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Improved access to Quotes from CRM via the Connector

Although the connector allows users tocreate/view/edit Quotes from CRM you only have this ability if you look at the quotes against a specific Company/Account and/or a specific Opportunity. Wouldn&t it be nice if you could also do the followin...
Guest about 8 years ago in CRM 1 Will not implement

To be able to set certain suppliers with Direct Debit form of payment, meaning that they are not picked up in the suggested payments report. Resulting in a duplicate payment

No description provided
Guest over 8 years ago in Suggested Payments 0 Will not implement

Ability to copy an account within CRM

In Sage 200 you can copy an account and amend the details after. Within CRM you cannot do this. Customer would like the ability to take a current account, copy it and amend fields. Then this will be linked to Sage 200.
Guest over 5 years ago in CRM 1 Will not implement

MRP management of Call Off Purchase Orders

Could MRP be developed to deal with Purchase Orders managed on a call off basis. Scenario: Sage User Relies on MRP for Purchase Order Recommendations. The Sage User has some products on purchase order that are managed on a &call off& basis...
Guest almost 9 years ago in Manufacturing 0 Will not implement

Add stock back from Works Order - Further Explained

To be able to add an item or items back into stock from a works order / B.O.M. i.e. works order allocations call for 10 items but you are left with 3 items that are spares that can be re-stocked and used again. example, if we change a valve with a...
Robert Brailsford almost 9 years ago in Manufacturing 0 Will not implement

Ability to include Sales Orders in the MPS where the Customer Account is On Hold.

Even if a Customer Account is on hold, we still need to plan for the production of their order as the account could be released at any time. Could the &Include& window not show a list of all items automatically excluded, so they could be m...
Guest about 6 years ago in Manufacturing 0 Will not implement

Ability to enter sales forecasts in periods other than weekly - e.g. fortnightly, monthly

Sales forecasts in the Planning module can only be entered in weekly periods. Would like the option to enter forecasts for broader periods e.g. monthly. Furthermore, when sales orders are netted off against forecasts during MPS/MRP, would like the...
Guest over 9 years ago in Manufacturing 0 Will not implement

The ability to run the works order processing WIP - Valuation report retrospectively.

Business Advantage:- At present the customer must remember to run the report at on a given date when using this to reconcile as part of the monthly procedure and for presenting the information to management. However, if this has not been run for w...
Kathleen Leask almost 10 years ago in Manufacturing 0 Will not implement

EDUCATION FD FORUM - REPETITIVE REQUESTS

I thought I would just do a summary comment of the requests that keep coming up for the education sector. I know the development team are very busy but these are what keep coming up in our discussions and on the ideas hub. Having an idea of where ...
Guest over 6 years ago in Budgets 1 Will not implement

Old Wish 2210 - Sales Forecast needs Delete Line button

This was previously logged as an old Wish, under number 2210. It is too easy to delete an entire Sales Forecast in Planning. If you are in the Amend Sales Forecast option and choose &Delete& a message pops up to say &Are you sure you w...
Guest over 7 years ago in Manufacturing 0 Will not implement