Ideas for Cougar Mountain

  1. Allow zero quantity for inventory/non-inventory items in Work Orders in Order Entry

    Allow zero quantity to be entered for inventory / non-inventory items for work orders, which can be taken into the field, and quantity used can be entered by the field technician, and payment can then be received at the time of services. This was possible in Pro, but is disallowed in Denali.

    6 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. OE Invoicing

    I really need to be able to have computer generated invoice number batches and non-computer generated invoice number batches. Any chance of that happening?

    6 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  3. GL Audit Trial Report with Advanced Filter

    At "GL Audit Trial Report", the option for "Advance Filter" is only limited to one selection. It would be helpful if we can select multiple Advance Filters instead of just one filter.

    6 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add functionality that would support a reminder/notification based upon date and time, like a

    Add functionality that would support a reminder/notification based upon date and time, like an event calendar. Something that would automatically remind you of an upcoming event such as paying quarterly taxes, or banking activity, etc.

    6 votes
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  5. Inventory Module - History Tab Can we get Customer name or Number listed for each DOC# displayed

    In the inventory module under the History Tab can we get the customer # or customer name associated with each Source DOC # displayed ?

    6 votes
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  6. Inventory Bin Location Field. Print on Orders. Allow sorting on this value within the order to help with picking.

    Add Inventory Bin Location. Allow it to be added to the Sales Order Screen. Allow the Sales order to be sorted by this value to facilitate more efficient order picking.

    5 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow for 3 character name suffix

    Name suffix only allows for 2 characters Jr, Sr, but I have an employee who is III.

    5 votes
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  8. Display Budget variance (over/under $$) when entering transactions

    Display Budget variance (over/under $$) when entering transactions to expense/revenue in GL, AP, BR, PO etc. Fund/City customers that have to work from a budget would like this feature to see if approaching budgeted amount or if should run to other GL acct/fund BEFORE they post entry.

    5 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add PO Number to lookup in OE/POS History

    It would be very efficient to be able to lookup up Sales History with customer's PO Number. It would also help if we could do this in the sales reports such as the Sales History and AR History Reports.

    5 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  10. AP Prepare Bills Automatically - add Product Type Filter

    Add "Product Type" as a filter so only specific vendors are selected with the Product Type

    6 votes
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  11. Date for stock value report

    I think it would be great to be able to filter stock value by date. We just completed out inventory and correcting errors in it but the current report is 6 days old and we would like to be able to go back to reprint it. Thanks

    5 votes
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  12. Inventory scroll feature

    The right arrow should go to the next inventory item in numerical order. According to Candice in CMS Support this is a programming issue? Our system goes to the next part # in numerical order that we previously viewed not the part # you are viewing. Pretty simple stuff.....

    5 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. We keep two years history in our accounts for lookback. The Purge History in GL would not go back to 9/30/2011, only 2014 date.

    Need to allow purge history in GL to go back several years to research history in accounts.

    5 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. The AP enter bills entry screen needs to be expandable to make it bigger or smaller as needed for better vision.

    The AP enter bills entry screen needs to be expandable to make it bigger or smaller as needed for better vision

    4 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  15. In Sales Reports, Post a summary of each account

    In the previous versions of Cougar Mountain, when I posted Order Entry, I got a summary total of amounts posted to each account. Denali posts as line items. Now I have to go thru pages and pages and add up each account for a total. This is very time consuming. I liked the way the old Cougar posted reports.

    4 votes
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  16. 4 votes
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  17. allow GL budget edits in Denali

    It would very helpful for those of us that don't need a complex budget if we could (like it used to be in Cougar Mountain Pro) to edit the budget for an account directly in the account maintenance window.

    4 votes
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  18. Using hand held scanner to add inventory

    I think it would be great to be able to add inventory with using a handheld scanner. My understanding of it is that you need to use a + and - code in the import which will over ride your quantity. I think if you could also just + or - quantity items from the scanner you could post the same items in different batches without wiping each batch out. Example batch 1 has 5 golf balls scanned into it, import. Batch 2 has 10 golf balls in it so by just using the + on batch 2 it would…

    4 votes
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  19. Fiscal Calendar Rolling for non calander years needs program change

    When you close a GL year the system should move year 2 and year 3 period specific to years 1 and 2 and then calculate year 3. Instead it just jumbles all years and you have to re-key them in.

    4 votes
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  20. oe lookup customer by address

    It would be convenient to be able to lookup customers in AR or OE Customer lookup by address as well as number or name.

    4 votes
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Ideas for Cougar Mountain

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