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Sales Order Form only generating first line item

Last post 06-30-2015 10:33 AM by Method_Audisho. 3 replies.
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  • 06-29-2015 5:16 PM

    Sales Order Form only generating first line item

    A few weeks ago I finished customizing the print templates in the report designer. Today I was testing a few out by clicking 'print preview' and I noticed that while my estimate report generated all of the line items, my sales order template only shows the first line item and nothing else. I have attached 2 images of what my design looks like in report designer, although they basically look the same.

    Estimate

    http://i.imgur.com/052HtOC.jpg

    Sales Order

    http://i.imgur.com/7aDnxRl.jpg

    Any idea as to what would be causing this?
     

    Thanks,

    Conner

  • 06-30-2015 8:33 AM In reply to

    Re: Sales Order Form only generating first line item

    Answer

    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 SalesOrderLine table that is nested in the SalesOrder table. Not the stand-alone SalesOrderLine table.

    Let me know if this helps.

    Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 06-30-2015 10:15 AM In reply to

    Re: Sales Order Form only generating first line item

    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

  • 06-30-2015 10:33 AM In reply to

    Re: Sales Order Form only generating first line item

    No problem, glad I could help Big Smile

    Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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