including service items as a component in the assembly

including components that are serialized or lot-numbered items

tracking replacement of one component with another similar component

tracking variation in the quantities of components from one batch of assemblies to the next

Create Departments to align with General Ledger accounts.

Create Locations for each product line.

Create Revenue Streams as Location.

Create Classes to associate with Items.

An account that can be used in multiple currencies

A Summary account

An account restricted to a currency

An account restricted to the Parent Subsidiary

Standard Key Performance Indicators are based only on Saved Searches.

Users can edit transactions or records in custom reports without drilling down into the record first.

Saved Searches and Reports can use formulas with complex expressions, such as SQL functions.

Reports allow edit Layouts for Financial Reporting.

Ensure that the item form is not set to Inactive when performing the import.

Ensure that member items values are greater than 1 in the Quantity field.

Review the mapping so that linked columns match correctly in the import.

Review Data Handling options and ensure that it is set to Update.

Enable the Vendor Return Authorizations feature

Enable the Credit in Advance of Vendor Return preference

Use the standard Vendor Activity report.

Customize the Inventory Activity Detail to filter by transaction type, and add column for Vendor RMA status.

Customize the A/P Register to filter by transaction type Vendor Returns, and add a column for Item Name.

Tax rates and Status can be overridden when uploading data via CSV templates.

All record types support CSV data imports using the Multiple Files To Upload functionality.

The Created From field can be set and overridden using CSV Imports.

Data Sets in CSV templates can be imported using column delimiters of Comma, Semicolon, Tab and Space.

Sending a customer survey when clicking a button.

Creating a custom approval process on Sales Order records.

Creating a task for the Sales Rep when saving Opportunity.

Setting the value of a multi-select field on an existing Customer record.

A bill credit for the item amount can be created before shipment.

A bill credit for the amount of the item can only be created after shipment.

A bill credit cannot be created if the credit is not equal to the amount of the item being shipped.

A bill credit is automatically created when a Vendor Return Authorization is created.