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Accounts Payable Invoice Variance Control

Build a role defined control which allows accounts payable clerks to post/create accounts payable invoices that are within a certain percentage threshold from the Purchase Order. If the variance is too large, the invoice can not be posted until ap...
Alex Kress about 1 year ago in SRM 1 Needs more votes

drag and drop assigned tickets

You can drag and drop tickets into drivers and reorganize in order however you can't when not assigned. Would be good to drag and drop unassigned tickets within various sort criteria's based upon company requirements. IE: in our case would be bene...
Donna Smith-Hill about 1 year ago in Texada Web 1 Needs more votes

Construction Lien Act Holdbacks

Our invoices on major construction contracts are subject to a holdback amount that is paid out at the end of the project. This is a legal requirement. We need to be able to temporarily discount our invoice in the form of a holdback, typically by 1...
Guest about 1 year ago in SRM 1 Needs more votes

Display Contract Sales Rep on Logistics Tickets

Hi-Reach has requested that we add the sales rep field from a contract to logistics tickets. This would help drivers know who to contact if the customer is not at the site when making a delivery or picking up equipment.
Mythily Sureshkanan about 1 year ago in Texada Mobile 0 Needs more votes

ADD workorder ( committed inventory) in Sales inventory screen

this would allow to better manager incoming inventory and to allocate to the proper document. currently in Sales inventory screen, on the top right hand corner, you can see if an item is on a contract, on s reservation or a sales order, however, w...
Guest about 1 year ago in SRM 1 Already exists

ABILITY TO SCAN BARCODE OF ITEMS ON LOAD/UNLOAD FOR PICK UP AND DELIVERIES

On the Service Side, the item being repaired can be scanned to ensure it is the correct item. You can also scan parts in Work Orders to ensure its the correct part. That functionality does not exist on the Logistics side. In Logistics, we are hopi...
Mythily Sureshkanan about 1 year ago in Texada Mobile 0 Needs more votes

Users can now select assets only on one document type

Selecting a document status returns other documents the asset is on. When filtering in the asset list view, if the user selects contracts and the asset is on a work order, the document status column shows “C,W”. The desire is to be able to select ...
John Hellens about 1 year ago in Texada Web 1 Needs more votes

Prompt for Status code when closing a delivery

Currently status codes are asked for when closing 3rd party deliveries but not internal. It would nice to be able adjust the status code while closing a delivery ticket
John Hellens about 1 year ago in Texada Web 1 Needs more votes

Delivery & Pickup Exception

An example of an exception, the contract has 10 Hoses, the delivery ticket has 10 hoses to deliver, once onsite the customer only wants 8, 2 are coming back. Current work flow is to confirm the 8. The ticket is flagged. The dispatcher closes the t...
Alex Kress about 1 year ago in Texada Mobile 0 Needs more votes

Ability to disable the map in the tickets area

We find the map useless and shows incorrect information. Want the ability to disable as 1 takes up to much room and as is not utilised is frustrating to have to hide constantly during the course of the day.
Donna Smith-Hill over 1 year ago in Texada Web 1 Needs more votes