There is additional field in the payments that are attached to the order, in this add. the field is entered "date of accrual" (in our case, this is the date when the goods are shipped from the warehouse).
Is there an option to somehow enter in this field automatically the date when the item was debited?
What options did I consider:
- At the BP stage, when the goods are written off, the date is automatically put in the add. process field.
- At the BP stage, when the order is closed (And all payments are attached), the date is duplicated with additional. process fields in add. process payments field.
Is there such functionality?
If not, how much does it cost to upgrade?
Or can you suggest other options?
There is additional field in the payments that are attached to the order, in this add. the field is entered "date of accrual" (in our case, this is the date when the goods are shipped from the warehouse). Is there an option to somehow enter in this field automatically the date when the item was debited? What options did I consider: - At the BP stage, when the goods are written off, the date is automatically put in the add. process field. - At the BP stage, when the order is closed (And all payments are attached), the date is duplicated with additional. process fields in add. process payments field. Is there such functionality? If not, how much does it cost to upgrade? Or can you suggest other options?
Grabovsky Alexander wrote: - At the BP stage, when the goods are written off, the date is automatically put in the add. process field.
you can now configure it with actions
Grabovsky Alexander wrote: - At the BP stage, when the order is closed (And all payments are attached), the date is duplicated with additional. process fields in add. process payments field.
action of recording in the additional payment field from the additional process field - 3 hours but what if there are 5 payments in the process? in each of them the same date in the additional field?
[quote]
Grabovsky Alexander wrote:
- At the BP stage, when the goods are written off, the date is automatically put in the add. process field.
[/quote]
you can now configure it with actions
[quote]
Grabovsky Alexander wrote:
- At the BP stage, when the order is closed (And all payments are attached), the date is duplicated with additional. process fields in add. process payments field.
[/quote]
action of recording in the additional payment field from the additional process field - 3 hours
but what if there are 5 payments in the process? in each of them the same date in the additional field?
Ustimenko Igor OneBox production Premium Partner OneBox CTO wrote:
Grabovsky Alexander wrote: - At the BP stage, when the goods are written off, the date is automatically put in the add. process field.
you can now configure it with actions
Grabovsky Alexander wrote: - At the BP stage, when the order is closed (And all payments are attached), the date is duplicated with additional. process fields in add. process payments field.
action of recording in the additional payment field from the additional process field - 3 hours but what if there are 5 payments in the process? in each of them the same date in the additional field?
Yes, if payments are 5 pcs. We attach one date to all. This is necessary to generate a P&L report in the program that creates a financial. reports. And there is an auto. action to write the date in the add. process field, when moving to a stage. (Date when you moved to this stage) In order to later transfer this date to the add. payment field.
[quote]
Ustimenko Igor
OneBox production Premium Partner
OneBox CTO wrote:
[quote]
Grabovsky Alexander wrote:
- At the BP stage, when the goods are written off, the date is automatically put in the add. process field.
[/quote]
you can now configure it with actions
[quote]
Grabovsky Alexander wrote:
- At the BP stage, when the order is closed (And all payments are attached), the date is duplicated with additional. process fields in add. process payments field.
[/quote]
action of recording in the additional payment field from the additional process field - 3 hours
but what if there are 5 payments in the process? in each of them the same date in the additional field?
[/quote]
Yes, if payments are 5 pcs. We attach one date to all.
This is necessary to generate a P&L report in the program that creates a financial. reports.
And there is an auto. action to write the date in the add. process field, when moving to a stage. (Date when you moved to this stage)
In order to later transfer this date to the add. payment field.
Grabovsky Alexander wrote: And there is an auto. action to write the date in the add. process field, when moving to a stage. (Date when you moved to this stage) In order to later transfer this date to the add. payment field.
if you are writing off through processes, nothing prevents you at the stage from writing down the current date at the time of writing off
[quote]
Grabovsky Alexander wrote:
And there is an auto. action to write the date in the add. process field, when moving to a stage. (Date when you moved to this stage)
In order to later transfer this date to the add. payment field.
[/quote]
if you are writing off through processes, nothing prevents you at the stage from writing down the current date at the time of writing off
Ustimenko Igor OneBox production Premium Partner OneBox CTO wrote: action of recording in the additional payment field from the additional process field - 3h but what if there are 5 payments in the process? in each of them the same date in the additional field?
Analyzed. Need improvement. When moving to a stage, the action should copy the information from the add. process fields in add. field of payments that are attached to the process (All payments) Willing to pay for 3 hours. Submit an invoice. And write what terms for implementation.
[quote]
Ustimenko Igor
OneBox production Premium Partner
OneBox CTO wrote:
action of recording in the additional payment field from the additional process field - 3h
but what if there are 5 payments in the process? in each of them the same date in the additional field?
[/quote]
Analyzed.
Need improvement.
When moving to a stage, the action should copy the information from the add. process fields in add. field of payments that are attached to the process (All payments)
Willing to pay for 3 hours.
Submit an invoice. And write what terms for implementation.
Hello. The action "Copy additional process field to additional process payments field" was added, which, when going to the stage, will take the payments of the current process and write them the value from the specified additional process field. The checkbox "Take into account payments of subprocesses" will take not only payments of the current process, but also payments of subprocesses, the value will still be written from the additional field of the current process
Hello. The action "Copy additional process field to additional process payments field" was added, which, when going to the stage, will take the payments of the current process and write them the value from the specified additional process field. The checkbox "Take into account payments of subprocesses" will take not only payments of the current process, but also payments of subprocesses, the value will still be written from the additional field of the current process
[file]5045[/file]
Maria wrote: Hello. The action "Copy additional process field to additional process payments field" was added, which, when going to the stage, will take the payments of the current process and write them the value from the specified additional process field. The checkbox "Take into account payments of subprocesses" will take not only payments of the current process, but also payments of subprocesses, the value will still be written from the additional field of the current process
The approach to the client is very sad when they simply ignore the issue of the deadline for fulfilling obligations. While the services are paid. I saw the fix, thanks. Enabled, I will test.
[quote]
Maria wrote:
Hello. The action "Copy additional process field to additional process payments field" was added, which, when going to the stage, will take the payments of the current process and write them the value from the specified additional process field. The checkbox "Take into account payments of subprocesses" will take not only payments of the current process, but also payments of subprocesses, the value will still be written from the additional field of the current process
[file]5045[/file]
[/quote]
The approach to the client is very sad when they simply ignore the issue of the deadline for fulfilling obligations.
While the services are paid.
I saw the fix, thanks. Enabled, I will test.
Please join the conversation. If you have something to say - please write a comment. You will need a mobile phone and an SMS code for identification to enter.
Log in and comment
Donate
You don't have enough funds in your account Top up