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  1. Create function to see all applied payments to an order in Order Inquiry

    In order inquiry, you can see if the amount due on an order is zero or not equal to the order total, but you cannot see what payments caused it to change. After accessing an order in Order Inquiry, there should be a function on the billing screen to view all applied payments on an order. Currently, the only way to view the payments is to access the Prepay window on the billing screen in Order Entry.

    1 vote
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  2. Do not allow Serialized Items to be received without serial numbers present

    We have had the situation occur where bad data allowed a serialized item to be received without serial numbers being present. We do not know what caused the bad warehouse receiving data. Globally, a check should be put in place to stop the receiving of a serialized item if there are no, or not enough, serial numbers associated with the receiving.

    3 votes
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  3. Add Salesman Column to Open Order by Customer CSV Export

    Currently, there's no way to export open order by salesman report to CSV. On the other hand, there's the option to export op[en order by customer report to CSV. The issue is the Salesman column is not in this CSV export. I suggest to add the salesman column to Open Order by Customer CSV export, before the PO# column. This way, the same CSV export can be used as by Customer, by Item, By Salesman depend on how you choose to sort in the spreadsheet.

    5 votes
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  4. Age Affected Customer Accounts When Posting Cash Receipts

    When posting a Cash Receipt batch, age the affected customer accounts so that the period values are consistent with the rest of the customers account. This would make sure that the customer's credit data is consistent at almost all times.

    This inconsistency leads to confusion by non-credit departments in reading a customer's account as the periods do not line up with payments made, last payment date, customer balance, etc... Customers that can see this data on a website or portal will also be viewing inconsistent data which can lead to confusion.

    This data is inconsistent until an account statement is…

    1 vote
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  5. Utility to Reset AP Vendor Amount Paid Year to Day (YTD) and Last Year

    Currently, there are utility to reset AR customer sales PTD, YTD and Last Year. But there's no utility to reset AP vendor amount paid year to day (YTD) and last year. We need vendor amount paid year to day or last year to print 1099. But sometime we have difficulty with closing a year at exactly the year end. We may still wait for invoices that's not received yet past the new year day. Thus can't clear the vendor's YTD and Last Year accumulator at the right time. This utility will give us the flexibility. For this utility, the YTD…

    6 votes
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  6. Allow Access to Customer eContacts from Customer Account Inquiry and Summary

    After pulling up a customer’s AR items in Customer Account Inquiry or Summary, there is no way to access the customer’s eContacts.

    If you use the F12 shortcut or click the toolbar icon, it pulls up the eContacts for that specific open item. Can we toggle it so that the eContacts for the customer are accessed instead?

    There is a F4 function key for the Notes already to address this for the customer.

    The next logical step seems to be to add one for the eContacts.

    Keeping the default standard Elliott shortcuts for the Notes and eContacts would be preferable…

    1 vote
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  7. Restricted option to prevent selling below minimum price setting

    We appreciate the warning when selling below the minimum selling price but there should be an option in the Global set up to lock this option in or still allow sellers to continue after they are warned. I understand its an internal management function but it would really save us time and money in the long run, it would be a valuable function for Elliott and something that we need. Please

    3 votes
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  8. Support Lot Number for COP Transfer Order

    Currently, the COP Transfer Order support regular item and serialized item. But it does not support Lot Number.

    3 votes
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    1 comment  ·  Admin →
  9. Support Paid Invoices on Expanded Aging Report

    On A/R -> Reports -> Aging Reports -> Expanded, it currently does not support printing items that's fully paid. On the other hand, in the regular aging report, it supports the following prompt:

    9. Show Open Items Only ?

    Can this prompt be added to the Expanded Aging Report?

    3 votes
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  10. Disable Open Credit Field in COP Payment Window

    In COP Payment Window, there's a field "Open Credit" which currently is enabled all the time. Some users would like to disable this field for the salesman and only enable it for accounts receivable.

    Therefore, it is suggested to introduce a global user security flag to control the permission to access "Open Credit" field. For salesman who does not have the access to "Open Credit" field, it still might be desirable to remind them that open credit exist for the customers.

    2 votes
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  11. Allow to Add Notes When Adding BOMP Work Orders

    We need to show work order notes during printing work order. At this moment, you can add work order notes during change or inquire of the work order.

    However, when I am adding a work order in BOMP module, systems do not allow me to add the notes at the same time. I must complete the work order first and go to the change mode before I can add notes to this work order. That's not convenient.

    Can you change work order processing so I can add notes to the work order during the adding of that work order?

    5 votes
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  12. Replace your WIFI router

    keeps going off-line.

    1 vote
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    completed  ·  0 comments  ·  Admin →
  13. Add Minimum Price Support to Future Price Processing

    We use future price processing extensively. We love the new feature you added for "minimum price" in the item master file. But "minimum price" is not supported in Future Price Processing. We like to update future price with minimum price together. Is that possible?

    4 votes
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    1 comment  ·  Admin →
  14. Add Customer Type to Sales Desk Order Entry screen

    Add the customer type to the order entry screen that is used after confirming items in sales desk. It has most of the information from the sales desk screen, but not customer type.

    1 vote
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    completed  ·  0 comments  ·  Admin →
  15. 1 vote
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    After 3 months of testing Windows 10 with both Elliott V7.5 and 8.0, we have not found any additional issues comparing to previous Windows OS. Therefore, you can go ahead upgrade to Windows 10.

    You may face PSQL issue.
    (1) We tested PSQL 12 and there’s no issue with Windows 10.
    (2) We tested PSQL 11 and found the workgroup engine has some issue with Windows 10.
    (3) We did not test PSQL 8 – 10 since Actian (Pervasive) no longer support those versions so we can’t support those version either. We suspect you will have some sort of problems with those older version.

  16. Add Mass Receiving Feature to Warehouse Receiving Processing

    Currently Warehouse Receiving Processing provides import and other quick processing for receiving but it is missing feature of "Mass Receiving" same as Regular Receiving Processing. Hopefully we have the feature to make Warehouse Receiving Processing replace Regular Receiving Processing.

    2 votes
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  17. Support COP Transfer Order with Sales Order Import

    Currently Elliott Sales Order Import utility does not support Transfer Order. It has been suggested that Elliott should support sales order import for transfer order. If you are using COP transfer order and think this is a desirable feature, please let us know.

    2 votes
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    completed  ·  0 comments  ·  Admin →
  18. Enter Multiple Items for Kit Gross Requirements Report

    One of our users recently started using the Kit feature in Elliott. One of the issues their sales team is running into is when a customer wants more than one kit that have some of the same components. How can the salesman determine if there are enough components for all of the different kits? They tried to use the Kit Gross Requirements Report. But unlike BOMP Gross Requirements Report, the Kit Gross Requirement does not allow them to enter multiple kit parent items.

    So it is suggest to add the capability to Kit Gross Requirements Report to allow entering of…

    2 votes
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  19. Calculate Current Item Pricing Based on System Date, not Order Date

    When entering a new line item on a new or existing order, use the system date, instead of the order date, so that the current price at the moment is always used at the time of entry. This will allow the correct sale price on line items to be entered on all orders, whether or not the order date is outside of the item's sales date range.

    1 vote
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    completed  ·  0 comments  ·  Admin →
  20. Blow Through & Flatten Phantom Non-Stock Items When Create BOMP Material or Plus Work Order

    The BOMP (Bill of Materials) often have a challenge to reconcile how engineering and production like to setup the product structure.

    From the engineering point of view, they like to use phantom (non-stock parent) items as a logical module and reference them through out the BOMP product structure setup. When they need to change this logic module, they only need to change the phantom item product structure in a central place. This is much easier for them to manage. If they don't use phantom items, they will need to edit the BOM product structure item by item. So every time,…

    4 votes
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