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Ability to change Status of Quotes from Template to Expired
We extensively use Template Quotes as our part number masters and currently the only way to change the status from Template to Expired is to change the status to active then reload the Quote number then you can select Expired. when you are dealing...0 Future Consideration -
Add a Description Field for Change Reasons.
It would be nice to have a description field that would allow you to expand on what the Change Reasons means. You are limited on the length of Change Reasons to 15 characters so it winds up being somewhat cryptic so we have to have a separate docu...0 Future Consideration -
Add a Note Field to the Sevice for each Vendor associated with that Vendor
We attempt to manage and review all of our Service Vendors on a regular basis. It would be very helpful to have a note field for each one of those vendor lines since there is often special information related to that Service for that Vendor.0 Future Consideration -
HAVE THE ABILITY TO CLOSE THE JOB FROM THE INVOICE RATHER THAN GOING BACK INTO JOB ENTRY
Other programs I have worked with have a pop up box that asks if the job should be closed once an invoice has been created. When invoice is complete, answering whether the job should be closed prevents having to remember to go back into order entr...0 Future Consideration -
Add a invoice box to each job entry
It would be nice to see in the job entry if a job has an invoice linked to it instead of having to go to other screens.0 Future Consideration -
Travelers / jobs need a place to communicate DPAS ITAR ect with everyone
It would be very nice to have check boxes when you open a job if they need any of the following ☐ Material Certs ☐ Process Certs ☐ C of C’s ☐ Inspection Reports ☐ PPAP ☐ No special QC Requirements ☐ DPAS _________ ☐ Source Inspection. This should ...1 Future Consideration -
Invoices show payments credited
It would be very useful to have invoices show the payments that have been posted against them. In the case where a customer underpays especially, so we can send them an updated invoice showing a balance due.1 Future Consideration -
Provide a means to track USB drives and provide digital sign-out and sign-in which is auditable
CMMC and NIST 800-171 require that confidential unclassified information (CUI) be closely tracked...in many manufacturing environments CNC machines are not network connected, and require the use of USB drives to get programs from the network onto ...0 Future Consideration -
EMERGENCY Contact Information for Employees
We currently are having to use most of the Custom tab fields to be able to have Emergency contact information for our employees. And there are other things we would like to be able to use these field for. Plus the Custom tab is not laid out well f...2 Future Consideration -
have the invoice date default to the packing list ship date.
all other software is this way??1 Future Consideration
