DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Bug with Receipt/Payment Type Field in Form Defaults


#1

After a Sales Invoice is created & the “Create” button is pressed, the invoice appears on the screen in the “View” mode. When the “New Receipt” button is pressed a screen appears entitled “New Payment” and the “Type” field on the screen defaults to “Payment”.
Is there any way that the program could be changed so that when the “New Receipt” button is pressed the screen that appears would be entitled “New Receipt” & the “Type” field on the screen defaulted to “Receipt” instead of “Payment”?
When a Purchase Invoice is created and the invoice appears in the “View” mode & the “New Payment” button is pressed, a screen appears entitled “New Payment” and the “Type” field on the screen defaults to “Payment”; so that works fine.
The problem arises when creating a Receipt on a Sales Invoice.
I understand that in Settings > Form Defaults > Payment or Receipt the “Type” field on the form can be set to default to either “Payment” or “Receipt”. However, it would be a nice enhancement if the “New Receipt” button or “New Payment” button on invoices in “View” mode caused the “Type” field in the resulting screen to default to the associated transaction type.


#2

meaning create new receipt and payment via sales invoice are copied over? 1+ from me.


#3

@dmclain has revealed a bug.

In the current version (18.11.66), the default Type setting under Form Defaults for Payment or Receipt is Receipt. The default Type is apparently set because the field cannot be empty. If you leave it as that, clicking the New Receipt button while viewing a sales invoice brings up a receipt form. The same is true when creating a new transaction under the Receipts & Payments tab.

Likewise, if you click New Payment, either while viewing a purchase invoice or under the Receipts & Payments tab, the program brings up a payment form, despite the setting under Form Defaults. This is exactly the behavior you would expect: the program ignores the default Type setting for these two actions and responds to the positive, button-click commands.

The same is not true if the default Type is Payment under Form Defaults. In that case, clicking New Receipt while viewing a sales invoice brings up a payment form. Other behavior, however, is correct. That is, clicking New Receipt in the Receipts & Payments tab or New Payment while viewing a purchase invoice or in the Receipts & Payments tab brings up a payment form.

To summarize, the bug is limited to clicking New Receipt while the Type field is set to Payment under Form Defaults.

@dmclain, you can temporarily resolve your specific problem by changing the Type under Form Defaults to Receipt.


#4

Thank you Tut, that workaround works.


#5

Fixed in the latest version (19.1.4). When it comes to form defaults, it will be soon possible to set default values for both payment and receipt type independently.


#6

That will be awesome.