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Question

INFO TEXT AND DEFAULT INFO ON QUOTE AND SALES ORDER LINES

  • July 11, 2025
  • 1 reply
  • 26 views

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Can someone tell me what these two search options INFO TEXT AND DEFAULT INFO do for the Quote and Sales Order lines. I do not see a box in either report of Quote or Sales Order line entry. We are looking to use a field that is searchable for special sales part projects to track and line details.

Example we have a new sales part that is in NPI (New Part Introduction) we want to track the activity of quoting and selling within the lines details.

1 reply

Phil Seifert
Ultimate Hero (Employee)
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  • Ultimate Hero (Employee)
  • July 14, 2025

Hi,

What product are you seeing these search options?  It is not the Alliance product where you posted this question.

Kind regards,

Phil