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Bryan,
Does the same thing happen on the default Estimate screen? Which fields are you filling out in the EstimateLine grid.
-Michael
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Tammy,
This can be done through customization. You would need to add a drop down list to the screen that references the ReportMethod table and display ReportName as the 1st Column. You would need to filter the drop down by MasterTable = Activity (This would ensure that only relevant templates are displayed). Once the drop down is created the next ...
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Matt -
The DueDate is just coming from the DueDate field of the statement charge. All statement charges ("Charge" table in Method) have the ability to have a Due Date entered and this is what the portal is showing.
If instead you want it to pull a field from the Customer screen that you are arbitraily setting, that's a ...
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I would like the customer to be able to print their current statement or
just view it in PDF format. Also I would like to be able to customize
the design and layout of the statement/invoice to match my company
image.
What events do I need to add to a print button so that it pulls account information from a transactions table and displays it ...
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Paul,
I see the due date field as a choice to be added to the portal home and transactions screen. However, I may not understand how it works. the field offers me a calander to choose a date from. I am looking for a field that will pull the due date of the customer account from quickbooks.
I think you understand what it is that I am looking to ...
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Hello,
I have been getting this message today on various items I enter in my quote screen when I click update. There is not a blank or invalid value.
Any ideas?
Bryan
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Hi Jonathan,
Can you please give this another test on your end and let us know if what you were describing is still happening.
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We have set up a couple of custom Work Orders in the system using a data set of custom fields that we have added. When we select a Work Order and choose Print, it automatically generates the default Work Order.
Is there a way to remove the default so that when we print a WO, we can choose from a list of available WO's?
Thank ...
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Perfect! Thats all we need it to do.
Thank you
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Bryan,
From the Work Order List Screen when you click on More Actions > Invoice Selected or More Actions > Invoice All it actually goes through and checks to see if the occurrence has any job items, if it doesn't it copies them from the series.
-Michael
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