WorldShare Acquisitions Release Notes, August 2024

Azioni amministrative

Questi item richiedono un'azione o una decisione immediata.

Azioni successive

Al fine di mantenere il personale informato sulle nuove funzionalità e modifiche, è possibile prendere in considerazione anche questi elementi.

Use recommended custom fields on order items and invoice item

You can now mark certain custom fields as recommended and receive warnings when placing orders and paying invoices when they are not completed. This helps ensure specified custom fields are filled in by staff before placing orders or changing the status of the invoice.  Previously, there were no alerts or warnings when orders were placed or invoices paid/marked as ready with some of the custom fields not completed. However, the user now receives a warning in a dialog when they are not completed.

To use this functionality:

1. Go to Settings > Custom Fields.

   

2. Click on the name of the field that you want to be marked as recommended.

   

3. Select the Yes radio button for Recommended Field.

   

4. Salva le modifiche.
5. Repeat for any other custom fields you want to make recommended.
6. Go to an order with order items where these fields are not completed.
7. Click on the edit icon in the Custom Fields column of an order item. 

   

8. Note that recommended fields have a red exclamation point next to them. This helps indicate that the field is recommended when completing custom fields.

   

9. Complete some of the recommended custom fields, but leave at least one recommended custom field incomplete.
10. Attempt to place the order.
11. A warning should appear alerting you to the fact that some recommended custom fields are not completed.  

    

12. To ignore this warning, click Continue.
13. To complete the recommended custom fields for the items where it is missing, click Fix item(s).
14.  An order item search screen will appear with a column for Custom Fields. Click on the edit icon in this column to add the missing recommended custom field(s). 

    

15. This also exits you out of the place order workflow without the order being placed.
16. After you have completed the missing recommended custom fields, you can place the order and the warning message will no longer appear.
17. You can also perform a similar operation when paying an invoice or marking an invoice as ready. These processes can generate a similar warning dialog that will allow you to either ignore and continue or fix the item(s) in question.
18. If you want to search for all order items or invoice items that have missing recommended custom fields, you can select the Missing Recommended Custom Fields filter from the list of Filters and select Yes from the list of options. This will filter your list of order items or invoice items by those with missing recommended custom fields.

    

Invoice shows up in search when sorting by Vendor

Now, invoices always show up in the search when sorting by Vendor or any other field.  Previously, when sorting invoices by Vendor, some invoices would not appear in the search results.

Custom fields in item details do not carry over to order item

When applying a template to a purchase request when ordering, you can view the custom field values being applied and even edit them.  However, if you edit these custom field values before applying them to the purchase request, the edited custom field values will not be applied to the new order item.  This problem will be fixed in the next release..

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