CERES5.02.43 - Not triggering Ceres edits when creating Agency Order from Agency List or Card

Modified on Wed, 05 Jul 2023 at 12:03 PM

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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