Yes I did. That works for the web site, but not the Customer Center.

Would I find the option (If we have it) under Setup/Enable Features/Web Site/Site Builder? Thanks Carrie

Thanks for the reply. All of my in house orders show up on my reminders & on the "to be fulfilled" list. I have the default order status set to Pending Fulfillment NOT Pending Approval, so I think I have that part right. When I enter the order number in Global Search it comes up Pending Fulfillment, but it's not on the to…

Hi Steve; we've been struggling with the webstore for a couple of weeks and we coulnd't change anything at all in any of the checkout pages. I've posted a thread regarding the breadcrumbs in the checkout process [they are plain text to me but show up as links in checkout at www.saffronrouge.com, which was given as an…

Thanks Mimi!

We are looking for a Web Consultant also. Please give us a call. Carrie Cold Spring Granite 320-685-5015 coster@coldspringgranite.com Thanks

What search are you using? Carrie

Evan, How can I get the projects to roll up to the customer so I can see the last date for the Customer no matter which project it is. Cancle that request, I Grouped by Top Parent and that worked. Thanks Carrie

Thanks Evan, That's what I needed. Carrie

You can specify the phone number format under Setup>Company>General Preferences If you want to do all capitals for a field you may need a piece of Java Script to convert what is typed var myText = nlapiGetFieldValue('entity'); myUpperText = myText.toUpperCase(); // Change all to capitals OR ; myLowerText =…

I did some more investigation here. We track resolution based on a cookie that is set when you log in. This means that simply changing the resolution of your screen and refreshing the page will not have any effect. She'll probably need to log out/log in and ensure that the search portlet content is not cached. (click…

Thanks!!! That's what I needed.

Dashboard search portlets only display a limited number of result columns due to horizontal space concerns. Here's how it works: [LIST] [*] If the portlet is in the far left or far right dashboard column (the skinny column) it only shows 3 result columns [*] if the portlet is is in the center dashboard column, it will…

Awesome! That will work for now. Thanks

Thanks I'll look into server script. I've never used it before, so we'll see!?!? Carrie

You can also create a hyperlink within the vendor record to a purchase history search that dynamically loads for that specific vendor with a custom field and a dynamic default tag. For example, a) create your transaction search and include the Internal ID (Vendor fields) as a filter in the search, b) run the search and…

We also use the shortcuts, but it's a nice visual if the result can be on the dashboard. I'll test Luke's suggestions, once the AP clerk is back from vacation.

Angela, I've tried AR Payment History by Invoice & AR Payment History by Payment Reports, BUT neither works very well. We get a lot of down payments & then final payment either upon completion or in 30 days. So when the report is ran for the month it may not show all who are paid in full at the end of the month because…

THANKS!!! Yes, that helped, I forgot to uncheck the formula box. I appreciate all the help. Have a nice weekend.

Sorry, I wasn't very detailed in my previous post. But, I did try adding the Date Closed to the Filters BUT you can't remove the Invoice date filter, so it did me no good. The A/R Payment History by Invoice w/Customer Info didn't work because the filter is by invoice date (& I can't change it to closed date) so it doesn't…

Finally getting back to this. When I put in the formula, just as Evan stated to above, I get 'Error: Field Not Found' I must be using the wrong verbiage. Where can I look to get the correct verbiage &/or format? Thanks Carrie

Thanks, That worked Great! Is it possible to have the Amount Paid field calculate by a percentage to get their commission amount, or is the only way, to export it & have it calculate in Excel? Thanks for all your help. Carrie

Evan, Sorry, but could it be possible that we don't have that option (Parent Customer: Created Date Field)? We have Small Business? Carrie

Evan, If I use (Sub of is none) then I don't get any new customers that have jobs and I can't find (Parent Customer: created date is...) Any other suggestions? Thanks Carrie

Transaction Search.

Sounds Good. I'll do the same.

Sorry, no I haven't. I've just been dumping it into Excel & tweaking it from there.

No, the 5 standard reports are not what we're looking for. We would like a Sales Tax Liability by Group report, this way we could easily see what our total sales are for that state, (tax group). Under the Sales Tax Liability by Tax item report, it breaks out the sales by each item, which is also included with the state tax…

It makes the report easier to use, yes, I think we can work with this. Thanks for your direction. Have a nice day.

Thanks anyway. If you come up with anything I'd love an update.