| Description |
|Column|Details|Question| |
|YTD Purchases|Currently is is posted vouchers for the canandar year not fiscal|Is this posted vouchers for the current fiscal year calandar?
What should we do with cash refunds?
| |
|Last year Purchases|Currently is is posted vouchers for the prior canandar year not fiscal| | |
|Last voucher|Posted Voucher with the most recent create date| | |
|Last voucher date|this is the invoice date fo the last voucher| | |
|YTD vouchers|We are going to remove this field as it is the same as purchases| | |
|Credit limit|Display the credit limit from the vendor record| |Read only|
|Pending voucher|{color:#ff0000}What should we display here?{color}| | |
|Pending Payment|{color:#ff0000}What should we display here?{color}| | |
|Highes AP amount|We are disregarding that section| | |
|Balance below prepaid - what is this| | | |
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This issue relates to i21 Help Desk ticket. Click the link below to go to Help Desk ticket.
[HDTN-224219 - Create vendor inquiry screen|https://helpdesk.irely.com/iRelyi21live//#/HD/Ticket/?ticket=HDTN-224219]
Please provide below information per vendor,
If possible a store as well
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Below are for your reference
This issue relates to i21 Help Desk ticket. Click the link below to go to Help Desk ticket.
[HDTN-224219 - Create vendor inquiry screen|https://helpdesk.irely.com/iRelyi21live//#/HD/Ticket/?ticket=HDTN-224219]
This issue relates to i21 Help Desk ticket. Click the link below to go to Help Desk ticket.
[HDTN-224219 - Create vendor inquiry screen|https://helpdesk.irely.com/iRelyi21live//#/HD/Ticket/?ticket=HDTN-224219]
# Using the Customer Inquiry Screen (Inquire Balance) as a base, create a hybrid vendor / customer inquiry screen.
# Should be able to switch between Vendor or Customer tab (if entity is set up as both)
# Add button to open Customer Position Detail for selected Entity.
## This button should flow through no matter which tab (vendor, customer, credit summary) is selected.
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* Scheduled Loads also needs to be added to the Detail Menu screen.
** Should pull up the "Load / Shipment Schedules" screen in logistics.
** Should be pre-filtered for the chosen entity on the inquiry screen.
*** Should be pre-filtered for open loads
Credit summary tab should follow same design as above.
# Title should be "Entity Inquiry"
# Also needs to keep the "Customer Position Detail" button from above screens.
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