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Functional Specifications
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  (c) OpusXenta Pty Ltd, 2020

User Details

 
May 2023 - This user permission setting will allow the user to control ability to change invoice date.
User Details
1

Batch Location Update Tool

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Checkbox
This tick box will activate the Batch Location Update Tool.
if the Batch Location Update Tool is true it will:
1. authorise the user to use Batch Location Update Tool
2. show the entry under My CRM menu
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tick box
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-
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2

Person Sync Button

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Checkbox
This tick box will activate the Person Sync Button.
if the Person Sync Button is true it will:
1. authorise the user to sync and unsync person records.
2. show the Person - Sync Button and Person - Unsync Button.
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tick box
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3

Edit Invoice/ Credit Note Date

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Checkbox
This function will setup  the user permission to change invoice date.
If Edit = Y, User will be permitted change the invoice/ Credit Note date with the edit range set up in Invoice/ Credit Note Date Edit configuration.
 
Invoice date edit pop-up will be enable to user.
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Y
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N
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