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  1. 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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  2. 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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  3. Print Duplicate Invoices from Invoice History by Range Criteria

    Currently, user can print duplicate posted invoice by going to COP -> Processing -> Print Duplicate Invoice. However, this function only allow printing invoice one at a time. It may be desirable for some users to print by range, i.e. starting invoice number and ending invoice number.

    For example, one use case is a salesman prepare a list of invoices for a customer purchased for the prior month as a special customer services. In that case, the salesman would like to prompt for "Customer Number" and "Staring/Ending Invoice Date". Please provide feed back on your use case so we can…

    7 votes

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  4. Prevent Excel Drop Leading Zeroes in CSV Item Number Field

    When I export Elliott's Item Number to CSV through either Export Processor, or Elliott provided reports with CSV export option, the leading zeroes will be dropped when I open it with Excel. For example, item number 0100, when open the CSV in Excel, it is displayed as 100. I found the following article that can address this issue:

    https://superuser.com/questions/330291/how-to-stop-excel-from-auto-formatting-and-making-it-work-like-a-number-crunchin

    This article suggest instead of exporting item number 0100 in the CSV as "0100", we can add a equal sign "=" in the front to make it ="0100", this way, Excel will preserve the leading zero.

    6 votes

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    This has been addressed for the following fields – item number, 25 character PO number, tracking number, and UPC codes. The change will be available in the next Elliott release. For further information on this change, refer to http://support.elliott.com/knowledgebase/articles/1832839-feature-prevent-excel-drop-leading-zeroes-in-csv concerning the changes for Elliott reports with CSV support and http://support.elliott.com/knowledgebase/articles/1833061-feature-equal-sign-support-in-export-processor concerning changes to the V8.2 Export Processor.

  5. 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.

  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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  7. 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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  8. 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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  9. Support Copying of COP Transfer Order

    While Elliott supports copying regular COP orders, currently Elliott does not allow users to copy COP Transfer order. It had been suggested that Elliott should support it. If you are using COP Transfer order, and you think this is desirable to have. Please let us know.

    6 votes

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  10. Add Function Key to Print Duplicate Invoices from Order Inquiry

    When looking at the invoice history for a customer in Order Inquiry, it would be very convenient to hit a function key and print a duplicate invoice for the highlighted invoice. This would be much more efficient that typing invoice numbers into Print Duplicate invoice and referring back and forth between 2 screens. This would work very similar to the ability to print picking tickets from Order Inquiry.

    6 votes

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  11. WO Plus - Allow to add a new material with zero quantity and have the system creates allocation to the new product

    One excellent feature that was added to the Work Order Plus was the feature to allow allocation for components that are not available. NOT as the original design that assumed that if the quantity needed is 10 and you used 9, then the allocation to the remaining 1 is released, now user can decide to keep the unreported quantity as allocated and use it later.
    In the attached screen there is a situation where user wants to add an item that is not on the original Bill of material. Elliott allows that but does NOT allow to report 0.

    I…

    5 votes

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  12. 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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  13. Change the GL Reference for PO Receiving.

    Use the PO#-Rel-Line no,-Item number as the reference instead of the current structure that shows the meaningless PO Doc #.

    5 votes

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  14. Add Product Category and Item Material Type to Item Audit Trail

    The Item Product Category and Item Material Cost type are very important and as we know the values effect the GL on the revenues, COGS and Inventory Asset accounts. I suggest to add these fields to the audit trail. An example is a change on the Material type that changes the Stock status by GL account file without changing the GL.

    5 votes

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  15. 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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  16. 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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  17. 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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  18. Mass Create or Import for Product Category / Location Account File

    As you know, it is necessary to set up the G/L codes for each location
    whenever you add a location. Is there a way to do a mass create or import from a CSV file so all the product categories could be imported into a location with the proper G/L codes for sales and COGS?

    5 votes

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  19. Suppress Check Printing If ACH

    We are using Elliott to generate AP ACH files that we upload to the bank. For that check run, we would like to have the ability to suppress the printer feature instead of having to print those out to paper. We have piles of "checks" that were printed to paper for those electronic AP checks.

    4 votes

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  20. Warning if entering a Credit memo for a fully paid invoice

    User can enter a new Credit Memo (using COP, Order Entry, Change F4) when the invoice is fully paid or has another Credit memo that made the invoice a zero balance. I suggest to give the user a warning if this is the case to prevent a duplicate CM. I can see the difficulty to do it in a simple COP, Order Entry Add, when adding a CM, but should be handle in Change, F4 to create a CM against the invoice.

    4 votes

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