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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Cory Warden
Created Date/Time: 2/17/2021 2:48 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 7464
Template/Type: Brandon Time
Title/Caption: Steve, Cory, Brandon-Catch up on projects and updates
Start Date/Time: 2/22/2021 3:00 pm
End Date/Time: 2/22/2021 5:00 pm
Main Status: Active

Sorry, no photos available for this element of time.


Notes:

Working with Cory on projects. We went over some questions and talking about reverse taxes and settings with tax included. We also talked about using some of these reverse tax processes with exclusions based on customer types. It gets pretty deep, what is required.

We covered other projects such as core value defaults on parent items, default part status (active or subs only), settings for show/hide on the web, and detailing out what is needed for each project.

Looked into another custom report and a small update/fix that is needed to pull in new values. This report is from a finance company (loans) and how they are using the adilas software package. They create invoices with all kinds of loan info for their clients. These reports pull certain values, do some crazy math, and then show the values on this custom report. Deep and a mix between customer info, sub customer info, locations, invoices, custom or unlimited line items, and flex grid tie-ins. Quite a mix.