Just upgraded to v7 for testing purposes so that we dont get a shock once its merged with master. And instantly I found out that there is one major change which actually has put me off since a lot of users would face the same problem. The items tables or should I say child tables in the v7 are once again limited to 4 columns and in v6 we could define more than 4 columns which was very helpful. See an example of the Sales Invoice Item Table in the attached screen shot and see the left image is from v6 and the one on right is on v7, this seems to be another step backwards and I would like to know how I can get the details in list view in v7 only.
Ideally it would be great if we could have the field in Draft state as well but yes showing in Submitted should be good.
For draft state I have an idea that we could have a button in items table to make non-editable meaning that the user is not interested in editing something similar to what we have in NOTES, the only difference being that by default the item table can be in EDIT mode whereas in NOTES the default state is non-editable.
@rmehta i think would be useful having more columns in purchase order as well …like supplier part no, description, UOM …probably would be nice to have same layout of version 6 if possible with multiple lines per item
I believe that although having a clean, streamline app look is consistent with your UI and is applaudable, honestly sometimes the additional information we can see totally outweights looks in day-to-day operations…
PS: Keep what worked
PPS: @rmehta Maybe have an official Feature Request section where your staff post features you intend to work on and let us vote. With paying customers given more weightage. (or Dislike - if there is such button)
Why can we have something like the notes, that is when you load a document then initially the child table (item table) is non-editable, but the moment you click the edit button the whole table becomes editable showing 4-columns only.
This ways we are only increasing 1-click for adding all the items from the current scenario but it would bring back the old functionality where we could see all the fields which are marked as SHOW IN LIST. See the gif below which is nothing but a NOTE in v6.
Now see a lot of users are already using the show in list view property and removing this feature would only encourage these people not to update, see the image attached.
If you notice that there are many fields in the images which cannot be part of the print format. So showing the print preview first is not going to resolve the issue FIelds like:
Income Account, SO#, DN# are not shown in the print of a Sales Invoice and similarly fields like Warehouse are of no use in the print format of the Purchase Invoice.
I think you would definitely have to think of a more proactive solution, the 4-column quick entry is indeed a good feature but not at the cost of information lost for other fields. I think as you had said that the edit feature is already there but I could not see that feature in case of item tables.
I don’t think a formatter would solve the problem. What if I want to see the List Price and Discount. I think you should have 2 different views for editing and non-editing as I was pointing out in the below GIF
The moment we press EDIT for the table the table can convert to 4-columns quick entry mode and if we are not editing the table then its in READ mode where it shows the table in v6 mode where we can define which fields to show and which fields not to show.
I hope I am able to get me message through in words.
User must be able to see important information at a glance…and they must be able to decide themselves which fields to appear and which fields to not appear…
If possible…I think @adityaduggal 's suggestions will solve the problem. As addition, the column for editable grid should be 5…instead of 4. E.g. When user is making entry for Sales Invoice / Delivery Note, warehouse column is missing and user cannot configure this…so at the end they have to go to detail form to make entry…if not it may lead to wrong entry using default warehouse…
All fields which are set as mandatory should appear on the editable grid…
Is there any chance to get back v6 child-grid view? Or at least there’s an option to turn off editable grid…
I think there is an option in customize form view to disable the quick entry for specific child tables but unchecking it does not seems to be working. Probably @rmehta can let us know if this is working or still WIP, btw this is on the develop branch and so might take few days to come to master.
@rmehta just checked it, its great to see the old functionality being there as an option.
It would have been perfect if the Add Multiple Items button could be returned as well in case we don’t want to use the quick entry…but maybe I am asking for a lot.