criteria hard-coded for a "Matched" transaction in the E-Bank Rec import is the 'Check Number / Serial Number'. When you're processing credit card transactions, there is typically no unique reference number at the time that you're processing the credit card payment. In E-Bank rec, if we could define the "Matching" criteria (say Statement description contains GP Vendor Name, statement settlement date is within 1-2 days of GP transaction date & statement amount = GP amount), the tool could actually be used for credit card statement imports.
  • PM Historical Aged Trial Balance & Purchase Order Prepayments

    I recall this being an issue when POP Prepayment first came into existence (2013R2 maybe). Anyhow, we're on 18.3.1200 now and either we haven't had the scenario in 6 years or the latest build has this off again. When you issue a PO Prepay that PO Partially apply invoices again that prepayment Run the HATB. The HATB is incorrect. It shows the reduce POP Prepayment correct but STILL SHOWS the invoices thus the total amount payable to that vendor is incorrect. If you were to run the regular Aged Trial Balance, all appears correct. Would love to see this corrected so that we can getting back to simple reconciliations between the G/L & Payables Management subledger.
  • Fixed Assets - Mass (Un) Retire

    If there's an issue w/ a mass retirement, you'd currently have to go in and manually un-retire each individual asset. If there are hundreds, this isn't going to end well. The ability to unretire in mass, just like you can for single retirements, would be beneficial.