AR History - If no match prompt to access other AR journals
In Order Entry History, when you run a search, if there is no match, it tells you there is no match and then it asks if you want to search the next sales journal from the LG-A screen. We'd like to see a similar process in the AR History Screen so ...
Order Analysis/Quick Order Lookup - Add billing summary # as a column
In Order Analysis, Quick Order Lookup, we need a column that shows the billing summary # for the invoice, is applicable. This is available in Order History, but is clunky.
WE WANT TO BE ABLE TO SET UP AUTOMATED EMAILS FOR PAST DUE INVOICES
we would like to have the system to have the ability for us to set up automatically emailing past due invoices to customers by customer so some fields in customer database where we could say Y to 'email past due invoices' and set up by 30, 60 or 9...
ADD A 'CREATED DATE' FIELD LINES IN TO CUSTOMER PRICE PLANS
we would like to have a 'created date' field in customer price plans database with a date that the each line item was added to the contract (this is different from the start and end date fields that already exist which goes to activate/deactivate ...
integration of MPS toner replenishment orders for customers that generate from the monitoring program from footPRINT MPS. This could be accomplished by footPRINT sending a cXML file with the order details that will directly feed into DDMSPLUS the ...
This would be helpful for when looking a customer, sometimes they will give you the address as their name has changed or it is DBA another name or if they have many locations
ADD THE 'OWNER' FIELD FROM CPP TO THE CONTRACT UPLOAD/IMPORT TEMPLATES
in CPP when you're creating a new contract there is an 'owner' field where you can assign an OW# as a user id for each contract. we use this field for group contracts to identify the current rep for that contract. if you can add that field to the ...
It is practically impossible to import customer price plan details during the day, since a full import can take over an hour. Has there been any thought to creating a temp table during the import process and once the import is completed it just re...