Kickstarting missing feature development for xTuple PostBooks

 

ned's picture

I have a good friend who was a producer of the cult TV show "Veronica Mars" from 2004-2007.  Recently, the creative team behind that show made Internet history in an interesting way - they partnered with the website Kickstarter, a resource for crowdsourced fund-raising, to raise millions of dollars to underwrite production of a "Veronica Mars" feature film.  As of this writing, over 50,000 fans have pledged anywhere from $10 to $10,000 or more.  Pretty cool.

It got me thinking about how we might do something similar in our xTuple community, and perhaps address some of the most-requested "missing features" in xTuple.  Of course, we did something similar a few years ago - our "feature mob" that eventually engaged 57 different companies in the design and development of our innovative IMAP email integration into xTuple and xTuple Connect.  That was a great experience, and I think worked well - but it was one big, expensive, complex feature that many many people had been asking for over the years.  I don't know that the same model would work for smaller features.  But maybe this would.

So what if we, as a community, agreed on the Top 5, or Top 10 missing features in xTuple?  We could then take a stab at estimating the cost of developing those features, and roll them into a project on Kickstarter.  I've been reviewing their website, and have been impressed by the thought (and experience) that they've put into this.  You define a project, and an estimated delivery date, set a goal of how much money you need to raise, and then you have 30-60 days of open time for people to make financial pledges.  If you reach your funding goal, then everyone who made a pledge has their credit card charged (and Kickstarter takes 5%); if you don't reach the goal, then no one pays anything.  Pretty harmless, it seems to me.

Whether or not you'd be interested in getting involved financially, we'd love to hear from you in the comments below on what features you'd like to see in xTuple.  For purposes of this conversation, let's focus on features that would be desirable in the free and open source PostBooks core, which are not already in one of the commercially licensed products.  That way, I think, we could focus on delivering the most benefit to the greatest number of community members.  We wouldn't rule out adding something to one of the commercial products via this mechanism, but let's at least start the conversation with PostBooks.

Ready?  Then let's hear from you.  Sound off below on features you'd like to see in xTuple!  And thank you!

 
akaconsulting's picture
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WMS & order picking

I would love to see a Warehouse Management System that works with Handheld WIndows Mobile or even better with iOS devices such as ipod, ipad and iphone

Features;

Physical inventory, inventory movement's, bin replenishment, item bin qty location, Order Picking and Packing, Order Shipping, PO receiving, etc.

This type of functionality it's essential for wholesale , distribution.

I have done several intergrations with other systems and would be more that happy to elaborate in the specs. 

 
ned
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Thanks, Alex.  There's

Thanks, Alex.  There's actually another project for a current customer that will touch on much of that, and we'd love to pull you into that discussion.

But what we're looking for in this discussion is smallish "missing features" in PostBooks that we could line up and knock down - not major new modules.

I guess, from the relative quiet so far, that everyone feels that PostBooks is perfect, and feature-complete? ;-)

 
ned
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p.s. - if you're aware of an

p.s. - if you're aware of an existing Incident / Feature Request in our online system that you'd like to include, please give us the Incident number - and feel free to add additional notes to the Incident online.

 
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Ned, Here I though it was

Ned,

Here I though it was about someone writing up the requirements on finance charge but to later on find out that the excitement was about finding a sponsor for it. 

I seem to recall a recent discussion on someone choosing another ERP because finance charge was missing in xTuple.

My vote

1 Finance Charge

2 Incident # 19168 

 
ned
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Thanks, Gerhard, two great

Thanks, Gerhard, two great suggestions!

 
fblauer's picture
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You asked

Here are some suggestions which aren't very big and apply to postbooks: 

Ability to copy financial statements from one company database to another

Ability to take an existing company and purge transaction and master file data and leave configuration data, chart of accounts, tax tables. This would allow us to create template "quickstart" companies for different countries, industries etc. All the configuration options are already set, and tested, and could be re-used without starting from scratch each time. This would be very useful. 

Longer "recent" list on the login page

 

Online connection to banks (for online bank rec) Ability to download transactions daily or whatever period for reconciliation (see what Xero does). There is a free service which has a connections to thousands of banks which they are leveraging. I can't remember the name of the service, but I can find out if necessary. 

Here are some which are bigger:

Landed costing - ability to apply freight cost to cost of products (I have lost deals due to this one)

Generic payroll which could be localized by country (localization would be done by local partners in each country)

Magento integration - see thread started by Gerhart - it would be nice to get funding for that

I have a lot more, but I think its enough for now

 

 
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He did ask...

Hey Ned,

Great Idea!  I would like to the Issue to Shipping screen replaced by something with more functionalty.  Take a little from here, a little from there, and roll it up into a Shipping Workbench.

Same abliity as before - execpt - all ship fucntions under one screen.  I got the idea in my head.  If you are interested, I will dig it out :)

Thanks!  Paul

 
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Order Entry

Here is a good one I think.

While entering an order, to be able to search line item sales history for the customer I am entering the order for,  and be able to select an item or items and bring them into the current order.

Tools that make order entry go faster for the end user.

 
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YES!!

Anything to make the order entry faster.  I would like to see a PO Number check happen right after I tab out of the PO Number field, instead of letting me know after I entered the entire order that it is a duplicate.

The ablity to save a SO without Line Items - this is to include a sequence that actually save's the SO when you first start one to be able to attach emails to that SO without having to save it and re-open it. - In this way if I have a question about an order I can at least have a PO number attached to a SO so when that customer calls we at least know there is an order in house.

Open Sales Order Screen should allow us to search closed (defetes the "Open" aspect of the screen) SO's and add the ablity to search not only by PO number but also SO number - If this is possible then there are other things in xTuple you could toss out. ie Sales Order Status - I really do not know the point of that screen, but that is where I search with SO numbers.

 

 
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successful Kickstarter models

Here is another opportunity for PostBooks growth:

A lot of Eurozone businesses are on the single currency now, and their accounting systems reflect that.  However, many of them now trade across borders more than they did before.

If the Euro is ditched (the intensity of this issue keeps on rising every time there is some new crisis), then many of those businesses will have to adapt, and PostBooks could position itself for that market.

What would this mean in terms of KickStarter?  Maybe a `Euro migration' feature. You could then tell people that a $50 Kickstarter donation is like insurance against some of their Eurozone worries.  That has huge PR potential too.

What would this mean in terms of actual features?  Given the nature of trade today, particularly with online shops, credit cards, etc, it is probably going to mean a quick way for even the smallest business to get started with real-time FX rates and other features to remove the tedious, monotous and error-prone tasks that would otherwise arise for ex-Eurozone businesses to continue their trade with partners in other countries.

 
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I don't think if this is

I don't think if this is still accepted.

Just got an issue on PR tracking... We need PR History be traced and be linked with a poitem..

I have found a column pr_poitem_id but retrieved nothing from it.  This helps a lot in auditing PR/PO conversions. And migh save time re encoding PR's when a PO item is deleted.

 
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Last call

As highlighted on Business-Software.com:

Got ideas for features you'd like to see in xTuple ERP? Our CEO Ned Lilly ventures into the world of crowdsourcing to kickstart development. Deadline for submissions is March 31! (then the real work begins on planning and executing the campaign)

 
tomdatkins's picture
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2 issues listed

I wanted ot chime in here on 2 of these issues as they have been addressed in xWD. They could both be core solutions added to Postbooks, but they are currently in the xWD package.

1. Shipping. In xWD we have added the abiltiy to issue available and ship the order from the sales order screen. If a shipping workbench were created we could replace this with a simple workbench button from the sales order screen, or hot key it.

 

2. Favorites by customer. What we have currently is something called favorites, in a sales order, you click favorites. The screen will allow you to start type a part number and it auto searches, select the item, then click next and gove it a qty, and it is added to the sales order. The search is done only on items the customer has purchased before.

 

Tom

 
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reporting

 

Hi Ned,

also from my side fist a big thank you for the work. We are using xtuple as standard edition now for over one and a half year (after upgrading from postbooks) and xtuple is definitely a big help in running our company successful.

Yet we have big issues with the reporting function - like Dustin writes, see his post again below my one. We also do not have professional "database guys" in our company so we cannot even make the delivery note that way that we can use it for our customers. So we still use Excel for each delivery note. There are for sure other examples as well but this one is one of the worst. I used before another ERP system with a very nice report builder (just German, so I think it does not help to send a link). You could just chose the database fields out of the list (all), place them wherever you want (having a WYSIWYG-Editor, close to Word) and that was it. Really no possibility for xtuple? That would receive from our side definitely a donation, on the other hand I would basically expect that you work on that already without cost to improve the user experience...

Good luck with the kickstarter project! Hopefully it runs better than with the 3D-printer we bought over kickstarter...but that is another story... ;o)

Regards

Arne

Dustin said:

The next one would be a bigger effort:

Self Service Reporting.  Currently, if you need a report, even a one-off, someone has to open up PgAdmin and muck around with the SQL to get the data and then build a screen, a report, put it in another format for someone to consume.  This limits business users and forces them to wait for a technical person to do this for them.  A more dynamic method for a business user to select the information they need would reduce their dependence on the technical person.  Such a technical person is very difficult for small and medium sized businesses to provide, whether for expense or availability.

 
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Accounting List

Here is our list from our CPA. Currently given below, the

  1. General ledger should always balance. We found that the General Ledger can be out of balance if the prior period is not closed.
  2. The Accounts Receivable and Accounts Payable ledgers (sub-ledgers) should be integrated with the General Ledger so that if an adjustment is made to either sub-ledger, it will automatically be made to the General Ledger. This is not the case.
  3. Preparing checks to non-suppliers requires the recording of an Accounts Payable. The system should be made flexible enough so that a Misc. Check can be written to a non-supplier.
  4. Posting of transactions versus direct entry of transactions requires an additional step. Other software systems permit the direct recording of a transaction which is much more time efficient.
  5. Drill down corrections – Xtuple allows for drilling down and creating reports through eXcel. However, it does not allow for direct correction of a transaction. You are required to make a correcting entry. The argument  is that there is traceability. However, by permission only certain persons are allowed to use a module. This security alone eliminates some of the risks of fraud.

Thank you! Lynn

 

 
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Price quotation form choice

Hello,

 

When I make a price quotation as for a client who is still a "prospect", I am allowed to choose any of the forms available on the fly in my form list.

 

Once this person becomes a customer, there is no longer the option to choose any form I want on the fly.  I have to go back a redefine which form I want to use in the configuarion section.  Very time consuming.

 

Being able to choose the form I want on the fly for both Prospect and Customer is very imprtant, as this allows flexibility to present the proposal the way I want to do it, and do the simple change on the fly for each quotation.

 

Thanks

 

Joseph

 
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I'll go with pre-defined a/p

I'll go with pre-defined a/p allocations - many of my clients spread over head expense items between various defined deparments in their operation - like rent, electric / utilitities - and it's just on a predefined percentage basis to specific accounts.

We already have the ability to assign a default account  or expense category to a vendor - we'd just add the ability to split it on a percentage -

 

IE: 

10% to accoun 01-01-6001

20% to account 01-02-6001

etc....

That would be used on the a/p voucher screens and save huge amounts of time.

 

I'd also go for enhancements in what we currently call "Bank  Rec" - there's a few date quirks still in there, but we really need a "Cash Manager" that gives more flexibility - links to outside  bank accounts etc. as suggested - and possibly the ability to have "non-gl" powered transactions - look at the Mint.com application for part of that idea.

Recon iteself of course needs to be g/l driven - but to just be able to "look at the bank balance" before all the monthly stuff is posted.

 

Last item - manual checks / debit card payments...shouldn't have to mess with dummying up a printed misc check or a weird credit / debit memo for a very common transaction.

 
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Sorry if you felt

Sorry if you felt offensive.

I did not mean to be offensive.

 
gerhardpet's picture
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  Yes, good idea to have an

 

Yes, good idea to have an option to pre-define the A/P allocation based on %

The current sage ERP I support has an option to create virtual G/L accounts where you can define the allocation based on % and fixed amounts.

Then the next step is to also schedule the generation of recurring vouchers. E.g Monthly rent etc... 

This works well for allocating fixed expenses to company segments, profit centers, sub-accounts etc... 

 

 
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Preparation / Packaging

It would be great to be able to prepare a shipment without touching inventory. When shipping is ready they click SHIPPED! In many manufacturing shop and distribution companies they need to prepare the paper work, carrier quote, ... before the job get done.

On top of this, being able to package the shipment would be A++. This part in box1, box1 on pallet #2.

 
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Reporting

Crystal Reports will address every issue you can imagine.   Basic reporting is extremely easy to use.   It's not open-source (shame) but well worth the price if you want to create your own ad-hoc reports efficiently.

It comes with it's own set of traps.   But you don't need any previous programming experience and basic stuff comes together really quickly.

I have seen several non-developers become very expert with it.   The only drawback I would say is you have to be careful you don't get sucked into wasting all your time creating reports that answer questions that nobody cares about the answer to.

 
dkmeans's picture
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Crystal has a few issues -

Crystal has a few issues - it's a great tool, and have lots of exerience with it myself - but  

 

1: it's an SAP product,

 

2:It's not cross platform - windows only...

 

Other than that...

 
rcharbonneau's picture
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Pentaho Reporting Tool

If we could use Pentaho Reporting Tool it would be great! Need to find a way to run the report within xTuple. Last time we check the internal browser was not recent enough!

We've done sexy reports with to tool. It's all web!

I have to say that for a Postbooks environment it is a bit complicated and need setup!

 
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Not replying in the correct

Not replying in the correct location

 
ppmuetze's picture
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Not replying in the correct

Not replying in the correct location.

 
sarahh's picture
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The ability to correct RA

The ability to correct RA receivings would be huge!

Also:

Feature:  17114 - preventing overstock beyond PO receiving (disassembly/returns)

Feature:  15557 - journal placement inconsistency

Feature:  15171 - credit limit improvement

 
MissySchmidt's picture
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PostBooks would be perfect if...

pulling hair out“PostBooks would be perfect if…”

What feature do you need? Please continue to add your request to xTuple’s Kickstarter here (deadline March 31st)

Feature requests so far:

  • Finance Charges
  • #19168 Order/PO/Invoice Characteristics
  • Copy financial statements between dbs
  • Purge transactions to create template db
  • Longer “recent” list on login
  • Import bank statements for reconciliation
  • Apply credits to check
  • New Issue to Shipping screen in Workbench
  • Search line item sales history, import into current order
  • PO Number check
  • Save SO without line items
  • Search closed orders in Open SO Screen
  • Correct RA receivings
  • #17114 Preventing overstock beyond PO receiving (disassembly/returns)
  • # 15557 Journal placement inconsistency
  • #15171 Credit limit improvement
 
ppmuetze's picture
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Look at this list grow

You could never find this type of engagment with other ERP systems!!

 
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Agreed... open source transparency!

You are absolutely correct! It is a great benefit of open source to have the community help drive both the feature roadmap and also contributing to the success!!!!

 
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Moved the list request

You can now find the feature request list (and will continue adding) here: http://www.xtuple.org/blog/missyschmidt/postbooks-would-be-perfect-if

 
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#19168 Order/PO

#19168 Order/PO Characteristics (also add Invoice Characteristics to this)

 
akaconsulting's picture
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#19168 Order/PO

DItto on  add Characteristcs to Sales Order /Po and Invoices , it is a must have!

 
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Usability enhancements

There's some great ideas here.  I'd like to particularly second the following:

  • Landed cost - this should be something that should interest any distributor.  I had to create a workaround for that, so I'd love to see something in the core product that becomes maintained.
  • Bank Rec integration.

Here's a few others that shouldn't be huge:

  • Reporting by characteristic - all of the reporting screens could be much more dynamic and custom if we could run them by characteristic.  You could maybe tie this in with Gerhard's need to put characteristics on POs and Orders.
  • Budgeting with more options than budgeting by account (sales rep, product category, customer, or any combination thereof).
  • Merge the concepts of an item and an itemsite.  The itemsite is necessary for multiple warehouse environments, which don't exist in Postbooks.  The difference between the two is pretty tough for typical users to grasp.  It'd reduce their confusion to simply abstract it away in the screens and just present the item and itemsite screens as one.  It seems like you could do this without affecting the paid versions.
  • Purchasing Planning - If you hold inventory for any length of time, the Inventory Availability screen would be much more useful if there was a way to estimate future sales.  Currently it shows availability based on orders in process.  For ongoing products, I can tell you roughly how much I'm going to sell next month and the month after, and next December, but I don't have any way to include that knowledge in the availability screen.   We currently do all of our purchasing planning in a spreadsheet, but it seems like something that could be done well inside Postbooks if there was some way to estimate future sales.  A safety stock doesn't handle this because there's seasonality and known growth or shrinkage of product sales that you need to account for by product.  Incidently, we see this as a reason that MRP wouldn't really help us either.

The next one would be a bigger effort:

Self Service Reporting.  Currently, if you need a report, even a one-off, someone has to open up PgAdmin and muck around with the SQL to get the data and then build a screen, a report, put it in another format for someone to consume.  This limits business users and forces them to wait for a technical person to do this for them.  A more dynamic method for a business user to select the information they need would reduce their dependence on the technical person.  Such a technical person is very difficult for small and medium sized businesses to provide, whether for expense or availability.

 

 
gerhardpet's picture
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A few commentators have

A few commentators have mentioned landed cost as a requested feature.

Here is a YouTube video on how it works in the Sage ERP system I support

https://www.youtube.com/watch?v=ft22UDxKud0

If this is a chosen feature it may give some ideas

 
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Self Service Reporting.

Self Service Reporting.  Currently, if you need a report, even a one-off, someone has to open up PgAdmin and muck around with the SQL to get the data and then build a screen, a report, put it in another format for someone to consume.  This limits business users and forces them to wait for a technical person to do this for them.  A more dynamic method for a business user to select the information they need would reduce their dependence on the technical person.  Such a technical person is very difficult for small and medium sized businesses to provide, whether for expense or availability.

I think for this they will have to build and integrate a QEB to allow users to create their own queries and then build reports around them. But for this I think they will have to map all the table names and field names to something more easy to understand by a normal non techi user.

 
ossph's picture
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I just raised feature request

I just raised feature request on PO Approval.  Might be good for this.

19867

 
anderson's picture
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PO Approval

I have a development I did for a customer to give PO Approvals.  Very similar to your feature request.

I had thought of packaging this for the xChange just not got around to it.  If you think there is wider interest I can progress this work.

 

Dave

 
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Landed Cost

Landed cost.

It can give everybody 80% of what they dream of with only 10% of the effort and complexity the derails the discussions in the past.   Stick with the existing freigth by line field and concept that is already in the system because it gets you out of all the conversations about how to allocate and distribute the freight to the items.   Just force the user to do it.   It's a small price to pay to get this step moving forward.   Also abandon the concept of all the multiple misc charges like freight, duty, import fee, etc and make the user roll it all into the one "freight by line" field on the PO.   Again, not ideal but the user is in control and miles ahead of where he is now.   Also, don't even try to associate the charges to individual vouchers.   When you debit inventory with the landed cost, the credit goes to the AP account for the voucher amount that you are paying this vendor and the credit goes to a clearing account that is appropriately titled.   Then as you post the freight charges, you use misc vouchers and debit the clearing account as you post the invoices.     You can make a long, complicated discussion about all the ways this is not ideal for different users.   But ANYBODY can get what they need with this and manage it and it is really not too much extra work.   The development is simple and clean.  80% of what you dream of for your business.   90% of what you really need and only 10% of the development effort.   Core, postbooks functionality that once that bridge is crossed then the extras can start to migrate in to the picture without stretching peoples brains in to many different directions at once.

Flexible use of UOM conversions.  

I already modified my system with one simple change to existing functions in the database so I can go to/from any UOM by adding a recursive level to the existing function.   I have a three line code change in a test system (not live yet) that then modifies the UI to let me do what I want on the sales side.   I had no prior PostgreSQL or C++ experience and the only part that took any real effort was getting a development environment set up that woudl compile.   xTuple Rocks for giving you that power!!!!!!      But it doesn't let you take further advantage of the UOM conversions you build in the system.   First problem is you can't issue to shipping by a UOM other than the primary.   Second problem is PO screen doesn't have the same functionality as sales.   Third problem is there are occassional rounding problems where you have to go adjust .01 units into inventory.    The architects seem to have yet to embrace that concept as a general need.

 

Get rid of the whole "fractional" concept on an item.   Let everything be fractional.

But that one might just be my opinion.   Does anybody actually need the system to round to whole numbers on specific items?   If so, it would be simpler and more powerful to just have a field that you called "Force Round To" or something.  If you put 1.0 there then it forces you to use whole numbers for the base UOM.   If you set it to .01 then it would force things to be rounded to hundredths and so on.   If you read some of the database functions they are unnecessarily complex because they have conditional statements based on whether the item is fractional or not.    It could all be cleaned up by elimination of the concept in my opinion and if not elimination then streamlined by using a single field to represent the least allowed increment of the priary UOM on a transaction.   My main objection to the whole thing is I think it detracts from a robust, flexible UOM system where you can buy/sell/issue/trade/use in whatever UOM makes the most sense.

 
anderson's picture
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Fractional Items

Fractional Items are an essential feature.

Here is an example:  I use xTuple for my Professional Services business where I bill out in the unit of measure Hours.  If I only do half an hours work on a project I need to bill out 0.5 hours.

 

 

 
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Fractional

I see how my post was not clear so I edited it after anderson made this comment to make it more clear.

(And I must have had a bad day yesterday because I look rude and brash.   I'm an xtuple fan -- not a basher.   So I softened the text a bit too.)

 

 
basaran's picture
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Multiple Projects

I  woud like the ability to select multiple projects for each line item on a purchase order. Lets say if I buy 6 of the same item for 3 different projects I would have to create 3 seperate line items. It would be nice to be able to define how many pieces go to which project. This would save time when placing a purchase order with a lot of different items for multiple projects.

In the past I used this feature in E2 Shoptech when I would purchase the same item on a single PO for multiple jobs. I have attached a picture for reference. E2 was different though as I was purchasing to the job instead of stock and the inventory would be received directly into the job as shown in the picture. The principle idea is still the same though.

 

 
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I've reviewed feedback from

I've reviewed feedback from various people in the software development community who tried the KickStarter model or something like it.

One key factor seems to be the need to offer new features that have a wide appeal, so that a wide community supports it (putting the crowd into crowdfunding)

For accounting software, this would probably mean looking at the bottom and middle of the market and offering features that have wide appeal to even the most basic users, contractors and consultants, as well as small businesses e.g.:

  • simplify processing of card payments to suppliers - a feature that is very easy in QuickBooks
  • VAT support (should be identical for most European countries and appeal to many users)
  • health insurance expense tracking
  • portfolio tracking ( shares, mortgages, ... )


These are all requirements that hundreds of thousands of potential users have in common and a kickstarter campaign would not only collect money, but also develop new market awareness.

 
ned
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VAT

Re: VAT, what exactly are you looking for that's not there currently?  We are working on some dedicated documentation around this functionality, but it is certainly in use around the world today.  Here is a link to the original spec for the work that was implemented:  http://www.xtuple.org/EnhancedTaxInternationalization

 
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VAT support

 

I can see that there is a lot of flexibility in the system, but what smaller users expect is something that `just works' very quickly.

In practice, this would probably mean that there would be some setup wizard where they choose their country, and it pre-configures all the VAT rates and necessary reports

For the UK authorities (HMRC), there is a standard VAT reporting form with 9 boxes.  All the basic accounting software packages have the ability to print a report matching those boxes,  Australia's GST is extremely similar.

I've just installed PostBooks yesterday, I found the reports for balance sheet, P&L and cashflow, but it's not clear to me if the `Tax History' function is going to give me the instant VAT report.

 

 

 
fblauer's picture
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Joined: 01/11/2007
VAT improvements

I just use the GL to fill out the VAT forms (for Canada). It takes me about 10 minutes. I use the tax history for backup only . 

But one thing that causes me extra time is that some types of transactions don't allow you to charge sales taxes. For example, misc cheques or  bank adjustments. Here are some feature requests I filed regarding VAT improvements. 

16511

16512

 

 

 
lplummer's picture
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Joined: 10/11/2011
Add to List

Here is our list :)

  • Automated process to record all monthly charges & payments made - similar to quickbooks process that allows for bank and credit card statements to be imported and automatically classified under the correct GL expense account
  • Ability for Child items to automatically populate when the Parent item is entered on a Sales Order. Need the option for these Child items to not populate on a customer invoice (for customs purposes) but be accounted for in the cost of the sale & be subtracted from inventory when the order ships.  Example : We ship our glasses in cases. It’s packaging, so we don’t charge for the case. When a customer orders a pair of sunglasses, the corresponding case item would automatically populate on the sales order at $0 price. When the order is shipped, the cost of the case included in the cost of the sale, the case unit would be removed from inventory stock, but the case item would not appear on the customer invoice report. This is essential b/c international customs won’t allow $0 price items on an invoice. We want to track inventory for cases and include its cost in the cost of each sale, but we do not want it to be a line item on a customer invoice. Currently all our frame items have to be manufactured items and we have to process work orders for every single item we receive to pair a frame with a case. This process creates extra steps when writing POs (you have to write a matching work order) and when receiving goods (you have to process the work order). And it becomes extremely confusing when suppliers change order delivery dates (both work order & PO must be updated) and when suppliers do not ship the exact quantity on the order (work order has to be adjusted)
  • When charging a credit card within the Sales Order screen it creates a Credit Memo instead of a Customer Deposit. We work around this by only charging cards in the A/R workbench
  • Ability to duplicate/copy a Sales Order to another customer
  • Screen Layout Enhancements :
  1. Unit Totals on the Sales Order Edit screen
  2. Ability to see the Totals on the Sales Order Edit screen of what has not shipped yet vs what has shipped (dollars & units). Ability to see this information on a report of all Sales Orders open
  3. Ability search for a PO by Customer PO #. Ability to Report or Filter by Customer PO# (for example see Bookings & Sales Analysis by Customer PO#)
  4. Summarized Backlog by Site to show Unit open by Sales Order
  5. Add sales rep or owner to the Shipments by Date report– so we can easily send each rep what orders shipped for the day.
  6. Ability to pull any report by item or customer Characteristic  - especially Sales & Bookings

Thank you! Lynn

 

 
lplummer's picture
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Joined: 10/11/2011
More to add

We have some more to add:

After a Packing List is printed once, all additional copies get marked as "Reprint" to avoid duplication
 Reporting for Customer Returns processed through the RA module  (by date/by style/by customer/total amount by local currency)
Order Backlog displays local currency in addition to base currency
Ability to use the same filter multiple times on a screen (i.e. Sales History report: would like to be able to filter 2 or more Customer Types)
Would like to be able to use filter operators/expressions to search for invoices, customers, etc. Mainly "and" "greater than" "less than" "*" and a series or range. (Would like to be able to print  a series of invoices: i.e. 71110..71115 or look up everything in a series: i.e. 72* should pull up all Invoices beginning with a "72")
Enable Quick Entry (like available for Puchase orders) in Sales Orders, but in both modules allow for all columns to be copy/pasted from Excel. This way our Excel order form can be pasted into a Sales order
iPad app for Order entry that populates directly into the Sales Orders module automatically (and ideally Sales Quotes so we can approve them before converting to orders) . This would allow for our reps to no longer use Excel order forms and instead use ipads. 

 

Thank you, Lynn

 

 
yogiyang's picture
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Joined: 12/26/2007
I would vote for a descent

I would vote for a descent Payroll solution integrated in PB.

 

Also the manufacturing part needs to be add fetues so that it can be really useful. In its current state it is not really useful at all.

 

Last the but not the least - now that xTuple Apps support scripting completely it is time to add a very important missing feature to its development..... RAD.

Yes we need to make developing - scripting solutions a lot easier and fun instead of tedious and so trecehrous that hardly anyone outside xTuple ever tries to do any kind of usefull scripting and customization. If you feel more interested in RAD then do get in touch with me and I will spare my valuable time to elobrate it and discuss it in greater details.

 

HTH

 

Yogi Yang

 
ned
ned's picture
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Joined: 10/20/2008
Thanks

Gosh, Yogi, it's hard to say which part of that post was the most offensive and counter-productive.