@kandybeatty49 is correct to start with that import based on a properly structured excel. If you need to add materials, steps, etc. to a specific Operation after the BOMs and Operations have been created, you can target the specific Operation before adding to it. Example below is targeting the Operation and then adding Materials to it (Note the <Line Number> row is inactive). I would typically load BOMs in different Imports. Start by creating the BOM and all it’s Operations. Then target the Operations to add Material, then Steps, then Overhead and so on.
Customers would like the routing to be more dynamic. Can the route optimization take into account delivery windows set at the customer level? If there was a specific customer calendar, the route optimization could look to see those windows and schedule any deliveries on days / hours to fit their windows.
The payment processing window looks great.Will there be an ability for the customer to see the actual invoice screen ( AR301000 ) when they click on the hyperlink or will it only show the Invoice report form? ( AR641000 ). Our clients like the customer portal, but want the customer to have the ability to see the actual invoice screen. This can house important notes and files for future download.
I have a few customers asking about this very feature. I have some clients that would be interested in beta testing this. Any info in the future would be appreciated.
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.