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When you click "create invoice" from the footer bottons on a sales order screen of an existing sales order. It takes you to a screen allowing you to select the items to invoice. from there you go to the screen to create a new invoice from the items you selected. The "system" picks a number for you. What I would like to do ...

I get a “invalid code” message after the screen loads.   Also after I enter the code into SQL Overide. The Advanced button becomes read only. So I need to delete the column and enter it again.

Di you know what the SQL Overide code is for the columns? 

2 questions. First, can a grid, for example sales order list, have different color columns? Secondly canthe text color change based on information gathered from the sales order? For example if the sales order is not invoiced the text on the grid reads in Red or of it is invoiced it is black.

-C I am trying to do a similar thing. I want to exclude Discounts on the print version of a work order/sales order. I am noting using the Yes/No. I simply want to exclude them.  Can you expound a bit on how to do this?

Hello, I currently filter certain items from the items list on a Sales ORder. I would like for the print version of the sales order to only print some of the items. For example: There are discounts that appply to some of the Sales Orders that I want to show on the screen but not in a print version of the sales order.

I am having trouble picturing this. I can't get it to work. I tried making it so the dealer can't see the list at all (by unchecking the box in step 8). Yet when I log in the via the portal (which is where a dealer will log in) the list remains there.

Thanks, things are working good so far. May be you can help me with one other thing. On the sales order screen. There is the "sales order list". I want cetain users to be able to filter that list differnely than others. For example: I want my dealers to view only there own sales orders on that list. Yet I want my employees to view ...

Ok thanks, I got the roles part of it done and it is working. The salesorderline part isn't quite what I was looking for. I guess what I would like to do is somehow put in a filter for certain item names. For example: I don't want my "dealers" to be able to access any item starting with Raw Materials. I only want them to be ...

I want my employees to only have access to a portion of my items list. How do I "weed out" the things I don't want them to see on a sales order?