A message prevents creating a sales order item line for a built item of stock being saved if there is sufficient finished item stock to allocate to the sales order straight away. Changing how the settings interact could improve the customer experience.
Steps to replicate: 1. Change the settings as follows: SOP Settings on the Processing tab 'Allocate stock on order entry' is selected and SOP Settings on the Manufacturing tab Flag sales order line as linked is set to 'Always' or 'Operator Choice ...
David Stubbings
over 7 years ago
in New/Amend Order
0
Will not implement
Convert Quote from Prospect to Customer to pick up nominal structure for stock items.
We have a customer who builds the nominal account for stock items using the nominal from stock and cost centre/dept from customers. When they create a quotation for a prospect account, it uses the default nominal details from the prospect. However...
Christie O'Connor
over 7 years ago
in Convert Quote
0
Idea Accepted - Gauging Support
SOP Credit notes - credit note due date to calculate same as does for invoice due date
When raising a SOP credit note our client would like the due date of the credit note when posted to be calculated using the same rules as for calculating the invoice due date. e.g. 30 days from end of month
Guest
over 7 years ago
in New/Amend Return
0
Idea Accepted - Gauging Support
Ability to set combined budgets as not available for purchasing
We have a number of budgets that we use for income only and staff costs only. It would be very helpful to have an option to set them as not available for purchasing in workspaces.
Guest
almost 8 years ago
in Budgets
0
Idea Accepted - Gauging Support
Our customers would like the ability to record a Payment with Order for order that only contain additional charges. At the moment they get a message saying; Unable to Continue. Payments cannot be recorded on orders for additional charges only. The...
Guest
almost 8 years ago
in New/Amend Order
0
Idea Accepted - Gauging Support
Ignore mandatory flag on analysis codes on previously saved orders
Enter an order with some items and save. Then create a new SOP analysis code which is mandatory. Setting is on for allow analysis code to be amended on order / return line. Re-open order and you are prompted to edit analysis codes on save. Would l...
Guest
about 8 years ago
in New/Amend Order
0
Idea Accepted - Gauging Support
Set Combined Nominal Budgets as not available for purchasing
I would like the ability to set up Combined Nominal Budgets with the ability to flag them as not to be used for purchasing. For example a budget that should only be used for staff costs I would like to not appear in the workspace for people to use...
Guest
about 8 years ago
in Budgets
0
Idea Accepted - Gauging Support
It would be good to be able to copy all the current year budget 17/18 and put it in the current +1 18/19 budget so it is just a matter of tweaking it if necessary.
Guest
about 8 years ago
in Budgets
1
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...
The Ability to amend customer payment terms at order entry level. For instance if running a promotion you may want to give a discount (catered for in order entry) and extended payment terms for that order. (Not catered for in order entry)
Guest
over 8 years ago
in New/Amend Order
0
Idea Accepted - Gauging Support
