Pauline, How do I get this info to show on my workflow?

Can I edit each one or do I have to inactivate then recreate a new one?

Oh so the condition has to be set for each class not all 4 combined? I knew I did something wrong.

I've set up a total of 4 classes... This is how I set each one...

Hi Pauline, They all show Water Treatment under class and that's not the case. Again, it only auto populate if I create the sales order from new not through the customer profile.

It is a Sales by Item report

Hi Micah, Why does it include 2021 if I select my dates from 01/01/20-12/31/20?

It's also selecting the wrong class for the customers....this customer is supposed to be Direct Sales not Water Treatment. Did I set up wrong?

Hi Pauline, It only works if I select a blank sales order then select my customer like how you have it above. It won't auto fill if I select the customer from the profile then go to generate the sales order from there.

Hi Pauline, Do I need to do a separate workflow for quotes as well or is there a drop down to select both sales order and quote? Thanks, Liz

Patrick, This was not helpful. Could someone else please advise on this matter? thanks, Liz

Hi Pauline, Do you have a moment to help me with this one?

Yay, it worked....thank you so much for your help!

Hey Pauline, I don't see a preferred checked next to any of these vendor bill.

I don't really need the employee name on the bill just the purchase order which we've already established. Would it be possible for me to remove it from the bill?

Hi Pauline, I would like to revisit this customer class code again. So I noticed that in the customer profile, it's listed as a customer class but our sales order shows class. I think I got kind of missed up when I was following your steps, is there a difference?

Hello Pauline, I noticed the employee box is showing error when I create a bill for the purchase order, I'm assuming this info link to each other. Could you please advise on how I should fix this. Thanks, Liz

Ok Pauline, I found the issue. I noticed there is a bracket by the employee default value on yours but not mine. It's all good now! Thank you so much for your help!!!

Please see snapshot below....

Hi Pauline, How come it's displaying and error when I print instead of the name that was selected on the PO

Hi Pauline, So should I delete the element I created yesterday?

Hi Pauline, How do I get the employee box to move down to the highlighted area by the terms box?

Hi Shamaine, Any luck with getting this resolved? Thanks, Liz

Thank you Shamaine!

Hi Shamaine, Please see snapshot of the form info below....

It worked, thank you Jack!

Jack, I opened the txt you provided and it's blank. I don't see the 2 byte space. Sorry I feel really stupid for not understanding what you want me to do.

I tried adjusting the columns and it didn't move the signature down. I need the signature to move in the center of the box, not move the box itself.

Jack, I have it all figured out. Not sure if you can assist with this other matter but do you know how I can lower the highlighted verbiage to give room for signature. Thanks, Liz

See highlighted areas below. I need another quantity in description where the shipped label is located.