Sales Order Processing (SOP)

Mostly described in the title, but at present you can only use transaction analysis codes on sales transactions retrospectively, which doesn't make much sense. Ideally transaction analysis codes could be assigned at any point through the process.

In the list view currently, the document status for a converted pro-forma is completed. I think it would be really helpful to have the status as converted rather than completed.

My client has requested the ability to consolidate SOP Despatch Notes in the same way that you can consolidate invoices. The example being, if you have multiple Sales Orders on the system for one customer you might want to ship the goods together ...

A customer has requested an option to produce the Order Acknowledgement from within the Enter Sales Order process, which would save time for them as the person entering the order is the person printing the acknowledgement. For people who don't wan...

Would be a good feature to be able to see credit limits across SOP alloptions i.e. Quotes/Pro Forma. Client wants to have more control on what customers are offered when Quoting so would be beneficial for a credit limit pop up to show if the quote...

Customers would like the invoice address that is entered against prospect quotations to be copied across the sales order when converting from a prospect quote to the default cash account customer as the invoice address is appearing wrong on the fi...

Have later versions separated the amend order hold status from cancelling orders function? It would be good to have these separate as our users need to be able to take orders off hold but do not need to be able to cancel orders. It's a control issue.

Setting: Sales Order Processing Settings, tab “Order Processing”, and select the option “Update Stock Quantities when: Order dispatch is confirmed”; Scenario: when trying to “Amend goods Despatched” and cancel the current allocation of this “dispa...

Add a search feature so you can search for a specific word - useful when someone wants to know where they ordered something from in the past.

If an order is despatched in error, or wrong quantity despatched, or we want to bring it back to change some text on the order before running the invoice etc etc, it is a very cumbersome process to 'Amend Despatch'. It must be done line by line, a...