on
RE:
I am trying to create an order from a vendor to enable payment.
I have brought in the invoice using the OCR mail service, all looking good.
I am trying now to create a PO but an error comes up saying the VAT number is not valid. The formats allowed are GBXXXXXXXXX, etc. The Belgium VAT numbers seem to have one too many numbers.
Or am I missing something?!
Without being able to add the VAT number the vendor cannot be validated for payment.
RE:
When I enter time in a timesheet, all that's displayed is a line item from the selected Job. If I have multiple jobs with similar planning lines ("Professional Services", for example), I end up having an unintelligible timesheet which displays identical entries, or I have to manually edit every planning line when I add it to the timesheet (that's not good). It would be great if on mouse-over the entire planning line path was shown, or perhaps if it was displayed directly on the timesheet, perhaps in smaller font alongside with the planning line title.
RE:
This past weekend, I migrated a company from QuickBooks to Financials. I ran into all sorts of unnecessary issues that at least doubled the time for doing this.
As an example, your "RapidStart" doesn't import quantities for inventory items. O.K., so I figured I would enter inventory items through RapidStart, and then use the "Export to Excel" function from with the "Financials | Item List" to export the items, enter the quantities, an then publish the updates back to Financials.
Unfortunately, quantities aren't updatable when I try to "publish" the Excel spreadsheet back to Financials. Consequently, I had to step through the item screen (one item at a time) in order to add the quantities on hand.
Were your ears ringing? If not, they should have been... You allow inventory adjustments from the Item card, why not allow them through "RapidStart", "Export to Excel", or both?
By not allowing us to do this en masse', you nearly made this task impossible to complete over a weekend.
RE:
One of the greatest drawbacks to working with Financials, is the slow pace of data entry. Users essentially add one field at a time, and have to deal with internet latency each time we hit the "enter" or "tab" key.
I also noticed that as the number of lines in a journal increase, the response time becomes slower. As an example, this past weekend I converted a company from QuickBooks to Financials. As a part of this process, I create journals in the G/L Journal entry screen to book their trial balance. As I add more and more lines, I get more "working on it" messages. If I tab through the rest of the fields on the screen and start entering the next line too soon, the "Amount" field on the previous line becomes blank. I would estimate it takes anywhere from 2 to 5 times as long to do an entry in Financials, as opposed to doing the same entry in a Windows-based ERP.
Why don't you use Excel as a data entry platform for Financials?
You already have the basic programming in place for this. There is an "Export to Excel" icon on most screens. Of course, you'll have to validate data received through a spreadsheet upload, but a lot of this logic already exists in your RapidStart capability.
If you use Excel as a data entry platform, you will have combined the best of both worlds (i.e. Windows-based and Cloud). Users would be able to use Excel's capabilities to quickly create data, and the data would ultimately end up in a Cloud-based ERP (i.e. Financials).
Would it be that difficult to do this? Your current "Export to Excel" capability allows me to make limited modifications to records that already exist within Financials, but it doesn't allow me to add new records to a spreadsheet and successfully publish these.
RE:
There seems to be no way to determine whether a purchase document (i.e. a P.O or a Purchase Invoice) has been generated from a sales order. If one has been generated, there seems to be no way to determine which one it happens to be. In experimenting with this functionality, I can also create any number of duplicate P.O.'s or Purchase Invoices from the same sales order.After I've created a P.O. (and especially a Purchase Invoice) directly from within the Sales Order screen, I should at least get a warning if I try to create a duplicate. I should be able to navigate from the sales order to the applicable purchase document. I should also be able to navigate from the purchase document to the related sales order, as well.This kind of functionality is essential for managing purchases when these are directly related to sales. This sort of functionality is basically available for drop shipments, and should be available for normal shipments as well.
RE:
There seems to be no way to determine whether a purchase document (i.e. a P.O or a Purchase Invoice) has been generated from a sales order. If one has been generated, there seems to be no way to determine which one it happens to be. In experimenting with this functionality, I can also create any number of duplicate P.O.'s or Purchase Invoices from the same sales order.After I've created a P.O. (and especially a Purchase Invoice) directly from within the Sales Order screen, I should at least get a warning if I try to create a duplicate. I should be able to navigate from the sales order to the applicable purchase document. I should also be able to navigate from the purchase document to the related sales order, as well.This kind of functionality is essential for managing purchases when these are directly related to sales. This sort of functionality is basically available for drop shipments, and should be available for normal shipments as well.
RE:
There seems to be no way to determine whether a purchase document (i.e. a P.O or a Purchase Invoice) has been generated from a sales order. If one has been generated, there seems to be no way to determine which one it happens to be. In experimenting with this functionality, I can also create any number of duplicate P.O.'s or Purchase Invoices from the same sales order.After I've created a P.O. (and especially a Purchase Invoice) directly from within the Sales Order screen, I should at least get a warning if I try to create a duplicate. I should be able to navigate from the sales order to the applicable purchase document. I should also be able to navigate from the purchase document to the related sales order, as well.This kind of functionality is essential for managing purchases when these are directly related to sales. This sort of functionality is basically available for drop shipments, and should be available for normal shipments as well.