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JobBoss History
It would be great to have a history of all actions in JobBoss. This would be deletions, changes etc14 Likely to implement
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Quote Revisions
Would like the system to track changes to quotes similar to PO's and routings, the best would be to generate a revision anytime a quote is modified then saved.2 Likely to implement
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Change status of multiple lines simultaneously
I would like to be able to select multiple lines and change the status of them instead of having to do each line individually. For example: jobs, quotes, sales orders, purchase orders.
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Likely to implement
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Accounts Receivable - Cash Receipts The customer check number field is too small. 8 characters is not enough.
Many check numbers today are more than 8 characters. If you put an abbreviated check number in the check number field, you have a difficult time referencing that number if you need to.0 Likely to implement
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When exporting a quote, populate the file name with "Quote XXXXX" where XXXXX is the actual quote number.
Currently when a quote is exported the default file name is populated so everytime a file is saved you have to change the name. Having the file name populated with the actual quote number in JobBoss would reduce possible typing errors and save time.4 Likely to implement
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One Click Quote To Order
Too many clicks becomes a time waste and facilitates more error possibilities. If there were a way to duplicate an existing quote EXACTLY into a SO by one click, we could eliminate the need to copy from and have to drag each line item over. Most o...5 Likely to implement
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Put the refresh button back in Shop Stats
PUT THE REFRESH BUTTON BACK IN SHOP STATS IT WAS AVAILABLE IN 11.121 Likely to implement
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Add the ability to create a Finished Goods item from a quote or job.
Save a step of manually entering into System Admin - Material. Could add Material ID, Description, Drawing, Rev, Extended Description and Price Breaks (if from quote).0 Likely to implement
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Increase the field length of SHipment Method from 15 characters to 20
Currently we have to abreviate the Shipment method so that it is difficult to undersand what is meant.0 Likely to implement
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Increase the # of Characters for Vendors & Customers
it would be nice to have more characters available for vendor and customer ID's0 Likely to implement