Search options (Page 4 of 6)

I have the same problem as ckrosco does.  I did some testing and it actually seems to be a fairly serious problem.  What I can do, enter a payment for a customer but his payment leaves a balance.  All is fine, he owed for several invoices.  Then click 'enter another customer payment'.
That screen stills shows the last customer, so I hit space, enter a new customer for his payment. The customer comes up as does his branch. Then enter an allocation (don't even look at the amount of the balance) just enter an amount, hit 'add payment'.  Get the next screen saying 'payment successfully entered'.  This all sounds great except the last payment I entered was actually posted to the first customer, not the second.  I tested this several times and when the search for customers is turned on it aways will post to wrong account.  With the search for customer off, I could not cause it to happen.

If I do payment for cust1, go to 2nd and not add but go to 3rd customer, the back to 2nd, the error does not happen. 

It seems to me that when I click 'enter another customer payment', I should get a clean screen not one that shows the previous customer's info.  Even if I click Sales then customer payments the last customer still comes up.

Hi Joe, any progress on rewriting the form for this searching?

Thanks,

Ed10

Thanks, Janusz

If the module is local, is the _init directory required with the files in it?

Ed

Joe--

Just wondered if you had time to see if search options would work on these boxes.

Thanks,

Ed

Where is the report generation timeout set?

thanks joe

Thanks, rodw

I have done something similar, using A_xxx, B_yyy etc;

This does would not apply to the tax group problem as it is sorted on id.

ed

Thanks, Joe

Yes, I figured out tax groups were sorted by id and have done the changes to  a table the way you suggested a number of times to 'fix' other tables and some times even spreadsheets.

I thought it might be possible to just change the sort order on the tax group was why I asked.

Thanks, Joe

When dealing with larger numbers of either customers or items of inventory, search is vital. 

As an aside, I am curious why space bar triggers search rather than the common  ctrl f

Ed

Thanks Joe, searching on those fields will be a big help to narrow down the search results.

As to duplicate name situation,  we have tried to solve that problem for a couple of years, both on our end and on the shopping cart end.  It seems no matter how we try to solve the problem, customers can come up with a new inventive way to thwart our best efforts.  We are sure open to any suggestion. 

Thanks you guy are so helpful.

Is it possible to have include a search on another field? For example, name and postal code? It seems that would be a bit more elegant and cleaner.  I know when I call many companies and they can't find my records by name they ask for zip code or phone number. 

An associated problem is how to detect duplicate records by name.  Most of our business is via our shopping card and often we get an order from someone who is with a large company and then don't spell the company name the same, perhaps they abbreviate the name, what is a good way to distinguish such duplicates?  These customers can well be at the same branch and not even know others have ordered from that branch.

How are other users handling these searches?

Thanks

Ed