Please put Checkbox fields on main info page for Companies to identify MBE, WBE or SDVOB- as almost all public work requires %s of each of these to be hired.
SCM should allow us to have two companies in two different locations (city, st, etc.). We may have a Bob's Glass, Inc. in San Francisco & in Chicago. This does NOT already exist. See attachment.
Amanda Amason
5 months ago
in Companies
1
Already exists
SCM - Add Column function to Project Directory page
Knowing what the trade does would be helpful when looking at the project directory page. This would be especially useful for new people coming on to the job.
filter uncategorized subcontractors when assigning
to be able to filter to those that don't have classifications while assigning so you can see which one's need to be classified while you are classifying them
Sometimes different users, not realizing a vendor/subcontractor/name is already in Contact Management creates another vendor/subcontractor even though they are the same vendor. Having a merge or combine function would help reduce duplicates and ot...
Trina Lapena
over 1 year ago
in Companies
0
Future consideration
Be able to have a drop down to choose which entity the project is assigned to and then for email templates (whether its standard or custom) to be defaulted to that entity in scm
For AP transactions can we make a way for only Vendor Companies to populate in the drop down of transactions being entered
I have a few clients who have Company's in SCM that are both Vendor's and Customers and in the drop down the same name appears for both so they are sometimes populating the Customer company into the AP transactions that they are adding instead of ...
Currently when you make a company "Inactive" and there had been a previous subcontract or purchase order, that subcontract or PO record is no longer visible in the procurement views. There should be an option to deactivate and allow the record to ...