Change Log History
The Change Log History program is a valuable tool available within the Customer and Product Maintenance menus. The benefit of this program is to be able to identify when, who Continue ReadingChange Log History
Tag Archives: Customer Maintenance
Customer Maintenance > Pricing and Discount
Within the Customer Maintenance/ Valued Customer Maintenance menu, the Pricing and Discount screen has been updated. This is simply to accommodate different system implementations (e.g. Retail, Wholesale) utilising the same Continue ReadingCustomer Maintenance > Pricing and Discount
Customer Maintenance > Change Log History
Within Customer Maintenance Change Log History, the list shown within the Dropdown field has changed to only reflect those fields that have been modified. When opening the Change Log History, Continue ReadingCustomer Maintenance > Change Log History
Report Generator > Customer Table
Within Report Generator Customer Table two new fields have been created called: Operator Id Operator Login Name These fields are within the Customer Maintenance record under Operator details, when used Continue ReadingReport Generator > Customer Table
Pricing Module Maintenance > Updated system processes
In support of the new ‘Product Range’ fields within Pricing Module, system processes for the following screens have been updated Customer Maintenance Pricing and Disc > Pricing Rules Product Maintenance Continue ReadingPricing Module Maintenance > Updated system processes
Customer Maintenance > Buying Profile
Within Customer Maintenance the Buying profile screen has now been expanded in width to support extended Product Descriptions. Note: The recommended monitor resolution is 1600×900 or higher.
Customer Maintenance > B2B
Within the Customer Maintenance B2B screen, users will now notice changed Output options: the table label ‘Output’ has been renamed ‘Invoice Output’ the ‘Output to DocX’ label has been renamed Continue ReadingCustomer Maintenance > B2B
Maintenance Forms (Product / Customer / Supplier / Employee) > Hide Notes
Users will now find that when using the HN tickbox (Hide Notes) on all Maintenance Forms (Product / Customer / Supplier / Employee), the system will remember the selection set Continue ReadingMaintenance Forms (Product / Customer / Supplier / Employee) > Hide Notes
Customer Maintenance Stats > Customer Buying Profile
The ‘Customer Buying Profile’ within Customer maintenance (also accessible via the F5 key within Invoicing) will no longer return records where the ‘Total YTD’ plus the ‘Total L/Y’ values are Continue ReadingCustomer Maintenance Stats > Customer Buying Profile
Customer/ Supplier/ Product Maintenance > Documents tab
The Documents tab within the above Maintenance screens has now been updated to work with the new Document Processing System. This screen now shows a full summary and instant view Continue ReadingCustomer/ Supplier/ Product Maintenance > Documents tab