Ideas

Showing 19

set correct allocation date on an allocation only entry SL / PL

When entering an allocation for a payment on account transaction would like the system setting payment rule to apply - i.e. to set the allocation date to the receipt date in case of sales ledger and payment date in terms of Purchase Ledger - most ...

Adrian Evans 2 months ago in Allocate / Allocate 2 Further Information Required

3 VOTE

Sales Quotations amend type form pro forma

by accident we occasionally amend a sales order to a pro forma - once done CANNOT RECONVERT TO A SALES ORDER

Stuart Shephard 10 months ago in Convert Pro Forma 2 Idea Accepted - Gauging Support

2 VOTE

Add document originator feature from purchase orders to sales orders

In purchase orders you have the option to set the document originator as someone else from a drop down list. This would be helpful to be a feature in sales orders as the person who takes the order isn't always who inputs it into the system. Curren...

Bethany Houghton 9 months ago in Convert Pro Forma / New/Amend Order 0 Idea Accepted - Gauging Support

4 VOTE

List unallocated credit notes and payments on the purchase ledger

This would be useful to ensure we do not over-pay our suppliers. Also useful for reporting on the effectiveness of ledger clerks in allocating these items.

Dick Dick over 1 year ago in Allocate 1 Already Exists

9 VOTE

Show invoice numbers on allocation session drilldown

When looking an allocation within the SL module you can only see the invoice number and the date of the allocation. It would be very helpful if you could also see the invoice date in this view. Thanks

Guest over 3 years ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

4 VOTE

Supplier Transactions - ability to update memo field for individual transaction, when allocating

Update Memo field for individual transaction

Val Johnstone over 1 year ago in Allocate 7 Idea Accepted - Gauging Support

2 VOTE

Supplier Allocation - include the query field

Currently the query field is not visible in the supplier allocation screen.

Val Johnstone over 1 year ago in Allocate 0 Idea Accepted - Gauging Support

5 VOTE

Pro-Forma Converted rather than completed

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.