Convert Quote from Prospect to Customer to pick up nominal structure for stock items.
We have a customer who builds the nominal account for stock items using the nominal from stock and cost centre/dept from customers. When they create a quotation for a prospect account, it uses the default nominal details from the prospect. However...
Christie O'Connor
over 7 years ago
in Convert Quote
0
Idea Accepted - Gauging Support
Financial Statement to show Category Code on the printed report
When using Financial Statements and selecting Single Account Group it would be useful if the actual report included the Category Code in the Title against each line (or in a separate adjacent column). This would make the report more transparent fo...
GENERIC SALES QUOTATION CONVERTION TO LIVE SALES ORDER - NEW CUSTOMER ACCOUNT
Convert a generic Sale Quotation e.g. ENQ9 to a new customer account MCCA0012? When the quotation is converted to a live SOP the customer box is greyed out and cannot be amended to a new customer a/c. At the point of quotation we do not alw....
Guest
over 2 years ago
in Convert Quote
0
Idea Accepted - Gauging Support
