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Benefits:

  • Customers want their employees to be able to create Delivery Tickets without having a Security Override. They want the Security only to be required when generating an Inventory Item Invoice and they want only Managers to be able to override.

Details:

  • Customers can now control the ability to override credit limits for invoicing and delivery tickets independently.

Navigation - Setup: 

Inventory Setup: INV > Setup Information > Invoicing Setup Options > Select 1) General Information

  1. The name of the existing option "Allow Invoicing And Delivery Tickets Over Credit Limit ?" has changee to "Allow Invoices Over Credit Limit With No Additional Prompt ?".
  2. A new option has been added called "Allow Delivery Tickets Over Credit Limit With No Additional Prompt ?".
  3. The possible values are "Y" and "N".
  4. The new option value will default from existing option value.  Existing option value of "A" will result in a value of "N".
  5. image2019-9-5_14-23-25.pngImage Removed

Navigation - Usage:

Delivery Ticket Entry: INV > Delivery Tickets > Delivery Ticket Entry

  • "Allow Delivery Tickets Over Credit Limit With No Additional Prompt ?" is set to "Y".
    1. The user will be able to enter delivery tickets that exceed the credit limit regardless of their security settings.
    • "Allow Delivery Tickets Over Credit Limit With No Additional Prompt ?" is set to "N".The user will be prompted to override the credit limit.  If they have sufficient security the prompt will be Yes or No.  If not, the prompt will require the credentials of someone with sufficient security.
    • Maximize accuracy of equity (stock credit) balances by minimizing the potential for error when "correcting" stock credit balances.

    Details:

    • After saying Y to Correct Stock Credit Balances, users must also type the word "CONFIRM" into a confirmation dialog to proceed.  The corrections are also logged in the Transaction Audit.


    Navigation - Usage: 

    Patronage - Account Balance Inquiry: PAT > Account Balance Inquiry > Select Patron Name ID

    1. Click "Correct" on the Account Balance Inquiry screen.
    2. image2019-9-10_11-2-27.pngImage Added
    3. Change "Correct Stock Credits ?" to "Y" and click OK.
    4. image2019-9-10_11-7-7.pngImage Added
    5. To continue, the user must now type "CONFIRM" in the new dialog box.
    6. image2019-9-10_12-29-12.pngImage Added
    7. If the user continues with the correction, there will be log entries made in the Patronage Transaction Audit table for adjustments to stock balances, stock credits, and equity corrections.
      1. There will be two entries for each adjustment, the first taking the balance to zero and the second setting the current balance.
      2. The transaction type for these entries will be "0=Correct".
      3. The audit type for these entries will be "C=Correction".

    Reporting: PAT > Report Manager > Transaction Audit Reports

    1. The new transaction type "0" and audit type "C" may be used when generating reports.
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    Related Content:

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