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Can a Customer View Quotes Created Outside of the Customer Center?
Hi everyone, I've been trying to configure the Customer Center for my company. The goal is to provide a place for customers to browse a list of available products, request a quote, review the quote that was prepared for them, and track communication between staff and the customer. I created a custom record type for with a…
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What would trigger quote status changed from "Open" to "Processed" without creating a SO?
Hello Gurus, We recently discovered that a quote status (document status) would changed from "Open" to "Processed" without a sales order being created. What actions other than creating a SO would trigger the status change? Based on the system notes below, we tried to change the quote amounts but could not reproduce the…
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Add Total Qty To Bottom Of Quote
Hello, Below is a snapshot of our quote PDF. We are trying to add a field somewhere next to the Total field, that has a total of all the items on the quote. So for this quote it would say something like "Total Qty 35", with the same grey color fill, font sizes and styles. Ive attached the code currently in use. I…
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SuiteScript Error When Creating Quote
Hello, I have successfully created a quote, but noticed the script errors below. Not sure what this means and if i can do anything to stop the errors. THanks!
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Quote PDF To Display Different Cost Labels Based on Price Level Field
Hello, Below is a snap shot of our quote UI where we select the quote price level and where the cost/total fields appear. Here are the different price levels to be selected in the quote price level dropdown. This is the quote price level id. We currently have five different quote price levels to select in this field. Here…
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Select Two Price Levels on Quote
Hello, When we create a quote we currently select a "quote price type" then the corresponding "price level" at the item line level. For example, below we selected quote price type = Project. This means at the line item level we can only select "project" price levels. In this case we selected Project 12, and the cost and…
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Hiding Line Items & Columns
We manufacture and sell door packages. Please could someone help with my scenario explained below: So when we’ve raised a quotation, there is a separate line for each product that makes up our door set package (frame, door, hinge etc). We’d like to have an option where a miscellaneous ‘package total’ line can be shown on…
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Field Margins on Advanced PDF/HTML Template
Hello, We currently use an advanced pdf/html template for our quotes. In the upper right we have these fields below. Im trying to condense these fields, or remove the extra margin/padding highlighted in yellow. Ive attached the code for the template as well. Any help would be greatly appreciated.
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Price Code From HTML Template in Search Results
Hello, I have a saved search pulling quotes named Roth Open Appliance Quotes - CRM This is the search criteria We also have a custom price code that appears in the quote PDF/HTML template. I believe this is the code. The code pulls the price level from the quote form, line level And generates a price code on the lower…
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Workflow Email - Exclude Quote From Global BCC List
Hello, We currently have a workflow that sends an email whenever a quote is created. However the email is also sent to the global BCC email. Is there any way to prevent the quote emails from sending to the global BCC? Thanks!