Quotes, Orders, and Invoices offer options within Role Manage which allow restricting users from editing closed records. Separate options can be unchecked to restrict ability to Edit Closed Invoice, Edit Closed Order and Edit Closed Quote.
If the user is restricted from editing a closed record, they will still be able to edit or close an open record. However, once it is closed, they will no longer be able to Save/Process any edits to that record or delete that record.
If the user is already restricted from editing an invoice, they will already be restricted from editing a closed invoice.
How Do You Default the Number of Copies of a Form to Print?
Company Setup contains a settings button for each of the order/invoice related forms. This option is located under the Send Method.
If the user is restricted from editing a closed record, they will still be able to edit or close an open record. However, once it is closed, they will no longer be able to Save/Process any edits to that record or delete that record.
If the user is already restricted from editing an invoice, they will already be restricted from editing a closed invoice.
How Do You Default the Number of Copies of a Form to Print?
Company Setup contains a settings button for each of the order/invoice related forms. This option is located under the Send Method.
When printing these forms through Order/Invoice Manage - Views - Send, your default setting will be displayed when the printer window appears if sending only one form.
In the same area if you select Send All, each form will show the number of copies to print and can be manually changed if needed.
When printing through the Send Manage menu option, the Company Setup default will be used for each form. There is no option to change it here.
Forms include Acknowledgement, Order-Commission, Order-Internal, Packing List, Purchase Order, Receiver, Invoice, Invoice-Commission and Proforma Invoice (Uses the Invoice setting).
Forms include Acknowledgement, Order-Commission, Order-Internal, Packing List, Purchase Order, Receiver, Invoice, Invoice-Commission and Proforma Invoice (Uses the Invoice setting).
How Do You Import Zip2Tax™ Zip Code Table Updates?
The menu option and role manager option “Tax Import” allows updating the zip code table tax codes based on spreadsheet from Zip2Tax™. To purchase a Zip2Tax subscription, you may contact our support department, who will contact out Zip2Tax representative to make the referral.
This option is located under Tools – Financial – Tax Import
The menu option also contains functions that allow the updating of customers and contacts tax codes, based on their zip code, with the tax codes of the related zip code table record tax codes. The customer/contact functions can be utilized by anyone with zip code table records.
Tax import updates the various reporting codes within the tax resources. Since these codes are now stored within the new fields, they will no longer be contained within the tax resource description which is updated during the import. This makes the description easier to understand as it will only contain state, county, and city.
Tax import updates the various reporting codes within the tax resources. Since these codes are now stored within the new fields, they will no longer be contained within the tax resource description which is updated during the import. This makes the description easier to understand as it will only contain state, county, and city.