View Full Version : Quote reference
lsmith7972
12-06-2005, 02:45 PM
Simple questions here. I would like to reference my customers RFQ number on my quotes. The 2005 complete accounting version has a field entitled "customer PO" which is where I am storing this reference number. But I cannot seem to modify the Quote to have this field print. Can anyone tell me the name of this field in the data base?
rick Prindivill
12-06-2005, 06:44 PM
Work Around #1
When printing a Sales Quote, you cannot access the Customer PO field, but you can access the Customer Standing PO, as listed on the Sales Default Tab, in Maintain Customers.
Work Around #2
The alternative would be to enter the quote in Sales Order and then go to Sales Order and FORM DESIGN, where you can change the form to read QUOTE vs SALES ORDER and any other related reference to Sales Orders vs. Quote. Sales Orders do not affect your General Ledger balances.
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