Feature Requests Incident #19168

 


Summary
Project
xTuple ERP Application
Incident Category
Features
Incident Number
19168
Visibility
public


Product Version
None
Fixed In Version
4.2.0Beta


Summary
Characteristics on Sales Orders/Invoices/Purchase Orders (FM2)


Description

In the partner meeting a few weeks ago I brought up the idea to have characteristics on Sales Order/Invoices/PO's. John did mention that this has come up before.

I have one customer who is using about 20 characteristics on a sales orders and about 10 on PO's. They are a ISO certified company and their average order life span is about 30-60 days. In the ordering process there are check points (e.g quality control, communications level with customer/vendor etc...) that need to be tracked. There use characteristics for this.

This will be one of my customers who I will move to xTuple in due time and for them the option for characteristics would have to be there before they would move to xTuple.

Steps to Reproduce:


Details
Reporter
gerhardpet
CRM Account
Interaction Versa, Inc.
Status
Closed
Assigned
reddog


Priority
Very High
Severity
Minor
Updated
12-03-15 10:36
Resolution
Fixed



Comments

DateUsernameComment
09/05/13 03:40harika

Tested in xTuple version 4.2.0 Beta: Closing the issue

08/05/13 13:52reddog

change characterisc window and add support for Quotes, Sales Orders, Invoices, Vendors, Purchase Orders, and Vouchers.

add characteristics tab to Quote, Sales Order, Invoice, Vendor, Purchase Order, Voucher, and Misc. Voucher window.

add characteristic filtering to Backlog, Bookings, Open Sales Orders, Quotes, and Open Purchase Orders displays.

07/17/13 09:38jrogelstad

I suggest we make a characteristics widget and add that everywhere documents and comments are.

04/21/13 13:50dcsint

This was raised again three times and commented on under the kickstart project:

gerhardpet:
Incident # 19168
akaconsulting:
DItto on add Characteristcs to Sales Order /Po and Invoices , it is a must have!
Reporting by characteristic - all of the reporting screens could be much more dynamic and custom if we could run them by characteristic. You could maybe tie this in with Gerhard's need to put characteristics on POs and Orders.

12/27/12 06:39gerhardpet

In the partner meeting a few weeks ago I brought up the idea to have characteristics on Sales Order/Invoices/PO's. John did mention that this has come up before.

I have one customer who is using about 20 characteristics on a sales orders and about 10 on PO's. They are a ISO certified company and their average order life span is about 30-60 days. In the ordering process there are check points (e.g quality control, communications level with customer/vendor etc...) that need to be tracked. There use characteristics for this.

This will be one of my customers who I will move to xTuple in due time and for them the option for characteristics would have to be there before they would move to xTuple.

Steps to Reproduce:



Files

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Related Documents

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ProjectXTUPLEAPPSPorted From Mantisx


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Incident History

DateUsernameFieldChange
12/03/15 10:36gmoskowitzDescription Updated: "Characteristics on Sales Orders/Invoices/Purchase Orders" -> "Characteristics on Sales Orders/Invoices/Purchase Orders (FM2)"