Method Community

Method:CRM

 

Method Community » Method:Classic » Method:Classic General Q&A » Add item to estimate PDF

Add item to estimate PDF

Last post 05-14-2014 2:19 PM by retrotel. 2 replies.
Page 1 of 1 (3 items)
Sort Posts: Previous Next

  • 05-12-2014 4:30 PM

    Add item to estimate PDF

    Reply Contact

    I have added "item" to the grid on the edit estimate screen.  I do not understand how to add it to the PDF.  I have downloaded the tool and have customized forms.  I think I just need to add the field to the esimate.estimateline group but unsure how to accomplish this.

  • 05-14-2014 8:06 AM In reply to

    Re: Add item to estimate PDF

    Answer
    Reply Contact
    Hi Retrotel,
    Sounds like you're on the right track. To start, I recommend making a copy (save as) of the report "Estimate (Custom)", in case you need to revert to the original. The field you are looking for is under Estimate\EstimateLine.Estimate\Item (see screenshot below). 

    You would drag Item in between Detail1 and DetailReport1, so that is gets included for every line item (see screenshot below). You can format this any way you like.
    Please let us know if you have any questions about this.

    -Russell

  • 05-14-2014 2:19 PM In reply to

    Re: Add item to estimate PDF

    Answer
    Reply Contact

    This worked perfectly.  I actually modified it a little more by adding a label and an x band line thing for "item".

    Thanks for the help!!
Page 1 of 1 (3 items)