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Link SCM Work Orders to Sage300 Extras

Can you use the SCM Work Order field to populate and/or link to Sage300 Extras? For timecards, the work order field would populate the extra field. Also, when a work order is setup in SCM could it create the extra in Sage300? When an extra is setu...
Deb Kauffman about 1 month ago in Accounting Link for Sage 300 CRE / Work Orders 0 Future consideration

Enhancement for Security Roles

Ability to have distinct permissions for each feature like add, edit, view/read only, delete, etc. (similar to Sage Intacct permissions) as we've had some clients already ask for this.
Adrianna Johnson about 1 year ago in User Properties / User Security Roles 8 Future consideration

Global Mark up Exclude line items

We would like the ability to create a global markup while also having the option to exclude certain line items from the estimate on this mark up during the creation process.
Victoria McCullough 4 months ago in Estimating Items / Markups | Adds | Cuts 2 Future consideration

WORKFLOW EMAIL ALERT TO INITIATE

Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that...
Guest about 1 year ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration

Link Cost Database to Sage Intacct Inventory Items

Link Cost Database to Sage Intacct Inventory Items so that items and Pricing updates maintained in Sage Intacct can be updated in SCM for estimating purposes.
Deborah Lastro about 1 year ago in Accounting Link for Sage Intacct / Cost Database / Inventory Query (Considering for Future) 0 Future consideration

Only allow estimates with an "approved" status to be added to prime contract

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...
Carl Lyles about 1 year ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 2 Future consideration

PO CO Detailed Reports

Currently, PO COs are able to be created, however, the Detailed Report to print and send to vendor for signature is not complete. Comments are pulling from original PO and not PO CO items. Also, there is no signature field. Is this something that ...
Victoria Edenfield Hurd 2 months ago in Log Style Reports / PO CO, POCO, Purchase Order Change Order / Purchase Orders 0 Future consideration

Ability to reorder columns in List Views

As Intacct allows, can SCM have the Columns on list views able to be moved around for reordering by users so they can see data in the best way for their review.
Guest 26 days ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Add Description to Daily Log Photos

Add a description next to the photo that is uploaded so the reviewer knows the area or what the picture is showing
RJ Delagarza 7 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / UI User Interface Enhancements 3 Future consideration

Better Insight into the PO Items and Daily Log Qty

They want better visibily on the PO of the daily log qty for the items. Right now you do not see that until creating a bill for the PO. Also, want better visibility on the Daily Log when entering in the delivery of how many items have already been...
Michelle Moffatt 3 months ago in Purchase Orders 1 Planned