Hey Jack, So how do I add another "Quantity" in the description column? I've already used the one shown but I need another on that column. Thanks, Liz

Hello, I would like to add the back ordered column to the picking ticket, is it possible or do I have to use the packing slip? Thanks, Liz

Hello, It was already enabled, still won't let me change the description, I want it to show "Remaining" not "Back Ordered" in highlighted area.

Pauline, I would like Shamaine to continue assisting me with this matter. Your instruction is just not making sense to me.

Nope, that didn't happen....

Hi Shamaine, Would you be able to help me with the Customer Class issue? I'm sorry but I don't feel confident with your colleague's advise on how this is being handled. I sense that she's missing something, that's why it's not making sense to me. I like how you walk me through the instructions. Thanks, Liz Madrid

I do not see the selection for quotes

will this apply to quotes and Purchase orders as well?

I didn't create a new custom transaction body, I used the existing one that was already there. So will this effect anything?

Sorry, I don't quite understand your explanation. So if I unchecked the Store Value, it will delete all the data that we did yesterday?

Pauline, Is this what we want if I uncheck that box?

Here you go....

Hey Pauline, I followed your instructions and it didn't work.

Shamaine, Do you know if it's possible for the class code assigned in the customer profile to auto apply each time we create a Sales Order/Quote without having to manually select it? Thanks, Liz

So you don't think it has anything to do with COD verses term 30 because I was able to change the class and save for COD invoices. Thanks, Liz

Thanks Pauline. Any update on your findings?

Hi Shamaine, In regards to the discussion about editing the class code on the invoice. I noticed that I can change the customer code if it's a COD term customer but not a Net 30 term which is interesting. Would you be able to look into this since I discover this information? Thanks, Liz Madrid

Morning Shamaine, I followed the steps you provided, it only gave me the contact names not their email addresses. I just need the email addresses of these contacts so I can send out campaign emails. Thanks, Liz

Sorry but I got it figured out, thank you!

Thank you so much ladies, you both have been super helpful!

Ok, sorry....thanks Ivy!

Hi Ivy, Would you know how I can create a report that has customer name and the class name. I only see option for customer by sales rep under report option.

Yay, it worked!!!! Thank you so much Ivy!!!!

I thought I did when I selected the account in the field map.

oh sorry....

This is what's shown, what am I missing?

Hi Ivy, I did select the correct import type and record type. I noticed the file didn't import through even though it said complete. What is causing this to not go through though? I've done everything as you asked.

Hey Ivy, I just tried following the steps you mentioned above and it's still not working. See the field map below...

Hi Ivy, How would the system know to select the highlighted item? I have over 500 new items I imported yesterday and I don't want to have to go through each one to do this.

Hi Shamaine, I responded to your question at the other thread....