Centime Ideas
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What is the use case?
Client was confused why he couldn't move his document forward as he received a generic error "Issue while saving document details. Please try again or contact us if the issue persists. " He was confused and spinning his wheels until he realized this invoice was already in Paid tab. When this specific issue happens, can we give a more specific error message? |
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Impact?
I don't see this happening often except for industries where the same thing is often purchased, such as freight, equipment, items on reorder. |
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Is there a work around?
Yes - need to check the Paid tab. |
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Proposed solution?
Can we give a more specific error message when this issue happens? "Potential duplicate found. Please check the Paid Invoices tab." |
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| Client / Prospects AWAITING (internal only) | Advanced machine |
Perhaps duplicate flag/error flagging when duplicate occurs is possibly INCONSISTENT.
During my training call with DeFiore on 10/3, the client entered a net new invoice. The vendor numbered the invoice incorrectly, and I noticed that invoice # was already in the PAID tab.
Please see attached - the error message was sufficiently specific. However, still unsure why Advanced Machine encountered what sounded to be the same situation but received the generic error message "Issue while saving document details. Please try again or contact us if the issue persists. "
This is potentially not so confusing - Sophia will pull the screenshot.