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Ability to Capture Card in customer information

When setting up a customer in customer information, have the ability to capture their card at that time.
Donielle Gros about 1 year ago in SRM 3 Needs more votes

Auto Apply a Marketing Code to Reservations

This is already doable for contracts and invoices. It should be available for reservations. This allows us to add a marketing code such as hours of operation, special holiday hours, or special instructions that would be helpful for customers.
DJ Robertson about 1 year ago in SRM 1 Needs more votes

Allow ability to update Customer Credit Rating on AR Customer Payments screen

Existing functionality: The credit rating is displayed when entering a customer payment. This cannot be changed. Requested functionality: Ability to change the credit rating of a customer in Customer Payments if the credit rating does now allow ac...
Ben Ashton about 1 year ago in SRM 1 Will not implement

Request for go back Button or to be able to use the Escape key to go back to work order header

Received a request from an operator on if there is a way to go back or to be able to use the Escape key to go back to the work order header? At this time there is nothing in pace? The request is to have a button added to depress allowing to get to...
Guest 7 months ago in SRM 1 Needs more votes

Ability to change Credit Rating when processing Customer Payments

When customers are put onto stop credit need to streamline the process to take off credit when they pay the account
Donna Smith-Hill about 1 year ago in SRM 4 Needs more votes

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 8 months ago in SRM 1 Needs more votes

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 8 months ago in SRM 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 8 months ago in SRM 1 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 10 months ago in SRM 1 Already exists

Change how alternate descriptions are handled

Currently if a customer is set to use the alternate language and the alternate language description is not populated, nothing prints on customer documents In the event the event the alternate language is blank use the standard description Add a pa...
Guest 12 months ago in SRM 0 Planned - to be scheduled