Search results by user ID 4371

Re: Estimate > Invoice

Tricia — Tue, 22 Nov 2011 17:45:00 GMT

Thank you, Michael!

Re: Estimate > Invoice

Tricia — Tue, 22 Nov 2011 04:36:41 GMT

Hi Paul - just checking in to see if anything has changed since April. If Estimate > Invoice is still not a possiblity, will going from an Estimate to a Sales Order and then an Invoice reflect correctly in QuickBooks (with closing the estimate and then showing the sales order as invoiced)?

Thanks!

Re: How to make a built in field required on a form

Tricia — Tue, 20 Sep 2011 15:16:45 GMT

Hi Michael,

I think I figured it out. The message is there - it just disappeared quickly before I could catch it and it's not very prominent.

Thanks!

Tricia

Re: How to make a built in field required on a form

Tricia — Tue, 20 Sep 2011 15:07:43 GMT

Hi Michael,

Yes, I also made a copy of the standard invoice in the same Method account that is having the issue. The only thing I added is the Conditional Warning and it is doing the same thing as my altered screen. There is no warning message and it partially saves the invoice.

Thanks!

Re: How to make a built in field required on a form

Tricia — Mon, 19 Sep 2011 22:23:32 GMT

@ Michael - the invoice saves fine without the Conditional Warning. When I add it, that's when the saving is altered and I do not get a prompt about the missing class. I remove it, and it saves like it should again. On this screen, it only has one save button (no Print Preview, etc.). This screen is an altered standard invoice to have a few messages and only show the fields on the invoice that are needed.

I also made a copy of the standard invoice in the same Method account. The only thing I added is the Conditional Warning and it is doing the same thing as my altered screen. There is no warning message and it partially saves the invoice.

To try to make sure I am using the Conditional Warning action correctly, I created a copy of the standard invoice in a different Method account. I added the Conditional Warning and it works in that account. I think there is a bug in the account where it is not working. Can you take a look at it?

Thanks!

Re: How to make a built in field required on a form

Tricia — Mon, 19 Sep 2011 19:57:19 GMT

@ Michael: It is saving beyond the normal saving when you select the customer. It saves the line item information but doesn't calculate the total invoice amount, show customized messages, etc.

@ Michael & Val: The Value on Screen I am referencing in the Conditional Warning action is the Caption from the "Dropdown Field Properties for field Class".

Thanks!

Re: How to make a built in field required on a form

Tricia — Mon, 19 Sep 2011 12:49:23 GMT

Hi Val,

When I add a conditional warning to an invoice, to make sure a class is entered, the message does not appear and the invoice still partially saves without completing other actions in the action list. This is what I have set-up for the conditional warning:

Value From Screen - Class

Equal to

Type In - <field left blank>

Warning Message - Type In - Please enter Invoice Number.

This is the first action in the list. When the conditional warning is removed, all of the actions perform like they should so I know it is something with the conditional warning. Any ideas?

Thanks!

Re: Sales Order to Invoice Feature - Modify Invoice Screen?

Tricia — Fri, 10 Dec 2010 16:15:40 GMT

That certainly did the trick. Thank you!!

Re: Sales Order to Invoice Feature - Modify Invoice Screen?

Tricia — Thu, 18 Nov 2010 20:14:01 GMT

Hi Michael - thank you for the reply. I will try that and report back.

Re: Sales Order to Invoice Feature - Modify Invoice Screen?

Tricia — Wed, 17 Nov 2010 03:51:20 GMT

Bump