Difference between revisions of "Documentation To Do Screen"

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==How This Page Works==
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* Add list of things to be written in the To Do section.
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* Add new pages with their complete url and the docs site URL, like this:
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<pre>
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https://demo1.opentaps.org/crmsfa/control/findMarketingCampaigns  http://www.opentaps.org/docs/index.php?title=Find_Campaigns_Screen
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</pre>
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* When there are pages waiting for review, add them like this:
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<pre>
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[http://www.opentaps.org/docs/index.php?title=Account_Details_Screen&diff=1308&oldid=1271 Account Detail Changes]
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</pre>
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It will look like this:
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[http://www.opentaps.org/docs/index.php?title=Account_Details_Screen&diff=1308&oldid=1271 Account Detail Changes]
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==To Do==
 
==To Do==
  
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*Account details
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==Pending Review==
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**Account buttons
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**Contacts - are contacts of this account
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[http://www.opentaps.org/docs/index.php/Edit_Bom_Screen new screen (purchasing) IN PROGRESS: Edit Bom Screen]
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***[Remove] - disassociate
 
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***Add new contact- [Create New Contact]
 
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**[Create Payment Methods]
 
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***make create payment methods common screen
 
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***shipping accounts
 
  
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*View Case
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[http://www.opentaps.org/docs/index.php/Bom_Simulation_Screen new screen (purchasing) IN PROGRESS: Bom Simulation Screen]
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**Activities
 
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*Scheduling Conflicts
 
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**Busy/away during a time period
 
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**Schedule another task will give error
 
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***ignore conflicts
 
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*My Activities/Find Activities
 
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**bold= new or updated since last view
 
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**color code for status
 
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*My Cases/Find Cases
 
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**bold= new or updated since last view
 
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*Edit Activity
 
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*Update Opportunity
 
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**Edit Opportunity screen
 
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**Account or Lead is required
 
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*Find Quotes
 
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*Forecasts
 
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**[[Find Forecasts Screen]]
 
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***only available to users with permission
 
  
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**View Marketing Campaign
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[http://www.opentaps.org/docs/index.php/Inventory_Screen new screen (purchasing) IN PROGRESS: Inventory_Screen]
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***Create Tracking Codes
 
  
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[http://www.opentaps.org/docs/index.php/Edit_Inventory_Item_Screen new screen: edit inventory item screen]
  
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==Pending Review==
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[http://www.opentaps.org/docs/index.php?title=View_Production_Run&diff=2382&oldid=1198 updated screen: view production run]
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[http://www.opentaps.org/docs/index.php?title=Create_Production_Run&diff=2380&oldid=1195 updated screen: create production run]
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[http://www.opentaps.org/docs/index.php?title=Find_Production_Run&diff=2376&oldid=1194 updated screen: find production run]
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[http://www.opentaps.org/docs/index.php?title=Invoice_Supplies&diff=2372&oldid=2249 updated screen: invoice supplies]
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[http://www.opentaps.org/docs/index.php/Supplier_Details_Screen completed screen: supplier details screen]
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[http://www.opentaps.org/docs/index.php/Edit_Shipment_Items_Screen new screen: edit shipment items screen]
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[http://www.opentaps.org/docs/index.php/View_Shipment_Screen in progress: view shipment screen]
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[http://www.opentaps.org/docs/index.php/Edit_Shipment_Information_Screen in progress: edit shipment information screen]
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[http://www.opentaps.org/docs/index.php/Outgoing_Shipments_Screen new screen: outgoing shipments screen]
  
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*Create Case
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[http://www.opentaps.org/docs/index.php/Incoming_Shipments_Screen new screen: incoming shipments screen]
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**Account or contact is required
 
  
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*Marketing section
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[http://www.opentaps.org/docs/index.php/Edit_Lot_Screen new screen: edit lot screen]
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**Create Campaign
 
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**Find Campaign
 
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**Create Contact List
 
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**Find Contact List
 
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**Survey Results
 
  
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*Team Members
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[http://www.opentaps.org/docs/index.php/View_Lot_Details_Screen new screen: view lot details screen]
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**CRM team members
 
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**Roles=Permissions
 
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**Team Leader - can change roles, add/remove members
 
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**Team members - view only
 
  
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    Team Members Assigned To This Account
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[http://www.opentaps.org/docs/index.php/Manage_Lots_Screen new screen: manage lots screen]
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    This section will list all users assigned to the team and their role. Assigning a role to a team member will determine his or her permissions. The following buttons are available to the team leader (team members can only view the other members and their assigned roles):
 
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    * [Update] - You can edit the team member's role from the "View Team" screen by selecting the role (for example: "Team Leader" or "View Only Team Member") from the drop down menu and clicking the [Update] button.
 
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    * [Remove] - Clicking this button will remove a member from the team, and remove all team affiliations for that user.
 
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    * [Add] - To add a new team member, manually enter the team member's internal ID or search for it using the lookup widget. Then select the appropriate role for the new team member from the drop down menu. Clicking the [Add] button will add the user to the team and to the team members list.
 
  
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[http://www.opentaps.org/docs/index.php?title=Receive_Against_PO&diff=2311&oldid=1923 formating/minor edits: receive against PO screen]
  
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[http://www.opentaps.org/docs/index.php/Create_New_Lot_Screen new screen: create new lot screen]
  
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*In the "Payment and Shipping Methods" section of the [[Activity Details Screen]]:
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[http://www.opentaps.org/docs/index.php/Receive_Inventory_Item_Screen new screen: receive inventory item screen]
  
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    This section lists any payment options you have created for this account, and will detail the shipping carrier for the account. Clicking the [Create New EFT Account], [Create New Gift Card], or the [Create New Credit Card] buttons will allow you to add a new payment method from the respective Create Payment Methods screen.
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[http://www.opentaps.org/docs/index.php/Open_Back_Orders new screen: open back orders screen]
  
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*In the "Sources" section of the [[Account Details Screen]]:
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[http://www.opentaps.org/docs/index.php/Find_Inventory_Item_Screen new screen: find inventory item screen]
  
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    This section indicates one or more sources which generated the account. To add a source, select the appropriate type (for example "Cold call" or "Self Generated") from the drop down menu and click the [Add] button.
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[http://www.opentaps.org/docs/index.php/Create_Purchase_Orders_Screen#Order_Items finished screen: create purchase orders screen]

Latest revision as of 22:40, 24 June 2008

How This Page Works

  • Add list of things to be written in the To Do section.
  • Add new pages with their complete url and the docs site URL, like this:
https://demo1.opentaps.org/crmsfa/control/findMarketingCampaigns  http://www.opentaps.org/docs/index.php?title=Find_Campaigns_Screen
  • When there are pages waiting for review, add them like this:
[http://www.opentaps.org/docs/index.php?title=Account_Details_Screen&diff=1308&oldid=1271 Account Detail Changes]

It will look like this: Account Detail Changes

To Do

Pending Review

new screen (purchasing) IN PROGRESS: Edit Bom Screen

new screen (purchasing) IN PROGRESS: Bom Simulation Screen

new screen (purchasing) IN PROGRESS: Inventory_Screen

new screen: edit inventory item screen

updated screen: view production run

updated screen: create production run

updated screen: find production run

updated screen: invoice supplies

completed screen: supplier details screen

new screen: edit shipment items screen

in progress: view shipment screen

in progress: edit shipment information screen

new screen: outgoing shipments screen

new screen: incoming shipments screen

new screen: edit lot screen

new screen: view lot details screen

new screen: manage lots screen

formating/minor edits: receive against PO screen

new screen: create new lot screen

new screen: receive inventory item screen

new screen: open back orders screen

new screen: find inventory item screen

finished screen: create purchase orders screen

Retrieved from "https://docs.opentaps.org/docs/index.php?title=Documentation_To_Do_Screen&oldid=3133"