User_Y9BMT Newbie

Anyone can help? Still can't global search all Sales Orders.

I tried other roles. The sales manager and sales person cannot search the sales order by its name, such as "SO123". However, the sales manager can search for Items. I guess the problem is how to use global search find Sales Orders.

The role has added the perform search. Other sales who hold the same role can global search. But I try to switch my account to a sales rep, I cannot do a global search.

Got it. Thank you so much!!

Hi Jack, Thank you for your answer. Still working on it. Will update asap. Thanks

Yes, it is the advanced template. Can you guide me to modify the code?

Also, how can I filter by paid date?

Sorry, one more question. From which Criteria shows the invoice is paid?

Very helpful. Thank you so much!!

Thanks, Dominica. I have got your email. I am contacting with our AE and still waiting for her reply. Meanwhile, do you know how can I create a report for a period of time of the invoice paid by clients. For example, during Sep. 1st - Dec. 30th, the total amount that one clients paid.

Yes. Thank you so much for clearly and patiently explanation. The problem has been solved.

Thank you so much! Problem solved.

Thanks Joy. Why this internal ID set for 248? Also, can I have the "QUANTITY ON HAND" next to the reorder point? Thanks

Thanks Joy. We understand setting the reorder point for both locations. Do you have a more detailed instruction for setting the item search?