Currently, Apex will copy credit status from the customer onto quotes/orders created against that customer. If this is done when the customer is on hold, the person doing this must remember to set the credit status on the order to OK. Otherwise, w...
Daryl Vernon
about 4 years ago
in Office System
0
Reviewing
Apex Archive - Provide option to launch Apex accessing the Archive Tables.
We are looking to begin the process of archiving Apex data. From my understanding, the archive tables can only be accessed through database queries and external reporting tools. It would be better if the archive tables were mirror images of the pr...
Richard Clemens
over 5 years ago
in Office System
1
Reviewing
We recently received a request from the business concerning a potential enhancement and would like to inquire with you concerning our options. If a sales order has a freight table assigned, then we would like for Apex to notify users whenever they...
Ceasear Walker
over 7 years ago
in Office System
12
Reviewing
Ability to assign a price list per location on the customer record
Some of our companies give pricing tiers by plant due to the plant being in a different market. So customer ABC at plant 1 would be in pricing tier A, but at plant 2 would be in pricing tier B. I would like the ability to assign a price list per l...
Simon Ausseil
over 5 years ago
in Office System
0
Reviewing
Ability to change 'Update Price' default by location
This would allow products added via ticketing to be marked as 'update price', but allow orders being input at the office to allow entering a price on the order by default.
Chris Miranti
almost 6 years ago
in Office System
0
Reviewing
"Tax Exempt" field not flowing from Customer->Quote or Order when using Wizard to create these records
Apex is not set-up to allow the "Tax Exempt" field on the customer record to flow down to the Quote or Order if the Wizard is used to create those records. However, if a standalone Order is created (without being tied to a Job or Quote/using the w...
Justin Higdon
over 6 years ago
in Office System
0
Reviewing
Add "pop up" message for Job, Quotes, Sales Orders screens
Add a button like the "Message to Weighmaster" on the customer screen, but appears on the Jobs, Quotes, Sales Orders screen and the message applies to that specific record? That way important notes appear when the record is opened in the job, quot...
Justin Higdon
over 6 years ago
in Office System
5
Reviewing
The Repriced field in TKBATCH doesn't seem to work as a way to tell what tickets were repriced when the Reprice functionality is run as the Y/N flag never seems to change from the default value of 'N'. What we would like to see added is both a way...
Mark Adkinson
over 3 years ago
in Office System
0
Reviewing