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  1. Vendor AP Account

    Similar to field 25 on the Customer File maintenance, it will be nice to have an A/P General ledger account. Then in field 15 on the transaction file, default to the Vendor A/P Account. Similarly, field 11 on the PO Invoice screen will default to the Vendor A/P account as well.

    3 votes
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  2. COP Edit list

    COP Edit list - Cans anything been done to export the other 2 salesman & percentage to the csv file? It would make Sorting / using pivot tables easier.

    1 vote
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    completed  ·  0 comments  ·  Admin →
  3. 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.

    3 votes
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  4. Adding Additional Columns and CSV Export for Commission Report

    1. Currently Commission Due Report provides basic information. Salesman time to time request and verify extra information. It will be very helpful to add Commission%, Share%, Full-Sales_Amount, specially there are multiple salesmen share one order.
    2. CSV Export feature will help to review and audit report.

    4 votes
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    1 comment  ·  Admin →
  5. WOP - keep qty allocated for shortage items

    When a "Pick Kit" operation is not fully satisfied (for example, qty needed for a component is 12 and qty of 9 was reported as pulled), Elliott assumes that only 9 are needed and release the remaining 3 allocated. I understand that there is a situation that there is no need for the remaining 3 and in this case the allocation should be released. My experience shows that in all the scenarios that I have been involved with, the allocation must remain. I am using a "shortage report" that Roger developed but the ATP is wrong and the purchasing decisions…

    6 votes
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    1 comment  ·  Admin →
  6. It would be nice to be able to page up/down when viewing attributes.

    Currently, when you view an attribute, you have to close it, arrow up/down to highlight the next one, open it, view, close, arrow up/down to next one, open it, etc. You can page up/down when you have notes open, so I would assume the attributes could work the same way.

    2 votes
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    1 comment  ·  Admin →
  7. Packing List Box Number

    Add the ability to sort by and print the Box Number from Shipment Verification on the packing list either via DYO or the standard packing list

    2 votes
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  8. Prevent Invalid Serial Number from Receiving to Elliott

    Sometime either the manufacture bar code or our bar code scanner is not perfect. As a result, we received invalid serial number to our inventory which we do not know until when we try to sell it.

    I like to propose a logic to filtering out these invalid serial number at time of PO receiving. For example, we can define the valid range of serial number as 0 - 9, A-B, or maybe some special symbol like "-" or ".". If the serial number contains characters other that these symbol, we will reject it at time of PO receiving. This…

    3 votes
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  9. Support GTIN base on two different UPC codes

    GTIN (Global Trading Item Number) is a 14 digits UPC code with the package code as the first digits + 13 digits UPC code. For 12 digits UPC code, you will just add a leading zero to make it 13 digits. The package code will represent the number of inner box in a case. Typically, the inner box will be encoded with a UPC code (12 or 13 digits), and the outside box will be encoded with a GTIN (14 digits) base on the same UPC code.

    But we have situation that our vendor does not implement GTIN correctly. Instead…

    3 votes
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  10. Transition an Item to Obsolete

    Currently, if an item is marked as obsolete, then we don't allow our users to sell it. This is done through Global Setup -> Cop-Func -> Order Line Item Screen, flag "7. Allow Entry For Obsolete Item in COP Line Item".

    However, in many situations, we may still have inventory left and we still want to sell them before totally obsolete it. Therefore, we need to keep the item as "A" (Active). But in the mean time, we need to prevent the purchasing of this item. We can't warn the user if the item stay as "A" (Active).

    Can we…

    7 votes
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  11. Order Header Ship Date Change Event

    Unless I cannot find it, there is no event that fires when the ship date for an order is changed. This would be very beneficial as this important piece of historical information is not recorded anywhere.

    4 votes
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    As we had discussed the reason for this request with Aaron is because currently, when user change the order ship date, even thought that cause the mass update of line item promise date, but system does not update line item audit trail. We now had made a change to create line item audit trail record to address this issue. The update will be available in the next Elliott release.

  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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 →
  19. 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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  20. 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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