 Posted 6/16/2009 8:25:08 AM
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| Currently only orders placed via the web are displayed in the 'Order/Billing history' when viewed by a 'logged in' web customer. With "One Business Logic and One database" being the main motto of Interprise, I am disapointed not to see all customer orders displayed on the web. (i.e. phone orders) Any ideas how to get this info to show? David
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Posted 6/16/2009 9:18:19 AM
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| David, The reason why you are not seeing all the orders is because you could have multiple sites setup in IS pointing to your single database. IS didnt want orders from website 2 to show up on website 1. The way to get around this is to add the 'WebSite' code to the Sales Order Entry Form using the User Role Manager (I believe they have already assigned the table lookup so when you drop it on, you'll get a validated list of sites). Then during order entry, the user will then need to select the website code. Another way to get around this is if you only have one site, create a SQL Job that stuffs the website code (normally WEB-000001) into all sales orders that do not have the code filled in and have it run every 10 minutes or so. This way you dont have to worry about it and every 10 minutes, the code will be placed automatically into the sales order record so it shows up on the web. Hope this helps.
BJ Dimes
Software Development & Support Engineer
DimeSoft Business Solutions, Inc.
Interprise Suite Plugins
Interprise Suite Blog
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Posted 6/17/2009 8:52:56 AM
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| Thanks for your quick reply, it sounds logical. As we do not plan to have more than one web site, the second of the 2 solutions will be by far the best. As I hate having lots of SQL scripts running all over the place (support often blames those kind of things for breaking the main software) is there any way to set the default web site to any new order/invoice
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Posted 6/17/2009 10:13:11 AM
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Had a quick go at changing the user roll to allow website allocation. It works  - However I was expecting a pull down list of available websites - instead had to type in the exact name .i.e. 'WEB-000001' which will be too much effort day-to-day.
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Posted 6/18/2009 5:54:46 AM
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What about changing the data item properties in the SQL table to default to WEB-000001?
Jim Wolf
Quality Software
Louisa, VA
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Posted 6/18/2009 9:34:54 AM
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| David, Have you tried going into the Data Dictionary, locating the CustomerSalesOrderView view, and filling in the lookup properties? 1) System Manager -> Manage Data Dictionary
2) Locate CustomerSalesOrderView view under the System Views section
3) Locating the WebSiteCode field (towards the bottom of the list of fields)
4) Update the following in the Column Properties:
List Type = Dynamic List
Pull Down Table = WebSite
Pull Down Column = WebSiteCode
5) Save and close the data dictionary After you have made the changes, you will need to go into your user role, remove the field, save the user role, exit and relog back into IS (needs to refresh the internal cache), go back into your user role, and add the field again. You should notice that it now is a dropdown box instead of a text field. Hope this helps.
BJ Dimes
Software Development & Support Engineer
DimeSoft Business Solutions, Inc.
Interprise Suite Plugins
Interprise Suite Blog
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Posted 6/18/2009 9:37:31 AM
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