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Notes:
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Ideas on how to speed up payables & receivables: (A/R’s use invoice & A/P’s use PO’s & E/R’s – they use similar logic and are brothers) 1. We need a date switch on both a/r & a/p pages - Outstanding (money still owed) default - Paid in full - All activity 2. We need an option that allows a date range and an age range. If the ages are used, the dates are calculated behind the scenes or the page is passed through. - Date Range: _______ to _______ (use m/d/yy format) OR - Age Range: ______ _Greater than (default), _Equal, _Less than - Note: This will be above Item 1 3. On PO’s (payables) get rid of the PO date to received date age. 4. Rework all of the logic (SQL). All PO’s and E/R’s now have a paid date and paid flag. 5. Add drill-down links from vendors, employees, all e/r’s, all PO’s to current payables. 6. Rework the recent PO’s and recent E/R’s pages. Make sure they have the correct data and have links to payables sections. Need paid dates. Link to pmt history. 7. Just an idea… on stock units. Have an optional field that can be assigned to a vendor/payee (payable). This will allow me to show unit info on the grouped payable report. 8. Hide all check request links if the user doesn’t have the correct permission. Check PO & E/R vendor search page. 9. Change the basic check request permission to silver. 10. Maybe make the a/r and a/p homepages default to blank instead of full group report. Speed it up and allow the users to look more at the report types. 11. People like to see ages (only valid ages). Not every age in the book. 12. Need a master edit page for e/r dates. This is especially true for check request and items that need approval. 13. Check PO payment logic. Once they happen (behind the scenes), they are not very friendly to edit. 14. Check unit payment logic. Same extra check. 15. If we really want to make it tight. Check every option: - Exact pmts - Over pmts - Under pmts - Advanced pmts - Pre pmts - Bad debt pmts - Internal pmts - Some of these might need a section on the corp/user history page. - The more I look at it… it seems that payments (made & received) make a huge difference and need some extra TLC. 16. Change the report type sort on a/r home page. maybe take off or do something with “Action Done By” filter and “Money Type” filter. Maybe only have them show up once that report type is selected. 17. Maybe add a new report that shows payment history for both a/r’s and a/p’s. Also included the customer and vendor name on the e/r and inv advanced payment searches. Allow payments to be filtered by vendor & customers. 18. The goal is to speed things up and make them tighter. 19. Add the invoice or e/r to payment age on the advanced pmt search results page. |