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D365

6 results found

  1. Add a PPE Request form to the App

    Add a PPE Request form that has all of our standard PPE Items and a Max amount they can order within a certain time frame.

    1 vote

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    planned  ·  0 comments  ·  Surge App  ·  Admin →
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  2. Add a Uniform/Safety page in the bookable resource record.

    There is PPE size information in workday that I would like duplicated in FS for reporting purposes. I would also like a few new fields around PPE Returned Date, Uniform Return Date and a notes section. I will need to work on a full list of fields and I will send them over.

    1 vote

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    planned  ·  0 comments  ·  Field Service  ·  Admin →
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  3. 1 vote

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    0 comments  ·  Surge App  ·  Admin →
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  4. 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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  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. 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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