@Ushan Senarath Thank you for your answer. I just wanted to provide a bit more context on why I asked this question and maybe updating the address on the tab would solve this but we ran into an issue where the default address on our customer had different tax codes than the delivery address. We thought that by updating the delivery address on the project invoice that this would change the tax codes on the invoice but it seemed to take the tax codes from the default address on the customer. If we select an address on the address tab - would that be the information then that pulls over to the project invoice?
@EDCLISA Unfortunately we have not found a solution yet. We have had to do a data repair in order to get the lines to close.
Hello Rasika, We are running into a similar issue and using the staged billing functionality - we cannot invoice and close the lines and it appears that it’s about a penny off. Please see the following screen shots - we cannot figure out when we try to make an adjustment why we cannot get the order to close.any help you could provide would be greatly appreciated.Thank you,Abby
Hello Asanaka,When I entered the part in the Service Quotation the discount did not seem to pull in at first but I was able to get it to pull into the Service Quotation now. The next issue that I have found is that we use work task templates in our Service Quotations and the pricing in the template overrides the pricing from the Customer Agreement. Do you know if there is a way to use Customer Agreements with work task templates? Thank you,Abby
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