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D365

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  1. 1 vote

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  2. Time Entry Calculated Field in Bookings

    Calculated field in the bookings tab that sums up time entries on each booking. This would allow us to filter out which forecasted bookings have time entries associated with them and easily clean up the system when needed.

    1 vote

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  3. Time off requests - need updated when cancelled and new bookings created

    Time off requests block bookings from being created. This causes an issue when the time off request is canceled and the tech works that day b/c they can't enter their time on that day.
    If we overrode the time off function blocking bookings, this breaks default app use.
    Instead - when a time off requests is canceled, the time off needs removed, then a new booking created for that day so the tech can book their time.

    1 vote

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  4. Opportunity ID needs to be included from Project Contract onto the Invoice Proposal

    Opportunity ID needs to be included from Project Contract onto the Invoice Proposal

    1 vote

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  5. Remaining PO amount should be displayed with running total and declining balance so sales can get more PO

    Need a way to have the PO be able to get reduced by outgoing invoices and display how much remaining

    2 votes

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  6. 1 vote

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    under review  ·  0 comments  ·  Surge App  ·  Admin →
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  7. Update Revision Type Revision

    Update the Revision Type Revision to add and subtract Requirement Details and Bookings instead of deleting RR and creating a new one. This would allow for the removal of the sent filter as well

    1 vote

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  8. 1 vote

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    under review  ·  0 comments  ·  Surge App  ·  Admin →
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  9. 1 vote

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