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PHONE AND FAX TO SHOW UP ON SALES QUOTATION (Read 457 times)
jahiv
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PHONE AND FAX TO SHOW UP ON SALES QUOTATION
08/04/04 at 14:03:10
 
Don't know if this one has been covered but having the
Phone and fax # show up when printing the sales quotation form would save some steps when calling back or faxing the customer the quote.
 
 Smiley
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Danimal
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Re: PHONE AND FAX TO SHOW UP ON SALES QUOTATION
Reply #1 - 08/05/04 at 14:42:37
 
You could just as well do this one yourself, following these instructions:
 
  • Create a backup copy of T6SOPB4.RTM (in your DBAMFG folder)!
  • Open T6SOB4.RTM (acknowledgement form) with the report editor.
  • In the upper-left corner, click to select a field (such as the "Customer Phone" field).
  • Press and hold your SHIFT key, then click the rest of the fields you want to copy.
  • Press CTRL+C (or using the Edit menu, select Copy).
  • Open T6SOPB4.RTM (quotation form) with the report editor.
  • Press CTRL+V (or menu Edit-Paste), the fields fall into place.
  • Save your modified quotation form.

 
HTH!
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Re: PHONE AND FAX TO SHOW UP ON SALES QUOTATION
Reply #2 - 08/05/04 at 18:49:52
 
Uhhh, he might not have TAS 6...... ???
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Sincerely,

Lorne Rogers
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Phone: (780) 471-1430
Fax: (780) 471-4918
E-mail: lrogers@ariaconsulting.net
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Lynn_Pantic
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Re: PHONE AND FAX TO SHOW UP ON SALES QUOTATION
Reply #3 - 08/05/04 at 19:17:44
 
Actually, we did that back in April for the standard TAS 5 RTMs.  Try copying the RTX to RTM - if you still don't have it, email me and I will send it to you (assuming you are IS Tech Subscriber).
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Lynn Pantic
IS Tech Support
lynn@istechsupport.com
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jahiv
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Re: PHONE AND FAX TO SHOW UP ON SALES QUOTATION
Reply #4 - 08/10/04 at 05:41:01
 
Thanks for all your help, I will try and add it first and  
If all else fails I will contact Lynn for the form.
 
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