Push the due date / critical date to PF when the user changes the Event isolated
Optimize Layout across different components/versions with different sizes(Metrix integration)
iQuote integrated with multiple ERPs in the same installation (Monarch / Radius / Others)
Import Shipping information in Estimate
Create Helpers in iQuote and integrate it with Monarch / PrintFlow
Calculate plates usage life for versioning
Users build ship-to records from the customer master, but from the Jobs > Ship To Data page, they must open each line to edit the information. This process is cumbersome and time-consuming; the client would like the ability to edit key data in the Jobs > Ship To Data page selection browser client to create the records. Fields that users typically edit include the following: Requested ship date Requested on-site date Shipment method Requested quantity Shipping class
Don’t default promised and ship by dates from parent job when merging estimate to subjob. Subjobs never have the same dates as parent and client is always having to change. If they forget it affects schedule.
We, like others, have been hit with paper price increases across all suppliers. Currently, we are manually updating costs in each item one at a time. we need a way to update costs in the item table either by export-edit-import or some import template that replaces the cost data by item. is this possible?
The Customer uses the PurchaseOrderEmail definition with a Live PO and Supplier. By checking the box, Supplier Purchase Contact, and setting up a Purchase contact the PO gets sent to the Supplier. However, the customer would also like a copy to go to the user who created or printed the PO. If they check the box for Purchaser, then every user who has permission to print POs gets a copy. They can't add the requester to the definition because they have several buyers.