Ideas for Cougar Mountain
246 results found
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Discontinued Items Check Box
In inventory have a two check boxes. One for items you as a business has decided to discontinue and one for items that have been discontinued by the manufacturer. If not 2, then at least one for discontinued. Then when running a movement report, for example, you could have an option to exclude all discontinued items. I know that you have a Alternate and Superseded boxes, but sometimes items are just discontinued. This would avoid the possibility of someone ordering an item you have decided to discontinue or an employee thinking an item is still available and telling a customer…
2 votes -
CMS Inventory Module
In addition to the Weight field, there should also be fields for Cubes and Unit of Measure (U.O.M). Weight can also be two fields, Gross Weight and Net Weight. A field for UPC would be useful as well. These fields are helpful to companies who ship products using outside carriers.
2 votes -
Export Sales Information
Would love to be able to Export data out of Sales/Order Entry. We like to give the salesman their sheets that has their customers on it and how much they spent for the month. We have export in AR however not in Sales/Order Entry. We can print out reports but it has way to much information on it. Would love to be able to pick and choose what they see. Thanks!
2 votesThanks for your suggestion! We will submit this idea for review and further development.
In the meantime, you might try using the sales by salesperson or sales history reports and sorting/filtering them accordingly. Also, you can export every report from Denali into an Excel spreadsheet by using the print to text file and file type options drop-down menu in the Print Options window. Some formatting may be required, but these solutions may meet your needs.
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Compensation time in Denali does not currently have the ability to accrue, debit, and track compensation time.
Compensation time in Denali does not currently have the ability to accrue, debit, and track compensation time. To be useful the system should automatically add salaried hours over the pay period maximum to the accrued column up to a max allowable limit. Time used would enter from the payroll import column, be subtracted from the accrued column and yield a comp time remaining in the "Remaining" column.
2 votesThanks for the idea!
This idea has been submitted to our development team for review.
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Order Entry History
When dealing with customers that have large histories, it won't populate the invoices from history when selecting them. We frequently need to look at history, particulary frequent customers.
2 votesThanks for the feedback!
We would need a few more details on this issue to investigate further, but our Technical Support may be able to help. Call them at 800-390-7053.
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AR Master Report
It would be so nice when printing a AR Master Report to have 3 customers to a page. Some have 2 1/2 and some have 3. It should just be in the formatting. It use to be this way in CMS Pro. Really a waste of paper and an inconvenience.
2 votesThanks for the idea!
We will be reviewing this for future programming. In the meantime, if you have specific formatting requirements, please contact your account representative at 800-388-3038 for options on custom report modifications.
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Purchase Order Stock Item Cost Change Report for Price Decrease
Our inventory method is FIFO for Cost and Level Margin for Sales. We have uncovered the following in Denali:
- Inventory cost is correctly calculated based on FIFO, however, this does NOT apply when Denali calculates the Sales Price for items.For example -- If an item is currently in inventory at a cost of $5.00, and more are purchased at a price of $4.00 -- the Sale price is now calculated off the last cost of $4.00. This means when you sell the $5.00 item in inventory you will sell it at a LOSS! Since the system does NOT…
2 votesThank you for bringing this to our attention. We have sent this to our development team under PBI #44642.
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Disable Direct Deposit for Terminated Employees
We sometimes rehire previous employees. If they do not turn in new Direct Deposit information Cougar defaults to the old information that may not be correct. It shoud be disabled once the employee status is changed.
2 votesThanks for the suggestion!
I have submitted this to programming for further review.
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disconnect funds and company to improve usability of year-end reporting
Develop a program that allows the company to run seperate from the grant funds. Meaning the company's fiscal year and quarterly reports would reflect actuals only from company data.
The funds would still be tracked according to fund start-date and close-date, but these date will have no effect on the company's reports or closing.
The fund data would be shared with company, but would not determine the company closing date. Company would close at the end of each fiscal year without closing the funds. The funds would require closing at the end of each their own cycle.
This provides accurate…1 voteThanks for the idea!
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OE Credit Card infomatoon available for invoices
Would it be possible to include as available fields to print either encrypted CC Number or just the last 4 digits as well as authorization numbers for Invoices paid by Credit Card/Debit Card on the default OE formats for printing Invoices?
1 vote -
Create a link between sales and inventory using UDF for Country of Origin
We would like to be able to have the country of origin pull from the stock maintenance screen and automatically be put on the sales order for each item. When we have to ship to Canadian customers they require it.
1 vote -
Add an additional check to a batch in payroll.
The ability to add an additional check to a batch in payroll. i.e. a payroll check and a bonus check.
1 vote -
Allow GL Budget codes to be used to pull Budget reports
Allow to pull budget report given the budget codes we have set up. We have spent plenty of time to create the codes only to find we can't use them in any way to report on these budgets.
1 vote -
Ability to report on Billing History for a single specific job entered in Job Cost like Pro had.
Billing History for only a single job in Job Cost.
1 vote -
A/R HISTORY REPORT
Instead of listing invoice number under BOTH source doc and description, use the description column to list PURCHASE ORDER #. Customers don't necessarily know what their invoice number was, but they ALWAYS know what their PO # was for look-up
1 vote -
We need to be able to post batches in OE when other users are in OE
We need to be able to post batches in OE when others are creating quotes, work orders, etc. in OE. It slows down our productivity of creating Orders, posting deposits to Work Orders and posting invoices when all users (up to 6 at once) have to exit to post. Our estimators often leave OE screen open after printing an order as they leave for appointments. Because the other users are located in multiple offices in other areas of the building, we have to go to their office and close out the screen.
1 vote -
Set up AP list to sort by alpha last name and issue AP check with first name then last name.
Need to look up AP by last name in entry screen. Does not allow for last name look up if set up by first name - last name. Sorts by first name. If set up by last name, first name. It prints checks with last name, first name. Need to be able to look up by alpha sort and check issued correctly with first name - last name. Setting by ID does not work to sort as numerical values assigned to ID.
1 vote -
Need ability to mark jobs complete that have existing WIP
Not being able to mark a job complete with existing WIP is pointless. Not having a way to modify or clear WIP is also cumbersome. This all make the process to purge old jobs very time consuming and near impossible.
1 vote -
1 vote
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Be able to take CC payments against a Work Order
Be able to take CC payments against a Work Order and hold a certificate in TSYS for later if need be. Pull up the WO and be able to take additional payments against until it is changed to an invoice
1 vote
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