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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System Needs: - Grouped reports – all app types - Detailed look (25) per page – all app types • Deposits, expense/receipts, PO’s, invoice, quotes, stock/units, balance sheet items, recipe/builds - Save as PDF - Custom reports - Show last N – where, N=a number - Normal searches – but limit data that gets pulled back - On advanced searches – be able to filter the results. Refine each search • Basics: - From date - To date - Location - Vendor/payee – name or id - Customer – name or id - Type or sub - Created by - App type - Date switch - Corp - Main id - Name type = 1 b.2, 2 las, 3 first, 4 any, 5 rd Cross Corp Billing Ideas Use the steps (500 or 1000) function – values in milliseconds Use image functions inside ColdFusion to tweak graphics 1. Start with corp – depending on permissions… either just certain corps or all corps if the any feature exists. 2. Check permissions 3. Choose a vendor 4. Show last 4 for that vendor 5. Created the new expense/receipt 6. Upload any photos - Be able to choose who the user is – only with the any corp permission - Be able to view past couple e/r’s - Be able to back up steps - Be able to assign photos - Add a special history message showing that action came from cross-corp pages and function - Maintain privacy security - Set up a corp-wide setting to allow cross-corp billing - Back tie to invoices (optional) - The corp-wide setting allow_cross_corp_billing should also be checked when selling items from one corp to the other. This will tighten things up. - Be able to handle Normal/E/R’s, on account pmts, REI’s, and check requests. |