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