Difference between revisions of "Account changes report"
From Catalyst
Katy Kitchen (talk | contribs) (→More Information) |
|||
| (10 intermediate revisions by 4 users not shown) | |||
| Line 1: | Line 1: | ||
== Summary == | == Summary == | ||
| − | It is possible to auto execute a Report Generator | + | 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 | + | {{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 {{ | + | Go to {{PlatinumSettings}}. |
| − | * Enter the report to execute in {{DataPrompt|Account Changes Report | + | * Enter the report to execute in {{DataPrompt|Account Changes Report}}. |
| − | |||
| − | == See | + | {{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).}} |
| − | * | + | |
| + | {{Warning|text=Once in place this report will run for every change made to a customer or supplier account.}} | ||
| + | |||
| + | == See also == | ||
| + | * [[Creating a new customer or supplier]] | ||
{{KB_Tags|account changes, auto report}} | {{KB_Tags|account changes, auto report}} | ||
| − | {{ | + | {{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
