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#43156 - 10/02/14 04:58 AM OrderEntry suggestion
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4511
Loc: Wynnewood, PA
I cannot think of a use for the function Inquiries | Display Order/Invoices/Credit Notes, when there is a function called Inquiries | History which duplicates that function, and does a lot more. It is confusing my clients because they are surprised at how little appears when you go into the former function, when it is the intuitive choice.

I would like to suggest you rename Display History to Display Order/Invoices/Credit Notes, and either eliminate the current Display Order/Invoices/Credit Notes function, or rename it to Display Current.

Steve

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#43158 - 10/02/14 02:47 PM Re: OrderEntry suggestion [Re: Steve Schwartz]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11550
Loc: Vancouver, BC Canada
Hi Steve,

One function displays 'Current' documents and the other function displays 'Historical' documents. They are separate data files. Though Day End Processing does make a copy of completed current documents to history, this does not guarantee that history will contain every current document - it does not.

Historical orders don't display details - amounts tend to be zero. Historical invoices and credit notes display better.
Display current orders is useful for looking at the document without being prompted to save changes. This prevents the Printed status of the order from getting reset.

For your clients who get confused, you can disable the function via Security Groups and thus it would no longer be available for selection.

Suggestion noted.
_________________________
Regards,
Softrak Tech Support

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