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Hi Conner, If you’re going to be converting a sales order to an invoice, do not use the “Closed” checkbox. This manually closes the sales order and prevents you from creating an invoice. You’ll want to use another method for marking an order as shipped, such as a custom field or selecting a shipping method from the ...

Hi Magna, Generally, when you add a custom dropdown field to a table, a screen is generated in your account for adding, modifying and removing the records in the dropdown table. The screen generated will have the same name as the field and can be located under Customize > Screens. You can also build a screen yourself. Have a look at the ...

Hello again, I am already back  With the way that we ship out our orders, we are trying to establish a way for our shipping guy to "close" a sales order so that both he and the sales department know that the order has already been picked and packaged and can no longer be edited. I see that there is a "Closed" option at ...

I have created a dropdown field and want to make it required. what is the best way to do that. Also, how do I change the dropdown list once it has been created. Appreciate the help. Thx

No problem, glad I could help  Audisho

That did the trick!  I didn't realize that I used the fields from the wrong table.  Thank you again for all your help, Conner

Hi Mahlon, Since the time of your post, I have not seen this happen during my use in M:N. Have you been able to determine a reliable way to replicate this? Audisho

Hi Jason, Unfortunately, the only way to accomplish this in Method Classic is to do as you mentioned above with an SQL override field. Method New (M:N) uses a single search field that searches through all fields in the grid. Once all the features that you need have been implemented into M:N and you are ready to make the switch, this will no ...

Hi Conner, The Detail Report section of your estimate template lists “Estimate.EstimateLine.Estimate”, but the Detail Report on your sales order template does not list anything here. It also looks like you may have dragged the incorrect line item fields onto the sales order template. You need to drag in the fields from the ...