How to set Compulsory Select Supplier Category and/or Customer Category
Problem Scenario:
End-users may forget to select the Category when adding new Suppliers and/or Customers which will affect the reporting according to category.
Resolution:
Set Compulsory Select Supplier Category and/or Compulsory Select Customer Category in User Default Settings.
Note:
This is only applicable to the following Optimum Packages:
- Optimum Financials
- Optimum Advance
- Optimum Core
- Optimum Edge
- Optimum Ace
Make sure that the User Default Setting is enabled in Module Manager. Go to File > Modules.
There are two ways this is done. Per User Role or per User.
Per User Role
Go to Maintenance > User Roles > User Default Role Settings. Select a particular User Role and tick Compulsory Select Supplier Category and/or Compulsory Select Customer Category then click Save.
Per User
Go to Maintenance > User Roles > User Default Settings. Select a particular User and tick Compulsory Select Supplier Category and/or Compulsory Select Customer Category then click Save.
How does it work?
If the user forgot to select a Category in the Supplier Maintenance and/or Customer Maintenance, a validation error will appear to remind the user to select a Category upon saving.
| For further concerns regarding this matter, please contact support to assist you or create ticket thru this link https://support.qne.com.ph |
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