Francisco Orozco Consultant

Wish there is an option to easily include:

1. Intercompany case transfer and case removal
2. Intercompany case transfer and case closed
3. Intercompany case transfer and case copy history
4. Intercompany case transfer and main responsible assign visibility.
5. 
   

Wish there is future option to include new role for finance social worker human resource, not featuring a financial social worker human resource team member, we may not easily transition when there maybe potential inflation, and/or as per legal entity compensation preferences. (e.g. employee equity or stock participation, benefits, perks, courtesies, vouchers, legal entity fixed assets, loans, fixed asset loans, etc..)

Wish there is an option to easily signup for customer statements and customer invoices. Not easily visualizing digital and conventional requirements, user might potentially track conventionally or outside the system.

Wish there is an option (e.g. user tool options), to easily setup end user date preferences when generating inquiries.

Defaulting system legal entity date format maybe helpful, however, featuring date format per end user preference maybe optimum ideal on (.e.g inquiries, reports, and journals).

Wish there is an option to easily track purchase requests before placing a purchase requisitions, for purpose to identify legal entity team member needs, or requirement characteristics, ranges, dates, preferred locations IF ANY, color, size, photos, catalogues, phone number, website, etc.. before the purchase request maybe transfer to a purchase requisition.

Not featuring purchase request, user might potentially track purchase request outside the system or maybe using purchase requisitions, without the supporting purchase initial reference (e.g. not known exact vendor, exact item or service, or potentially only known a catalogue item number, a reference, contact person, or website, etc..)

Wish there is an option to future easily integrate intelli-search technology for purpose to easily identify, search, filter records, master records, transactions, inquiries, etc..

Wish there is an option to easily setup sales agent commission network and network sales references (e.g. contact person, sales methods (e.g. phone, directory, web, tv spot, etc...) easy to identify commission structures. (including social or professional digital platforms)

Wish there is an option to easily setup grand total quantities delivery sales target or customer limits per geographical location.

Featuring conventional sales forecast and budgets, maybe helpful, however featuring quantities limits per eligible geographical locations, maybe optimum for purpose of marketing (offer and demands).

Wish there is an option to easily setup grand total billing quantities sales target or customer limits per geographical location.

Featuring conventional sales forecast and budgets, maybe helpful, however featuring quantities billing limits per eligible geographical locations (zip codes, municipalities, cities, regions, states, etc), maybe optimum for purpose of marketing (offer and demands) eligible potential controls or points of eligible ideal distribution or market of eligible identified impact (or market planning).

Wish there is an option to easily generate accounts receivable aging based on contact person decision making scorings, in addition to conventional 30-60-90 days or customized buckets.

Featuring decision making aging report, user may potentially enhanced efficiency or immediate efficiency on customer balance flows.