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  • 1.  Two users doing data entry at the same time in separate sales batches have data unexpectedly merge into one batch

    Posted Sep 10, 2021 04:00 PM
    I have two users who recently started noticing that some of their sales transactions they enter in separate batches merge into one. The users are in the same company doing data entry under different batches. This issue is happening in the Sales module, but not the Purchasing module. I did some Googling, but did not come up with any solid reasoning. I have recommended to them that they do not enter transactions in the same module at the same time, but what is the underlying issue? Is there a reason for it happening sometimes? Has anyone else experienced similar? Any insight would be appreciated.

    Thank you!

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    Angela Morehouse
    CC Industries
    Chicago IL
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Two users doing data entry at the same time in separate sales batches have data unexpectedly merge into one batch

    SILVER CONTRIBUTOR
    Posted Sep 13, 2021 09:03 AM
    It is extremely easy to change the batch ID and not really realize that you have done it.  We usually see this when we add new users or I've also seen it after an upgrade as some shortcuts or the number of tab clicks are off.  If it is only with two particular users I would job shadow them to see if they are accidentally doing something in the wrong order or accidentally selecting the wrong batch ID.

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    Joni Welling
    Director of Accounting Services
    Affiliates Management Company
    West Des Moines IA
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Two users doing data entry at the same time in separate sales batches have data unexpectedly merge into one batch

    GPUG ALL STAR
    Posted Sep 13, 2021 10:52 AM

    Hi @Angela Morehouse

    Are you saying that the users created separate transactions in the same batch?

    Or that the transaction number they were entering was the same number, so one transaction had lines entered by both users?

    Just need to clarify as the situations are quite different.

    Regards

    David​



    ------------------------------
    David Musgrave MVP, GPUG All-Star

    Managing Director
    Winthrop Development Consultants

    Perth, Western Australia

    http://www.winthropdc.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Two users doing data entry at the same time in separate sales batches have data unexpectedly merge into one batch

    Posted Sep 15, 2021 02:47 PM
    Hi David,

    Two users have reported to me that they are entering transactions in two separate batches simultaneously in the same company. User B has logged out after completing her entries. User B went back in at a later time and noticed that some of User A's transactions were now showing up in User B's batch. Other than suggesting that they do not do data entry in the Sales Module at the same time in the same company, I'm not sure what else to tell them as I have not seen this happen before. I have not had time to perform any testing to see if we can replicate it in our Dev environment yet, but I plan to. I was hoping to get some insight from this group. I appreciate your response.

    ------------------------------
    Angela Morehouse
    CC Industries
    Chicago IL
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Two users doing data entry at the same time in separate sales batches have data unexpectedly merge into one batch

    GPUG ALL STAR
    Posted Sep 15, 2021 08:41 PM

    Hi Angela

    I suspect that one of the users used the browse buttons to swap transaction and accidentally swapped into the other user's batch. Then saved the transaction and continued data entry in the wrong batch.

    With my knowledge of the application and the underlying code, I cannot see anyway for data to be saved in one batch and show in another without this sort of user error.

    Regards

    David



    ------------------------------
    David Musgrave MVP, GPUG All-Star

    Managing Director
    Winthrop Development Consultants

    Perth, Western Australia

    http://www.winthropdc.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Two users doing data entry at the same time in separate sales batches have data unexpectedly merge into one batch

    SILVER CONTRIBUTOR
    Posted Sep 16, 2021 09:17 AM
    David's explanation is probably correct, if you navigate to an existing transaction, the only way to clear the form is either delete or save. If you save the transaction to start entering a new one, it retains the batch ID on your new transaction.

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    Mike Bresnan
    Arabella Advisors
    Washington MD
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    Academy - Online Interactive Learning from Experts


  • 7.  RE: Two users doing data entry at the same time in separate sales batches have data unexpectedly merge into one batch

    Posted Sep 17, 2021 11:49 AM
    Did they use the same Batch ID?  Like did they both name their batch after the date?

    ------------------------------
    William Thomas
    UNICOM Engineering, Inc.
    Canton MA
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 8.  RE: Two users doing data entry at the same time in separate sales batches have data unexpectedly merge into one batch

    Posted Sep 20, 2021 11:35 AM
    They were entering transactions in two separate batches which had different names.

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    Angela Morehouse
    CC Industries
    Chicago IL
    ------------------------------

    Academy - Online Interactive Learning from Experts


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