Difference between revisions of "Documentation To Do Screen"

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(Pending Review)
 
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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==
  
"Edit" Screens?  Should we even have these or is it the same info covered in "Create" screens?
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==Pending Review==
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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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[http://www.opentaps.org/docs/index.php/Bom_Simulation_Screen new screen (purchasing) IN PROGRESS: Bom Simulation Screen]
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[http://www.opentaps.org/docs/index.php/Inventory_Screen new screen (purchasing) IN PROGRESS: Inventory_Screen]
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[http://www.opentaps.org/docs/index.php/Edit_Inventory_Item_Screen new screen: edit inventory item screen]
  
Accounts:
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[http://www.opentaps.org/docs/index.php?title=View_Production_Run&diff=2382&oldid=1198 updated screen: view production run]
**[Create Payment Methods]
 
***make create payment methods common screen
 
***shipping accounts
 
  
Activities
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[http://www.opentaps.org/docs/index.php?title=Create_Production_Run&diff=2380&oldid=1195 updated screen: create production run]
*Scheduling Conflicts
 
**Busy/away during a time period
 
**Schedule another task will give error
 
***ignore conflicts
 
*My Activities/Find Activities
 
**bold= new or updated since last view
 
**color code for status
 
  
Cases
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[http://www.opentaps.org/docs/index.php?title=Find_Production_Run&diff=2376&oldid=1194 updated screen: find production run]
*My Cases/Find Cases
 
**bold= new or updated since last view
 
  
Forecasts
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[http://www.opentaps.org/docs/index.php?title=Invoice_Supplies&diff=2372&oldid=2249 updated screen: invoice supplies]
*[[Find Forecasts Screen]]
 
**only available to users with permission
 
  
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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]
  
==Pending Review==
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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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[http://www.opentaps.org/docs/index.php/Incoming_Shipments_Screen new screen: incoming shipments screen]
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[http://www.opentaps.org/docs/index.php/Edit_Lot_Screen new screen: edit lot screen]
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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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[http://www.opentaps.org/docs/index.php/Manage_Lots_Screen new screen: manage lots screen]
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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]
  
*Account details
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[http://www.opentaps.org/docs/index.php/Create_New_Lot_Screen new screen: create new lot screen]
**Account buttons
 
**Contacts - are contacts of this account
 
***[Remove] - disassociate
 
***Add new contact- [Create New Contact]
 
  
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[http://www.opentaps.org/docs/index.php/Receive_Inventory_Item_Screen new screen: receive inventory item screen]
  
**View Marketing Campaign
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[http://www.opentaps.org/docs/index.php/Open_Back_Orders new screen: open back orders screen]
***Create Tracking Codes
 
  
*View Case
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[http://www.opentaps.org/docs/index.php/Find_Inventory_Item_Screen new screen: find inventory item screen]
**Activities
 
*Create Case
 
**Account or contact is required
 
  
*Marketing section
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[http://www.opentaps.org/docs/index.php/Create_Purchase_Orders_Screen#Order_Items finished screen: create purchase orders screen]
**Create Campaign
 
**Find Campaign
 
**Create Contact List
 
**Find Contact List
 
**Survey Results
 
*Team Members
 
**CRM team members
 
**Roles=Permissions
 
**Team Leader - can change roles, add/remove members
 
**Team members - view only
 

Latest revision as of 22:40, 24 June 2008