Would like to make expired Insurance Certs inactive, not deleted or overwritten. This way they no longer show in our Alerts as needing attention because they are expired - but they are retained with the dates that were on the original certs for fu...
Sage 300 Contract and Billing interface-only interface with JC, eliminate contracts
The linking to the contracts in Sage 300 is very choppy and the Prime Invoice data that posts to one contract line item doesn't provide useful information. There is no need to link to the contract or contract items in S300, if SCM can just link to...
Convert estimate to project (rather than whole lead)
Client has many estimates for a single customer. They don't want to create a new lead for every potential opportunity for a customer. Instead want to convert each estimate separately.
Clients want to be able for their internal team to be able to view specific projects and not have access to viewing all projects by having the feature access. Needs to be more limitations to the internal view.
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
15 days ago
in Purchase Orders
0
Needs review
Clients have expressed wanting better revenue forecasting within SCM. They would like to see the expected revenue for future months, pull in the expected revenue from active projects and the expected revenue from active leads based on the estimate...