Tag: Job Management
- 1Add the ability to define a default shipping class by customerAdd the ability to define a default shipping class by the customer which will then default to all ship-to records entered for that customer’s jobs. Currently, the shipping class defaulting to the sh... Read more...
- 1Add the job quantity to the PrintFlow links and Schedule data pageAdd the job quantity to the PrintFlow links and Schedule data page to show the job quantity. I find myself having to click between Job Planning Specs and General Data page to understand the job's quan... Read more...
- 1iplan job from foundation give optional choice to set Job to inactiveJob Status setting within Monarch Foundation > Job Management Options> Job Status if Credit Limit Exceeded set to ‘‘Give option to set Job to inactive’ and by design there, job comes from iplan ... Read more...
- 1Jobs - PrintFlow Links page - have the ability to link multiple tasks at one timeWhen on the jobs - PrintFlow links page have the ability to link use a multiple select to link a task to many tasks without clicking on the add link button each time.
- 1JOB Import optionThe following fields are missing in the JOB import option - 1. Last Estimate No. 2. Estimate Quantity 3. Product Division 4. JOB description The current JOB job description field is used for po... Read more...
- 1Cost Sheet PrintAbsolutely love the new feature that allows you to add cost sheets to print by Invoice Batch. Could another enhancement be made to do the same thing but for a Job Closing Batch?
- 1Add sub-job checkbox on Mailing Data page in jobThe client uses sub-jobs for mail drops and wants to see total postage requests, deposits, and usages for the entire job on the mailing data page. However, the 'Include Sub-jobs' checkbox doesn't appe... Read more...
- 1Easier way to have shipping charges create Material TransWhen a Shipment is made in Foundation, and the Shipped box has been checked, you cannot later go back and uncheck the Shipped box to edit pricing information. You can do it, but the pricing informatio... Read more...
- 5Suggestion for Job Ship to Data BuildUsers 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 cli... Read more...
- 5Don’t default promised and ship by dates from parent job when merging estimate to subjob.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... Read more...