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  1. 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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  2. 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.

    6 votes

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    1 comment  ·  Admin →
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    The order total area for the order detail and the summary total page have been changed to show the Order Amount, the Cost, Margin and Margin Percentage (if the user is allowed to see cost information) based on the quantity ordered for “O” and “I” type orders. See http://support.elliott.com/knowledgebase/articles/1834066-feature-order-edit-list-with-order-totals-includ for more information on the changes made to the report.

  3. 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.

    3 votes

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    1 comment  ·  Admin →
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  4. 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.

    4 votes

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  5. 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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    1 comment  ·  Admin →
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  6. 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.

    6 votes

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    1 comment  ·  Admin →
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  7. 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 →
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  8. Post Labor and Overhead Transactions as they are captured not only when quantities are reported.

    Labor and overhead are only being posted from BoM when a quantity is reported. For example if a worker is working on building 1 machine for 5 days, every day he reports 0 completed until the 5th day when he completes it. The first 4 days, nothing comes to the GL for Labor or Overhead. On the 5th day when the 1 is completed, ALL the labor and overhead goes to that one day. The amount of labor should show up every day rather than all in 1 time.

    7 votes

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  9. 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 →
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  10. Allow to Edit Certain Customer Information from Order Entry

    One of the common issue is when sales rep is taking order from customer, they like to have to opportunity to update customer address and phone. We don't want to give salesman the right to change customer which then they can change other sensitive fields like Salesman ID for the customer. So it will be ideal if we can give salesman the right to change customer in a limited way, like changing the address, contact, phone number...etc.

    Currently, there is such a feature in Sales Desk, where after user enter the customer number, they can press F5=Option and choose to…

    3 votes

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  11. Add an Event that Fires when a Purchase Order is entered in Purchase Order Processing

    There is currently no event that fires when a purchase order is entered in Purchase Order Processing. This would be a very useful to:

    • alert users when PO's are entered for certain vendors via email
    • provide message boxes with special instructions for certain vendors or PO types
    • warn users if something needs to be done on a vendor account before a PO is entered
    • alert users when certain PO locations are entered

    etc...

    4 votes

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  12. 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 →
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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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.

  18. 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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  19. 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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  20. 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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