Bulk Materials Ideas

Idea and discussion portal for the bulk materials product line. Users may submit, view and vote on ideas submitted by all users.

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Accounts Receivable

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Hauler Auto Email Carrier Statement

Hauler Statement to AUTO EMAIL to send like our Invoices do now. We have the access to list the Carrier email, but not good use if you can't Auto send the Carrier Statement if we would like to download our Freight AP to Direct Bank Deposit. This f...
Candy Lohiser about 2 years ago in Accounts Receivable 1 Reviewing

Allow an Admin to run screens "As User"

Almost any function that runs in the AR module will put a processing row into the Sybatch table, which will prevent a handful of other screens in the AR module to not continue till those processes are marked as complete. The problem with this, is ...
Logan Van Proyen over 4 years ago in Accounts Receivable 0 Reviewing

Add details for references on Customer file

There are fields in the customer file that are grayed out and do not work such as highest balance, average days to pay, and average balance. We need those fields for credit referencing purposes. Anybody who extends credit to customers need these f...
CANDY ERWINE over 2 years ago in Accounts Receivable 1 Future consideration

Customer Account Balance screen-include edit tickets in the estimated account balance

The Customer Account Balance screen has a space for scale tickets count/amount however it doesn't include tickets that are in edit. It only includes tickets in history not invoiced which means it isn't an accurate estimated account balance.
Rachel Metheny almost 3 years ago in Accounts Receivable 0 Reviewing

Add Billing Groups Selection Criteria to Ticket Edit Report and Ticket Exception report

It would be nice to have the Billing Groups selecting criteria not just be available on the Post Tickets screen, but also be available on the Ticket Edit report and the Ticket Exception report. We have multiple billing clerks handling different cu...
Simon Ausseil about 6 years ago in Accounts Receivable 0 Reviewing

Remove the prefix "check" from payments listed on customer account balance

Each payment posted creates a line item on the a/r balance (statement) that is prefixed "Payment, Check". The word "check" needs removed as customers pay in multiple others ways such as credit card, ACH, wire, cash.
Rachel Metheny about 2 years ago in Accounts Receivable 0 Reviewing

Provide the ability to expire or make a sales tax code inactive (cannot be used).

A while back, we set up duplicate tax codes for some states for the purpose of having freight being non-taxable under certain conditions. We have since gone away from this method and went back to using a single tax code per taxing entity. Unfortun...
Richard Clemens over 4 years ago in Accounts Receivable 0 Reviewing

Beginning date for aging

in the detail aging reports adding the option to put a beginning date (along with the ending date) for a specific snap shot of a determined period of time instead of an entire over all aging view.
Abi Burkum over 5 years ago in Accounts Receivable 1 Reviewing

Customer Account Balance Last Payment amount

In the Customer Account Balance screen under last activity...the Last Payment field doesn't show the actual check amount. For example, if a check was $1,000 and paid for 2 invoices one for $750 & one for $250, it shows the last payment as $250...
Rachel Metheny almost 3 years ago in Accounts Receivable 0 Reviewing

Allow a customer Order to remain Credit, even though the customer has been put on COD

Currently in Apex when a customer is put on Credit hold "COD" all current (credit )orders effectively become COD. Command Agg allows you to put a customer on COD, but allow the customer to continue Credit on current orders , until the order is c...
Michael Kelly about 6 years ago in Accounts Receivable 2 Already exists