I conducted a training session at a client this week and a number of questions/ideas/requests came about regarding the Styles/Filters. Note that the Styles/Filters are well done, and well received. But I guess there is always the desire to improve the productivity of the software, so here are a few issues that came up:
1. A/R Customer Grid
- We would like to include in one of the filters on the grid, something that would indicate that we have one or more Notes on this Customer (as opposed to Customers that have no entries at all for Notes). Can this be done, and if so, how?
2. O/E Back Orders
- We want to create a filter that displays all Orders that have one or more Items on back order
- Initially, I used Order Complete = “No”
- However, this does not always work, as the client will at times ship all goods, but not yet post the Invoice
- So, this row is included in Not Completed, but there really are no B/O'd items on this Order any longer
- As such, what we really want to see are Orders where there are still values greater than 1 in any of the detailed rows for the Backordered field
3. Quick method to refresh filters
- The client has many thousands of rows in the O/E grid (which is not atypical)
- Once we process an Order and the status changes, the grid does not automatically refresh the row – we have to click the “Refresh Scan” icon
- The problem is that in our case, this takes a considerable amount of time (somewhere around 30 seconds+)
- We are applying different Styles (colours) in the O/E grid
- Is there some way that we could at least have the current row refresh the Style when its status is modified?
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Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON