Change the numbering system for Quotes and SOs so they match
Like Sage 50, when you have saved a quote, the number it produces should be reserved for when it is converted to a sales order so they stay streamlined and match up rather than having to reference multiple numbers to link them. This would also mea...
Ella Browell
6 months ago
in Convert Quote
0
Idea Accepted - Gauging Support
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
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
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
Invoice address to copy across to sales orders when converting a Prospect Quotation to the default Cash Account customer
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...
Guest
over 6 years ago
in Convert Quote
1
Idea Accepted - Gauging Support
Would it be possible to add the Sage 50 style invoice / payment screen for the entry of sales/purchase receipt ? Customer would like the visibility of the grid used to help allocate .
Guest
almost 10 years ago
in Allocate
0
Idea Accepted - Gauging Support
It would be a really good idea to have a button at the bottom of the amend quote form which would allow direct conversion of the quote to an order, instead of having to go through the menu and then find the quotation again. Invariably customers al...
Guest
over 10 years ago
in Convert Quote
0
Idea Accepted - Gauging Support
