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Re: Pending Accounts

From: Fred Sadowick
Date: Monday, June 18, 2001
Time: 3:11:27 pm

Deleting the pending account involved separately deleting invoices, then
going back and deleting the account....this is 2 steps to delete a pending
account...not god level as you say. Please comment on this.

Also, on the online signup, can a misc field containing 3 selections be used
to only call up associated class defined peoducts in the services screen.
Since we can not have the client enter the class field, we want to limit the
number of services a particular client sees in the services list via another
field eg. the misc field. We need another field to correlate to the product
listing....since class is all we see and it is limiting.

> What is our OG option to delete open, not paid, not approved invoices
still
> in pending as nothing should go to audit if nothing has been
approved/paid.
> Thus, canceling of pending account with open invoices should wipe out
> everything without forcing deletion of open invoices first.

You can do a God-Level delete on the account (which will wipe the account
and all associated transactions).

- Shawn

-------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696


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