Add Role > Use With Documents > Select existing role to determine default contact
When adding customer and supplier roles (in ASM) and selecting Use With Document, the new role will be added to the Default contact for the account It would be better if the new role could be added to the Preferred contact of an existing role (if ...
Andrew Dunn
about 1 month ago
in Account / Account
0
Idea Accepted - Gauging Support
SOP View Invoice - Show Order/Invoice Discount Total
When viewing an SOP Invoice, the screen is missing the discount that has been applied due to the order discount - i.e. SOPInvoiceCredit.DocumentDIscountValue Without this missing component, the figures are very confusing
Andrew Dunn
22 days ago
in View Order
0
Idea Accepted - Gauging Support
On Large PO's or SO's it sometimes take a long time to have to press the up and down buttons on each line when you are organising them a certain way. It's not a problem if you are manually creating the paperwork but for an example we use MRP for P...
We need functionality to archive sales orders by customer account number. This is crucial as we cannot delete a customer account without archiving the data first. At present we can only archive based on date, therefore, we are also archiving order...
Katja Monks
over 1 year ago
in Archive
0
Idea Accepted - Gauging Support
An increasing number of customers are unable to supply a PO at the time of order. We are continually having invoices rejected by automated systems due to the PO not being quoted. We are having to reprint invoices to manually add customer PO number...
Oldschool Oldschool
almost 2 years ago
in New/Amend Order
3
Idea Accepted - Gauging Support
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
6 months ago
in Amend Order Status
0
Idea Accepted - Gauging Support
A flag or warning if an invoice is generated with a zero value line
Our Customer Service Team will sometimes add a line to a sales order and forget to put a unit price. When it comes to despatching/invoicing, the Finance Team can perform allocation through to emailing the invoice, without needing to open or view t...
Tom Allsop
5 months ago
in New/Amend Order
1
Idea Accepted - Gauging Support
Similar to being on hold, is there a way that triggers if a customer is on proforma
We dont want to ship goods before payment has been received with certain customers. There is currently no way of the team knowing if a customer needs a pro-forma before the sales order is raised. Is it possible to raise a warning similar to being ...
Daniel Pearce
5 months ago
in New/Amend Order
3
Further Information Required
We have 5 currency accounts and it is too easy to post receipts or payments to the incorrect bank account when posting within the customer/supplier account - as the bank account always defaults to our sterling account. Incorrect postings to bank a...
Cathy Pennycook
over 1 year ago
in Account / Account
1
Idea Accepted - Gauging Support
