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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Temporary to do list: - Pull on the customer type into the shopping cart. - On the add new links, add a button as well. Keep it simple for now… basically a blank form that goes to the correct URL. - Add a clear cart button to the view cart page. - Additional PO dates or time frames. o Dynamic date names for PO date fields (maybe custom fields… maybe like the invoice and quote customer PO field) o Ship date o Due date o Order time frame or transition window??? - Need to be able to split and chain PO’s together to help with back orders coming in. - Need to be able to print or show printable PO’s for the ordered or transition period. This might need req quantities shown for a live PO. - Change the verbage on corp-wide settings 43 to reflect the word PO in the defaults. - Be able to dust off shelves to 5 decimal points – full clean-up. PO’s & Tracking Order Status: - Does every PO need an order status? What is the goal here? - Maybe have an N/A order status and that could be the defaults. For sure builds and updates don’t need an order status. - The goal is to: 1 – help standardize the ordering process. 2 – Show a report of what is on order. 3 – Show date and time range between order date and received date. 4 – Not to affect inventory and payables until we receive the goods. 5 – be able to filter reports and show what is on order. 6 – Manage back orders and incomplete orders. - This may not fit right here, but what about people wanting to add on to an order after the fact. - I would imagine that people/users want to see what is on each PO, invoice, quote, deposit, and expense/receipt without having to click on each item. Let’s help them out. Bulk verify style. - What happens when an order status changes? What gets recorded? How do I go back in time? It almost sounds like a 1-many or treat it like a transition period. Then again – it might be really simple and inline. I’m only worried about the actual order date. |