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  • 1.  Sales Order Defaults with custom office

    Posted 08-04-2022 10:27
    I got a request from a client asking how they could default a /Misc Item to be the first line entry on every quote.

    With scripting, I have added lines before to quotes/orders for things like min. charges or delivery fees, but they always add to the end of the lines tab.
    I know that I could modify the form code to print this way, but the client wants to see this Misc Line as the first line in data entry.

    I tried to change to be the first on new orders but I am not having any success.

    Before, I keep going, is this something that is possible? I feel that I can add it to the lines tab, but I can never seem to get the refresh of the grids to work.

    Thank you for any tips or suggestions.

    Thank you
    Michael
    #Scripting # CustomOffice​​

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    Michael Davis
    Warren Averett Technology Group
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  • 2.  RE: Sales Order Defaults with custom office

    Posted 08-04-2022 10:39
    UI script on the Lines tab.  Check if lines already exist, and if not, add your line. 
    Use oScript.LinesAdded = 1 to refresh the grid.


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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
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  • 3.  RE: Sales Order Defaults with custom office

    Posted 08-04-2022 11:08
    You could set up a recurring order with the line and instruct people to copy from that template as well.  Change the customer number.  If they want to add other line comments, they have the ability to do so without scripting mods.

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    Jeff Schwenk
    Bottomline Software, Inc.
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  • 4.  RE: Sales Order Defaults with custom office

    Posted 08-04-2022 13:26
    Thank you!
    Both of these suggestions should work
    Michael

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    Michael Davis
    Warren Averett Technology Group
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