"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
about 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
Business problem: Need to be able to report on the quantity requested by month by order. Also would like to be able to enter all the quantities from one screen for all orders instead of going into each individual order.
Kurtis Patton
about 7 years ago
in Office System
1
Will not implement
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
about 3 years ago
in Office System
0
Reviewing
Add an indicator to the Sales programs so that it is clear there is a note saved for the sales doc without having to first click the notepad icon.
Add a "Notes Indicator" that appears next to the "Show Notes" button on the Jobs, Quotes and Sales Orders screen, when there's a Note in there.
Perhaps the indicator could be a number representing the number of separate notes that are stored th...
Justin Higdon
over 6 years ago
in Office System
2
Already exists
Add Location Group filter option to the Freight by Ticket report
We have started combining multiple Apex databases into one database for some of our different subsidiaries. It makes it easier for the back-office users to manage the master data and allows our sales staff to send out one quote with Agg and Asphal...
Simon Ausseil
almost 4 years ago
in Office System
2
Reviewing
Volume Discount Added to Change Price List Functionality
We have customers who, when they hit a predetermined threshold, get a reduction in their Unit Price. Currently we have to go into each Order, manually change the Price, and remember to uncheck the 'Update Price' box. I would like to see functional...
Mark Adkinson
over 4 years ago
in Office System
0
Reviewing