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CREDIT WORK ORDERS HAVE A 'C' AT THE END OF THE INVOICE

WHEN CREDITING AN INVOICE THROUGH THE MISC SALE ITS USES THE SAME INVOICE NUMBER BUT WITH A 'C' AT THE END SO WE ALWAYS HAVE THAT CONNECTION. HOWEVER, WHEN IT COMES TO WORK ORDERS THERE IS NO CONNECTION WHEN CREDITING WORK ORDERS. ITS SYSTEM GENER...
Guest 8 days ago in SRM 0 Needs review

ABILITY TO SELL A RENTAL ASSET AT TIME OF RETURN AS WELL AS CHARGE THE RENTAL RATE.

When returning a piece of equipment on a rental contract I would like to be able to charge for the rental period as well as have the option to sell the rental unit to the customer.
Jennifer Ridler 8 days ago in SRM 0 Needs review

INVENTORY ADJUSTMENTS - ADD COMMENTS TO INV.ADJUSTMENT REPORT

ADD INVENTORY ADJUSTMENT COMMENTS TO INVENTORY ADJUSTMENT REPORT When performing an inventory quantity adjustment, 'Adjustment Date', 'Adjustment Type' and 'Comment' are recorded through the 'Inventory Adjustment' window. However, there is no way ...
Suzanne F 8 days ago in SRM 0 Needs review

PRINT P.O. RECEIVING WORKSHEET AT TIME OF PO CREATION

Reduce the time it takes to put PO package documentation together by creating and printing the P.O. receiving worksheet at the same time as the purchase order is created. In the confirmation screen right after a purchase order is created, there ar...
Suzanne F 8 days ago in SRM 0 Needs review

Have the Comments Box Automatically Appear When Converting Reservations

When a reservation is converted to a contract, the comments box should appear automatically in the early stages of the conversion process. This will give the counter rep any special directions or instructions re: the rental.
DJ Robertson 8 days ago in SRM 0 Needs review

UPDATE PURCHASE ORDER #

CUSTOMERS OFTEN CHANGE PO#'S FOR SITES OR SPECIFIC EQUIPMENT TYPES, HOWEVER WHEN WE USE A PO# IN SRM AND THEN UPDATE ITM THAT PO HISTORY IS LOST FOREVER UNLESS YOU MAINTAIN A HARD COPY OF THE ORIGINAL. IF WE HAD A OPTION TO UPDATE THE PO AND HAVE ...
Guest 13 days ago in SRM 1 Already exists

ADD MARKUP BY DOLLAR AMOUNT

I KNOW THIS HAS BEEN BROUGHT UP BEFORE, BUT WHAT IS THE LIKELY HOOD OF GETTING "MARKUP FROM COST" TO MARKUP BY $ AMOUNT VS % THIS WOULD BE HUGE FOR US AND MANY OF YOUR OTHER CUSTOMERS I KNOW. ITS BEEN AN ASK SINCE I WAS AT WESTERNONE RENTALS. THIS...
Guest 13 days ago in SRM 1 Needs more votes

Parameter to Suppress Meter Reading in Off Hire

Often Off Hires are processed after the customer has called requesting pickup of their machine. It's not easy to get a meter reading from them and enter it in the system at that point. Additionally, we will frequently have many customers in store....
Guest 13 days ago in SRM 1 Needs more votes

Import Misc. Journal Entry - Vendor to Account Matching

Other accounting applications (Quickbooks) off the ability for a user to import their bank/credit card statement, the system will match up the "transaction name" and link it to a vendor and GL account. Exceptions will be handled by selecting a ven...
Alex Kress 13 days ago in SRM 1 Needs more votes

CAPS LOCK Always on

If the system could always be in CAPSLOCK whether it is on or not on the keyboard this will save a lot of retyping when sending emails and other work outside Texada that Capitals are not required.
Matt Schlosser 8 months ago in SRM 2 Will not implement