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Access Dimensions

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Allow for editing of description of orders in dimensions

When new orders are being sent through to Dimensions, the description of the orders comes through as “PSCRM Order ID#....” we should allow for editing of this description.
Guest about 1 month ago in Access Dimensions 0

Add fields to the dimensions sales ledger creation screen

In dimensions, there are many fields that can't be set by the sales ledger creation screen, such as Contact information for the sales ledger, Sort Key data (Customer group, region, shop type), notes and any custom fields that the user has set. We ...
Guest 12 days ago in Access Dimensions 0

Import address line 3 from Dimensions into CRM ledger

The current Access Dimensions integration imports address lines 1 and 2 from Dimensions into the CRM's ledger address, then imports the Town and County (from fields SL_ADDRESSES.AD_ADDRESS_USER1 and SL_ADDRESSES.AD_ADDRESS_USER2) into address line...
Guest 8 days ago in Access Dimensions 0

Add Accounts Order Status option on quotes for Access Dimensions integration

Add Accounts Order Status option on quotes for Access Dimensions integration, so there is the same functionality as Unleashed etc
Guest 3 months ago in Access Dimensions 0

Show physical and on order stock in workspace

Currently, we perform a calculation of the physical and on order stock to show the Quantity available in their workspace. Some products that have been ordered for our customer might not arrive for months, and this could cause them to sell items to...
Guest 11 months ago in Access Dimensions 2 Already exists

Dashboard/Sales Analysis to show invoiced sales for Dimension integration

Instead of showing orders processed value, the sales invoiced would be a true reflection for the sales team and internal sales on where we are against monthly targets.
Guest 11 months ago in Access Dimensions 0

Access Dimensions Sales Order Number in Email Notification

Ability to include the Access D Sales order number in email notifications for orders as it currently doesn’t have any reference in the email to the sales order so the sales support staff are saying we may as well turn them off as they need to be a...
Guest 2 months ago in Access Dimensions 0

Support Access Dimensions invoices created through Transaction Broker

The current Access Dimensions invoices integration uses a lot of information from the Order record in Dimensions, to link through to the product details, and get the line details of the original order. If Invoices are created via Transaction Broke...
Guest 4 months ago in Access Dimensions 1

Add a sales ledger upsert for Access Dimensions integration

Currently when creating ledgers in the CRM, this will only get created in Dimensions when the sales ledger import item runs. When trying to confirm an order for a new ledger created in the CRM, the order confirmation does not attempt to upsert the...
Guest 6 months ago in Access Dimensions 1

Stock value for "Sales Orders" in CRM with Access Dimensions

When integrating with Access Dimensions the Stock value for "Sales Orders" is linked to the Allocated stock on sales orders and ignores the quantities that are on sales orders that are unallocated. My suggestion is that another field is introduced...
Guest 7 months ago in Access Dimensions 0