Ideas for Cougar Mountain

  1. CMS Order Entry

    To eliminate errors in order entry, if there are items that a customer has returned or no longer wants, there should be a way to flag or block these items. In the event the customer does want an item, the system should allow for an override. The main reason for this is, if a customer bought an item and returned it at a later date, the item is now in the customer history. If an employee uses this history to find an item, they have no way of knowing it was returned or the customer doesn’t want that particular brand…

    7 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Be able to receive more than one invoice on a Purchase Order

    Be able to receive more than one invoice on a Purchase Order, so the batch doesn't have to be posted and enter a new batch.

    7 votes
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    2 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add a leave pre-posting report showing leave accrued and used within the current payroll

    Need a leave report added to the pre-posting reports that would show how much leave was accrued and used by leave code for each employee in the active batch. It would also be nice to show beginning balance, summary of activity, and ending balance if possible, but if not at least the accrued and used.

    7 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Provide more detail as to what Software Updates are fixing and what's new (Release notes).

    Here are two great examples of how a software company provides details as to what is included in their software upgrades. They label what is new with the Release and what was Fixed in the release.
    http://wiki.spiinc.com/wiki/ReleaseNotes:Orange_Windows/7.0.67 and https://www.fishbowlinventory.com/wiki/Release_Notes

    Also, If the posted upgrade was added too, you should list the date. For example. Denail 6.2 was released 3/31/16 but since then it has been updated to release to 6.2.0.180. That date of the new release should also be listed on the website and WHAT was added/fixed.

    7 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  5. Copy Employee Record Payrates, Benefit/Deduct, Leave

    Give the ability to Copy an existing Employee setup into a NEW Employee record. On the Copy CLEAR out 1. General Info, YTD Summary, Direct Deposit, Notes and Attachments.
    KEEP the following: 1. Pay Rates/Taxes, Benefits/Deduct and Leave

    6 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  6. AR Customer Maintenance Screen, Cursor to Number not name when click on new

    When in the Customer Maintenance screen, clicking new takes the cursor to the name field. Since we cannot enter customer names as a look up it would be more convenient to have the cursor show up in the Account Number field instead.

    7 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  7. cursor to customer in order entry

    would be nice if the cursor goes automatically to customer field after pressing the Save/Print button

    7 votes
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    0 comments  ·  Cosmetic Design  ·  Flag idea as inappropriate…  ·  Admin →
  8. A/R Control Report Should have a Net Total for Debits and Credits

    A/R control report is a tool to check the sub ledger to the GL. Why would you ever write a report that forces the user to use a calculator each time to net Debit and Credit balances. All reports should have a net total bottom line. Never design a report that requires the repetitive use of a calculator.

    7 votes
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    2 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  9. 7 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. BANK REC

    In Cougar Pro the deposit number would automatically roll over to the next number. Example: if my first deposit was 043014 #001 then when that transaction was saved the next deposit would automatically roll over to 043014 #002. I now have to manually type that bit of info in for every deposit.

    7 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Payroll Employee lookup limited to active

    It would be more efficient if the lookup could be set to where it only brings up the active employees.

    7 votes
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    1 comment  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  12. Customer Special Pricing %

    It would be nice to be able to put a % discount instead of a static dollar discount amount in the customer special pricing area. As it stands now I have to manually change special pricing whenever there are price increases on those specific items.

    7 votes
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    1 comment  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  13. AP & IN modules need foreign currencies

    purchases made in foreign currencies need to have exchange rate attached so the correct landed cost can be calculated. Need to attach to vendor in AP module, as well as stock items in IN module.

    7 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  14. We should be able to copy and paste into Purchase Orders.

    Many other modules allow for copy and paste but Purchase Order does not. We should be able to do so in the Purchase Order when we have large part numbers to order.

    7 votes
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    1 comment  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  15. AP>Enter Bills>Trans#/Line#/Desc Box> Display box longer

    AP>Enter Bills>Trans#/Line#/Desc Box> Display box longer
    The box that display the GL Description is not longer enough to display the whole description.

    6 votes
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    under review  ·  0 comments  ·  Cosmetic Design  ·  Flag idea as inappropriate…  ·  Admin →
  16. sales by item report correction

    When trying to run a sales by item report in the sales module, it does not pull in the O/E sales, only the POS sales. Can this be fixed because when you run the sales history report, it combines the voided items into this report and that is not a correct report. And the report does not show you which items are voided.

    6 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  17. If an order is backordered could the comments listed with the order stay with the backorder items.

    Could comment entered in Order Entry stay with the invoice even if the item is backorders. Make comments dependent upon the line item as opposed to the order as a whole. If a comment is posted below the line item it will stay with the line item even if backordered.

    6 votes
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    under review  ·  1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  18. Fix "Inventory Component Requirement Report"

    The Inventory Component Requirement Report contains obsolete descriptions. If you change the Description of an IN Stock Number the Inventory Component Requirement Report will show the original description instead of the correct description. IN Understock Report updates correctly, so why doesn't Inventory Component Requirement Report show the current description?

    6 votes
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  19. GL Audit Trial Report with Advance Report Groups Option

    It would be greatly helpful if "Advance Report Groups" Option is available as part of the GL Audit Trial Report Selection.
    The User Account Filter and Use Advanced Filter is not advance enough to handle the specific grouping that I have created in Advance Report Groups.

    6 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  20. GL-Insert line in body of Journal Entry

    Would like the ability to insert journal entry lines in the body of the journal entry. Current functionality only allows for insertion at the bottom of the journal entry and not in the body.
    This would be very helpful with recurring entries and is common functionality with accounting application software.

    6 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
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Ideas for Cougar Mountain

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