all data is live and searchable
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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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-On user permissions add three new permissions. - View only - User only - Loc only (loc only would jump to a chooser page) -On a per user basis – add possible location assignments. -Invoices by department – this ties to the sales person and other salesperson. The users, in turn are assigned to departments. -On the invoice profit reports, allow a department switch (conditional hidden fields) link back to users within those departments -On parts add these new fields - Tax categories - Maybe qty management stuff (per loc) - Bar code number - RFID tag - Show on web - Maybe add a build tie-in -Brainstorming on builds: build recipe - (conversion) build – background action (possible loop) – build report and details - Invoice. (Limit rollback to 1 step at a time), (inv goes down or raw (old) inv), (inv goes up on build inv (new)) -Some recipes will be done one at a time and some will be done in bulk. -Build and sale (right now), or build and hold and sale later, or build and build and build and build (1-many) manufacturing. -Built in extras -Flex builds with check boxes -What about blind builds -Hidden line items -On demand builds -New tables per corp -in cart mode, be able to add/edit line items from a recipe. Need list for balance sheet: - Floorplan drill-down - Ties to e/r and deposit types (notifier) - Sold but not paid for (include drill-down) - Archiving - Location specific -On customers and vendors: multi tie-in for additional addresses and departments. -On the add additional customer add the word “info” or something. -Add a notes field on additional customers; include a look-up field to search the notes. -On customers: - What is the default tax category? - What is the discount rate per customer? - What is the customer type? (New dynamic user maintained list) – (See .xls files for a company) |