Ideas for Cougar Mountain

  1. AR Master Report

    It would be so nice when printing a AR Master Report to have 3 customers to a page. Some have 2 1/2 and some have 3. It should just be in the formatting. It use to be this way in CMS Pro. Really a waste of paper and an inconvenience.

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. CMS Inventory Module

    In addition to the Weight field, there should also be fields for Cubes and Unit of Measure (U.O.M). Weight can also be two fields, Gross Weight and Net Weight. A field for UPC would be useful as well. These fields are helpful to companies who ship products using outside carriers.

    2 votes
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    under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Disable Direct Deposit for Terminated Employees

    We sometimes rehire previous employees. If they do not turn in new Direct Deposit information Cougar defaults to the old information that may not be correct. It shoud be disabled once the employee status is changed.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Export Sales Information

    Would love to be able to Export data out of Sales/Order Entry. We like to give the salesman their sheets that has their customers on it and how much they spent for the month. We have export in AR however not in Sales/Order Entry. We can print out reports but it has way to much information on it. Would love to be able to pick and choose what they see. Thanks!

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for your suggestion! We will submit this idea for review and further development.

    In the meantime, you might try using the sales by salesperson or sales history reports and sorting/filtering them accordingly. Also, you can export every report from Denali into an Excel spreadsheet by using the print to text file and file type options drop-down menu in the Print Options window. Some formatting may be required, but these solutions may meet your needs.

  5. Purchase Order Stock Item Cost Change Report for Price Decrease

    Our inventory method is FIFO for Cost and Level Margin for Sales. We have uncovered the following in Denali:
    - Inventory cost is correctly calculated based on FIFO, however, this does NOT apply when Denali calculates the Sales Price for items.

    For example -- If an item is currently in inventory at a cost of $5.00, and more are purchased at a price of $4.00 -- the Sale price is now calculated off the last cost of $4.00. This means when you sell the $5.00 item in inventory you will sell it at a LOSS! Since the system does NOT…

    2 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  6. Compensation time in Denali does not currently have the ability to accrue, debit, and track compensation time.

    Compensation time in Denali does not currently have the ability to accrue, debit, and track compensation time. To be useful the system should automatically add salaried hours over the pay period maximum to the accrued column up to a max allowable limit. Time used would enter from the payroll import column, be subtracted from the accrued column and yield a comp time remaining in the "Remaining" column.

    2 votes
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  7. Purchase Order - Enter purchase orders for jobs through purchase

    Enter Job Cost purchase orders through Purchase Order Module like you can in Cougar Pro.

    1 vote
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  8. In OE option show gross profit margin

    As an option upon entering an order, or quote as a hold show gross profit % and or dollar amount on the screen before the hold is converted to an order and posted. Have flagged options for an override via supervisor or security settings if margins fall below a preset margin and or customer.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Put Budget Info back onto the Account Maintenance lookup screen

    Allow the Budget Information to be back onto the GL Account Maintenance lookup screen like it was in CMS Pro. When I'm wanting the YTD balance info and budget info for a single Chart of Acct number, it was much easier to go to the Account Maintenance tab and look up an individual chart of account number than running a report for the information. Sometimes we just need to see the info without running a report, especially for individual accounts.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. make gl account available on purchase order

    The gl account in the detail area of the layout screen is not pushed out to the printed purchase order format, please make it available to the report so it can be added to the printed page.

    1 vote
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  11. Saving Report

    After we upgraded to Windows 10 & the latest Denali version, we are unable to save any reports to our network. Everything has to be saved to our C drive then we manually move it to our network drive so others in the accounting department can view the file. This causes too much time for our department!!!

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. POS posting to display progress of post

    I would like to see the progress of posting in POS by the transaction # that it has posted.

    1 vote
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    0 comments  ·  Cosmetic Design  ·  Flag idea as inappropriate…  ·  Admin →
  13. AP Vendor Numbers should have a drop down box instead of double clicking in the cell & going to AP Vendor Lookup

    When searching for a Vendor, you should be able to type in the first letter or number or two and get a drop down box with the next 5 or so vendors to choose from instead of having to double click and go to the AP Vendor lookup all the time.

    1 vote
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    0 comments  ·  Accounting Functions  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add button to print ship to address to label printer from work order or invoice screen.

    This would allow generating an address label for small packages or envelopes to be mailed with one button click, rather than typing a label or cutting the address from work order and taping to package.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Sales Print Edit Report

    This is for the Denali program. I would like to be able to run this report by inventory code. If this was possible I could see who a part is committed to.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Printing a range of past due invoices by customer

    Printing a range of past due invoices by customer. Over 30/60/90/120.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 1 vote
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →

    The Aged Analysis report in AR should only show customers with a zero balance if they still have open invoices and credits that are not applied to each other. They may net to a balance of zero, but because they aren’t applied to each other, they’ll still appear on that report. If that does not explain what is happening to you, please call our support at 1-800-390-7053

  18. Inventory Alternate Vendor

    Allow the IN Alternate Vendor info to be a pop up box for each vendor so that you can easily see what to "order in multiples of" instead of having to click the edit button and then choose to add/modify vendor to find that info.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. CMS Pro Enhance BR module

    Enhance the BR Reconciliation report so it can be sorted by transaction type, date, etc.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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Ideas for Cougar Mountain

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