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Without being able to set a dimension for supplier purchase orders, invoices, specific products etc it's basically useless for us (as we would use this for project and customer job tracking, including tracking products purchased for specific customers and jobs).

Quickbooks has a similar feature, where you can set up dimensions, but the difference is you can assign them to almost everything.

So this COULD be a pretty useful feature if its incorporated into future versions. The potential for it to be very powerful and flexible is definitely there, it just needs a bit of work.

The issue is if you enter in a "bank charge" you have NO IDEA where it gets that amount from. Is it A or B?

A)
Amount transferred: 100
Bank charge: 20

-TOTAL AMOUNT DEDUCTED FROM MY ACCOUNT: 120
-AMOUNT RECEIVED IN BANK CHARGES ACCOUNT: 20
-AMOUNT RECEIVED IN THE OTHER ACCOUNT: 100

B)
Amount transferred: 100
Bank charge: 20

-TOTAL AMOUNT DEDUCTED FROM MY ACCOUNT: 100
-AMOUNT RECEIVED IN BANK CHARGES ACCOUNT: 20
-AMOUNT RECEIVED IN THE OTHER ACCOUNT: 80

Basically there is no way to know the answer to question, unless you enter in a transaction, and then go back and check the GL. So, in this regard its very non-intuitive and makes for a lot of mistakes..

Definitely looking forward to this in the next release.

Customer Payment Entry is another spot that could use a little love. There is a bank charge, but its not clear if:

A) this charge is deducted from the total remittance amount or
B) it is it added on top of the remittance amount...??

If it is deducted from the remittance amount then it would make more sense for it to be down below along with the discount, remittance amount etc.

Quite useful. Two questions:

a) Is there a way to have it display the line item descriptions? (right now each line shows the suppliers reference)
b) I could badly use a report that shows purchase orders (open or closed) as we regularly need to run PO reports of all PO's with suppliers (even ones not delivered yet). Is there a way to use to report and modify it to show PO's only instead of supplier invoices?

Sorry Joe, I was just referring to Chris's comment: "Also, FA currently does not easily convert a "Sales Quotation" into a "Sales Order" although you can use cut-and-paste if you have installed the textcart extension."

But for me, it seems to work fine..

Essentially an RFQ (request for quote) works in much the same way as SALES QUOTES work. The main difference between the two is that RFQ's are intended for the supplier/vendor sides where are SALES QUOTES are intended for the customer side. Another way of saying this is FRQ's are used in purchasing, SALES QUOTES are used in selling.

With customers, you provide an initial SALES QUOTE. When the customer then receives and confirms this quote, the sales quote converts into a "SALES ORDER" and then finally into a SUPPLIER INVOICE.

The process is the same with an RFQ. With suppliers you provide a RFQ. The supplier comes back with the details such as specs ordering terms etc and if you confirm it, the RFQ is converted to a PURCHASE ORDER and then finally into a SUPPLIER INVOICE.

The advantage to having RFQ's is you can a) see what items you have out there soliciting quotes for and b) you have a place to record what suppliers quoted for each item (we usually fill in the details they came back with into the RFQ).

I am surprised that "Sales Quotation" don't easily convert into "Sales Orders" easily. My understanding of the proper work flow for this would be that they SHOULD easily convert, with the ability to make changes on the final sales order if necessary.