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#13946 - 08/11/08 04:27 PM Sales CQ report group & ship via
monique Offline
Adagio Graduate

Registered: 02/02/08
Posts: 47
Loc: New Brunswick
Hi
I created some report group into AR, but when I tried to put a report group for new prospect the table is not available. I know that the report group is for the customer report but I was also expecting that it will be the same report group list for the prospect. Because right now we have to type the code that will match with the one that we have created into AR.

It's also the same thing for the ship via list that I created in Order Entry. The list is not available for the customer and for the prospect.

Monique

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#13947 - 08/11/08 04:35 PM Re: Sales CQ report group & ship via [Re: monique]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11543
Loc: Vancouver, BC Canada
Hello Monique,

I have forwarded a suggestion to R&D regarding Prospects and the Receivables Report Group List.

However, the Ship via is working. If there is no Ship via on the Prospect record, you can drop down the list and the OrderEntry Ship vias will be displayed.
_________________________
Regards,
Softrak Tech Support

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#13951 - 08/11/08 04:59 PM Re: Sales CQ report group & ship via [Re: Softrak Support]
monique Offline
Adagio Graduate

Registered: 02/02/08
Posts: 47
Loc: New Brunswick
Hi

Thanks for the suggestion to R&D

However, the Ship via is not working

AR8.1A(070920)
OE8.1B(080421)
SalesCQ(080314)

Did I have to set something into a Compagnie Profile?

I don't have any drop down for the ship via for the customer and the prospect.

Monique

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#13952 - 08/11/08 05:03 PM Re: Sales CQ report group & ship via [Re: monique]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11543
Loc: Vancouver, BC Canada
Hello Monique,

Sorry, I was looking in a Quote.

There is no dropdown for the Ship via field in either Customers or Prospects. I will add another suggestion to the wishlist for this.
_________________________
Regards,
Softrak Tech Support

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