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Copying a Sales Order Creates New SO Lines in Same Order
When copying a Sales Order to create a NEW Sales Order, the NEW Sales Order would have the detail lines in the same order as the sourced Sales Order. Currently when copying, it gives you all the lines of the source SO, but it creates them in just ...0 Future Consideration
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Amend Sales Order Acknowledgement
The Sales Order Acknowledgement has "PROMISED DATE". No one can promise anything. Exact doesn't promise anything -- Exact uses "SHIP DATE". Not sure why Exact is forcing its software users to promise ship dates. Default language should be changed ...0 Future Consideration
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Updated operations notes will "Push" that updated note text to all your templates
After you update the operation notes for an operation, JobBoss will 'push' that updated note text to all your template jobs on which that operation already exists. You would not have to try and find all the templates that need to be update and do ...0 Future Consideration
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View already picked materials quantity in Data collection Job pick transaction.
When picking items in the Data Collection module, we'd like the ability to be able to see what quantity has been picked already in the "Job pick" transaction. Currently you can pick by Requirement key or Pick by job, however, the only way to see w...0 Future Consideration
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Have the ability to link Individual Customers to a Parent Customer
We have a large number of customers in our system that are really divisions of a parent company. It would be nice to be able to link these together so that we can see which customer is division of a of a larger parent customer. If you put this in ...0 Future Consideration
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Sort Assembly ID Numerically
Currently, assemblies are not sorted numerically and it's very confusing. I have 22 Assembly ID's, numbered 1-22. It is sorted 1, 10, 11, 12, 13....2, 20, 21, 22. It makes no sense.0 Future Consideration
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To Change Job Boss Interface with Quick Books for Actual Job Number to show in seperate field
WE CONTINUE TO PURCHASE MATERIAL AND EXPENSES THROUGH JOB BOSS BUT THE INTERFACE TO QUICK BOOKS NEED TO ENSURE THAT WE CAN HAVE THE ACTUAL JOB NUMBER IN A REDADABLE FIELDS SO THAT WE CAN USE THIS FIELD TO MATCH REVENUE AND EXPENSES IN PROPER MONTH...0 Future Consideration
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Allow different search critera in the Custom Tab date fields.
Currently you have Equal, From and Thru. there are times I would like to have Not Equal or is NULL to better make use of these search options. -
Utility that allows you to do a Mass Update of Account Manager in Customer Module
When an employee status is no longer active or they change positions, it would be nice to be able to change or remove them from being the Account Manager. Currently you have to do this for each customer and it is extremely time consuming. -
Allow Default Contact on Customer master to be Contact that shows on AR Aging report
A default Customer Contact functionality was added to JobBOSS, but does not carry over to the AR Aging report. The AR Aging still uses the first contact alphanumerically. You currently have to put a period or something in front of the Contact's na...0 Future Consideration