all data is live and searchable
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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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-Make the quick search be more dynamic to reflect corp-wide settings and user permissions. -Be able to duplicate e/r’s and PO’s to save time. Populate a single page with all fields open. -Need to add some contact (location info) to the PO’s - that way vendors will have a way to contact you. -When capturing credit cards, maybe have two links that go to the same page. One would be swipe in card and the other would be manual key in card. This would help me know if I need to enable the submit button or not. -On credit cards, do some more research on error code swipes and maybe be able to grab info anyway “%E” instead of “%B”. Also figure out what fields give you the best rate and mark them. -Standardize the edit line items verbage on drill-down links. -May need to run some extra testing on the flex grid and the application types. This deals with dynamic naming conversions and title captions. -On customers, it might be nice to see a payment history section or report. Including dates and ages. -May need to run some extra testing on the transition invoices. Major changes and dynamic naming. -Check the invoice date against the Q.T.I. date block. Try to help the users. This may include hiding the date on the main add_edit_invoice.cfm page and adding it on the view_transition_dates.cfm file. Spend some extra time and check the following sections: - Parts - Customers - Invoices - Quotes - IS & BS reports - Look-back reports - A/R’s - Transition Invoices -Another idea for a corp-wide setting. Be able to call the specific unit inventory type whatever you would like. -Pre-fill remaining total on e/r line items if not 0.00. -Add a line or two for the invoices at the bottom, maybe three lines with line 1. defaulted to “Returns, if applicable, may require receipt and restocking fee.” -Maybe another couple for the invoice (bottom section) “Thank you for your business!” caption and signature line-hide/show option. -Need a softer error message on bulk verify and other places that use the mini message. -Maybe add a link to the words help file in the top page notes (small intro paragraph) to the actual help file. See add/edit photo page for dynamic link. -Make all parts inventory show up on same page with vendor info and quantities. Maybe look into the printable parts report. Currently it is vendor specific. |