CINCH Customer Documentation

Sales Contract Entry – Disable Delete of Sub-items/pricing (NEW)

Owned by Iegor Gutyria (Unlicensed)
Last updated: Sept 08, 2020
2 min read

This page describes enhancements made to CINCH’s saved (not posted) sales contracts.

 

Changes to Sales/Outbound User Setup

The Sales/Outbound User Setup window has been updated with a new setting. 

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Description

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Description

1.

Open Sales/Outbound User Setup

Go to: Tools > Setup > Cinch Grain > Sales/Outbound User

2.

Disable Delete of Sub-Items/Pricing on Sales Contract

  1. Checked, when an Item is changed on a saved sales contract a warning will be displayed giving the user the options of deleting all price records and sub-items for the contract, keeping all pricing records and sub-items for the contract or canceling the item change.

  2. Unchecked, when an Item is changed on a saved sales contract a warning will be displayed indicating that all price records and sub-items for the contract will be deleted.  The user can continue with the change or cancel the change.

 

Changes to Sales Contract Entry

The Sales Contract Entry window has been updated.  Sales contracts will now have to be saved prior to entering the Price Calculator Entry or Sales Contract Sub-Items windows and when changing an item, the system will check the Sales/Outbound User Setup window for the Disable Delete of Sub-Items/Pricing on Sales Contract setting. 

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Description

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Description

  1.  

Open Sales Contract Entry

Go to: Transactions > Cinch Grain > Sales/Outbound > Sales Contract Entry

  1.  

Sales contracts will now have to be saved prior to entering the Price Calculator Entry or Sales Contract Sub-Items windows.

 

If an Item is changed on a saved (not posted) sales contract, the system will check the Sales/Outbound User Setup window for the Disable Delete of Sub-Items/Pricing on Sales Contract setting.

  1. If checked, the warning displayed will give the user three options.

    1. Yes, will delete all price records and sub-items.

    2. No, will not delete the price records and sub-items, but it will recalculate pricing for the main item based on the new item’s Sales Contact Price Setup.  It will also make the new item the primary contract item within the Sales Contract Sub-Items window and display the recalculated price. 

    3. Note: When No is selected it is highly recommended that the user reviews Price Calculator Entry and Sales Contract Sub-Items to ensure pricing and sub-items/pricing are correct.

    4. Cancel, will close the warning, and revert the item back to the originally saved item.

  2. If unchecked, the warning displayed will give the user two options.

    1. Continue, will delete all price records and sub-items.

    2. Cancel, will close the warning, and revert the item back to the originally saved item.

 

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