Difference between revisions of "Account changes report"

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== Summary ==
 
== Summary ==
It is possible to auto execute a Report Generator Report whenever customer or supplier details are changed in the {{Menu|Add or Edit Customer/Supplier}} options.
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It is possible to auto execute a Report Generator report whenever customer or supplier details are changed in the {{Menu|Add or Edit Customer/Supplier}} options.
  
{{Tip|text=As this report is from the Report Generator it can be instructed to create the report as a file, this file could then be picked up by a third party software program and the customer or supplier details could them be imported by that third part software.}}
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{{Tip|text=As this report is from the Report Generator it can be instructed to create the report as a file. This file could then be picked up by a third party software program and the customer or supplier details could then be imported by that software package.}}
  
 
== More Information ==
 
== More Information ==
Go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Report Parameters}}.
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Go to {{PlatinumSettings}}.
* Enter the report to execute in {{DataPrompt|Account Changes Report:}}.
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* Enter the report to execute in {{DataPrompt|Account Changes Report}}.
* Press {{KeyPress|ESC}} twice to save the change and leave the "System Administrator".
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{{Information|text=Please note there is no default report issued with your system. You must choose a suitable report or contact {{SupportContact}} to discuss a custom report request (this may be chargeable).}}
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{{Warning|text=Once in place this report will run for every change made to a customer or supplier account.}}
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== See also ==
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* [[Creating a new customer or supplier]]
  
 
{{KB_Tags|account changes, auto report}}
 
{{KB_Tags|account changes, auto report}}
{{KB_SL}}{{KB_PL}}{{KB_RGen}}{{ZN_Admin}}
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{{KB_RGen}}{{KB_PL}}{{KB_SL}}{{ZN_Admin}}

Latest revision as of 14:33, 1 November 2023

Summary

It is possible to auto execute a Report Generator report whenever customer or supplier details are changed in the " Add or Edit Customer/Supplier" options.

As this report is from the Report Generator it can be instructed to create the report as a file. This file could then be picked up by a third party software program and the customer or supplier details could then be imported by that software package.

More Information

Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings".

  • Enter the report to execute in "Account Changes Report".
Please note there is no default report issued with your system. You must choose a suitable report or contact Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page to discuss a custom report request (this may be chargeable).
Once in place this report will run for every change made to a customer or supplier account.

See also


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Keywords AND Misspellings
account changes, auto report