Feature Requests Incident #11304

 


Summary
Project
INCDT - xTuple ERP
Incident Category
Features
Incident Number
11304
Visibility
public


Product Version
3.5.0
Fixed In Version
4.2.0Alpha


Summary
Document Tab everywhere the Comment tab is


Description

For Sales Orders you can attach documents
For other items, like Incidents you can reference Sales orders as a Document

It does not appear that you can do the same with Invoices. Not sure if this is a setup option or a simple script customization or something much more involved

If there is CRM followup about an invoice without a sales order this would be helpful. It would also be helpful to attach supporting documents to invoices in some cases.


Details
Reporter
gkappel
CRM Account
xTuple
Status
Closed
Assigned
reddog


Priority
Very High
Severity
Normal
Updated
10-31-13 12:49
Resolution
Fixed



Comments

DateUsernameComment
08/19/13 04:57harika

Tested in xTuple version 4.2.0 Alpha: Closing the issue

08/05/13 14:28bcwilson

There was a request to add documents tab to Credit Memo and Debit Memo window. But, this won't work. You can, however, attach docs to PO and to Voucher in 4.2.

07/31/13 09:46reddog

add Documents tab/widget to lotSerial window

07/30/13 22:58wtonra

The Lot/Serial Master is missing from this list.

07/30/13 16:28reddog

add Documents tab/widget to the following windows; bom, creditMemo, invoice, itemSource, miscVoucher, returnAuthorization, shipTo, transferOrder, and voucher.

also add functions id() and mode() to these windows to facilitate scripting.

07/17/13 09:36jrogelstad

Might be good while we're doing this to expose more capability to scripting so scripted appliactions can use this widget too.

06/28/13 16:25ned

Expand this to be everywhere there is a Comment tab, per Kickstarter discussion

05/07/13 17:20wtonra

We hear the requirement to add document tab EVERYWHERE, but we hear it the most as a requirement on Vouchers (Vendor Invoices) and Customer Invoices

03/04/11 08:25mfgadmin

For Sales Orders you can attach documents
For other items, like Incidents you can reference Sales orders as a Document

It does not appear that you can do the same with Invoices. Not sure if this is a setup option or a simple script customization or something much more involved

If there is CRM followup about an invoice without a sales order this would be helpful. It would also be helpful to attach supporting documents to invoices in some cases.



Files

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Related Documents

TypeNumberDescriptionRelationshipRemove
ProjectXTUPLEAPPSPorted From Mantisx


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Incident History

DateUsernameFieldChange
12/16/10 09:16acdrupalNewIncident Added
05/07/13 17:19wtonraSummary Updated: "Add document tab to Invoices" -> "Add document tab to Invoices and elsewhere"
05/07/13 17:19wtonraDescription Updated: "For Sales Orders you..." -> "For Sales Orders you..."
05/07/13 17:19wtonraCharacteristic Kickstart Added: "True"
05/07/13 17:21wtonraSummary Updated: "Add document tab to Invoices and elsewhere" -> "Add document tab to Vouchers, Invoices, and elsewhere"
08/05/13 14:28bcwilsonStatusStatus Changed: Resolved -> Assigned
08/05/13 14:28bcwilsonCharacteristic KH-punchlist Added: "Yes"
08/05/13 14:34bcwilsonStatusStatus Changed: Assigned -> Resolved
08/06/13 11:55nedCharacteristic KH-punchlist Changed: "Yes" -> "No"
06/28/13 16:25nedSummary Updated: "Add document tab to Vouchers, Invoices, and elsewhere" -> "Document Tab everywhere the Comment tab is"
07/17/13 09:36jrogelstadPriorityPriority Changed: Normal -> Very High
07/30/13 16:26reddogCharacteristic Doc Flag Changed: "False" -> "True"
07/30/13 16:28reddogCharacteristic CodeReview Added: "Needed"
07/30/13 16:28reddogStatusStatus Changed: Confirmed -> Resolved
07/30/13 16:28reddogAssignedAssigned to: "" -> "reddog"
07/30/13 16:28reddogResolutionResolution Changed: Open -> Fixed
07/30/13 16:28reddogFixed In: -> 4.2.0
08/19/13 04:57harikaDescription Updated: "For Sales Orders you..." -> "For Sales Orders you..."
08/19/13 04:57harikaStatusStatus Changed: Resolved -> Closed
08/19/13 04:57harikaCharacteristic Regression Added: "No"
08/19/13 04:57harikaCharacteristic BugHunt2012 Added: ""
08/19/13 04:57harikaCharacteristic Points Added: ""
08/19/13 04:57harikaCharacteristic databaseURL Added: ""
08/19/13 04:57harikaCharacteristic Time Estimate Added: ""
10/20/13 14:48dcsintCharacteristic Doc Flag Changed: "True" -> "False"
10/20/13 14:48dcsintDescription Updated: "For Sales Orders you..." -> "For Sales Orders you..."