64 results found
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Revenue Entry: When making a Group Function Reverse be able to add a note that would add to each entry created.
In Revenue when using a Group function to reverse commission entries, I would like to be able to add a note that will be entered with each entry on the commission line item. Basically add a reason why I am reversing the entries. Right now I have to click on each Note icon and add the note. This makes the process very time consuming so most people don't add a note as to why they are reversing the commission, but this is important to know why.
5 votes -
Be able to copy a quote to another lead or order
A quote was created in a lead or other order, then a duplicate order was created in error. We would like the ability to copy the quote to the duplicated order or any order for that fact.
5 votes -
Add an auto-calc feature for revenue entry adjustments.
When the adjustments button is used to adjust a revenue item, it would be useful to have an auto-calc feature.
For example, assume an original revenue item was $102.27 and it was adjusted and became $105.31. If an auto-calc could be done where you enter what the "adjusted" total should be, the system would see that a positive adjustment should be made in the amount of $3.04.
5 votes -
Show origin and destination zip codes on invoices.
The hauling mileage, billing weight, origin & destination addresses with cities and states show on invoices, but no zip codes. Auditors prefer that all key pieces of information used to determine basic charges show on the invoice, and zip codes are key pieces of information for this purpose -- especially with some intrastate charges and zip-zone based charges. Thank you.
5 votes -
List the customer number on the revenue entry screen when you have to invoice more than one account
Have a field that lists the customer number on the revenue entry screen. ie taking in revenue from van line and then having to bill a national account.
5 votes -
Allow Revenue Transactions to jump from "Service field" directly to "Invoice Amount" field with one click (vs having to hit tab 12 times).
Allow Revenue Transaction Entry to jump from "Service field" directly to "Invoice Amount" field with one keyboard click (not mouse) (vs having to hit tab 12 times).
5 votes -
Generic Revenue Import - Add optional revenue details to import
Update the Generic Revenue Import to include additional details of the revenue being imported. Currently, as of Version 2021 R18, you can import invoice date, item code, amount, and date, but it would be nice to also open this up to the following detail line information (field referenced through the Add/Edit Revenue Item dialog):
- Invoice Description
- Rate Type
- Quantity Fields
- Rate
- Gross Charges (if not setting Quantity and Rate)
- Discount
(Let the Invoice Amount calculate based on the other factors, i.e. ignore the Amount from the import file)4 votes -
Revenue Module: able to view the estimated dates
I spend my day in the revenue module,
I would like to be able to view the estimated Load and Delivery dates without going to the Order Information Module. Anyway to add these fields to the shipment Details?4 votes -
Add a discount percent field to the quote item
Add a discount percent field to the quote item
4 votesAn enhancement case has been logged for this request. Please reference MOV-5937 for updates. Thank you!
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In Revenue Entry when enter a new revenue item after choosing the rate type you should be able to hit tab or enter to get to the Quantity
When we are adding a Revenue Line Item we press tab to get to the next field. Once we choose the rate type, we need to press enter or else the tab goes back up to the branch. Also hitting tab does not always make the Rate Type properly active.
4 votes -
Add Revenue Commission - Save and Add
Give the ability to Save and Add all items from the Add Revenue Commission dialog box. With large projects and multiple drivers the system will not auto commission because it will go over 100 %. So we have to add commissions manually and want to be able to add commissions for the salesperson and driver without having to go to the Add Item dropdown every time. It would also be nice to add a new Revenue Item from that same box.
4 votes -
Have the most current invoice be selected instead of the first invoice.
When on the summary tab, the first invoice that was created is selecting. On storage billing, we have to scroll up each time to review any current invoice. Some lots are open for 10+ years and are billed monthly (lot of invoices). It would be easier for auditing purposes, as well as creating duplicate invoices for project billing if the default was the newest invoice. Thanks!
4 votes -
4 votes
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4 votes
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Revenue Group Sort order
Give us the ability to sort the Revenue Groups in the drop down list, either alpha/numeric or even better yet, give us the ability to set the order it shows in the drop down list.
3 votes -
Allow for Multiple invoice due date terms
We need to be able to set Multiple Due Date Terms on our invoices per each Branch. We have some that are Net 10, Due Upon receipt, Net 30, Net 60. At the moment we have to fix these items in Adobe before they invoices are sent to the customers. We would like to be able to pick our terms on the invoices, with a default to net 30 for all invoices
3 votes -
AR# in Description Line
I would like to suggest that the AR# show up in the description line or add another column for the AR# next to the description. There are often times that within an order number/file that I have to invoice several different AR# for that particular file, having the AR# show up in the description line will save from having to click Edit to see which AR that particular charge is for.
3 votes -
ON REVENUE
Is there a way that we could add the Estimate number and load date to show up somewhere on the Revenue side so we don’t have to go back and forth through revenue screen to order info. Screen??
3 votes -
Setup a Way to Filter Available Vendors
Not all GP Vendors are applicable to Billing. It would be nice to be able to filter by Vendor Type(s) to help prevent bad data in Revenue Entry.
3 votes -
Please allow us to select default Customer
It would be helpful if we could select a default customer (United Van Lines) in the "Customer" field on the Order information page.
3 votes
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