Liz Madrid Red Ribbon

Hi Dominica, We are in the process of looking into getting a different software for our accounting needs. So I will need generate a report that I can use to be able to upload all of the customer history into the new software. Hope this clarify what I am looking for. Thanks, Liz

Thanks Clarisa. If anyone else has any other suggestions on how I can generate a report strictly on revenue by state, please assist. Thanks, Liz

Hi Clarisa, I don't see this Revenue option under the report drop down.

I don't know how to customize a script, can someone assist?

Not at the moment as I need this option right away. I can't believe there is not a way for the button to be disabled. Are you sure this cannot be done?

I don't want to remove it, just an option to enable it when I need. Could someone walk me through this process. Thanks, Liz

Hello, Could someone please walk me through to gray out the Mark and Unmark option in item receipt. Thanks, Liz

Hello, Where do I go to find this enhancement 210313?

oh ok, thanks Clarisa.

Yay, it worked! Thank you so much Clarisa.

Thanks Clarisa, I need the report dated from 10/2019-09/2020 where can I set this to go this far back?

I also need to generate an income and balance statements by month not quarter or periods. It's not giving me the option to produce these reports by months. Thanks, Liz

Hi Clarisa, I need the report by month not periods, is it possible? Thanks, Liz

Hi Lea, I need the contact emails so I can send these customers new price list for these specific items they purchased. Thanks, Liz

Hello, It's pulling customers who doesn't fall under these items purchased into this report.

Great, thanks again Joahnna!

Hi Joahnna, Do I create a new action on the existing workflow or create a new workflow? Thanks, Liz

Hi Joahnna, Would it be possible for me to gray out the terms in the prospect page only and not have the customer page be affected of this selection?

Hey Michelle, Thanks for all your help!

Thank you so much for this suggestion, Michelle! It worked but I have a bit of a dilemma. So if I run a sales by sales rep report on a particular sales rep that includes these NEW TYPE accounts and a different sales rep created an invoice selecting their own name on customers with these New Types. Would it be possible to…

Hey Michelle, It doesn't have to be sales territory. I have 12 customers that I need to identify them as either "NEW ACCOUNT" "RECAPTURED ACCOUNT" "ENHANCED ACCOUNT". I just thought I would be able to pull my sales rep report to filter this information on there but it doesn't seem like it will work. If the territory is not…

Hi Michelle, This report does not work for what I need.

Morning Michelle, The report you suggested is only on sales orders not invoiced items. Thanks, Liz

Hi Michelle, I'm curious, how come I can include customer class when I build a sales rep report as the field is also part of the customer record? Could you please suggest another option if I want to generate a sales by sales rep report that includes "NEW ACCOUNT" "RECAPTURED ACCOUNTS" "ENHANCED ACCOUNTS". My original…

Hi Michelle, So how do I set the rule up to where I can include sales territory when I run my sales by sales rep report? Thanks, Liz

Hi Michelle, I will also need to run a Sales by Sales Rep report that will include the sales territory. I don't see a sales territory as an option in the fields. Am I missing something? Did I do this correctly? I'm still not too sure if I did it right on setting up the field rule. Maybe it's the reason I don't see this…

Hi Michelle, So if I want a certain customer to apply to a rule such as company name how should I approach this. I don't know what to select for the ones with asterisks, it's very confusing. How come there is no drop down to select the company name? Thanks, Liz

Hello, sorry I haven't had a chance to do this yet. I will try these steps today.

Hi Joahnna, I have no idea what Gaurav is describing. It sounds very technical.

Please walk me through how to do this. Thanks, LIz