IDEAS PORTAL
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Calculate Pallet Deposits with Finalizer
It would be helpful if I could use the Finalize button to calculate pallet quantities. We have the pallet quantities per pack type set up on the pack type table and the sales order shows "Estimated pallet spots". But I need to add lines for pallet...1 Needs review
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Add Item-Type functionality to Square Syncing Integration
Currently, the Square integration only creates Service type invoices to track sales made through Square. All inventory and COGS entries have to be manually tallied and entered with a Goods Issue or journal entry to properly allocate the inventory ...1 In Development
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Add a multiple Sales Order / Inventory Transfer Request update function
Similar to a Master Data Update Wizard but for SOs/ITRs.2 Future consideration
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Sales Analysis to include BP Address
Hello I've been using the Sales Analysis pivot table utility/tool (https://support.orchestrated.com/hc/en-us/articles/115010850228-Sales-Analysis-Tool-). I would very much like to see the address (Street/City/Zip) of the BP customer also availabl...0 Needs review
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Make emailing documents to Customer BP contacts more user-friendly
This is currently a 10+ click process, depending on number of contacts that need to be copied on a document: 1 - Click email icon on toolbar (if not automatically prompted) 2 - Select 'Do you want to attach an edited report...' (yes) 2.5 - Type do...1 Future consideration
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Show which A/R Invoices and A/R Credit Memos have been emailed
I never know which invoices and credit memos I have already sent to our distributor (only way is to go through sent box). Perhaps, a check mark or highlighted line to show it was already sent (and maybe even to whom it was sent- but not a deal bre...0 Future consideration
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Show Vendor Ref. # edits in the BP Account Balance screen
The Vendor Ref # on A/P & A/R Invoices is editable after-the-fact. However, any edits made to the document are not reflected in the Business Partner Account Balance screen. That means if we forgot to enter the Vendor's Invoice # before hitting...0 Investigating
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Add ability to select and remove multiple rows on marketing documents
I would like the ability to select and remove/delete multiple rows in marketing documents. I know it is possible to right-click > remove row or select row > ctrl+k to remove individual rows on documents such as Copying To: an AR Credit Memo... -
Allow Project field to be altered after saving a document
Utilizing the Projects field in A/R and A/P documents is great for tracking the profitability of an event, but sometimes people forget to fill out the field (or the information that it needs to be filled out for a specific item isn't always commun...0 Already exists
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It would be nice to be able to input freight into a AP Down Payment invoice.
The same fields should be available as a regular AP invoice; as there are times when a prepayment for inventory items is needed and this causes errors with this field not being available, particularly at month end.1 Idea Provided to SAP