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Sage 200 Evolution ZA Ideas Portal

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Status Will not implement
Created by Guest
Created on Jun 7, 2024

Change transaction details option when right-clicking on a transaction

Currently, in order for a user to change a transaction, they have to go to Administration - Utilities, and then enter the audit trail number. It would be more efficient if from the on-screen enquiries they could just right-click on the transaction and click on Edit. And that will take them to the same Administration - Utilities screen, but with the correct transaction already loaded.

What is the workaround for the problem today?

Go to Administration Utilities after having taken note of the audit trail number and batch reference of a transaction.

Your Designation/Role Customers Services
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  • Admin
    Yaseen Ameer
    Reply
    |
    Oct 16, 2024

    This functionality is very much permission driven.These permissions are via the accessible nodes .Thus this functionlity is not possible on source document screen