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  1. Support UDR Sales History Trx Edit List Reports in Elliott 8.6

    In COP -> Processing -> Sales History Trx Processing -> Reports -> Edit List, we currently do not support Report Desk. We are here proposing to add UDR support for Sales History Trx Edit List. One of the main consideration is CPHSTTRX table primary key begin with Invoice Date. Most of the sales history report are limited to a particular date range. Therefore, all sales history report will have a date range. Using CPHSTTRX table as the primary table for sales analysis will result in best performance. I suggest we also join to the following tables:
    * left join CPINVHDR…

    1 vote

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  2. Add Items as available field in Invoice Line Item group report

    I run many reports under Invoice Line Item with item no and prod cat. We have many prod cat so would like to also have prod cat group for consolidated totals.

    2 votes

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  3. Allow Printing of Zero ($0) Dollars Check to Close Voucher & Credit Memo

    A scenario was brought up that in AP module, there's a voucher of $10,000 and a credit memo of $10,000 for a vendor. We currently does not have activities with this vendor. But we like to close out these two transaction so they don't show as open. It is suggested that if we select these two transactions for payment. The total payment amount would be zero. We currently do not allow printing AP check of $0 for a vendor. We should consider lift this restriction. So once the check is printed and posted, the voucher and credit memo will both…

    1 vote

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  4. Back order Audit Trail Report csv expot

    We use the Backorder audit trail report to determine what orders are ready to be picked. However the report is printed in order by item instead of order-no.

    Add an option to export to csv file so it can easily be sorted.

    1 vote

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  5. Support HTML Version of Shipment Acknowledgement Email

    The current Shipment Acknowledgement Email is a text version. Since in Elliott 8.6, it already supports the HTML version of the order acknowledgement, it is suggested that we should also support the HTML version of Shipment Acknowledgement Email.

    2 votes

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  6. Add PR Distribution Report to User Purge Control

    PR Distribution Report allow purge. But the purge is not controllable under Global Setup -> System -> User Purge Control.

    It is suggested that PR Distribution Report be added to User Purge Control.

    1 vote

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  7. Inv/Doc Number not displayed in Mass PO Receiving

    Inv/Doc Number should be displayed in Mass PO receiving as entered in the vessel file. Currently it displays as blank.

    1 vote

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  8. Ability to import batch of AP Manual Checks assigning check # by Voucher instead of by Vendor

    Currently when importing a batch of AP transactions with manual checks, if there are multiple transactions/vouchers with the same vendor number, the system will assign one manual check number to all vouchers with the same vendor number. Would like to be able to import and assign manual check numbers by voucher.

    This is useful in the scenario when we have a TPA writing checks on a separate bank account that is reconciled within Elliott but there is not a need to track vendor specific AP information.

    1 vote

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  9. Order inquiry History file

    Is it possible to copy and order from the Order inquiry History file?

    This would be important because if you purge data from Order Inquiry
    to the Order inquiry History file you will not longer have access to
    be able to copy old quotes/orders. Please consider supporting this idea
    as an improvement for all users.

    2 votes

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  10. Print Line Item Case Quantities on Packing List Form

    Many customer want to know how many cases of each line item are shipping but that detail is not printed on the packing list.

    Through Global setup we can already print the total number of cases on a packing list. Ship verification already gathers the case quantity information.

    Since Ship Verification prompts the user to print the packing list it would be extremely helpful to print the case information. Case quantity could print in the "QTY Shipped" column below the value for each and the UOM "Case" could print below the literal "EA" value.

    2 votes

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  11. Synchronizing Item Description On Open Orders When Description Changes

    Similar to how customer names synchronize to open orders when they are changed, we would love to see item descriptions have the same behavior. Occasionally, we have a large number of orders that are either in the warehouse or on back order and have the need to change the product description. This could be due to a change from a manufacturer once an item comes in or as simple as some information that is discovered to be wrong or has a typo on there. A prompt when changing the item description in Item File Maintenance asking if we would like…

    2 votes

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  12. Purchase Order Receiving

    When receiving on a purchase order and it asks you if you're sure because qty is over ordered amount. Be able to put in a parameter such as 12% over, otherwise not ask. Or be able to shut off the warning all together. It's an industry standard on many items that it's ok to ship within 10% over of quantity ordered. Almost everything we receive is over so the warning really doesn't help. It would help better if we could set it up to show only at 12%. Then it would be a meaningful warning that would stop me from…

    3 votes

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  13. Reduction in data on a transfer ticket

    When printing out transfer tickets is it possible for the accounting system to take into account the quantity of a component part
    Already in the production bin such that it does not show/or that it is noted on transfer ticket briefly.

    1 vote

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  14. F7 to ​show open and valid production orders to print

    F7 to show open and valid production orders to print

    It would be helpful to have the ability to “select valid” production order for printing
    (Fields #3/#4) instead of always hand typing or selecting a range of production numbers.

    2 votes

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  15. Void AP Check with Vendor Number Filter Option

    When user perform void AP check (AP -> Processing -> Void Checks After Posting,) it currently prompt for the followings parameters:
    1. Cash Account No
    2. Starting Check No
    3. Ending Check No
    4. Check Void Date
    It is suggested that Vendor Number should be added as an additional filter to avoid user making mistake.

    2 votes

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  16. Do Not Allow to Avoid AP Check if It Is Already Reconciled

    Currently, in Accounts Payable, Processing, Void Checks After Posting, system allow voiding an AP check even if that check is already reconciled.

    It is suggested that we should not allow this to happen. So we suggest to add the following Global Setup flag to AP Global Control:
    Allow Voiding Reconciled AP Check?
    The possible value is "Y" and "N". Default is "N". When a user try to void an AP check that has already been reconciled, system will now print proper error message in the void journal to indicate so without actually voiding it.

    If user had determine a mistake…

    5 votes

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  17. GL Posting Audit Trail

    I suggest to add Audit trail on the user that posts GL Journal Entry. I would add the user to the GLTRXFIL and GLJNLHST. Both have room (21 and 20 characters). We already have the logic to do it in the Inventory Transaction Audit Trail. SOX Controls requires that. Public companies must have it and I see the benefit for non-public companies as well.

    3 votes

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  18. Transfer Tickets - Backwards calculating from the MWO start date or Sales order ship date

    When transfer tickets are automatically created there should be logic (or an global setting)
    To have the transfer ticket “Transaction date” backward calculated from the material
    Work order start date or Sales ship date.

    1 vote

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  19. Add an option to include The Fixed Cost Per Unit when calculating Landed Cost

    Currently on the Landed Cost Global setup field 7 has 2 options: Last Landed Cost and Landed Cost Factor. I suggest to add an option to include the Fixed Cost Per Item. If users chooses this option the system will calculate the Landed cost as FOB Cost * Landed Cost Factor + Fixed Cost Per Unit.

    1 vote

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  20. viewing links in COP inquiry via Order number and Invoice number mode

    Would it be possible to consider showing the links for both Posted invoice and Order number inquiry mode?

    When speaking with a customer we tend to have the invoice number and would like to see the link for a BOL.

    Under the current system one must inquiry first the inv#, then write down the job#, go to said job no and then you can see the valid link
    For a BOL where it is stored.

    It would be nice if the links would show up in either inquiry by inv# or job#, and simply see the link.

    1 vote

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