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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Cory Warden
Created Date/Time: 1/4/2024 2:17 pm
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
Time Id: 10785
Template/Type: Brandon Time
Title/Caption: Meeting with Cory
Start Date/Time: 1/8/2024 1:00 pm
End Date/Time: 1/8/2024 2:30 pm
Main Status: Active

Sorry, no photos available for this element of time.


Meeting with Cory and Shari O. on projects. We went over some yearend documents and forms and progress there. We spent quite a bit of time on some new quotes. One was a revamp on a prior quote. We added in some new requirements and needs for histories for flex attributes. Randomly enough, there were other requests for other hidden history records and reports. Some of our clients want us to watch almost every single place and record histories (some visual to the users and some that are hidden and only seen by administrators). I thought that was very interesting and something that we need to be on top of for fracture and adilas lite.

One of the places that they want us to watch was settings and who turns things on/off (like a gram controller for the shopping cart) and other setting changes. We also went over more requests to tie things to elements of time (like PO's and E/R's). We have some clients that are using elements of time for help with production runs and delivery options. Interesting what people need.

The last quote that we worked on was for a better or more standard report or export for the balance sheet, P&L (income statement), and general chart of accounts (deposit types and expense types and balance sheet types). The requests was for a report that showed each segment in a nice grid like fashion. On some of the existing reports, the values are all there, they are just hyphenated, the request was to break each data piece down and export it in a simplified grid, no other formatting. I think that the end goal is to pull it into Microsoft Excel and do some tweaking of the data and values there. Just guessing.

The last thing that I wanted to say was put in another plug for better aggregated data to help provide some better speed and business intelligence (BI). We have this planned as part of the fracture and adilas lite project, it just takes time and resources to get there. There is a whole project called the adilas value add-on core model where we will be working on these layers over and on top of the transactional core. Just for fun, here is a link with other references to the adilas value add-on core model.