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  1. Default the amount on CC for PreA orders when doing billing to the Invoice total amount

    When doing Billing for a PreA order on the payment window, user has to enter the total invoice amount. In most of the cases the amount is the total user amount so I don't see the reason to default to zero. For the cases user wants to be in full control and enters the amount, this can be a Global setup filed (Default to zero or Total invoice amount). Another option is to default to zero and have a F Key to use the total invoice amount as the amount. I saw situations where user entered the wrong amount instead…

    1 vote
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    In many situations, the purpose of the pre-authorization is ensure the credit card is valid so it can be used for future charge. Use the $0 pre-authorization will ensure the transaction does not show up on card owner’s side as a pending transaction. This may be desirable since the goods is not shipped yet.

    If we default pre-authorization to order amount, then (1) Are we talking about qty-to-ship amount, or total order amount base on quantity order? (2) Do we have all the freight, misc. charge and sales tax figured out on the order. This can be a complicated subject with no good answer.

    Conclusion, default pre-authorization amount to $0 create no harm. So we think that is a good default position to take in this case.

  2. Item file import feature for ATP Period Summary

    Would it be possible to add the feature of an Item file import
    like what is available in Gross Requirements? This would allow
    a focused view of part numbers.

    1 vote
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    This support is available through the “Inventory Report Writer” now. This is accessible from I/M → Reports → Reorder Advice/User Defined CSV. The ATP Summary can be replaced by “User Defined CSV”. Moving forward we will not expand the functionality of various ATP reports. Instead, we are going to expand and improve the “User Defined CSV” so you can create your own reports. In your case, we believe the “User Defined CSV” can already do what you want. If you need help with the “User Defined CSV” application, let us know.

  3. Customer delivery performance Report

    Would it be possible to include an option/selection when running
    the customer delivery performance report to allow the user to
    select not only by customer number but also to what ship to location?
    When dealing with large OEM customers it is common to have
    other ship to locations. When running this report all data's are included in the output. You could be delivering 100% to 2 ship to locations but say a 3rd only at 90% on time delivery.
    but on the

    1 vote
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  4. Change Owner of Tracking Note Instead of Deleting It

    This idea is to have the Invoice Post change the owner of the tracking note instead of deleting it or leaving it as a tracking note in the Order Header. The note would still be created for the invoice with the owner STARSHIP so it retains the tracking number lookup, but the note attached to the Order Header would change the owner to the user posting invoices if the invoice is partially posted (backorders exist). This would retain the tracking number, but the order would need a new tracking note to meet the Tracking Number Required criteria.

    The Post Invoice…

    2 votes
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  5. Customer Favorite Items

    Elliott currently supports Wish List items, which are items that customers would like to buy but cannot for some reason at the moment the item is added to the wish list. Its a great reminder system to build sales.

    The support for favorite items should also be added. Favorite items are basically a list of items the dealers likes to order. The process to add an item to a dealer's favorite list could be handled in sales desk similar to the wish list items. Any active item could be added to a favorite list.

    Users should be able to view…

    2 votes
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  6. Add inventory location while in transaction processing.

    I would like to add inventory to a location in the inventory transaction screen. The warning is fine, but then have an "Ok to add Y/N" question. It's very time consuming when we add a new location or new product structure to leave the screen and put the item in the location control file.

    1 vote
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  7. Can I create more internal macros?

    Is there a way to create more internal macros after running out of hot keys available? I could use about 50 different macros for inventory transactions, however I ran out of available hot keys after 16.

    1 vote
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  8. Cash receipt Import - Allow over payment and Allowence

    When importing a detailed cash receipt, Elliott doesn't allow over payment to an invoice. I suggest to allow over payment as this might happen. In addition, cash receipt csv might have an allowance line (a deduction). it will be nice to allow the allowance to go through as a negative cash receipt as well.

    1 vote
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  9. Sort by PO# or Ship Date in PO Inquiry by Item Window

    Our purchasing team would like to have the ability to sort by PO# or Ship Date in the PO Inquiry by Item window. This would quickly give them insight into the prior orders' quantities and costs of a particular item.

    1 vote
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  10. Available to Promise Period Summary -CSV output to support YTD QTY Usage + ATP

    Currently the csv output only has Usage YTD and QTY on hand.
    Including
    YTD Qty Usage + ATP (until year end) would be a benifit.

    Possibly
    Last Yr Qty Usage would be a good thing also.

    1 vote
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    Theoretically, This is doable with I/M → Reports → Reorder Advise Reports → User Defined CSV Export. Both Qty Usage YTD and Last Year are part of item master and are easily retrievable. ATP (until year end) is tricky. Currently, you can get ATP net change for a period by weeks. So if you know how many weeks till the end of year, then you can define that in the layout. But the issue is you will change that layout as time progress.

  11. Change Customer' SLM eContact when Customer's SLM is changed

    The excellent Post Office allows to email a copy of the invoice to the SLM by adding the SLM as an eContact (after adding the SLM's email as an eContact to the SLM file). Changing a SLM on the customer file requires deleting the eContact of the old SLM and adding a new eContact of the new SLM on the Customer screen manually. I suggest to have a prompt "Change SLM eContact?" after changing a SLM. If user answer Yes (should be the default), Elliott will delete the old SLM eContact from the customer and add the new SLM eContact.

    1 vote
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  12. Merge negative manual check to Bank Book

    I discussed the situation with Roger:
    There are situations where the company receives a refund check from a vendor. First a voucher was entered, then the invoice was paid and after that the vendor agreed to refund the payment.
    There are 2 ways to process it;
    1. Make a non-A/R cash receipt and credit the expense account that was debited on the original voucher. In this solution the vendor history is not effected. User can change the vendor file accumulators (amount purchased and amount paid) but this is not a good practice and the other files as AP Open Items…

    1 vote
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  13. Print Bin Locations on Purchase Orders

    Unless you're using the warehouse module or transfers there is no way to direct the warehouse personnel where items should be put away in the warehouse

    Printing a Bin Location on a purchase order would greatly facilitate putting stock away when it comes in. To accomplish this the BIN LOCATION can be added to the PO FORM SETUP. This way it would be optional for each company.

    In lieu of this the BIN location may be printed on the Receiving Edit list or the Posting Report.

    1 vote
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  14. Adding Material to Work Order Already Printed

    Users want to be able to add material to a work order that's already been printed. For example, if there's part ABC-123 for the work order with quantity per of 2, but the floor sees there's none in stock but they can use part DEF-123 instead, they want to change the work order.

    Elliott allows them to report 0, say yes for any changes, then hit F2 to add material. However, it does not let the user add a quantity of 0. User wants to be able to say DEF-123 requires 1 per, but 0 so far. This way the…

    1 vote
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    There is a similar item to track material shortage which we recently completed and will be released shortly. See the following URL: http://support.elliott.com/knowledgebase/articles/1185577-feature-create-material-shortage-tracking-with-p

    This may or may not resolve your issue. We are not sure your intention to add DEF-123 without reporting the materials in production screen. Regardless, we know the current limitation of stopping users from changing the plus work order once the work order is started. We intend to lift this limitation and make it more flexible. For example, if the material had not been reported yet, then even if the work order is started, we should allow the change of materials through work order entry screen. A new idea will be added in this area. If you support his concept, please add your support. Thank you

  15. Multi Location out of Stock inquiry

    In Sales Desk, when an item is out of stock and an inquiry is made it adds to the OSI number in Buyer Desk. My question is regarding Multiple Location OSI; does Elliott currently add an OSI if the item is out of stock in the location selected in sales desk but can ship from a different one?

    1 vote
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    The logic to update OSI (Out of Stock Inquiry) is currently base on the primary location quantity which is P location in your case. This works for 99% of our customers since most of them are single locations. It works for Davidson’s as well in the past until the G location was added. I think we can make a change to consider both P & G location’s quantity before updating the OSI. It would not be a difficult mod. We do not consider this as a top priority for Netcellent to make the change since this does not apply to most of our users.

  16. Right-click to view database information: field name/file name

    It would be simply amazing if there were a way to right click to view the database location (file name such as: IMITMFIL - which I know is in many locations when using Elliott), but also field name of a given area of the screen (for instance: If right clicking within the "Event Action Request" screen on the "Program:" field, then return SYEVTACT_PROGRAM).

    I feel this would help with reporting for users with less experience (and for those who do have experience).

    Thank you.

    1 vote
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  17. Purge spooled reports automatically

    There are some functions that generate spooled reports that don't need to be archived and stored forever. Could you create an option for whether or not to auto-archive reports; or maybe even mark specific reports for deletion after a specified time period?

    2 votes
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  19. Show Net Unit Price on Ack and Quote

    Provide a method to show Net Unit Price, instead of Unit Price and Discount %, on the COP Order acknowledgement and quote. With that, we could discontinue using the DYO forms and thus leverage the pfdPostOffice functionality.

    2 votes
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    A potential solution is to go to Global Setup → COP-Func → Order Line Item Screen → 14. Is Unit Price Before Discount Percent? The default value is “Y”. If you set the flag to “N”, then during order entry when the line item is added, the unit price will apply the order/customer discount percent and the line item discount percent will become zero. This way, the line item unit price is the net unit price. If you want to get the discount percent, it is stored in order header.

  20. 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.

    2 votes
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