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Be able to create a PO from a sales order/job
We have numerous instances where a sales order is created that needs to be drop shipped from the vendor, yet the task of creating a sales order and then having to create a purchase order in a separate screen is both a waste of time and a nuisance ...0 Future Consideration
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Have an option to exclude Indirect Labor cost from Closed Job, Job Cost - Detail, and Job Cost - Summary Reports
When looking at performance on jobs since the Indirect labor is included it gives a false cost amount on the job. It would be nice if we could toggle that on and off for these reports.0 Future Consideration
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When adding a job to a PO the enter function should key search and not just add the first job listed.
When using the job ID search function in the PO making typing in a search query and hitting enter doesn't actually search it just submits the first job listed at the top. This doesn't make any sense since you haven't searched anything yet and the ...0 Future Consideration
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PO has no confirmation check on deleting a line
Add a confirmation box when deleting a line item from a PO the same as in the RFQ module. The add and remove are very close and when adding an additional line or quantity it is easy to accidently hit the delete line and then its just gone. -
Add ability to see custom fields in the search grid and not have to specifcally search for them
Under custom search you can search the 12 specific extra custom boxes to bring up specific results yet if I want an overview of all my parts or am adding to one of the custom fields there is no easy way to see which ones you have done and which ar...0 Future Consideration
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External Notes Field for Miscellaneous Materials
We often buy a lot of completely custom materials that need a lot of verbiage. A good example would be a steel burnout with custom dimensions that requires stress relief and grinding to specific flatness and parallelism requirements. Presently, wh...0 Future Consideration
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Mark up % by work centre
having only one markup % on all work centres does not work for us. Some work centres have a low cost but the selling price for the work centre ( machine ) can sell much higher. Or the opposite way too. Having the markup % in a separate tab in the ...0 Future Consideration
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Cash Basis Accounting
We have not yet adopted the accounting module because it does not handle a cash basis system. We are not comfortable with using an accrual based system with conversion reports as an alternative. As a result, we continue to use the QB integration.0 Future Consideration
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Add Tax Code to the PO Change History
For training purposes it would be nice to know if a chage has happened where the purchaser made a change to the Tax Code on a PO line. -
Sort RFQ - Vendor Response by Line Item then Quantity
It is a non-sortable window and entering in values from vendors reuires a lot of jumping around because the quantities are almost always not in ascending order.1 Future Consideration