Overview The customer wants the ability to apply tax to shipping costs on Bills associated with Purchase Orders. Currently, tax is only applicable to item line rates, requiring users to manually calculate and adjust totals when shipping charges are also taxable. Enabling this functionality would streamline billing accuracy…
Overview The customer requests that the Shipping Cost field automatically default to 0.00 when cleared. This would eliminate unnecessary validation errors and streamline the process of adjusting or removing shipping costs during workflow updates. Current Limitations • Clearing the Shipping Cost field triggers a validation…
Overview The customer requests the ability to reopen and edit Bills after they have been marked as paid. This would eliminate the need to delete and recreate Bills when corrections are required, improving efficiency in scenarios involving returned items, vendor credits, or part-level adjustments. Current Limitations • Paid…
Overview The customer is requesting the ability to modify Purchase Orders (POs) after they have been fully received and marked as closed. This would enable users to correct errors in line items or descriptions without needing to reverse or delete associated financial records such as Bills. Current Limitations • Closed POs…
Overview The customer wants to maintain workflow continuity when managing Bills from within a Purchase Order (PO). Currently, deleting a Bill accessed via a PO redirects the user to the Bills module, breaking context. The desired behavior is to return the user to the originating PO after deletion, ensuring a smoother and…
Overview The customer wants Bill number searches to return associated Purchase Orders, aligning with the current behavior of Part number searches. This enhancement would improve visibility into related records and create a more consistent and efficient search experience across modules. Current Limitations • Searching by…
Overview The customer wants users to be able to quickly access Part records directly from within a Bill by clicking a gear icon next to each listed Part. This would streamline navigation and align the Bill experience with the existing Purchase Order workflow, where users can already open the associated Part card directly.…
Overview The customer would like the Bill number to be displayed in the Received column on a Purchase Order and serve as the primary clickable link to the related Bill. This would make it easier to identify and access the correct Bill directly from the PO without relying on the received date as the navigation point.…
Overview The customer wants system logs to retain meaningful user attribution even after a user has been deleted. Today, some completed records such as bills continue to display the deleted user’s name, while system logs replace that identity with a generic “deleted user” label. This creates an inconsistent experience and…
Overview Customers need a more efficient way to manage dashboards when statuses or priorities change. Currently, updating widgets requires manual edits one by one, creating unnecessary overhead and slowing down workflow adjustments. Current Limitations • Each widget must be individually opened and updated when statuses or…
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