0002525 PI redesign

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Contents

Info

0002525: [PI re-design] ......... <proj>

Requirements

Part 1

A1)

  • No longer have the incomplete PI report load every time you add a new purchase invoice.

A2)

  • Create an incomplete PI report dashboard to display on the home page(please see example attachment)
  • When the operator clicks on the number of incomplete PI's on this dashboard, then the Incomplete PI's report should open.

B)

  • Create a Tab in each CT record to add new Purchase invoice (see example attachment). Please note this should be in addition to the current location of add new purchase invoice.

Part 2

  • When adding a new purchase invoice from the CT record, the CT number should automatically fill in and should not be editable. This will make sure that only PI's belonging to that CT record can be entered there.

1. The PInv tab should be restricted for editing. Thank you

    • Operators should all be able to view this screen.
    • Only individuals in the accounting department should be able to edit, add, or remove any information on this screen.

2. Group shipments:

SA Notes

Completed Purchase Invoice Tab in wiki - Purchase_Invoice_Tab

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