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Retainer Computation - Include Sales Receipts

Last post 09-09-2011 4:24 PM by Method_Valbon. 1 replies.
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  • 08-26-2011 4:27 PM

    • Kerry
    • Top 150 Contributor
    • Joined on 10-22-2009
    • Santa Monica, CA
    • Posts 41

    Retainer Computation - Include Sales Receipts

    Reply Contact

    Screen: Existing Bugets / Contracts; Refresh button actions:

    Please consider adding another Retrieve Value from Table for Sales Receipts with another Basic Math line so that Retainer Items in Sales Receipts are addid to the retainer total.

    This way retainters can also be sold on a Sales Receipts for all users without additional customization.

    This makes the solution more flexible and direct when payment is taken at the time of sale. 

    Kerry Riddle
    Riddle, Inc.
    Method Certified Customization Consultant
    kerry@riddleinc.com
    310 721-5126 Cell
    310 392-5033 Office
    Method Certified ConsultantMethod Certified Customization Consultant

  • 09-09-2011 4:24 PM In reply to

    Re: Retainer Computation - Include Sales Receipts

    Reply Contact

    Hi Kerry - Thanks for the feedback after the webinar. I'll take a look at this as a suggestion and see what is involved and if it makes sense to add this as a general feature.

    Need more help? Ask us about Method consulting services.

    Valbon Shabani
    Director of Education
    Method Integration Inc.
    Toll Free: 1.888.925.6238 ext. 715
    Local and overseas: 416.847.0400 ext. 715
    Fax: 416.640.6027
    E-mail: valbon@method.me
    Website: http://www.linkedin.com/in/valbon
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