Aggregation: The collection of unit parts into a grouping or whole. Totaling Sales by Invoice at the individual level is an aggregate, as is totaling all the Invoices in a listing to get a total for the month, Customer, Manufacturer, etc.
Many new totals columns have been added in various financial screens throughout MRSweb. These columns now all have the capability to aggregate data as well. These aggregates are typically shown as a Sum or Average (as appropriate to the metric) at the bottom of the listing or table views.
PO Number, PO Date, Terms and Order Instructions have been added to all of the Sales listings -- Orders, Order Line Items, Invoice, Invoice Line Items, and Payment Line Items -- so that the PO and any notes can be followed all the way through from Order to Commission paid
If your Agency's primary key for tracking Customer engagement is the PO, Users can access that field in all of the Sales listings. This makes it very easy to filter and sort by PO Numbers and Dates in all of the screens, to find what you are looking for.
Order Terms and Order Instructions are more free-form fields that are used in various ways by different Agencies. The "Terms" can be the delivery and payment terms as captured from the manufacturers' reports, or can be more generic notes as added by the User. The same applies to the Order Instructions as either a miscellaneous field captured from a report -- and can certainly be different fields from each of the Manufacturers -- or simply notes about the disposition of this particular Order.
The key is these entries will follow the Order through its lifetime in the system.
To help find possible data inconsistencies, 2 more views that will show duplicate entries were added in the same manner as the existing "Duplicate Orders" View under "Orders":
Duplicate Orders View will list all Orders where the Order Number is found more than once. The same filtering is done for Duplicate Purchase Orders, the same PO Number more than once; and Duplicate Invoices, with the same Invoice Number more than once.
This filtering happens regardless of the Date for each of those items, so the same Order Number that occurs twice on different days would be shown... In some (perhaps odd) cases this might be normal and can be ignored. In some cases, that might be exactly what you were looking for. This is the purpose of Views, to help the User find entries which may otherwise be difficult to locate.
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