566 results found
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Claims Reversal Entries
After generating transactions in the claims module setup a procedure to reverse the entries if needed like in revenue entry.
18 votes -
Revenue Entry Copy
Add a copy feature to copy revenue detail lines.
4 votes -
Notes - Multiple portions / combined notes
Have a function to see notes from orders with the same main order number segment available without having to go into each portion to view the notes. We have orders with 10+ portions and viewing the notes in one location would be a great time saver.
1 vote -
Task - non-order related
Be able to add a non-order related task. Have this accessible in the order task screen and task module. The difference when adding a non-order related task would be: assigned only to a person / not a role and wouldn't use dependency dates. These tasks would display only in the task module for a the person it was assigned to.
5 votes -
Be able to invoice multiple orders on 1 invoice.
Be able to select unlimited number of orders to appear on one invoice. Store a copy of the invoice with each of the orders selected. On the Aging show each order selected as invoiced. Voiding the invoice on one of the orders, would void all copies of that invoice. Have a note at the bottom of the invoice showing all the order numbers included on that invoice.
3 votes -
Report - Liability and Chargeback by van operator or crew.
Liability and/or Chargeback information by Van Operator or Packer. This can be
pulled from a Vendor number in Order Personnel. It would be beneficial to be
able to query all the claims assessed to a particular Vendor number during a
specific time period, as well as being able to query damage type also.3 votes
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