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  1. Put An Order On Hold Or Choose Third Party Billing From Sales Desk Screen

    Currently we don't have the ability to place an order on hold or to select third party billing when writing up a new order through sales desk. We have to go back into an order entry screen to put in the H for hold, T for third party billing, etc. Having the ability to do that when closing out an order in sales desk would be very helpful.

    1 vote
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  2. Do Not Print Line Items on Pick Ticket If Order Is To Be Put on Hold

    In Global Setup -> Cop-Func -> Pick Ticket/Ship Label, there's a flag "38. Print Pick Ticket if Put on Hold ?" Some users set this flag to "Y" so the pick ticket hard code will still be printed. Even though there's a big warning message in "*" to ask picker not to ship, but sometime the order still get shipped anyway. Therefore, it is suggested that if the pick ticket is going to be printed when the order is to put on hold, do not print the line items on pick ticket. This way, we can prevent user from ignoring…

    1 vote
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  3. Allow to Export Inventory Transaction Audit Trail Report to CSV File

    It is suggested to add the ability to export Inventory Transaction Audit Trail Report to CSV File. Let us know how do you feel about this.

    1 vote
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  4. Email Credit Card Receipt upon Credit Card Charges in Elliott

    It will be nice to email user the credit card receipt upon the following type of credit card transactions:

    Sales, Refund, Complete, Force, Void

    There's no need for Pre-authorization. This feature need to be turned on through global setup in the on-line credit card processing area because not all Elliott users necessary want this feature. The default value is "N". The user who will receive the credit card receipt is determined as followings:
    (1) From Sales Desk, the primary contacts on the ship-to or customers.
    (2) From Order Entry Billing screen, the primary contacts on the order, if not, the…

    1 vote
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  5. Prevent Excel Drop Leading Zeroes in CSV Item Number Field

    When I export Elliott's Item Number to CSV through either Export Processor, or Elliott provided reports with CSV export option, the leading zeroes will be dropped when I open it with Excel. For example, item number 0100, when open the CSV in Excel, it is displayed as 100. I found the following article that can address this issue:

    https://superuser.com/questions/330291/how-to-stop-excel-from-auto-formatting-and-making-it-work-like-a-number-crunchin

    This article suggest instead of exporting item number 0100 in the CSV as "0100", we can add a equal sign "=" in the front to make it ="0100", this way, Excel will preserve the leading zero.

    1 vote
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  6. Add Ability to Defer Purging COP Line Item Audit Trial Information

    Add the ability to enter a fuzzy date to the Purge Line Item Audit file tool. For Example, the ability to specify a number of days back from the current date to act as the cutoff date.

    This way, we can choose to always keep a specified amount of days line item audit data and it will be purged automatically in deferred processing.

    1 vote
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  7. Access the Payment Window from the Order or Invoice Inquiry Screen

    Is this new feature for viewing only or can you enter payment information as well once an order is Billed, Invoiced, or Posted?

    If for more than viewing, do you have an article on this? I couldn't find anything more than it being listed on updates in 8.2

    1 vote
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  8. View Invoice from Invoice History Inquiry by Customer/Item

    When going into Invoice History Inquiry, if you look up invoices by item# you can select/highlight a specific invoice and see the details of.

    However, this option is not available when searching invoices by customer and then item#. You have to then go back or open another window to see the details of that specific invoice.

    1 vote
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  9. Add Discount of Dollar amount per unit sold in AR Terms Code

    Add Discount by dollars/cents per unit sold in AR Terms Code. There is a discount by percent, but not $/unit.

    1 vote
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    1 comment  ·  Admin →
  10. Lot code expanded capabilities?

    Currently Elliott is designed for Bin use inventory management. We are a food manufacture. Is there or can there be in the future an expansion on the lot code capabilities inside of Elliott for tracking, reporting and warehouse management? PLEASE

    1 vote
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  11. Is there a way to designate different expense accounts for different pay expense account for sick, vacation, FUTA, SUTA?

    When running payroll only one expense account is the default for sick, vacation, FUTA, SUTA, FICA. Is it possible to assign different expense accounts depending on the employee type so for example office salaries verses warehouse hourly employees are coded with differing wage expense account and corresponding tax accounts for profit center accounting. Right now I am doing a manual adjustment while running payroll for wage accounts in time transaction processing. Then at the end of the month I am manually figuring out how much tax for certain employee types need to be journaled to the correct corresponding tax account.

    1 vote
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  12. Add a "check form" to pdf post office for use as remittance advice for ACH payments.

    This is the only thing I need to automate AP ACH to make it more efficient than printing and mailing checks. I use the vendor type field to identify suppliers set up for ACH, which shows up on the pre-check register, and do separate "check runs". The rest is template driven with the bank.

    3 votes
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  13. Running Order Edit List based on Qty Ordered

    When running List, Edit List from COP Order Entry there is no option to run the report based on "qty ordered" instead of "qty to ship". Companies that default the "qty to ship" to zero get misleading information, on the total value of the opened orders.

    15 votes
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  14. Access Customer File & Ship-To file Econtacts based on Ship-to Selections in Econtact Processor

    In Econtact Processor, it would be great to select Customer File and Ship-To file Econtacts together based on selections made on the ship-to level. Most econtacts are associated with the Customer File, not the Ship-To file.

    One example would be to select all Customer File and Ship-To File Econtacts that have a Ship-To location with a certain attribute on the account. Or select all Customer / Ship-To File Econtacts that have ship-to's in a specific state.

    This would create a more comprehensive email address list to send messages to.

    6 votes
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  15. Allow Page Up when search a GL Account By Name

    When using F8 to search GL Account by account name and entering the starting letters or letter Elliott doesn't allow Pg Up before the starting letter. This is not the behavior when doing Customer, Vendor or Item by name or description. This gives the user less functionality, User should be able to Page Up regardless the characters entered in the search field.

    9 votes
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    1 comment  ·  Admin →
  16. Log All Activity Performed in Re-Apply Cr/Dr Memos Function

    Currently, there is no posting, events, logging or audit trail related to the Re-Apply Cr/Dr Memos functionality. This makes it difficult to figure out why something was reapplied or changed and who did it. In a small environment one user could be in charge of all re-applies, but in a larger organization this isn't feasible to get all of the work done.

    I suggest a log file be created that logs all changes made through the function with the date/time, user and workstation information.

    8 votes
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  17. Mass Update Customer Csv Import

    The Customer/eContact Import Utility is designed more toward adding customers or eContacts. It does not work as well as a generic tool to update existing customer fields. Therefore, it is suggested that we should have a generic utility to mass update customer by CSV to support the following fields: Salesman, Collector, Territory, Location, Customer Type, Ship via, Terms, Ship to Days, Freight Pay Code, UPS Zone, Credit Rating, Credit Limit, Comment 1 & 2, Form#, Customer Note 1 - 5, User Amount, User Date.

    5 votes
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  18. Elliott V9 Changes Summary and Detail - Please Comment

    Attached please find Elliott V9 Changes Summary and Detail documents. You can just read the summary document to get a good idea of what changes will take place in V9. Please comment if you can before we finalize Elliott V9 project. Thank you.

    28 votes
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  19. Create number of Shipping Labels based on Customer Item pack size

    When creating shipping labels, the number of labels created should first look at the customer item pack size and then default to the item file pack size. If there's a shipment for 20, with the item pack size being 4 and customer pack size being 10, we want 2 labels to print, not 5.

    10 votes
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  20. Customer Item Lookup

    Customer Order entry is already supported with Customer Item Lookups by Customer Item and Customer Description. This is the only place where a customer item can be entered to determine what the Elliott Item number is.

    It would be beneficial to have this same ability in sales desk as well as in CUSTOMER ITEM FILE MAINTENANCE --> CHANGE.
    An INQUIRY Feature in CUSTOMER ITEM FILE MAINTENANCE would also be helpful so that users without permissions for change still have access to the lookup.

    1 vote
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