Thank you so much kbeatty21 for your fast response.Yes, the credit card does work, but we are looking for something similar to process orders with the payment methods cash/check/ACH.Thank you!Monika
laura01, thank you for your answer also.I tested it and it worked! This is awesome! Thanks!
BenjaminCrisman, thank you for your response.Yes, this is what I was looking for. Auto-Apply payment for payment methods cash/check and ACH.Thank you!Monika
Hi @kbeatty21 I did tried that before, but it does not let me add it.Am I missing something during setup or in the stock item master?Thank you!Monika
@kbeatty21 You are right. I created a new item and played with the different lot/serial classes and now it works.Thank you so much for your help with this.
@kbeatty21 and @Hannah Barnes I changed the the drop ship check box on the lot/serial classes and it works now.Thank you for your help!Monika
@Hannah Barnes I voted. Thank you!
Good afternoon @Anacarina Calvo ,Thank you for responding.What I did was, I created a service contract with billing type “ Beginning-Period Plus “.For the schedule I chose annual.For the “services per period” I created an non stock item with “deferred revenue” 12 months. This is how I think I solved the issue with billing upfront (annually) and recognize the revenues monthly.To answer your question. Yes, their clients send in parts for repair, which would be entered as appointments (with reference to the service contract), so their staff can capture their time on these appointments. These appointments would be at $0.00, since the contract was billed and paid already (annually).To see a budget (contract) vs actual (appointments) we would create a generic inquiry.Is this how I could solve this?Thank you!Monika
@darinpaulsacumatica76 We are looking into the same question.We need to restrict people form seeing confidential attachments.Thank you!
@Anacarina Calvo Thank you Anacarina for these answers. I tested them all and I can suggest them depending on the situation. I will demo this to the prospect and see, what they chose.
@darinpaulsacumatica76 Thank you for this additional information.Once our customer decides how they want to handle the security and we are able to test this, I will get back to you with the results.
@jinin Thank you for your response, we will test and report back.
@Naveen Boga Thank you!
@kandybeatty49 Thank you!
@kandybeatty49 I appreciate your fast response!Thank you so much, I tested it and it works prefect!
Hi @Anacarina Calvo,I tried the “staff schedule rule” and “unavailability”, thank you!On seeing the schedule on the appointment, I don’t want to schedule it right away, I would like to see, which staff member has availability, without scheduling and then assign it to the one that has openings.Thank you!
@Anacarina Calvo I tried the side panel and that works great.Thank you!Monika
@Anacarina Calvo For the side panel.I added a dashboard for the calendar, then I created a customization project, saved it.My question now is how do I add the dashboard?Thank you!Monika
@Anacarina Calvo The dashboard I have created for the calendar (CST.DB.00.00.42) is not on the drop down list for the “destination screen”.Also, when I search by “dashboards”, the one with the calendar does not show up to chose.How can I get the dashboard to show up in “destination screen”?Thank you!Monika
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