Hi Chris,
I: Customer/Vendor changes
>
> AR->Customers and AP->vendors
>
> - Search
> - Add
> - History (no need to have a Reports submenu with just one option--
> that could come back if we have more reports)
>
Yes: the fact that I need to open a submenu to perform the most common task
in our system has puzzled me from the beginning. Definitely a good move.
> II: Chart of Accounts position
>
> 1: Remove System/Chart of Accounts and all submenus (except add
> account which gets moved as below)
> 2: Move Reports/Chart of Accounts under General Journal
> * The columns displayed would depend on permissions.
> * A normal user with no additional permissions could see
> Account Number and Description.
> * If has permission to view GL transactions, add credits and
> debits, and give the option to click through account number to get to
> the GL search screen with account field pre-populated.
> * If user has admin access, additional columns would be
> visible: link, edit, delete, and obsolete.
> * Move add account to General Journal just underneath Chart of Accounts
>
It took me a bit to see the entire picture when we talked over gChat, but
now it's in this mail I must say that this too is a good idea: The
"Reports" top level menu which *strictly* relates to GL data struck me as
confusing since I first saw it.
> III: Parts:
>
> 1: Move searches out of Reports menu and to top level since this is
> the most common task
> 2: Put add part/service/labor/assembly in a New submenu
>
This move was counter-intuitive to me at first: I had been thinking to move
all configuration related items TO the system menu instead of away from it.
However, if you think of admins as "users with special authorizations" I
guess it makes sense to align all menus to look like the customer menus:
create and modify belong together in the same menu and you'll be presented
either based on your authorizations.
So now I agree with this change.
> IV: Others:
>
> 1: All searches are at the same level as what they search
> 2: For transactions, invoices, orders, and quotations, new comes
> above search. For everything else search comes above new.
>
> What do people think?
>
I think this will improve navigation experience. Let's see what others have
to say in the next day or 2, but failing any reactions, I'd say that's a
green light to proceed.
Bye,
Erik.
------------------------------------------------------------------------------
Live Security Virtual Conference
Exclusive live event will cover all the ways today's security and
threat landscape has changed and how IT managers can respond. Discussions
will include endpoint security, mobile security and the latest in malware
threats. http://www.accelacomm.com/jaw/sfrnl04242012/114/50122263/
_______________________________________________
Ledger-smb-devel mailing list
[email protected]
https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel
