Where this would be useful is if you want the specific detail from the supplier Bill in the Bill info in SageCM but the PO may have been less detailed or even a lump sum figure. Currently if scan a bill using OCR and its for an exiting PO and you ...
This would be useful where someone has entered a bill directly not realising it was for a PO. This causes a double up of committed costs due to the PO and Bill no PO both being committed. If discovered during analytics the solution is to either de...
Add ability to track Activity by Subcontractor to Daily Logs
The main thing we want to track in Daily Logs is subcontractor activity. I’m not interested in their hours, and we don’t have employees hours to track. But I would like a pull down menu of our Subs/Vendors so I can pick one and write a sentence ab...
It would be helpful to easily rename, delete albums, and protect entire albums. At a minimum can we rename an album instead of having to create an entirely new album?
Kenani Brandon
over 1 year ago
in Documentation
1
Already exists
Allow visibility of Target Cost Code, Location, etc when editing Estimate Assembly Items
When using estimate assembly items, it is necessary to edit the quantities of the assembly variables so that the assembly equation will populate the proper cost and price. While editing the assembly variables, the target cost code and location are...
Easy way to print all linked files on a transaction
A quick and easy way to print out all the linked files on a transaction. Use case: Customer wants to print out submittal package that includes product documentation, product photos and design plan that was uploaded to linked files on submittal. In...
Create a CPR, CO, or SCO from an Correspondence > Issue
Issues have an Financial Impact field that acts as an estimate or sorts. This could easily convert to a CPR, CO, or SCO. This would also provide a continuous connection to supporting correspondence and documentation for the CPR, CO or SCO.
David Holler
over 1 year ago
in Issues
0
Future consideration
Customer is creating vendors in SCM along with the govt id. when sync with QB the vendor ID is not getting updated in to QB, which causes additonal work for end user. Would like to have the SCM update QB with govt id upon sync.
Remove "CLOSE' Pop Up Window From All Applications
Remove the "close" pop up window from all applications as it doesn't provide any benefit. It only gives you the option to close the window and not do anything else. It serves not purpose, is not consistent across applications, is time consuming, a...