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Bulk Materials Ideas

Idea and discussion portal for the bulk materials product line. Users may submit, view and vote on ideas submitted by all users.

Status Reviewing
Categories Quote Processing
Created by Will Parr
Created on Jan 28, 2022

Default sales order

On sales orders, if you bring up a customer, it will default to a specified order based on the orderID. As it stands now, that will also default inactive and completed orders the first time you bring up a customer. I have worked with support, and we found that the search setup options have no influence to the first order that is defaulted to the screen. Because of this, we have scale operators sometimes editing the wrong jobs because they're not paying attention to the order that's on the screen. We'd like to see the logic edited in the slorder.exe program to exclude completed or inactive orders when it brings up the first, defaulted order. As a workaround I tell the operators to just delete the completed or inactive orders for the customers that it happens to frequently.

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  • Brian Beason
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    Jul 27, 2022

    I would like to see it where no order auto populates. Force the user to use the drop down to select one. This is driven by the search setup as to weather you show active only vs. expired completed.