3948659 Newbie

Hi Debbie You cannot move...drag fields as you suggest. You can position the fields on a form by navigating as follows Set Up>Customisation>Transaction Forms (or EntryForms if that is the one in question). Then Select the Form you wish to modify - select the form by pressing Edit (or customise if you are using a standard…

I have done this by customising the quoter form: Set Up >Customisation>Transaction Forms..... and edit the form you wish to customise Then in the form choose printing fields>columns Then "untick" the following boxes Tax Tax Code PST Tax Rate Tax Amount Gross Amount Save the changes and you should not see the box you have…

Your very welcome, my pleasure:)

Hi If you navigate to Set Up>Customisation>Transaction Form PDF Layouts...then select the Form you want to modify and press "edit" (If you are using a standard form then you will need to press "customise"). When the form opens on the right hand side of the screen is the "Editor" panel and above this is a button labelled…

Hi There We have solved this problem by modifying a Quotation (Estimate) to provide this functionality. You need to create a new Quotation Form and associate PDF layout naming is "Pro Forma Invoice" instead of "Quotation". If you then navigate to create a Quotation but select Proforma Invoice Form you can generate the…

I also have the same problem John Walpole

Hi Paul I agree with your comments, we need this functionality. I have voted today for the enhancement Regards John Walpole Senscient Ltd UK

I also have the same problem wanting to automatically attach T&C's to Quotations

Hi Javier Many thanks at least you have confirmed that i was on the right track. Regards John

I have the same question as Chris... if so this would be very useful for us Regards John

Thanks Malin This sounds really good for me and look forward to WFM. We have a situation that prior to Sale Order Approval we have to go through a "Contract Review" procedure to ensure that we are able to supply the goods that meet the Customers Specification. This requires Employees from Sales, Technical, Financial &…

In the Quote (Estimate) tab of the Opportunity - What I have found is that you have to make sure the "Forecast Type" is set to "Most Likely" and you press the 'Update" button the Projected Total will be update to the value of the Quote (Estimate) Hope this helps

The same for us ... up and running for just 5 mins now down again!!!!!

We are down also but can access by system2

I had problems with Full CSV download but when I changed to Firefox from IE8 I found it worked. However what I also found was that the Full CSV download is somewhat less than FULL.... about as useful as a "chocolate fireguard".:) I yesterday realised that the only solution was saved searches as Geoff suggests. Not really a…

I to have the same problem - I have just realised that he "Use Classic Interface " check box is not now visible - I am signed in a Admiinistrator

Many thanks John

Yes you start from a Transaction Search. You need to select the field "Document Status" then type in the column When the Old Field Is....Pending Approval and then When New Field is....Pending Reciept. I hope this helps... let me know if it works OK Regards John

Jeff Yes I did have the same problem when I was setting it up.... as they say that is a "NetSuite-ism". Glad its working for you John

I have achieved this by the use of a Saved Search which looks at the change of status from pending approval to pending receipt. This then can trigger an email to be sent to whoever needs to know Regards John Walpole