How to Set Compulsory Select Supplier Category and Customer Category

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. 

NOTE:

For further concerns regarding this matter, please contact support to assist you or create ticket thru this link https://support.qne.com.ph