Question on Sales Orders. Is there any way to tra...
# general
s
Question on Sales Orders. Is there any way to track line item deletions? Both mistakes and when a customer may decide to cancel an item off of a open sales order. It appears that the quantity can be reduced to 0 but if the person making the change simply deletes the line, it seems like it is gone forever without a trace. Ideally we would like to have a count in the order of deleted items.
k
You'd have to have a script that was populating a header level field when that occured.
n
Encourage people to ‘close’ lines instead of delete. Wood that work ?
s
I do not see an option to close a line in our sales orders. Only to close the whole order.
s
"close" is a field on the sales order form line level, it might be hidden look under form customization
s
found it. thanks.
m
You could probably calculate the number of deleted lines in a transaction in a Saved Search as
MAX({line}) - MAX({linesequencenumber})
k
My understanding is that those fields do not necessarily increment by 1 on all transactions
s
interesting but we have lines that are not actually inventory items which are our primary concern. And would that include subtotals, discount lines, etc.?