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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 over 1 year ago in SRM 3 Needs more votes

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 about 2 years ago in SRM 0 Planned - to be scheduled

Report Required: Tracking Shortages and Damaged equipment on Rental Return Reporting

Justification for "Contract Damaged Returns" Excel Report Our system's maintenance utility, accessible via "Additional Options," displays key details (product, quantity, return codes/dates, transfer locations) for "D - Damaged" rental returns. Whi...
Guest 3 months ago in SRM 0 Needs review

Upload of Meter Readings by Excel / CSV

We would like the ability to update meter readings from assets from Telematics data we have as an upload of an Excel / CSV file
Brad Eppingstall about 1 year ago in SRM 1 Needs more votes

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 10 months ago in SRM 2 Needs more votes

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 10 months ago in SRM 1 Needs more votes

Create/modify existing Invoice API to allow for simply putting a customer invoice on/off hold

We use existing API to return rental equipment using a custom built app and try to put the return invoices on hold. There are certain circumstances where we can not put the invoice on hold with the API (billed thru date is before the date out scen...
Shane Hanks 3 months ago in SRM 0 Needs review

Please add excel output option to the Outstanding Checks Report

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

Allow changing of Work Week - Sunday to Saturday

Change the Calendar within the system to start the work week on Sunday and Saturday.
Guest 4 months ago in SRM 0 Needs review

Making the Phone field of Reservations mandatory

Reservations can be created without entering the Phone # Navigate to Counter Menu -> Reservations Menu -> Reservation.Click on Add / Press F5Try to create the reservation by keeping Phone # blank
Stephen Cavanagh 8 months ago in SRM 1 Needs more votes