Auto-close of Tab when transaction is Posted

Auto-close of Tab when transaction is Posted

The following system references can be set to auto-close opened tab when the transaction is Posted to increase workflow efficiency as well as reducing screen cluttering.

 

System Reference

Description

 Value

System Reference

Description

 Value

AUTO-CLOSE-SALE-ORDER-WHEN-POSTED

Auto-close Sale Order tab when the transaction is posted

 0 - off (default)

 1 - on

AUTO-CLOSE-SALE-SHIPMENT-WHEN-POSTED

Auto-close Sale Shipment tab when the transaction is posted

 0 - off (default)

 1 - on

AUTO-CLOSE-SALE-INVOICE-WHEN-POSTED

Auto-close Sale Invoice tab when the transaction is posted

 0 - off (default)

 1 - on

 

The steps to set the system reference are as follows:

  1. From the Navigation panel, click Administration , Advanced then System Types

  2. Select SALES from the list panel

  3. Select the required Auto-close system reference from the main panel

  4. Change the value to 1 to activate the auto-close feature

  5. Click Save to save the change