3951444 Green Ribbon

The custom field I am trying to do is on the preferred customer entry form. It still doesn't work:( It is a multiple select field so that seems to be the reason it won't pull...Wish that were different.

I have another issue similar to this one. We have a script that when an RMA is created you can have a new SO created from that return. On the return in the column fields we created a custom field called IMAGE. We would like the IMAGE field to carry over to the new SO from the RMA. How do I do this one without having to…

Worked perfectly thanks for the help!

The custom field type is a custom entity field that is on one of the tabs on the customer page. So it is not pulling from a transaction but from a tab on the customer page.

Can you briefly tell me how you did that? At least the color scheme cause right now its pretty ugly:) Thanks!!!

You know what I doubled check and you were right....they were using a different form. Thanks for helping out!

Yes everyone is using the same form.

I was able to do this and actually deleted the original message we didn't want popping up and it still shows that message on the transactions we create. How could that be?

I am still having the issue that the same message keeps pulling as a default on all transactions. Do you know how I clear that so there is no default message? thanks

What I am actually trying to do is customize the view that the customer center login can see when they view cases. Can I do this?

Yes I mean the vendor return authorization. I would like to email or print the transaction to send to the vendor as a reference. Do you know if printing the item fulfillment is the only way to do something like this? Thanks Again

No I meant if I changed the field to a mandatory field for the employee to fill in would that affect scripting?

I understand what you are saying to create an invoice but what line items do I use if I cannot use the original items or freight created for? Do I need to create come sort of special line item for this issue only and have it post to a certain account? Thanks for the help!

Thanks for the heads up!

I got this figured out never mind:)

The reason is that most of the time is that we haven't paid that original bill so the credit will be applied against it. Does that make sense? I am trying to stop the original PO from being paid when it is just going to get credited.

Yes I know that but sometimes the credit doesn't come thorough soon enough to stop payment on that one bill. Thanks for the help!

Along with this...Does anyone know how we can set the date to stay populated in the sales orders to bill queue? I am trying to get the next bill on or before date to stay as the current date and not blank. Thanks

On our statements it doesn't even show a payment. Do you know how you got that there? If so I would assume it is in that same process. If you know please let me know how you have payments on your statements. Thanks, Natalie

We have been running into issues with this. With a child company we would like to sometimes take payment from the parent company and sometimes we like to take from child company. This seems not possible? For now we have to keep going back to the check box (apply payments through top level customers only) and that is…

Yes they are logged into the customer center and the items are shipped out to different locations (addresses) under the customer's account. So when they login they order from the main customer and just have items shipped to different addresses.

We use sales tax by tax agency....But then again if I open either one I get the same amounts. Maybe you are not using the same dates on them when you open them and that is why you have two different amounts? Sorry if that didn't help but I would check that if I were you.

We do use billing schedules for certain items or services but this is more of a term we would set on a customer for a specific order. How would I use billing schedule for this situation?

What if I just create a non posting discount item? Would that do the trick? And if so what happens to the non posting costs?

What we want to do is in a sense not create a bundle package so we can leave each item on the order with its original cost on it. Then add a separate line item like a discount item to shoe them they are getting X amount off the order or X %. I see where to create a discount lie item but I am confused about the account to…

Yes I was just seeing if anyone had a different way around that. Thanks!

I can't figure out how to create a custom field and have it put on the message sub tab for Purchase Orders. I am trying to put the field on that sub tab so that the vendor can see what account to ship the order on.

No we are saving them for sure. Thanks for the suggestion.

Got it thanks!

No, what is that?