2253.8Purchased Itemz_statusentry badgeThe z_statusentry badge at the top should go to the area that is the issue. The field it is referring to should be conditionally formatted.
Perhaps an additional field in the status-rules of which field should be highlighted in red to visually be obvious what the problem is.
2460.0Sold Itemsupdates routingon bom tab, portal,
should be in sortable columns.
part_number (hyperlink to go to sold_items/user/{uuid}),
routing_instructions, labor_rate_per_hour, setup_hours, parts_per_hour, cost_per_part
2635.0HelpDeskauto schedulerNeed to fix the logic and ensure it is running properly.
last run seemed to do nothing.
30m
2640.0Sales OrdersOrder Form ViewCSR/ISR names not showing, even though there are z_kf uuids for both. After choosing and seeing the name on CSR, saving, going to admin, coming back to user, the name is gone again.
30m
2670.0Sales OrdersOrder Detail FormIn Work Order portal, need the WO ID (the integer one, not uuid), sold item name should show (and be blue hyperlink to go to sold item user page).
3250.0Dev Table layoutspopulate tablesField in app_tables if done
sort order here of which to do. Add as separate to do for visibility?
Users
buttons
userbuttons
customers
customer contacts
solditems
30m
3390.0Audit LogAudit manualdraft, chat, v0, confirmed
Determine best method:
1 big table
dynamic table of which fields to audit for which table (target_table, target_field, active_field)
3710.0MissionsMissions calendarCalendar view of missions to drag and drop to get the start date.
This also would 'prioritize' by date. Then a script would reset the mission priority over all. Then it could reset the actions also (unless do not edit boolean).
Bonus points, with the new start date, set all incomplete actions to match that start date and move forward by time and est minutes
—QuotesQuote CreationDidn't copy CSR from customer, all fields starting with ship*, didn't copy notes customer or notes internal.
30m
—VendorsAccounting Approval sectionButton should set the z_kf_approvedbyuuid to current user uuid (default to 5069fe3f-8b46-431d-9e3f-48770499ae31 if cannot get a uuid until launch with logins). Then the 'approved by' should be a related value to users instead of local table value.
After saving, going to admin view, and returning to user view, the approval values were not 'saved'.
30m
—ReceivingReceive processCheck receiving manual to confirm the process and neon.
Receive window should get the default receiving location from company_locations.z_kf_defrcv... and the drop down should allow choosing a different location.
30m
—Company LocationsCustomers tab-add field to choose uuid default from a chooser window of users table of users that have the role of CSR in user_roles (check neon) it will set the field: z_kf_csruuid
-contract review and order acknowledgment not ‘saving’
Confirm all fields on this page are correct with neon and save properly.
—VendorsDocuments tabAdd document button should use the add document process like on Customers. Check neon.
30m
—Company Locationscustomers tabThe fields in the pic for shipping defaults for customers should also be added to the purchasing tab (add new fields in neon, use same format for data entry)
30m
—Purchase OrderGeneral tab-Buyer Details section
-sales order chooser for justification (chooser window from orders table) (set z_kf_useruuid), display related order_number as hyperlink to orders/user page. Also display uneditable total_order
Vendor Details section:
-Vendor address chooser button/window from vendor contacts does not show any contacts
Shipping details section needs the purchshipcomplete, purchshipnb4os,purchshipnbrosdays like company-locations page.