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I am working on customizing Purchase Orders to become RMAs for our customer service team.  So far I have created a custom purchase order screen relabeled for RMAs and non relevant data removed.  I have added a new table to the edit customer tab link so you can view RMAs for the customer.  All is working well.  Now I run into my ...

Danny, It works. Thanks!

Michael and Matt - these issues are a combination of design and internal tickets I am waiting to hear back on. I'm hoping to have both resolved soon so they are working as they did during Friday's webinar. I'll try to post here with regular updates if there are any delays.

The service item is no longer greyed out, but the error that results when approving a time entry converted from an activity persists.

JamesQ, I'm not exactly sure what you mean. Are you draging the fields into the Detail band within the Detail Report? Since you are working on a report based off the SalesOrder table have you tried making a copy of the Sales Order (Custom) report and start making changes based off of that? -Michael

I have been having that problem as well since I started using ProServices and brought it to Val's attention during a teleconference a couple of months ago.  I was excited to see it work in the demo and thought that maybe it would be fixed for me (uh... us) but I guess not...

Hi Navitha, Let me try this on my end and get back to you. Are those the only items you set on the report or where there other items? -Michael

Hi Richard, The mobile versions of our screens work on tablet devices as well, though designed mostly for smaller screens. Currently there is no solution to this but maybe a user has found a different mobile device that works with frames. -Michael

Michael, Can you let me know if the response from Method_Paul  has helped address this? Otherwise, I can look into situations where service item would be greyed out or disabled within Pro Services.

 Thanks for suggesting the webinars.  The first one appears to answer my question.  However, it does not jive with what you suggest. Per the webinar, I am able to accomplish what I need by using Insert Detail Report.  One question on this - am I able to break my Main Detail section with a Detail Report and then continue with ...