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Comments
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Maybe you can use Management > Audit Trail to see if someone's deleted them?
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Sales by Sales Rep report only include those posting to Income account. EG: If your SO sales amount is $600 and you have 2 items ($200 posted to income account and $400 posted to liability account), only $200 will show up in the Sales by Sales standard report.
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Hey StephQ, I ended up using a custom report built from the included "Sales Activity by Sales Rep". You should have email as an option for Sales Activity->Type . I have not spent the time to try and group by type for one big report, currently have 1 report for calls, 1 for email. Shaun To Group by Type, drag the Type…
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I am trying to create a saved search/report to count emails by sales rep. I have tried to customize sales activity by sales rep report, but cannot for the life of me figure out how to filter by activity type email. When creating a saved search, email is not available for activity type. If anyone has any tips that would be…
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How to view other's notes when not in Administrator role? User can only see their own notes at the moment in a Saved Search.
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Hello, Does anyone know how to get a report to drill down farther than the top 5? I know that once you click on view report, it goes to a report listing all item sales. I am just curious if there is a quick and easy way to say, get the top 50 selling items? Any help would be much appreciated. Just use the SETUP on the…
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Something I want to do as well.
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You could do this using a simple client script on the Item Fulfillment. The simplest solution would probably be a script triggered when the user saves the Fulfillment record: a prompt would pop up "You have entered overages. Are you sure you want to save?" with a Yes/No option. Any idea if I can use workflow to do that?…
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I'm not quite sure what you mean. When fulfilling Sales Orders, can't you only fulfill items that are on the Sales Order? Please describe your exact process for fulfilling your orders, and I'll help you as best I can. The sales order are created and the line item in the item fulfilment are scanned in with a scanner.…
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I am trying to customize the standard Shipping Report to add the shipping cost for the order. I cannot find the Shipping Cost anywhere as an field that can be added. Am I missing something or is the shipping report missing the ability to display the shipping cost? The shipping weight is available in this report. Thanks…
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I hear you there, the spaces only came in late last year as an option, so I don't believe there is a gridline option by default at all. Not sure if there is an underline in the PDF Form Customization for "Columns", but I don't think there is (only Bold). Enhancement time! Matt You can print with gridlines if you are using…
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Edit the sales order and set the line items to 'Do Not Commit'. The Reallocate Items page can only be used to move commitment from one order to another, it does not allow you to de-commit from a particular order and leave those items uncommitted. There is an enhancement request on file for this capability, #107413. Defect…
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I installed the basic one..
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figured it out.
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Yes, it took us 1 hour to print a bunch of consolidated statement.. why why why??
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The defect was for the Error " An unexpected error has occurred" or for the slowness??
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Certain roles need to have that added in the role permission to create Save Searches.
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I'm not sure what you mean but the last version had the link of the sales order the purchase order came from and that link is no longer on the purchase order screen. If you have upgraded the forms, it should be under the Field Group SALES INFORMATION. There is a Created From Sales Order #250. Hidden under the Transaction…
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Are you using consolidated statement with child and parent companies?
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Hi StephQ, This should not be the case unless maybe the form you are using is customized and the 'save and email' found under the 'actions' tab has been unchecked (new tab in V2010.2). I have checked several different transaction forms (sales order, invoices, etc) on a few accounts running V2010.2 and I am not experiencing…
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I am trying to replicate the Software Lead Nurturing Workflow in the training. Where do I specify the "Campaign Event"? It is showing a drop down list with nothing in it in the Workflow Actoin section.
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There is no way to guarantee that scheduled mass updates will run in a particular order. Is that what is required? In List > Mass Updates> Click To View The Details Of Your Last Mass Update, it only shows me the status of the last update, instead of a queue to tell me what is scheduled to run and when and if they have been…
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We are implementing NS ourselves with paid time with NS Consultant for assistance. I am the person handling the implementation internally as well as the Controller of the Company. My question was posted in direct result of knowing the importance of the COA but not knowing the requirements of NS. We have undergone…
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Is there a way to add custom elements to the Remittance slip Layout? Thanks! Enhancement 68554 which asks for a "Ability to add custom fields to Remittance Slip"
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Do you have someone sharing your login?
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Can the Total Qty field store the value and then display on the PDF print out? Also, I want to sum the quantity of only the Inventory Items and not service items in the transaction lines. How should I modify the code?
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Your code looks right. The only thing that looks off is the actual function call. The error says "sumToTotalCost(saveRecord)". Do you still have a parameter 'saveRecord' in your code? Edit: On second thought, "saveRecord" is just the trigger on which you're calling your function, which is fine. However, on Save Record you…
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I removed the extra } and got it to calculate but got a NaN error because there was nothing in some of the cost fields. Now, I moved my fields to subtabs and set "Default and Validation" for Flight Cost, CarCost, HotelCost, MealCost to "0.00" and now I have another error "Unexpected error occurred in a script…
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Creating a summary report of item class, showing total quantity sold, total amount, total quantity YTD 2009 and YTD 2010 so that I can compare the sales -------------------------------------------------------------------------- | All time Quantity | Amount | YTD 2009 | YTD 2010 | Class 1 Class 2 Class 3…
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Recently we needed to add three new users. In order to make room we have inactivated and taken away access to 6 terminated employees. I was able to add 1 user but I get the following message when trying to add another user. "Adding access to the user exceeds the number of licenses you have purchased. ....." This doesn't…