Putting (Sales) orders on hold is a useful way (The only way?) of preventing orders being processed - a typical example is DX imports where users tend to check the option to put created orders on hold. We have another customer trying to implement ...
Andrew Dunn
8 months ago
in Amend Order Status
0
Idea Accepted - Gauging Support
Credit Limit Check when changing sales order status
Customer imports a lot of sales orders (via DX) - these are put on hold automatically When the user goes to amend order status and set the order Off Hold, they would like to see a credit limit warning, same as if they added a new order They have t...
Andrew Dunn
11 months ago
in Amend Order Status
0
Idea Accepted - Gauging Support
Nominal Transaction Screen - Filtered Balance as well as Current Balance
When filtering by Date/Period on the Nominal Transaction Screen, it would be useful to see the total of that period as well as the year to date figure. Sage 50 allowed gave you the option to download to Excel from this screen so you could add them...
Jocelyn Milne
almost 3 years ago
in Transaction Analysis
2
Idea Accepted - Gauging Support
Currently there is only 1 transaction analysis code in the nominal transactions, this is too restrictive, customers have multiple dimensions that they need to record
Saeed Malik
almost 9 years ago
in Transaction Analysis
0
Idea Accepted - Gauging Support
While putting an order on for a customer, if you click the "Customer Details" Button, then "View Orders" so you can look at their past orders and then look at an order, then close down the window, if you click on the "Customer Details" button agai...
