Thanks, i will test this on MOnday and let you know.

Anyone notice the Sales Order TIme Zone of off by 1 hour. We invoiced sales orders at 10:10am MST, but the status page shows a time of 11:10, its ahead 1 hour. Not sure if this is related to the outage.

We are down in Denver, Colorado.

Nice! it works perfectly! I appreciate your help, Joahnna.

Thanks, Joahnna! It works. I also applied it to the "Amount" field. However, the Totals highlighted below do not round. I think i can apply the same code but just need to find the field for it. It is the record.total field. What type of field is that? Here is the code for both places the Total appears.

i will test this today. What if i want to add the "$" symbol and two decimal places so the prices look like $2.00? Thank you!

Thank you, Joahnna. I was able to get this formatted as i like. I appreciate your help. Have a good day.

This is the Company Name code i removed from the macro header level Here is where i added it to the Body level

Hi, I changed the code and it looks like the Company Name only appears on the first page. However some of the alignment is now off. Is it possible to put a space between the Company Name Country (United State) and Bill To lable? Also the bottom half of the grey box has shifted to the left. It needs to be aligned with the…

Hello, I havent figured this out yet. Highlighted below is the the header field that i only want to appear on the first page. Here it is in the PDF Below is where i entered the code in the body header element so it only appears on the header, but per the suiteanswer article, it also instructs to remove the field from the…

Hi, I have a follow up question and hope i can reopen this question. We are using the Roth - Quote PDF/HTML Template. Below is a photo of the second page of a quote. I tried to highlight the text behind the grey bar. It looks like the grey bar (qty and item) is covering the company information under the logo. Below is the…

Hello, Just want to let everyone know i figured out which fields to add to my saved search to return the inventory detail. The fields are part of the Bin On Hand group. Thanks!

Hi there, Wondering if there is any update on this. Let me know if you need anything else. Thanks!

Thank you! Just to add a note - we also want the saved search to include quantity on hand. Not sure if i included that in my screenshots.

Hi, I added code and the disclaimer no longer appears! So i think you got it. Thank you!!

Hi there, Just checking in on this. Please let me know if you need anything else! Thansk!

Here is the quote - EST211. When you click the print icon and view the preview, you will see the disclaimer at the bottom. The customer for this quote has a business id of 2 (installation). We only want the disclaimer to appear for customers with a business id of 1 (appliance). Also attached is the source code. Thanks!

Yes, perfect! I would have never found that Description field. Thanks!

For example, in our report below, at account 71100 we can see the memo field (2/14-2/18). When we drill into the first record highlighted below for $79.11, it is an expense report # 1141. Now the memo field is gone. Below is the actual expense report #1141. The memo or purpose circled in red is what appears in the Roth -…

Is this the same field that appears on the highlighted memo field on the expense report below?

Hi, When i search for memo fields, this is what is returned. what is the system name or id of the memo field in your example?

Yes, that did the trick! Thanks for your help!

Sure, here is the source code from the template.

Ah ok, this makes sense. We will update our process to check the item fulfillment whenever we make a change to the carrier. This answered my question. Thank you!!

Hello, We were able to solve this inhouse. We run a report and it turns out there was an error in the report criteria, but have since updated the report and our numbers are now accurate. You can disregard this question. THanks!

Hi Jack, I tried removing the &amp from the URL logos but that didnt work. I also couldnt get the File Cabinet Freemarker Directive to work so i started poking around again in the logo settings. I discovered the two logos that do work are checked as "available without login". So i checked the third logo and now it works! I…

Hi Jack, Thanks for your concern! Ill double check content moving forward. Let me test your recommendations and ill get back to you. Thanks!

Hi Jack, The code appears to work now! However when i generate a quote PDF for the new logo (tri-brand silver logo), the image below is returned. Here is the preview from the template - it correctly shows all three potential logos. I compared the image properties and all of them match. Any thoughts?

Hi Jack, I modified the source code with your code snippet. Below is what is now in the source code. When i save the code, i get the below error. I click Save to Submit. Now when i pull up a quote and try to generate a PDF i get the error below. For the quote_type i tried different field name and ids:…

Sorry for the delay, Jack. I will be testing this today and will let you know. Thanks!