Ideas for Cougar Mountain
181 results found
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Can a kit contain another Kit?
When producing a kit for a finished product, could that kit contain another kit or sub assembly?
3 votesPaul,
Thanks for Using Customer Voice!
Yes, you can “build” a kit that contains another kit stock number as a component. You must first “build” the base component kit first, so that the individual inventory items will be transferred under the component kit stock number for costing,
You will set up the Kit, then use the “Adjust Stock Quantities” function under the Adjustments menu. In doing this, you essentially combine the base items into a “new” item – the component kit stock item. Then, you can use the component stock items and/or kits to “build” the finished product.
If you would like further assistance on this process, feel free to contact our Customer Service, Technical Support, or Training departments, or watch for an applicable webinar!
We also anticipate adding more options for Job Costing in the future.
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AR - Stopping Sales from Selling to a customer
I would love to see a box that you can check to stop sales from selling to a customer. If collections sends a demand letter sales will be flagged but there is no way to stop them from selling to this customer.
Also same with inactive account. To me inactive means they are not active, haven't done business with in a while and need to update before sales can be made. Also if I send a demand letter to a customer it will flag sales but they can still sell too. We have to send an email out to sales…3 votesThanks for using Customer Voice!
There actually IS a way to prohibit sales to a customer. You will want to edit the customer details in the AR Customer Maintenance window. You can set what tender types are allowed for sales for the customer. To prohibit sales to a specific customer, uncheck all the tender types so the system will not accept any payment. This will prohibit sales from being made to that customer, and an error message will appear when the customer is entered in a sales screen.
If you would like further assistance with this function, please contact us directly, and our Technical Support or Training departments can provide guidance on how to do this.
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3 votes
Thank you for using Customer Voice!
Our latest version of Denali (Denali 5) includes this feature.
The current and Year-To-Date totals are shown on the employee check stub.
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Non- payment addition into payroll
Yes need a Non-Payment Addition for non-monetary Addition to Gross for W2 purposes ie Personal mileage, trips paid by company, health insurance benefits required by obamacare to be an addition to W2's These are NOT an actual check/ payment to employee.
3 votesThese additions should be set up as a benefit code with appropriate shelter codes applied, and then attached to the employee. Technical support can assist with setting up these benefits correctly.
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Payroll check register for history
Add ability to run check register report for posted (historical) data in payroll.
3 votes -
Point of Sale
Make it possible to edit a sales invoice that has been paid for by bankcard. There are those of us who use a separate machine for bankcards, not one integrated with Denali. If you tender an invoice that was paid with a bankcard and you need to correct it you have to delete it and start over.
3 votesIf you enter a transaction tendered by a credit card authorization, you may change the tender by voiding the authorization (if you have the security rights) in the tender window and re-entering the new authorization. It is not necessary to re-enter the entire transaction. We did this as a failsafe to help prevent credit card fraud.
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AR enter payments Discount Codes
Quite often my customer mis-calculates their discount or intentionally takes a discount when it is not available by the date the check is received. The system will not allow you to put anything in Discount Amount without choosing Special Discount. I would like for Special Discount to be the default. The computer calculating the discount the customer should take causes more issues for us than it helps. We are constantly having to change the code from Regular Discount to Special Discount to make the check cover the complete invoice and not leave a balance or overpayment of .04.
3 votesThese functions perform as intended, due to regulatory compliance, according to GAAP principles. A customer credit can be applied to “write off” the short paid invoice, or the customer can be billed for the short amount. Conversely, a customer-paid overage can be either returned to the customer, or held as an unapplied payment for later application to a future customer charge. Discounts in AR are intended only to apply to customer terms codes, and not to perform transactional payment adjustments. We cannot advise a customer on how to handle these situations, but our system is designed to give flexibility within accounting best practice guidelines.
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AR enter payments
Please allow AR overpayments to stay as unapplied.
If you cannot do that at least have the print edit report reflect the overpayment being applied to the oldest invoice.
I do not want to go to a 3 step process to enter an overpayment of 2 cents.
3 votesThe previous response was incorrect. After clarification, the system assumes that any aging balances should be paid first. Customer feedback from many other customers indicated that the unapplied overpayment should apply to the oldest unpaid invoices first. this was by design, and effectively, if another payment is made on an invoice to which an overpayment applied previously, the resulting balance should still be a customer credit if all customer charges have been paid.
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Inventory Non-Stock or Special Order Items post cost of goods
Currently when you post a non-stock or special order items the system does not post a value for the cost of the item. This would be fairly straight forward to do. Add a cost of goods account to the non inventory item. Then ask the user for the cost on the line item in order entry or POS. This would work well with the following suggestions:
1.) Allow External Descriptions for non- inventory items. Utilize the same stock item screen with a designator for non-inventory.
2.) Inventory Module
Allow inventory items to be coded as Non-Inventory. These items would not…
3 votesThanks for the idea!
This function can actually be accomplished by setting up a generic inventory item or items, with a new inventory code set up with the GL accounts as desired. The sales entry screen can then be configured to allow input for the description, last cost, and price of the item in the invoice detail lines. When running reports, the inventory code for these items can be used as a filter. This way Denali accounts for the cost of the item and sales price as a pass-through special order item, and the inventory quantities do not matter.
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Ability to remove country from printing on all checks
It would be great if we could opt out of having the country print on all checks. sometimes we just want the name to print and we end up with the name and the country sometimes printed twice. When working with support, there was no way to remove it from the format of the check for some reason. If you can't remove it, then at least let us opt for not having it print on the check.
3 votesThanks for the idea!
You should be able to modify the check format using Crystal Reports to omit any information on the check. Once modified, the new format can be added as a custom report, and made available as an option in the custom reports, or can replace the stock format.
A cougar Mountain Technical Support representative can assist with this.
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Order Entry
when recalling a quote in order entry, it automatically changes to invoice causing many errors if you don't catch it and change it back to a quote
it would be nice to have the option to change it to an invoice if you wanted that function3 votesThank you for using Customer Voice!
In the latest version of Denali, this capability does exist. In the Order Entry Module Preferences, under the Defaults Tab, there is a checkbox for “Maintain Order Type”. If this box is checked, Denali will recall the transaction as it was saved. This applies to Quotes, Work Orders, Holds, and Invoices.
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AP GL Exp Distribution Report needs to subtract credits instead of adding them
In the accounts payable if a check is voided or a credit invoice is entered, it is showing as a type 5 on the AP GL Distribution Report, but instead of subtracting the amount from the total it is adding it. Which makes the report useless as the totals are incorrect. As a Government agency these reports should be correct when they are presented to the Board of Directors and for our yearly required audits, without having to be manually corrected. This problem has been reported numerous times, supposedly corrected in Version 4 Service Pack 6 but as of today…
3 votesWhen a payment to a vendor is voided, the vendor balance returns to a higher pre-payment amount, because the actual payment to the vendor should subtract from your balance with that vendor.
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Printing out an AR Account
Notes within a customers account has always printing out within your CMS software. Why now with Denali does it only print out the first few lines? If I'm printing out a customers account it should be everything and not skip collection notes. I am having to copy and past them on a Word Doc. It's totally inefficient.
3 votesThanks for the feedback!
In Denali 6, which was just released on 9/3/15, I can print the customer account from the Customer Maintenance screen completely, including notes, with no issues. Our best advice would be to update to Denali 6 as soon as possible, and see if the issue still exists on your system.
There were many programming changes with this new version.
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3 votes
This feature was reinstated in Denali 6, Update 1, which was released on 11/12/2015.
For more information on installing the update, please visit www.cougarmtnservice.com, or contact our customer service department.
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Ability to Customer in AR
When we try to delete a customer I am getting the error "AR Code Deletion Failed - You cannot delete this code because it exists in another area(s) of Denali. Select OK to view a report of this area(s). After you change the code or delete the code using the code, you can delete it." One example is PO's are merged every year and are gone. There is no record and no way to delete this customer because it is linked to a file that is no longer there. I have at least 35 customers that are out of business…
3 votesOur system is designed to hold transaction records securely in the data tables in order to provide a secure, unalterable ledger history for auditing purposes.
In order to delete a customer, all history for that customer must be purged from all modules.
While we understand this process may require more work, it ensures that no data history is missing when an audit is performed.
Our representatives may be able to demonstrate some ways to streamline the handling of these transactions and customers.
Contact our Technical Support for more information.
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Check for duplicate reference#'s while processing an AP payment correction.
While processing a payment correction in AP the software doesn't seem to check for existing reference#'s and can post a duplicate in the data. This duplicate causes various issues and has to be fixed manually using the SQL Mgmt studio utility.
3 votesThanks for the idea1
This feature was by intentional design. We have received a very large number of requests from customers that wanted to be able to re-use the same reference number for a check or invoice.
Thus, the validation for duplicates was removed from the programming in this field. -
Preparing Payroll: Lock all date fields once Grid has data
When creating a new payroll run - "Prepare Payroll" it is misleading that the "Date Fields" are left unlocked once their are Employees in the GRID. Any change made to the dates are not taken but the user does not get a warning.
If the change to the dates will not be applied then the fields should be locked out once employees are added to the grid. And if the grid is cleared then unlock the date fields. If the user realizes that Dates are incorrect they will now know they must clear the Grid before they can change the…3 votesThanks for the idea!
The ability to change individual pay dates within a grid batch was designed to give flexibility for those companies that have employees with different pay dates within the same payroll run.
This was also requested by companies that wanted to include a replacement paycheck for a previously voided one in the current batch.
We will review the possibility of a notification upon saving the batch for further processing.
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Bank Rec - Save Payee information if entered into Account Activity Form
If entering Payee information directly in the Account Activity Form and the name is NOT in the Payee Card form, automatically save into the Payee Card Form
3 votesA new payee record may be added directly from the payee lookup screen by clicking the “add” button after double-clicking in the payee field and displaying the payee lookup.
This feature was designed specifically to save time for processing one-time payees from Bank Reconciliation by not requiring an extra validation on save. It was assumed that regular payees would be saved to a vendor record, either in AP, or via the Add button in the lookup.
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Need the ability in payroll reporting to run a history report showing only the gross wages
Often I need to run a report only showing the totals for each employee per pay rate, or for one pay rate in particular. I don't need all of the other information like Tax Summary, Ben/Ded Summary etc. We need to be able to customize reports to show only what we want to see. When we purchased the software we were told the reports were customizable like Quick Books and this is not the case!
3 votesThanks for the feedback!
Our history report can be ran in many different ways, based upon the parameters chosen for detailed, condensed, and summary reports. Our reports can be extensively customized through Crystal reports as well. For more information on this, please contact your account representative at 1-800-388-3038.
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Advance Report Group Codes
Would like to be able to select multiple Advance Report Groups for reporting.
3 votesThank you for using Customer Voice!
This capability has been included in Denali, beginning with version 4.2.
You can add multiple sub-groups to a larger report group. Our training video contains more information on this at: https://www.youtube.com/watch?v=9IUmCiuE2Lo
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