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Introduction
This page explains the feature of notifying when the bill to process record is edited by another user. In order to avoid duplication of work and help end users in picking up transactions for processing, a new enhanced UI offers blocking of records currently editing by another user. The record is greyed out when edited by another user.
Using the feature
When the new enhanced UI is enabled in the Main Configuration of our application, then the end user can be easily notified that the particular Bill to Process record is currently edited by another user. The whole row in the Incoming transactions to be processed list is greyed out preventing second end user from editing the same record to avoid duplication of work.
When you hover over greyed-out record you will notice a notification why the records are currently locked.
The record will be automatically unblocked when the editor closes the bill to process record.
You can also add a column “Current Editor” to the overview if you would like to be notified who is currently editing the vendor bill.
There is also an additional notification added on the bill to process record in case the second user do not use new UI, but standard Netsuite saved search and click on EDIT on the particular record. In this situation, the user will see the message The record is currently being edited by another user {user name}. We recommend closing the window or refreshing the page in few minutes.
Custom settings
There is additional protection added in the application in case the current editor keeps the record in edit mode for a very long time preventing other users from processing it. It might happen that the editor has the record in edit mode and then gets logged out from Netsuite while still having the bill to process record open in the browser tab.
To handle this scenario a script has been included in the bundle: ZC MR Update Current Editor.
The script checks if the particular user has the record open in edit mode for more than 60 minutes and if that’s the case, then it will automatically unlock the bill to process record so another user can process it.
Please note that 60 minutes timeout is set by default in the script. You can customize the parameter of the script called Current Editor Timeout Limit (Minutes) if different timeout works for your situation better.