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Hi, I would like to revisit this question. I would like to simplify the code in my screenshot below so the following is achieved. all quotes with a record.cseg_appf_business.id = 1, use media image 606031 all quotes with a record.cseg_appf_business.id = 2, use media image 14502 Jack was a great help before. Thanks!

Thanks Gaurav, that makes sense. My other question is after the checkbox is checked for COPY, would it then be possible to somehow link the initial order to the copied order(s)? LIke a list of the copied orders? Thanks!

Thanks for the feedback. Are any addresses "searchable" in the Global Search field?

Here is the quote and ship to field.

ok, thanks for looking into it anyway.

Yes, it is custom. Hope this helps.

i havent tested this yet but my initial thought is it wont be ideal. We need the workflow to trigger instantly, not wait for 30 min. But i appreciate the suggestion!

Thanks. I will give that a shot.

Here you go. When the business field = installation, the workflow will set the two field values in the second screenshot. This works for new orders. Some orders are entered as new: Some quotes are converted into orders using the "sales order" button on the quote: Thanks!

Hi, I suppose this technically didnt answer my question, more so pointed me in a specific direction. But you can close this question. Thanks for the help!

Yes, i was able to get this to work using your suggestion. Thank you!

Thanks, i will test this on MOnday and let you know.

Anyone notice the Sales Order TIme Zone of off by 1 hour. We invoiced sales orders at 10:10am MST, but the status page shows a time of 11:10, its ahead 1 hour. Not sure if this is related to the outage.

We are down in Denver, Colorado.

Nice! it works perfectly! I appreciate your help, Joahnna.

Thanks, Joahnna! It works. I also applied it to the "Amount" field. However, the Totals highlighted below do not round. I think i can apply the same code but just need to find the field for it. It is the record.total field. What type of field is that? Here is the code for both places the Total appears.

i will test this today. What if i want to add the "$" symbol and two decimal places so the prices look like $2.00? Thank you!

Thank you, Joahnna. I was able to get this formatted as i like. I appreciate your help. Have a good day.

This is the Company Name code i removed from the macro header level Here is where i added it to the Body level

Hi, I changed the code and it looks like the Company Name only appears on the first page. However some of the alignment is now off. Is it possible to put a space between the Company Name Country (United State) and Bill To lable? Also the bottom half of the grey box has shifted to the left. It needs to be aligned with the…

Hello, I havent figured this out yet. Highlighted below is the the header field that i only want to appear on the first page. Here it is in the PDF Below is where i entered the code in the body header element so it only appears on the header, but per the suiteanswer article, it also instructs to remove the field from the…

Hi, I have a follow up question and hope i can reopen this question. We are using the Roth - Quote PDF/HTML Template. Below is a photo of the second page of a quote. I tried to highlight the text behind the grey bar. It looks like the grey bar (qty and item) is covering the company information under the logo. Below is the…

Hello, Just want to let everyone know i figured out which fields to add to my saved search to return the inventory detail. The fields are part of the Bin On Hand group. Thanks!

Hi there, Wondering if there is any update on this. Let me know if you need anything else. Thanks!

Thank you! Just to add a note - we also want the saved search to include quantity on hand. Not sure if i included that in my screenshots.

Hi, I added code and the disclaimer no longer appears! So i think you got it. Thank you!!

Hi there, Just checking in on this. Please let me know if you need anything else! Thansk!

Here is the quote - EST211. When you click the print icon and view the preview, you will see the disclaimer at the bottom. The customer for this quote has a business id of 2 (installation). We only want the disclaimer to appear for customers with a business id of 1 (appliance). Also attached is the source code. Thanks!

Yes, perfect! I would have never found that Description field. Thanks!

For example, in our report below, at account 71100 we can see the memo field (2/14-2/18). When we drill into the first record highlighted below for $79.11, it is an expense report # 1141. Now the memo field is gone. Below is the actual expense report #1141. The memo or purpose circled in red is what appears in the Roth -…