Preventing Accidental Closure of Transactions (Native Solution)

A transaction often needs to be reopened after a user accidentally clicked the “Close” button. Take the sales order, for example. The close button is right next to commonly used buttons as illustrated below. So, a misclick is easy. Moreover, there is no confirmation popup, thus, once clicked, the action cannot be aborted. Solution Prevention… Continue reading Preventing Accidental Closure of Transactions (Native Solution)

How to reopen a Closed Sales Order

If you close a sales order in error, you can reopen it if it has not yet been fulfilled. To reopen a closed sales order: On the sales order record, click Edit. In the Closed column of any line item, click to show the box, then clear the box. Click Save.The status of the sales order changes to Pending Fulfillment.… Continue reading How to reopen a Closed Sales Order

Confirm before Closing a Transaction Record

This article serves to address unintentional closure of transaction record when the Close button is accidentally pressed. A possible approach is to remove the standard Close button in the record, and replace it with a customized Close button. The customized Close button will pop-up a confirmation message from the user, and will ask for a reason for closing the record. Below is an overview of… Continue reading Confirm before Closing a Transaction Record