All ideas

As a purchasing agent for our company... When processing a larger complicated sales order requiring multiple supply vendors (or for t.b.d. and quoted custom work) it is sometimes desirable to delay creating ALL purchase orders ALL at one time... p...

Currently there are three lines for sales taxes in the module. The state / counties have added additional sales taxes as separate from the existing taxes. This effects the invoicing and reporting required.

The Sage BusinessWorks 2018 File Format pdf document lists that the size for the Description field in the OEKit module should be 31 characters, but the GUI limits it to 24. Querying the OEKit table schema it also shows the length of the column to ...

I have clients having to break out the amount on two line entries to get the entry the journal entry done.

When you have entered a journal one month you should be able to select it and click copy so an identical version appears to edit, then you can change date, month amount etc. Useful for jnls that happen monthly.

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.

We would like an automatic prompt when invoicing a customer to remind our sales staff to put in the sales rep name. They forget to go to the header screen if they don't need to add a PO. If it could be on the main customer screen, or prompt them b...

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 ...

When you void an invoice you can enter a short note, but once you post it, the comment is not visible anywhere unless you print it. It would be helpful to see that comment in invoice inquiry.

To be able to see all the items in under a specific product line that specific customers have purchased. Under the Order Entry Module. OE>Reports>Part Sales By Customer . This report currently you can search by Customer ID, Part ID, and Invo...