Data Refresh Logic on Bookkeeping Detail

Availability: The setting is available since eWay-CRM 6.0.2.

Data Refresh Logic on Bookkeeping Detail gives you the opportunity to set what happens in bookkeeping detail when you click Refresh. For more information about editing bookkeeping records, go to Edit Bookkeeping Records and Added Products.

Double-clicking Data Refresh Logic on Bookkeeping Detail in the list will bring up the Global Setting card.

Field on the Global Setting Detail

The field is intended to enter the adjustment value. You can select from:

  • Refresh - it updates only values in bookkeeping detail, the same as if it is opened.
  • Refresh and update prices by current prices on products - it updates not only bookkeeping detail, but also prices on pruóducts in the bookkeeping record by the prices of product or price list of customer.
  • Refresh and update all products data - it updates bookkeeping detail, prices, and also other values on products (name, code, description, note, etc.).

    Clicking OK in the lower part of the Global Setting card will save changes and close the card. If you wish to close the Global Setting card without saving any changes, click Cancel.

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