Monarch User Enhancement Ideas
2
Ability to export AP Pending Report to Excel
Provide ability to export the AP Pending Report to Excel.
1
Repackage Tool - Allow Tag ID Field Editing
When using the Inventory - Repackage tool to do an inventory split/reassignment (inventory managed by Tags/RF) allow the "New Tag Number" field to be allowed to be entered/edited on that screen.
5
Would like to be able to view on hand inventory for an item when entering an estimate
Would like to be able to view the on-hand inventory for an item when entering an estimate. IQUOTE-16501
5
Review integration to link event (critical date) to correct run / version
Review integration to link event (critical date) to correct run/version. IQUOTE-16066
6
Part inventory creation with same code for jobs with breakpoint inside of an unique component
Part inventory creation with the same code for jobs with breakpoints inside a unique component. IQUOTE-17769
6
JOB save history when changes made in engineering
JOB save history when changes are made in engineering. IQUOTE-1578
5
Find a way to consolidate Critical Dates with Qty/Delivery dates
Find a way to consolidate Critical Dates with Qty/Delivery dates. IQUOTE-7877
5
Enter a different MIS job number in the sub job manager.
Enter a different MIS job number in the sub-job manager. IQUOTE-17773
5
Edit supplier information for material within Estimate
Edit supplier information for material within Estimate. IQUOTE-17682
5
Create visual indicator if an estimate has sizes and/or description entries in the Paper Details characteristic
Create a visual indicator if an estimate has sizes and/or description entries in the Paper Details characteristic. IQUOTE-16530
5
Create option to not require calculation when changing customer
Create an option to not require calculation when changing customers. IQUOTE-7475
5
Allow view-only Association Layout on Estimate w/ a job status
Allow view-only Association Layout on Estimate w/ a job status
IQUOTE-10824
5
Allow the user to save the rebate % in the customer record and use it as default in the estimate
Allow the user to save the rebate % in the customer record and use it as default in the estimate. IQUOTE-16454
5
Allow the user to indicate "Supplied" in the template for iQuote Import spreadsheet to create estimates
Allow the user to indicate "Supplied" in the template for iQuote Import spreadsheet to create estimates. IQUOTE-7805
5
Allow margins to be reset to standard in the Qty/Price screen
Allow margins to be reset to standard in the Qty/Price screen. IQUOTE-4729
5
Add more properties to be sent to PrintFlow integration
Add more properties to be sent to PrintFlow integration. IQUOTE-10554
2
Copy Feature for PO Requisitions
Copy Feature for PO Requisitions. We would like to copy old PO req's as well as the ability to generate new PO req's from old POs.
1
Push the due date / critical date to PF when the user changes the Event isolated
Push the due date / critical date to PF when the user changes the Event isolated
1
Optimize Layout across different components/versions with different sizes(Metrix integration)
Optimize Layout across different components/versions with different sizes(Metrix integration)
1
iQuote integrated with multiple ERPs in the same instalation (Monarch / Radius / Others)
iQuote integrated with multiple ERPs in the same installation (Monarch / Radius / Others)
1
Import Shipping information in Estimate
Import Shipping information in Estimate
1
Create Helpers in iQuote and integrate it with Monarch / PrintFlow
Create Helpers in iQuote and integrate it with Monarch / PrintFlow
1
Calculate plates usage life for versioning
Calculate plates usage life for versioning
1
SkidTicket with Certyficate defaulted by Job
I have been asked if Skid Ticket layout can be selected automatically while loading a job with a certificate for example FSC, PEFC etc.?
We have been certified to use different paper certificates F... Read more...
1
Add System Administration Option
Enhancement Request to add an option in System Administration - Options - Inventory Options to Allow/Do Not Allow Inventory Receipts Reverse/Copy or Reverse once a AP Invoice is entered against a PO L... Read more...
1
Customer Credit Hold preventing iPlan --> Foundation job integration
The user's integration with Foundation is failing due to the customer being on credit hold. The customer is on credit hold, but integration has to be allowed in order for the credit check to take plac... Read more...
1
Add the ability to define a default shipping class by customer
Add 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 ship... Read more...
1
Add the job quantity to the PrintFlow links and Schedule data page
Add 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...
2
Copy a pre-invoice from one job to another.
We currently have some custom programming that allows us to copy a pre-invoice from one job to another. In our conversations with other Monarch Users who are involved in the Monarch Users Group, we fo... Read more...
1
Ability to Make Changes on Job Specs and Update AC Run Queue
When our scheduling department makes a change on the Job Planning Spec screen, that change is not reflected in the Monarch Run Queue even if you hit the button to Send to Autocount. Capture 1 , 2, and... Read more...
1
iplan job from foundation give optional choice to set Job to inactive
Job 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 to fou... Read more...
1
GL - Suggestion for Auto-Reversing Entries
Job 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 to fou... Read more...
1
Jobs - PrintFlow Links page - have the ability to link multiple tasks at one time
When 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.
1
Linking bank account to Monarch to improve reconcilation
Are there plans to improve Monarch so that you can link your bank account for easier reconciliation and transactions?
1
Press Inline Operations - coating - round to even pails, add freight?
"Coatings we quote using Press Inline Operations. For Soft Touch AQ, we need to buy that in even 40 lb pail increments (we keep none on the floor), with freight added per pail. So we've been having to... Read more...
1
JOB Import option
The 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...
1
Set default path for attachments for Customers and Suppliers
Is there an area in Monarch where I can set the default path for attachments, for Suppliers and Customers?
For Jobs, that functionality exists, so I hope it does for Suppliers and Customers as well... Read more...
1
AR Invoice Lines - Sort by Job ID
What I am doing can have 50+ jobs being invoiced on different days during the month, so it would be a lot of work trying to move them around. Jobs are invoiced by sub-job only unless there is only the... Read more...
1
Suggestion for Extra Stubs in AP Payments
The client would like an option for AP checks with extra stubs to print remittance advice rather than voiding checks for the stubs.
1
AP Payments - Voucher Selection
AP Payments using the Complete Non-Check Payment button if you have multiple Vouchers for one Supplier they have to be added one at a time - The enhancement Request is to add an Add All button
1
Alert for Cash On Delivery Clients
There is no alert when a customer is COD from the begging of the entry of the job to invoicing the job.
We currently have found a way to use the expense code for an alert but it is easily missed and ... Read more...
1
PrintStream Table Synchronization - Needs Additional Data Synchronizing
The customer is frustrated that although the Customers can be sent to PrintStream using the PrintStream Table Synchronization, the Contacts that are linked to a CUST ID that is set as 'Available in Pr... Read more...
1
iQuote prospect mapping to Monarch Customer
The ability for an iQuote customer with a status of Prospect to create a customer record in Foundation that is also designated as a prospect through the CustomerPartyMaster BOD message using the Custo... Read more...
1
AP Supplier 1099 Report
Allow the user to simply enter the date range for the report. An additional suggestion would be to allow the user to enter a threshold ($600 for example) and have the option to exclude suppliers that ... Read more...
1
Checkbox for AP Supplier 1099 Report
Add a checkbox next to the AP invoice line that can be selected if the expense should be added to the 1099 report. Some expenses should not be on 1099, i.e., hourly rate expenses.
1
Cost Sheet Print
Absolutely 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?
1
Display Total Selected for AP Payments
The client would like the total AP payments selected in the bank reconciliation program to be summarized at the bottom of the screen, similar to the deposit reconciliation.
1
Does not want the BillTo email on the Invoice to Populate Company Info
The box checked for email invoices should not populate into the BILL TO company information. It has created a problem and there is no good way to fix it because it populates.
1
Outside Purchase Standard and PO requisitions
When creating PO requisitions from outside purchase standards during estimate merge, the Standard generates two separate requisition lines, one for the "Base Cost", and one for the total based on a un... Read more...
1
Include inactive inventory items in inventory reports
The customer would like to be able to run the standard Reports in Inventory and also for inactive items. So they could use a checkbox like you have for items with zero quantity and also for inactive i... Read more...
1
Monarch AR invoice from email ID change
When a customer prints an AR invoice with an email option, it always triggers an email to the default email address. They can enter another but the email goes to that default email only.
Request t... Read more...
1
Default free field entry
Can a value default in the free field entry process? Suggesting to default the first selection from the list as the default.
1
Add sub-job checkbox on Mailing Data page in job
The 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...
1
Ability to create AR Invoices via an Excel file import
Customers would like to be able to import AR Invoices via the Excel/Access Imports that we have. This is about Invoice headers and lines. The Workaround to import AR Adjustments is not really sufficie... Read more...
1
Override the taxable base
When we override the taxable base on an invoice line using the Tax Data screen, the taxable base on the invoice line doesn’t reflect the change.
1
Estimating Suggestion - Finishing
Add an enhancement to finishing standards that are Single Part to have an additional option to calculate based on the number of parts. Example: 2 grommets for 2 parts = 4, currently the quantity neede... Read more...
1
GL - Suggestion for GL Detail Report by Access Method
The client likes the option to produce ad-hoc queries in this report but would like the option to suppress accounts with zero balances from printing. This would significantly shorten the report.
1
AR Invoice Copy
The client does a lot of manual entry for direct invoices, so they created a template to store the redundant information. Then the invoice was copied, and when they tried to change the customer number... Read more...
1
Easier way to have shipping charges create Material Trans
When 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...
1
Accounts Receivable Invoicing On Hold option
Would like a method for putting an invoice on hold until it is complete. She may be in the process of generating an invoice and has entered up to 10 invoice lines and is missing some key information. ... Read more...
1
Increase Field Size for Inventory Item ID
Is there any way to make the item name field (in Items, General Data) any bigger than the current 15 characters?
1
Accounts Receivable Invoicing multi-select
1. Add the ability to multi-select invoice lines to be deleted from an invoice.
2. Add the ability to multi-select invoices from the AR inquiry and reprint. Customers often ask for multiple invoices ... Read more...
5
Suggestion for Job Ship to Data Build
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 cli... Read more...
5
Don’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 s... Read more...
5
Bulk cost update of items
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 ei... Read more...
5
PurchaseOrderEmail definition
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. How... Read more...