Under special circumstances, the system locks data to prevent multiple users from simultaneously making changes to the same customer data. The graphical user interface (GUI) version of Vision has some advanced optimistic locking functionality to help you and the other users at your company be as productive as possible in a multi-user environment. In optimistic locking, multiple users can access the same customer record at the same time, as long as changes are made to different data elements.
To better understand different locking scenarios, please review the following frequently asked questions and their corresponding answers.
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What happens if I am making changes on the Customer Maintenance tab for customer XYZ, and then another user wants to also make changes on the Customer Maintenance tab for customer XYZ at the same time? Does Vision allow this? |
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Vision allows both of you to make changes on the Customer Maintenance tab for customer XYZ, unless you both try to save changes to the same field at the same time. If that happens, one user's change is saved, and the other sees a warning message that prompts the user to refresh the saved change. (Click Data Changed Errors pop-up window to see a sample.) |
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What happens if another user has a customer record open in Vision Back Office (that is, the user is accessing Customer Master Maintenance for a specific customer)? Can I make changes for that same customer on the Customer Maintenance tab in the GUI version of Vision? |
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If the other user accesses the customer data in Customer Master Maintenance (in Vision Back Office), that customer data becomes locked. If you try to save data for that customer on the Customer Maintenance tab (in the GUI-based version of Vision), a locking error message will be displayed on your screen. (Click Record Locking Errors pop-up window to see a sample.) The error message includes the name of the user who has the file locked. The file becomes unlocked when the other user leaves the Customer Master Maintenance in Vision Back Office or views data for a different customer in Customer Master Maintenance. |
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What happens if I am modifying data for a customer on the GUI Customer Maintenance tab at the same time another user is deleting that record? For example, let's say I want to modify contact information on the Contacts screen of the Customer Maintenance tab, but another user actually deletes that contact. What happens in this scenario? |
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It depends on what happens first. If you first click Accept to save your change on the Contacts screen, and then the other user deletes that contact, the contact information, including the data you entered, is deleted. If the other user first deletes the contact and then you click Accept to save your change, you will see a warning message that prompts you to refresh the data. |
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What happens if another user and I both try to create the same record on the Customer Maintenance tab at the same time? In this example, let's say that we are both trying to create a new ship to location called PURCHASING on the Ship To Main screen at the same time. |
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Only one of the ship to locations will be saved. |