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Purchase Orders - Ability to Attach Quotes

When a PO is requested it would be helpful for the requester of the PO to be able to attached any quotes to the PO request.
Brad Eppingstall 7 months ago in SRM 3 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 2 months 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 2 months ago in Texada Mobile 0 Needs more votes

Ability to delete a works order

When you manually create a works order within Web and realise a mistake and need to delete the entire works order there should be a delete button available. At the moment you have to go back into SRM to delete a works order that was incorrectly cr...
Donna Smith-Hill 2 months ago in Texada Web 1 Needs more votes

QR code to view service history

a scannable QR (similar to the Kennard’s system) that allows customers or employees to scan the code and view the machines service history.
Guest 6 months ago in SRM 1 Needs more votes

Ability to set size of column within ticket schedule

The width of the columns should be able to be saved according to inidividual or company requirements. This can ensure the user can see the pick up address and delivery address in full. This will allow at a glance to see the suburbs to ensure alloc...
Donna Smith-Hill 8 months ago in Texada Web 1 Needs more votes

Request for print to work in View Contracts screen

Received a report from an operator out of W71 where they would like an option for the system to print the contract when they double click on the contract number in the view contracts screen from: Inventory Inquiry > Product Information > Vie...
Guest 3 months ago in SRM 1 Needs more votes

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 3 months 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 3 months 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 3 months ago in Texada Web 1 Needs more votes