Phreesoft Support Forum

Let's say I have 3 different computers in 1 location to do all the SO. Before create SO, they have to make the new customer account.
When user 1 do the new cust. account, the auto-gen number makes an ID C0001.
At the same time, user 2 and user 3 do the new customer too. The auto-gen number makes the same ID C0001. It's because user 1 still input the customer information and haven't save it up.
When user 1 save it first, user 2 and user 3 cannot save it with the same ID. Then they would edit them to C0002 and C0003 manually. Problem solved.
The next new customer ID should be C0004, but the auto-gen would created for C0002, and it will stuck for C0002 forever. So users will always have to edit the customer ID manually. Any solution, Dave?

Does the same thing happen with orders?

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Ruben.

I think so. But so far we create SO number manually, only Customer ID using the auto-gen.

any solution for this problem, Dave?

I suggest the following work around:

Create customer account on the fly in SO form:
1. Open SO form
2. Enter the minimum information required for a new customer for your setup.
3. Press the save button. This assigns a customer ID and SO number.
3. Press the open button.
4. Select the SO you just created which should be a the top of the list.
5. Fill in the rest of the client data and SO.
6. Press the save button.
If you still have problems, reduce the required customer information only to 2 fields: Customer Id and Primary/Company Name


When creating a new customer in customer form:
1. Open New Customer form
2. Enter the minimum information required for a new customer for your setup
3. Press the save button. This assigns a customer ID number.
4. Go to Maintain Customers and do a search for the customer you just created.
5. Select the customer and enter the remainder of the information.

Ruben.

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Ruben.

I have this on my short list, what I plan on doing is leaving the customer number blank until the record is saved when I will apply the ID. Should fix the problem. It will be fixed in R1.9.

Dave

wow, thanks Dave! So about when will the v1.9 come out?

I'm planning on early December.

thanks. I'll be waiting for your excellent work

Customer ID (Leave blank for system generated ID)
When I leave it blank, it fail to create a cust ID.
The account ID already exists in the system, please enter a new id.

How to set up the next Customer ID?
There's no Next Customer ID can be set up at "Tools -> Administrative Tools".

I'll take a look. Dave

This works on the demo site. If you go to the demo site, there is a place to set the Next Customer ID on the sequence number fieldset in Tools -> Administrative Tools. Does your system have this field as shown on the demo site? If not, it should have been added during one of your upgrades.

Dave

The 1 at my site doesn't have... So? I need to install it again? I don't think it will make it appears, becoz I already install it twice today. Do I miss something that u've upgrade after upload the data to sourceforge?

Check file: /modules/general/pages/admin_tools/template_main.php for the lines:If these lines are not there, your file is down level and you should load the newest version from the upgrade. Then check your db in table current_status and see if you have the fields next_cust_id_num and next_vend_id_num. If they are not there, ad them of type varchar length = 16. Set the starting values to the ID you want first.

Dave

I don't have the script u posted!
I can upgrade it once more. But r u sure the newest file is at sourceforge.com?
The file I downloaded yesterday shows it's 6.4 MB on sourceforge, but actually it is only 6.1MB (1,775 files, 400 folders).
Did I download the right file already?