For audit reasons, our system admins cannot do mass actions where transactions are involved. I need to allocate this access to a user, but I can’t seem to find any information on access when it comes to mass actions. Please point me in the direction on some documentation in this regard!
We need the costs that come through from PO’s onto our sales orders and service orders to show on the Daily Sales Profitability Report. So firstly - is there a magic fix like a setting or something that we can change in order to incorporate these costs into the line items in the invoice? That’s first prize.If not, I have managed to create a GI to fetch the costs for the service order using the following joins, but I can’t find the same connections for SO:I’m also just wondering if anyone has a more elegant solution than these GI’s? I’m sure there are many others who also need to see these PO’s included in job costs. In fact strictly speaking they only become costs once the items have been receipted so I should add another line for PC.Then - last question. Because the same PO is linked to multiple lines of the service order, and I only need to show the cost once, I grouped by PO order number. But it is adding the two lines together, and I only want to show the cost once, do I need
We have a service order that has an appointment with a status of “in process”. On the appointment are some links to purchase orders that we want to remove, but it won’t let us take “mark for PO” off. The PO is empty. We need to move forward and invoice this service order but can’t seem to get past this, is there something I’m missing in terms of removing the PO from the Service Order?
I am printing the notes of a sales order quotation at the end of the totals. I have put it into it’s own group footer as follows: And the settings of the group footer are as follows: And the properties of the text box are as follows: I’m expecting this note to print only once, over two pages (not on each page). But this is the result: Can you see how the note cuts off? It is two lines. Then it prints again on the next page: Also not both lines.Please help with the correct settings so that one line of this note prints on page one and the second line prints on page two :-)
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