Hello,I am attempting to create a GI that will tell me how many quotes have been generated from opportunities and what was the dollar amount of each of those quotes.When we quote from opportunities, we are often bidding. As such, our first quote isn’t always accepted, but the door is still open if we gain approval to drop the price.When this happens we generate another quote tied to the opportunity and mark that quote as the primary, so to maintain the full history of the opportunity.However, on my GI, I only want to count the primary quotes. When I attempt to do this in conditions, I can not filter the CRQuote.IsPrimary data field. So, my GI is essntially totaling the dollar amount of all quotes instead of the primary.I feel that this is surely possible, so I must be missing something? Any help would be greatly appreciated.This is the quotes tab under the opportunityThis is my GI. Skips orginal quote nbr. Sums total under most recent quote nbr.
Hello,My company will be receiving purchased inventory directly to the warehouse, and storing it from there. The warehouse team will be using scanners to automate the process, and they are equipped with PO Receivers we’ve provided to them (With barcodes for both PO and Inventory Items), and Location Barcodes.What we’d like to happen is they remotely use the Receive and Put Away function to create a purchase receipt (with auto generated serials) against against the PO for the corresponding inventory that they are receiving. It should be simple, however I cannot get the Receive and Put Away function to accept a purchase order number/barcode. It only asks for a purchase receipt, which defeats the purpose as the warehouse team is the first to receive it.Am I missing something? Any help provided would be greatly appreciated!!!
We produce labels for our subassemblies based on inventory receipts that are generated in the production process. This has worked well for us in the past as we have only ever manufactured in singular large lots based on the production process. Below is an example of a label that produced 936 pieces of wood.However we are now generating multiple lots from singular production orders (EX: 6 lots of 156 pieces) which is causing the lots to pull in as <split>. This is because the lots have been pushed to the line details tab as there are multiple for a single line. Please see example below.Now the barcodes will not generate on the labels because it pulls directly from the receipt page. There are two possible solutions for this, neither of which I am sure how to execute:If we could specify in the production order that we’d like to generate 6 lots of 156 pieces so that they would appear that way on the on the receipt, then there would be no problem. However, I have found nothing that sp
Hello All,I am attempting to create a bill of material to process packaging. The amount of material that we package changes very often, but each finished product still only requires one of each packaging material.For example: One order may call for 20 widgets, and it will require one box and one strap to package it. Another order may call for 18 widgets, but still requires the same one box and one strap for packaging.In creating the bill of material I’d like to make the amount of packaging material fixed and w/o making a plethora of BOMs to cover every potential order I may encounter (there are a lot). I’d like to do this without allocating fractions of material (i.e. divide one box by 20 so the system generates one full box for a order of 20 widgets).It seems like this should be a common occurrence, and I’d expect the system to have a solution for this. Am I missing something?
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.