Meherin Bronze Medal

Hi, I can not see sales order form under customer center. its only Quote, Payment and return authorization

Hi, yes we did that too. we can see the sales order on customer center. but we don't want customer to see the form that is defaulting. its showing too much information's. thats what we are trying to find the online sales order form. thank you

Hi, thank you for your response. we turned on the online access. but only quotes and payment standard online is showing up. not sales order.

thank you for your reply.

Hi Angela, thank you for the reply.

thank you so much

when I changed the trigger from after to before submit. no email was sent. so I changed the trigger back to After and it sent 2 emails. I tried changing event type from On Create and On View or Update, checked only one but still 2 emails were sent. when I tried the workflow on sandbox, same workflow is sending one email. I…

thank you

thank you so much for your help. I tried to change from after to before and workflow did not send any email. when I put back after submit workflow started working.

Hi Able, thank you so much. for some reason in condition user is not working. I tried with employees too. I dont know what happened. thank you

Hi Alex, thank you. how can I disable Sales order button? is it possible?

Hi, thank you so much for your response. what we are trying to achieve is to lock the record when the quotes showed up in the search. 1st: lock record is not working. if I am not wrong lock record should stop the user for doing anything. but its not working like that. second: I dont know how to disable the sales order…

thank you so much. Pierre J.-L. Plourde and Able Wilson.

Hi John, thank you for the reply.

HI Alex, thank you so much. I created custom field with email address instead of list/record.

Hi, I created a custom field for using in the Sender field. but that custom field is not showing up. is there any way to do that? thank you

Hi, thank you for your reply. I dont know what happened only yesterday. user was not showing correctly. today when the same user tried its showing correctly. thank you for your help.

thank you

Hi so instead of selecting inventory adjustment, need to select inventory report. can I do the same thing on analytics? thank you

HI, I went to create new search then selected the following criteria and result was not able to get the on hand qty from item adjustment transaction I could not find any option that populate Qty.On Hand value on the search. thank you

Hi, I was trying to get report for inventory adjustment form. thank you

I got the answer, for analytics I need to use analytics options on dashboard. thank you

Hi Alex, thank you for your reply. I am using set field value for workflow. Item Type field just a custom transaction line field with a list/record type, but its sourcing from item field. I can not find the Item type selection on the workflow so I did not processed. condition will be if the item type has Special then Quote…

thank you so much Danish Thank you MoonK thank you Jervin

Hi Richard, thank you

Hi, Sorry I think I messed up explaining. I know how to customize current layout. we want to keep that layout and add another printing layout. if for these we need to create a button or anything I would need help how to create that. either on the same forms print drop down(like the attached pic) or new button I am sorry I…

Hi Red Velasco thank you so much for replying. I am looking for custom print layout. internal print only I am looking for customize templates like using the advanced HTML format thank you

thank you

Any luck with this? thank you

thankyou so much. it worked.