Service Request or Support: N/A
Issue Addressed: When creating an Agency Order from any page other than the Agency Order List page (e.g. Agency list page, Agency card page, etc.) the Ceres edits (Order Batching selection, Monitoring Expiration Date message, etc.) are not being triggered. This issue also extends to Orders created for Donors and Vendors from any page other than the Donor Order List page or the Purchase Order List page.
Objects Affected:
Type ID Name
Table 18 Customer
Table 23 Vendor
Table 36 Sales Header
Table 38 Purchase Header
Table 14012325 Document Batch
Page 21 Customer Card
Page 22 Customer List
Page 26 Vendor Card
Page 27 Vendor List
Page 14012280 Donor Card
Page 14012323 Batch Selection
Page 14012324 Modify Batch
Page 14012470 Donor List
This release does not present a change in system usage methodology.
Resolution: Ceres was enhanced by updating the related objects mentioned above, so that Ceres edits and document batches will be triggered before an Agency, Purchase, or Donation Order is created.
NOTE: As part of this update a new field “Default” has been added to the Document Batch page, allowing one default batch per Batch Type (Purchase, Sale, or Donation) and Document Type to be selected. When a default batch is set, the Document Batch will automatically populate on the document and the Document Batch page will not show when creating the document.
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