Hi,

Its been a while since I have been on the forum. I wanted to ask see whom you might suggest  for two needs of ours:

1) we would like to see the Recent Sales Tab in the Customer Form be added to the ShipTo Form as we have some customers with many shiptos and it would be nice to easily look at past history for those specifically.

2) Have a webmethod created where I can easily duplicate a sales order without having to go through the checkout process for a customer.

Currently using VS19.1.  

Many thanks ,

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I have a running store and I have transactions related to sales, customers, etc. So I need to know that Is there any way using which I can map that store's data with ConnectedBusiness?
Regarding Plugins integration, what kind of plugin is required? and Is there any documentation available to develop such plugins?

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We are revamping the online SDK training and won't be available anytime soon but you can send an email to This email address is being protected from spambots. You need JavaScript enabled to view it. with your requirements and we'd be glad to provide some information and assistance.

Thank you!

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Greetings, Is there any demo available using which we can check the features? I need the documentation for developers using which I can get ideas for plugin development.

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What luck has anybody had with scales that work with CB, FedEx and UPS.  Have used the DYMO and do not care for them

Thanks

Dave

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Dear Team CB ,

Under Normal Operations When an Invoice is printed it automatically prints the Accompanying DN for that Invoice which we use as proof of delivery to Customer.

Now, this is fine as long as the customer's Accounts Department Does not have an Issue with Multiple invoices for a Single Purchase Order. ( The Work Flow Would be as follows )

Sales Order ==========> Convereted to Partial invoice(1st Invoice ) =========> System Creates Corresponding BO ======> Customer Invoiced for Full materials(2nd Invoice )  ====> Order Closed .

 But Some of our customers Do not Accept Partial Invoices Against An Order. They Want to Have a Full INvoice and a Full DN  for the Single Purchase Order Issued by them. 

Is there a Memo Or a Document or a work Around in CB where we can have a document signed by the customer for partial Deliveries without Generating Multiple Invoices . and Once all deliveries are complete just Issue them a Single Invoice & DN multiple Deliveries with Proof of Receipt.

Any Thoughts and ideas Much Appreciated.

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Najeeb Siddiqui wrote: Dear Team CB,
Is there a way to issue items to a customer on a trial Basis (Client  Approval / Client Check on Site ), let us say that the customer wants to check the item Specs at the installation site or wants to make sure that it is a 100% fit in terms of installation at his/her Property and wants to take the items out of our store. Is there a way to issue a document to acknowledge this.

We usually create a Hand Written Note for this purpose, is there a way to do that in CB .   in Certain software this function is called ( Material Supply for  Approval ) 

My suggestion would be to follow this procedure:

(1) Invoice the customer with future payment due terms (name could be "Material Approval") or the Source field could be set to "Material Approval" or a custom field could be added.  In case they don't bring the material back, they need to pay for it.

(2) Issue an RMA which you can use for tracking if they bring it back or not.  If they bring it back, you can process the RMA and credit.  If they don't bring it back, you can void the RMA.

David Nelson
Dynamic Enterprise Technologies Inc
Connected Business Partner
Seattle Washington USA

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Najeeb Siddiqui wrote: When editing / adding the Payment terms, the system issues a start date ( Current Date ) can this be changed to a previous date if not why so?

The date you are looking it is the create date of the payment term.  It does not let you change that date.  (My guess is there is/was a future plan to make that date the "effective date" but the plan has not been implemented yet)

Najeeb Siddiqui wrote: What do we need to do to upgrade the payment terms of existing customers from let's say 45Days to 30 days? I have added a couple of different payment terms but they are not shown in the individual customer information ... only the ones which were there when the customer was created are shown in the drop-down menu .. 

Under Banking / Setup / Payment, there is "term" and "group".  The "Term" is all possible payment terms.  The "group" are groups of payment terms which you can assign to customers.

It seems you added a payment term, but you did not add that payment term to the payment group connected to the customer you are looking it.

Be aware the payment term group setting is under the customer Ship-To setup tab, as each different Ship-To could have a different payment terms group.

David Nelson
Dynamic Enterprise Technologies Inc
Seattle | Portland | Los Angeles
www.dynenttech.com

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POINT 1:
You can have multiple suppliers per item.  In the item, there is a Costing tab.  In that tab, you can list all of the possible suppliers for an item.

POINT 2:
In Supplier preferences, there is an option "Filter items according to suppler".  If you turn this off, on a Purchase Order, the list of items will not be limited to the current supplier.

David Nelson
Dynamic Enterprise Technologies Inc
Seattle | Portland | Los Angeles
www.dynenttech.com

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Najeeb Siddiqui wrote: Dear CB Community,
 What Format would be the best choice, Usually we receive these PO's in PDF format Ranging From 250Kb to 350 KB depending on different factors. My concerns are as follows 
 

I would suggest attaching the file in whatever format you receive it in.  It will take time to convert the format.

Najeeb Siddiqui wrote: Dear CB Community,
1) Can We limit the file sizes to a certain Size so users don't accidentally attach large files?
 

I am not aware of a limit you can set in the CB software.  It would be possible to add a customization to set a limit.

Najeeb Siddiqui wrote: Dear CB Community,
2) Is there a place within CB where I can check my Attached File details and DB Size to check for any irregularities?

You can easiy query SQL server for this information.

Najeeb Siddiqui wrote: Dear CB Community,
4) is there any automated or efficient way of doing this?

Yes.  We can schedule a SQL query to email you when (a) there is an attachment over a certain size (b) your attachments grow in total over a certain size (c) your database grows to a certain size.  We can also purge attachments after a certain period of time to keep the size of your database down.

Najeeb Siddiqui wrote: Dear CB Community,
3) Are there any considerations i need to keep in mind while my users attach files ?

The primary consideration is size.  But if the attachments are important to your business, then I would not worry about the size much.  Disk space is not expensive.  However, (a) if you go over 10GB with the size of your database you can no longer use the free SQL Server Express Edition as it has 10GB limit (b) if you are doing backup to the cloud, it takes longer to backup a larger database.

David Nelson
Dynamic Enterprise Technologies Inc
Connected Business Partner
Seattle | Portland | Los Angeles
www.dynenttech.com

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Dear Team CB,

Is there a way to issue items to a customer on a trial Basis (Client  Approval / Client Check on Site ), let us say that the customer wants to check the item Specs at the installation site or wants to make sure that it is a 100% fit in terms of installation at his/her Property and wants to take the items out of our store. Is there a way to issue a document to acknowledge this.

We usually create a Hand Written Note for this purpose, is there a way to do that in CB .   in Certain software this function is called ( Material Supply for  Approval ) 

Much appreciated.

Thanks,

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A suggestion for future release: it would be nice if customers and suppliers profiles had the ability to put notes that would pop up when accessing there profiles. We used it for free freight requirements and general instructions on how to handle customer and or supplier.

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Hi,
 
We appreciate your interest in our application. Though, we do not offer this feature on a community version and is only available for Enterprise
version.
 
If you decide to do so, you may further check our Product EditionFeature comparison and pricing
www.connectedbusiness.com/t-comparisonandpricing.aspx
 
Or, you can get in touch with our Sales Department to give you the details. Feel free to contact them at 310-734-4290 or email a request to This email address is being protected from spambots. You need JavaScript enabled to view it..

Hope you find this information helpful. Let us know if you have any additional inquiries and we'll be happy to help. Thank you.

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Is there a community version that has that capability?

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