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Re: W-9 State, Local and Federal Government
I will add that I am NOT a CPA but I believe our company actually does get a W9 (or an equivalent) just to cover ourselves.3 -
Re: Delete purchase orders that are partially received
If ALL the transactions in your system are test transactions, Create a Transaction Search (Mainline=yes) and a filter for Transaction Type. Select 1 type at a time to be able to use the inline edit m…1 -
Re: Need to store Site Location address for Customer that are not Default Billing or Default Shipping
Yes, the contact custom field in our case is School. Unfortunately joining to a Contact, there is no full Billing Address field so you have to build using the components {custbody_install_school.bill…2 -
Re: Delete purchase orders that are partially received
Can I assume this is you "Test Data" prior to going live? If yes, you have to back out the test transactions in reverse of their dependencies. In the case of a PO 1) Any Bill Payments again…1 -
Re: Need to store Site Location address for Customer that are not Default Billing or Default Shipping
We have a similar situation here. We use a Contact record along with a Custom Field (Type=List, List=Contacts). When we create the Contact, we use the Billing Address fields to show where our install…2
