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BusinessWorks Customer Notes

In the customer notes section, we copy and paste a lot of stuff into there and each time we do we have to separate each entry with "************************************" so we can differentiate each entry from the other. The right column has optio...
Guest 3 months ago in All other suggestions 0 We're Taking A Look At This

Increase number of sales taxes available for A/R and O/E invoices

Increase the number of available sales taxes to a minimum of five to provide greater functionality for invoicing options and sales tax reporting.
Coleen Graber 11 months ago in All other suggestions 2 We're Taking A Look At This

Customer set pricing for miscellaneous item codes

I would love to be able to set non inventory charges using misc codes per customer. In customer maint I can also set pricing with item codes. it will not work with misc codes.
Guest 3 months ago in All other suggestions 0 We're Taking A Look At This

Payment Inquiry does not display detail when a vendor payment is applied to open credit

When drilling down on a Vendor payment in Vendor Inquiry, the system does not clearly display that the distribution to open credit. For an Invoice, the invoice # shows, for open credit it is blank
Coleen Graber 8 months ago in All other suggestions 0 We're Taking A Look At This

Allow for part values higher than 9999.9999 when using fractional cost

Part costs have increased to the point where items are regularly having a cost larger than 9999.9999.
Kim Crabtree 6 months ago in All other suggestions 0 We're Taking A Look At This

Improve Search Methods for Quotes & Orders

We should be able maintain or make an inquiry or without having to enter the customer ID. What if I know the quote# or order# but not the customer ID? example: City Of Example calls and references Quote # 123456. But that city has 1 account for ea...
TRACY LYONS over 1 year ago in All other suggestions 0 One For The Future

Copy function should copy ALL fields

When copying a quote, sa;es order or invoice, they copy funciton should should replicate what you are copying from EXACTLY. The copy feature currenty does not copy everything and it is annoying to have to re-type almost field such as ship-to info ...
TRACY LYONS over 1 year ago in All other suggestions 0 One For The Future

Add the deposit date to the Bank Deposit Report generated from AR, Transactions, Bank Deposit

In AR, Transactions, Bank Deposit, when printing the Bank Deposit Report it does not display the deposit date, only the date from the item that was posted. If you go to CM, Reports, Deposit report and print the report from there, then it displays ...
Coleen Graber 3 months ago in All other suggestions 0 We're Taking A Look At This

Part Inquiry with Drill Down

Would be very helpful when you see the quanitities On-Order you can click on it to see what PO's they are on order with. Also Quantity Comitted.. to be able to click on it and see what sales orders they are commited to. Other wise you have to run ...
TRACY LYONS over 1 year ago in All other suggestions 0 One For The Future

Out of the box support for UPS Worldship and Fedex Ship Manager

Out of the box integration with UPS Worldship and Fedex Ship Manager , 3 Address Lines and attention to: lines , full pass thru of Tracking #, freight $ for invoicing & customer service reps
Vince Settipane over 1 year ago in All other suggestions 0 We're Taking A Look At This