Basic Assignments
 
Options & Settings
 
Main Time Information
Color Code: Yellow
Created By: Shannon Scoffield
Created Date/Time: 5/19/2014 2:03 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 2168
Template/Type: Other Documentation
Title/Caption: To-do List
Start Date: 10/26/2010
Main Status: Active

click to enlarge - photo by: Shannon Scoffield -
 
 


Notes:
Temporary to do list:
- Flexy search for vendors – “all” or “any” part – where possible, remove the other search options – corp-wide settings.
- Flexy search for customers – where possible, remove the other search options – corp-wide settings.
- Spread the love and put more history homepage links around the site. This might also be true for the photo/image history report. Add where possible.
- Add auto mark-up figures to the add/edit parts page. See the advanced_add_cart_line.cfm. Java Script.
- On invoices add a log link on the edit main page. Also add links for payments, pmt history, and start new cart with customer.
- On the payables and receivables homepage reports. Put a hidden cap as today’s date for A/R’s and A/P’s. Small issue came up with a company setting reoccurring masters in the future.
- Move the PO paid check box to one step deeper.
- Add options for additional (e/r) line items for PO payments. See any logic that pays for a PO. Allow for special line items to be broken off into a different e/r type if needed.
- Check inventory date range. Only include what is really there. This could be inventory in transit, orders, transition invoices, etc.
- On advanced add/edit to cart check for 0 cost and the error of “Infinity” in mark-up helper field.
- On advanced add/edit to cart page add an extra option for a second line item this could be for conversions, verbage, etc.
- Collapse the home page search options. Maybe just a page var or maybe css and div tags or java script.
- On the homepages, if first coming to them, show 30 days or more if needed… Steve wants some data to show-up if possible.
- Add a new report view that shows all items of an E/R, deposit, invoice, quote, PO, etc. Similar to the bulk verify pages for E/R’s and deposits.
- Add option for a white pdf background on PO’s, invoices, quotes, statements, and P&L