Current situation: Vue plugin deployment is currently a manual job of copying an XSLT and the bundle to the customer file cache, and then loading the plugin via the XSLT. Loading via an XSLT works, but isn't really how we want to do this in the fu...
When Tender specifications are released by consultants multiple companies require the same quotation but at perhaps different discounts. For every quote that is produced you are increasing the value of the pipeline but actually only one opportunit...
Speaking to Lane Business systems they would like the web UI to incorporate a PDF function rather than having to use a word document that can then .become a PDF.
Having spoken to PLJ and SR they feel that this could be done via a PDF button on ...
Option to remove extended description from {lines} quote table
A customer would find it useful to have an option to include remove the extended description from the {lines} quote table. Currently it always includes the extended description.
Allow other transaction types to be sync'd from Opera for Domestic Reverse Charges
Since the introduction of Domestic Reverse Charges we need to be able to view a VAT code which has the transaction type "V" rather than the standard "S". This would allow us to choose the correct VAT code to process the quote in Opera.
Update the Price Expiry and Order Due Date fields when duplicating a quote
A customer has suggested that when using the duplicate quote feature, it might be better to not copy the Price Expiry and Order Due Date fields as they're likely not going to be the same. perhaps a prompt to set them or just defaulting them as if ...
Increasing & Decreasing Revenue on a month by month comparison
A customer would like the increasing & decreasing revenue report on a month by month comparison for customers rather than last 365 days compared to previous 365 days.
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