(Software Version: 2021.02.19 Database Version: 2021.02.19)
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We added two new transaction class properties to the Order transaction type: ‘Require Inside Salesperson for Posting' and ‘Require Outside Salesperson for Posting’. These properties will default to “No” and if updated to “Yes”, then validation will occur only when the Status of the order is set to “Approved” or “Ready To Post”. If the Inside and/or Outside Salesperson is required, but not specified, the message “[Transaction ID]: Inside Salesperson is required.“ and/or “[Transaction ID]: Outside Salesperson is required.“ will be displayed on Save. We’ve got you covered when it comes to Workflow too. Selecting a Workflow that moves the Status of an order to “Approved” or “Ready To Post” will also display the error message if Inside/Outside Salesperson is required but not specified. Not to worry, these error messages will be displayed from both the Transaction Record View and the Transaction List View (when selecting one or many transactions).
Technical Changes
- Please view cumulative schema changes here.
- No config file changes.