Updates to sales order form EXPT-148

Proposal summary  This proposal covers the changes to the sales order forms ,print picking ticket PDF updates and its proposed solution  Requirement   Expertec would like to update the PDF for print picking ticket, Increasing line spacing between items on “print picking ticket” so there’s more room between the lines, they would like alternate shading… Continue reading Updates to sales order form EXPT-148

Error: The Result Field Formula (Currency) Cannot be Grouped. Please Edit Search and Omit this Field or Use a Different Summary Function” When Navigating to Any Transaction Records List

Scenario User tries to access any transaction records list as per samples below but this error shows: “The result field Formula (Currency) cannot be grouped. Please edit search and omit this field or use a different summary function”. Examples: Navigate to Transactions > Sales> Enter Salesorder > List Navigate to Transactions > Sales> Create Invoice > List Solution Navigate to the Transaction Records List where error is encountered, i.e. Transactions > Sales> Create… Continue reading Error: The Result Field Formula (Currency) Cannot be Grouped. Please Edit Search and Omit this Field or Use a Different Summary Function” When Navigating to Any Transaction Records List

Proposal of Email template for Sales order

Proposal summary This proposal covers the scope of the email message creation for sales order using the custom button “Email CS”. Requirement  UteMaster NZ Ltd  would like to prepare  email templates  for sales orders. A custom button need to add in the sales order “Email CS” .When this button is clicked, a new email will… Continue reading Proposal of Email template for Sales order

Proposal For Sales order, Invoice and Estimate Print

Proposal summary This proposal covers the scope of the PDF template customization for sales order, invoice and Estimate Requirement  Eagle point solutions would like to prepare a PDF for sales order, Estimate and Invoice and they would like “banded rows” when they print out a sales order and estimate. At the bottom of the “Estimate”… Continue reading Proposal For Sales order, Invoice and Estimate Print