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Re: Vendor & Client name defaults for new Documents; Would you like them?



David Godfrey wrote:
Luke wrote:
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
  BLANK
  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.

  
I agree Luke,
Blank certainly seems to be the best thing from a "get it right" perspective.
Although there are bound to be people that would like to retain the current behavior.
Specific Vendor/Client very well could be used as a "Check Later" vendor/client,
or for some businesses where they almost always use the same vendor/client with occasional others.

 > 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.

  
Point taken, System default,
with a User Default that can be overridden by the System Default
if a System Wide check box is set.
I have spoken with Chris T about this,
a system default is doable, but User Defaults are not an option with the existing code.
Post 1.3 this will change, but for now System Wide is the only option.