[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]
Re: Vendor & Client name defaults for new Documents; Would you like them?
- Subject: Re: Vendor & Client name defaults for new Documents; Would you like them?
- From: Luke <..hidden..>
- Date: Thu, 21 Jan 2010 14:08:17 -0500 (EST)
On Thu, 21 Jan 2010, David Godfrey wrote:
> Could people please offer their thoughts on the following
> The current behavior when opening a new Invoice, Order or Transaction
> is to automatically select the last used Vendor or Client.
> I have just found a number of Invoices , all on the Vendor side,
> that have been entered against the wrong Vendor, presumably the last
> vendor used.
> Does anyone think that it would be useful to have a System>Defaults
> option to change this behavior.
> Probably to one of....
> Last Used
> A Specific Vendor
The first and last option would not solve the problem you reported. If
they are going to post without checking the transactee, then they'll do it
regardless. I can not think of a case wherein I would rather that
transactions go against a vendor if they are in error, unless it is a fake
"check later" type of vendor.
The middle option, which would forse a manual selection, would be the most
useful alternative to last-used, I would think.
> And would one default for AR and one for AP be enough,
> or would we need a separate default for each Document Type?
I would think that one for each would be enough. However, making this
adjustable at the user level would be more useful. The default can
specify the system default, but it should be alterable in users.
Just my 0.02. Personally I've never had a problem with consistant
incorrect transactee selection by a user, but I can see how it is
something that might need a solution.
I've had a bigger problem with the lack of an ability to add a customer or
vendor from the document forms. You can add an invoice from the contact
forms, so why not a contact from the invoice forms?