Discussions
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Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Need to store Site Location address for Customer that are not Default Billing or Default Shipping
Hello!
I have researched this issue all afternoon with no success.
I need a solution for storing a Site Address on transaction documents that are not related to the Customer on the document. Currently, staff are using custom field that stores free-form text, but as you can guess, inconsistency with entering makes this almost useless for reporting/historical purposes.
For example, I enter SO for customer, but I need to assign a Site Location where the items will be installed for the customer (Customer may have mulitple site locations--think customer owning different.Convenient Stores/Gas Stations).
I thought about custom record; however, the same Site Location needs to be used on Purchase Orders as well as Sales Orders and Quotes and Returns and Cases.