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Color Code: Blue
Created By: Shannon Scoffield
Created Date/Time: 8/12/2014 4:07 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 2755
Template/Type: Daily Ideas
Title/Caption: Daily Ideas
Start Date: 7/8/2014
Main Status: Active

click to enlarge - photo by: Shannon Scoffield -
 
 


Notes:
-On statements and bulk statement creation process… We had a request to have a paid or unpaid switch to help pull up data that was unpaid, paid in full, or both. Along with that, we also had a request to add a variable from date range value (maybe use the keyword “auto”). Basically, have the system figure out how far to go back based on a look-up vs. a hardcoded date entered by a user. This would help with people who have net 30, net 60, and net 90 terms. The current way requires a user to manually select or set the from date range. Contact a client for more details.
-On stock/units – we need a master or global stock/unit table that will hold data from all stock/unit tables across all servers. This is basically just the corp id, the stock number, and the first stock field (special string used as part of a look-up for GPS data).