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Default Tax code on Purchase order to Vendor Tax code if miscellaneous item
If the vendor tax code is updated to the general tab then surely the tax code can be updated to the po lines as well. Very frustrating that it does so for service items but not for miscellaneous items.1 Future Consideration
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Hyperlinks for Purchasing
While in the job entry module material tab it would be very helpful if you could right click on the material ID in the lower section, click on show activity, then be able to click on a hyperlink of the PO # that would bring you directly to the pur...0 Likely to implement
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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
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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... -
Add an "Accepted" step to the PO Receiving Process
Before scheduling an invoice to be paid, it's good practice to verify that the materials or services received match and conform with what was ordered. i.e. Inspect critical features, material certs, etc.. Currently, JB allows the user to acknowled...0 Future Consideration
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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
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Have an option in the Raw Material Module for Customer Owned material
We manufacture some parts where either the customer has sent us the material or we purchase the material and sell it to them prior to manufacturing the parts. we currently have to create work-arounds to account for this properly. -
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
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Sales Order Request Date
In both the Sales Order Header and Detail add a request date field. Today only a Promise Date is available. Other than manually or using a Custom Field, there is not logging of request dates from customer PO's2 Future Consideration
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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...