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Well... The original report was and still is the sample estimate report. I changed the logo and added some labeled text. From that I created (copied/saved as) a new report (Proposal-Sprinkler). Made additional changes to the text and it still works fine.
I then tried to create (save as) the Proposal-Sprinkler report to ...
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I am working with the FS: job sumary report and would like to add a percentage of profit next to the total profit field. Will you share with me the procedure?
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First and foremost, I am loving this product! Our efficiency has doubled, our communication between employee, customers, and vendors (across the country) is unbeleivable, and the tracking of POs, estimates, work orders, vendors, customers... tells me exactly where we are as a company and it makes me very happy :). And even better, I ...
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Negitive!
I tried making the modification outlined by Val, and I've have even gone as far as creating a new report without success in making the detail report work.
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Saved SampleEstimate as another report and made mofications, created my button to pull up my copied report.. works great! Pulled up SampleEstimatte again, everything works. Perform a save as (did the exact same thing) without modification and the detail report does not show (the total shows) all other information shows, but no description, ...
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Got it...
Sometimes it takes me a while to connect the dots!
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Yes... I understand and it worked. However, what I was trying to do is use the customer (recordID) as a "job number" because it's unique and auto generating number.
Would it be better if I created a new field in customer table and make that auto generate? if so, how?
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Why?
When tring to ad a field in the Entity Table I receive the following:
Table does not allow adding fields.
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What am I missing?
I created a button, and created 3 actions on the click:
1. Retrieve value from screen: full name
2. go to tab: purchase order
3. Enter value onto field on screen: field - Ship to , Action from #1.
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What is the process for the follow:
If I am in the customer screen and want to create a PO for that customer. From the customer screen I want to select a button that opens the Purchase Order screen and automatically insert the customer (ship to) information.
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