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.

ADD A NEW IDEA

Sales Documents

Showing 10 of 313

Ability to schedule multiple price changes on one day

It would be ideal to have the ability to schedule multiple price changes on the same day in sales document programs (quotes, orders, etc.). This could be used so that a user could change freight pricing for multiple locations (but one location at ...
Chris Miranti almost 4 years ago in Office System / Sales Documents 1 Reviewing

Royalty Calculations

Calculating royalties using effective dates like sales tax rates. Rates change based upon a specific date, would be nice to have rates change/paid by date of ticket and then subsequently market paid - just like freight pay with a journal report po...
Stephen Pynn 11 months ago in Sales Documents 0 Reviewing

When an attachment is added to a Job/Quote/Order the icon should change to let you know there is an attachment

When an attachment is added to an Job/Quote/Order the attachment icon (paperclip) could turn red (like the notes icon does after you add a note), or a similar change could happen to let a user know an attachment exists. *Request from user on July ...
Justin Higdon over 4 years ago in Sales Documents 0 Future consideration

Display only active orders

When using the orders form, after entering the customer code, pressing tab causes an old/inactive order to be displayed/opened. If there are current/active orders available for the customer to display, only active orders should be displayed.
Guest over 7 years ago in Sales Documents 5 Future consideration

Ability to require selecting items in 'Change Prices' windows

No description provided
Chris Miranti almost 4 years ago in Office System / Sales Documents 1 Reviewing

Restrict Ticketing After Quantity Exceeded by Customer

We have certain customers (usually counties) that are firm in not paying for any tonnage over the amount on a PO. I know this can be restricted systemwide as well as on an individual order by unchecking the "Allow Ticket After Order Quantity Excee...
Mark Adkinson over 3 years ago in Sales Documents 1 Reviewing

Add Security Option to allow non-sales people to use the wizard to create an order from a quote

In our legacy system, we permitted non-sales people, such as order takers to pull up a quote and create an order directly from the quote. If I recall correctly in Apex, the user's security level must be high enough to enable update capability to t...
Richard Clemens about 8 years ago in Sales Documents 3 Already exists

Allow the option for Customer Credit Messages to display when entering sales orders

No description provided
Richard Clemens over 4 years ago in Sales Documents 3 Reviewing

Change automatic behavior of JOBS program Job Stage: Won/Loss

From our Sales Users in Apex 6: Job Sales Stage works fine when going from Pending to Quoted. The problem is when Won and Loss stages automatically change. There are too many variables to determine Won/ Loss stages automatically. For Example, if w...
Justin Higdon over 4 years ago in Sales Documents 0 Reviewing

Tax Code on the Order Product Line

The Apex Tax Hierarchy can be a bit confusing when a user does not have access to all the screens that hold the Tax code such as Locations or products. Being able to add a tax code on the Order Product line, this would be the final trump for tax c...
Logan Van Proyen almost 5 years ago in Sales Documents 0 Reviewing