There are two boxes on the screen that we should be able to default to a specific value for the convenience of our clients. As the program currently works, the client must select the Summarize Drop Ships by Primary Vendor check box in order to have one PO generated for a single Sales Order that has multiple items to be drop shipped from the same vendor. Because of this, the client must remember to check this box every day when generating POs. In some cases, the wrong box has been selected (Summarize Multiple Items by Line), causing other issues that had to be resolved by deleting the orders that were created and re-generating the POs correctly.

We should have the ability to modify this window in Custom Office. In the case of this end-user, the Summarize Drop Ship by Primary Vendor box would be selected by default, and the Summarize Multiple Items by Vendor line would be hidden, thereby streamlining data entry and avoiding user error when autogenerating orders - a process that they perform 3-5x a day.

by: Ed W. | over a year ago | Sales & Distribution