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SRM

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Open Site box checked - as default

Our company would like the "Open Sites Only" checkbox to be checked by default when operators create any document and need to add a site from the Customer Header > Customer Information > Ship To > Site Search (please see the screenshot fo...
Guest 3 months ago in SRM 1 Needs more votes

Please add excel output option to the Outstanding Checks Report

All reports should have excel output option
Guest about 1 year ago in SRM 1 Planned - to be scheduled

1099-NEC recipient forms mailed to vendors in the U.S. need to be three per sheet.

The federal government in the U.S. requires three forms per sheet, and Texada is producing two per sheet. We file electronically but still need to send the forms to our vendors.
Guest 3 months ago in SRM 1 Needs more votes

Automatic Maintenance Schedule for new Assets based on Group

When a new asset is added, it should take on the default maintenance schedule for assets based upon the group. For example a new utility is added to Texada, then a registration, servicing, inspections etc will be required. If assets have been grou...
Guest 7 months ago in SRM 3 Already exists

Allow operators to search using email from the customer master

Received a report today where the operator would like to minimize their time when searching the customer base - for the customer search engine to use email. At this time there does not seem to be a way to search for a customer / customer contact b...
Guest 7 months ago in SRM 1 Needs more votes

Transport Tickets - Reporting

We would like the ability to generate reporting on the closed transport tickets to be able to review the efficiency of our transport division and to help with resourcing.
Brad Eppingstall 7 months ago in SRM 1 Needs more votes

Purchase Orders - Multiple Divisions

Ability when creating a purchase order for same vendor but costs need to be associated to various division that the division allocation is based upon each line entry and not at header. This I understand would only be of benefit if goods are being ...
Donna Smith-Hill about 1 year ago in SRM 2 Already exists

Integration with RAMP

We are looking for an integration with RAMP. https://ramp.com/developer-api?k_is=opl&q_mailing_7TUwnLRio5bqoBbU1vuPzGZXCYyTNekKfvuJH=Rp3bCCweS8XVQjDpchkFep8GNh9nftAGtKyUmwqMQVDx59f4zopANKyYC&utm_id=dGtvZXBwZWxAdXNhZXJpYWxzLmNvbQ%3D%3D#
Guest 4 months ago in SRM 1 Needs clarification

Send notification after a document has been E-signed

Currently when a document is e-signed there is no internal notification from SRM that the signature is complete 2 requests for this services and Hi Reach
John Hellens over 1 year ago in SRM 0 Planned - to be scheduled

Dark Mode Option

Operators are requesting for a dark mode option when using SRM.
Guest 4 months ago in SRM 2 Needs more votes