Here is my feedback on the documents from Sage:
Purchases Clearing by date: I think it would help to have clarification on how this would work for existing users with data in purchases clearing. How would they know when this report would be "reliable" - i.e. that all the data needed for the report is populated.
The report should not be able to be run until the resulting report is 100% valid. Perhaps a way to allow users to "back-fill" required data even if it involves an export and import utility with user entry... Could use clarification and options on this (vs. on a new system where it would not be an issue)
Default Form: 1. A/R Invoice History Printing - how will this handle the two forms - SO and AR. Ideally it would allow you to specify separate forms for SO and AR (each choosing from the right place) and they would be different from the AR invoice printing and the SO invoice printing. Many customers have different forms for SO invoice printing (with paperless office emailing, etc.) and a different form for AR invoice history reprinting.
2. NEW RELATED IDEA - would be be possible to also add a "lock form" checkbox, in this new screen, and if checked, lock the form code and do not allow the user to change the form ?
ARWAR4:As a programmer, I am questioning why we need this field at all. If Cash Receipts Detail is indexed properly this can be done on the fly with no measurable impact on the user. This "non-normalized" design dates back to the 80's/90's when there was only the primary key on files, and the only way to do this would be to have a separate sort file. As far as I am aware, the only purpose of this field is to stop "double/over" payment of invoices during cash receipts - so it can be replaced by an indexed read routine.
I don't think anyone would design something this way today, so why keep it ?
Net Balance in A/P:Please be sure the new button has an "alt" value so it can have a keyboard equivalent.
Jeff F
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Jeff Fiddelman
Exeplex, LLC
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