Kirk: I understand your rationale. That's an ingenious solution - driving the content of the order based on what's in the XML - and, given your product mix, that's a good way to ensure that things stay in synch.
For this client, the furthest they need to go is to flag changed documents and have a change report. These quotes are for large ticket items. Quotes range from a dozen line items to about two hundred line items with total pricing ranging from the low millions USD to just over a hundred million USD. In this situation, we just need a flag and a report about what has changed - dealing with those changes should be a manual process. -- Douglas von Roeder 949-336-2902 On Tue, Apr 25, 2017 at 11:28 PM, Kirk Brooks via 4D_Tech < 4d_tech@lists.4d.com> wrote: > Doug, > > On Tue, Apr 25, 2017 at 3:50 PM, Douglas von Roeder via 4D_Tech < > 4d_tech@lists.4d.com> wrote: > > > ... > > The issue that my client is dealing with is that some of the > > sales reps have futzed with some of the quote documents. By adding this > > feature the sales reps will know that their 4D Write documents will be > > tracked by the audit trail and that should cut out almost all of the few > > instances of mischief. > > > There we are. This is exactly why we transitioned away from 4D Write a > number of years ago. It was the same issue - the db generates a 4D Write > doc based on the data in the records but the sales reps could simply write > in something else after the write doc is created but before the PDF is > created or it's printed. > > My solution was to generate the PDF based on the data in the quote and not > allow the quote to be altered once it's generated. I should say that in my > db there is an [Order] table and a [Quote] table. The Order also has lots > of related data like items, addresses, etc. When the quote is created I > save all that related data in XML (old school - I'd use JSON now) and the > PDF in the quote record. The specific verbiage is in the order as plain > text (you could use styled text now) and the quotes are a standard format. > This allows the salesreps to create multiple versions of a quote for the > same order (accommodating options for various colors, finishes, etc). When > a particular quote is accepted the Order is reset to whatever was on it > when that quote was made. This guarantees the quote the customer signs is > the one that gets into the system. Much more reliable than screwing around > with trying to identify altered docs and manually reset the order to the > document specifics. > > -- > Kirk Brooks > San Francisco, CA > ======================= > > *The only thing necessary for the triumph of evil is for good men to do > nothing.* > > *- Edmund Burke* > ********************************************************************** > 4D Internet Users Group (4D iNUG) > FAQ: http://lists.4d.com/faqnug.html > Archive: http://lists.4d.com/archives.html > Options: http://lists.4d.com/mailman/options/4d_tech > Unsub: mailto:4d_tech-unsubscr...@lists.4d.com > ********************************************************************** > ********************************************************************** 4D Internet Users Group (4D iNUG) FAQ: http://lists.4d.com/faqnug.html Archive: http://lists.4d.com/archives.html Options: http://lists.4d.com/mailman/options/4d_tech Unsub: mailto:4d_tech-unsubscr...@lists.4d.com **********************************************************************
