Integra Ideas

Idea and discussion portal for the Integra product line. Users may submit, view and vote on ideas submitted by all users.

A Customer Listing Report that enabled selection by Credit Control (None, Hard, Soft).

Customers' Credit Control status sometimes need to temporarily be put on Soft to enable an order to be shipped. Leaving it on Soft, however,  could be potentially harmful. I believe the only method currently available for determining which customers are on Soft, is to check each customer via Customer Maintenance. The recommended idea is a much more efficient method for obtaining this important information. 

  • Steve Barber
  • Feb 6 2019
  • Shipped
Reports - Back Office
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  • Janeen O'Dell commented
    May 30, 2019 15:53

    We are happy to announce this item has been completed and will be included in our 2019.2.1 release.  If you are interested in receiving this change, please reach out to our customer support team.  Thank you to everyone for your continued contributions.  Together we build amazing.

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  • Janeen O'Dell commented
    April 17, 2019 13:33

    Hi Steve,

    The team is currently working to complete these changes.  Once complete, I'll ask the support team to review your current version and confirm this can be released outside of a full upgrade.  The changes should be available in about 2 weeks.  Thanks.

    Janeen

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  • Steve Barber commented
    March 05, 2019 17:34

    Janeen,
    Thanks for your work on this and for the update. This should save quite a bit of time whenever we want to check on which of our customers are set on Soft control.

    Steve

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  • Janeen O'Dell commented
    March 05, 2019 15:33

    Hi Steve,

    I'll work with the team to see what the effort will be to add a Credit Control selection as well as an option to Group by Credit control.  With the group option selected, you would see all the same information the Customer Listing currently provides and the output will now be grouped by the Hard/Soft/None options with an indication in the report heading as to which group the listed customers fall into.

    Thanks,

    Janeen

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  • Steve Barber commented
    February 13, 2019 20:19

    Janeen,
    Thanks for responding. My perspective is that, because Credit Control is a criteria that is more likely to have a short term change than the others, it therefore would probably be selected for a particular reason.
    Printing all customers with the same Credit Control status would then seem to make sense.

    Thanks,
    STeve

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  • Janeen O'Dell commented
    February 11, 2019 13:41

    Hi Steve,

    Thank you for visiting out ideas portal and sharing a suggestion.  I have a follow up question to your suggestion.  If we add a filter to the selection criteria for the Customer Listing, would the output of the report also need to be modified to display a the Credit Control value for each customer?  Would it be acceptable to group by each credit control type?  Please let me know your thoughts.  Thank you.

    Janeen O'Dell

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