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Why arent changes allowed when converting a sales order to invoice?

When converting a sales order to an invoice, we should be able to make line item changes on the fly. When I have a customer on the phone and I convert and order, then he says at last minute to add something, I have to back out of everything and th...
TRACY LYONS over 1 year ago in All other suggestions 0 We're Taking A Look At This

Copy an invoice or journal.

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.
Sarah Maguinness 6 months ago in All other suggestions 0 We're Taking A Look At This

Edit the nominal account on a foreign invoice.

Please allow me to edit the nominal account on a foreign invoice instead of having to completely re enter it.
Sarah Maguinness 6 months ago in All other suggestions 0 We're Taking A Look At This

Add custom pop-ups when in OE modules (customer specific buying preferences, etc.)

Add an option to display customer notes anytime their account is accessed in OE quotes, sales orders, & invoices. We see these now when customers are on hold or over their credit limit. I would love to see an additional box at that time of ord...
Jessica Smith over 1 year ago in All other suggestions 0 We're Taking A Look At This

Add option to search by PRODUCT LINE in Part Sales By Customer Report.

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...
Ryan Spitznagel over 1 year ago in All other suggestions 0 We're Taking A Look At This

Add Vendor Name to Parts On Order Report

It would be helpful to have the vendor name added to the "Parts on Order Report". We have thousands of parts and having the vendor name readily available would reduce the amount of back and forth required to gather that information and make invent...
Guest over 1 year ago in All other suggestions 0 We're Taking A Look At This

Additional Digits for Shipping Weight

We would like to put in a request to consider adding digits to the shipping weight in BusinessWorks. The majority of our orders exceed 9,999.99 lbs.
Guest over 1 year ago in All other suggestions 2 We're Taking A Look At This

A/R, Bank Deposits, Include what entries – please add a selection to show only those entries that have NOT been selected as deposited.

A/R, Bank Deposits - allow for the user to make a selection that will only show the entries that have NOT been selected as part of another bank deposit. There is almost never a time that the user would need to select an entry for a different bank ...
Guest over 1 year ago in All other suggestions 0 We're Taking A Look At This

Display void date and amount for Vendor checks

Currently, when a check is voided, the system shows “Voided” in the amount field on reports and does not display the void date. When drilling down on transactions in Vendor Inquiry on the check, the void date does not appear. The original check da...
Coleen Graber about 1 year ago in All other suggestions 0 We're Taking A Look At This

NITRO PDF

please start testing/working with NITRO PDF. NITRO seems more user friendly than ADOBE, for the work my office does. i was using SAGE BUSINESSWORKS successfully with NITRO until i got a new computer, now they aren't working together.
Guest 7 months ago in All other suggestions 0 We're Taking A Look At This