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Last Updated: 03/31/2021
in Knowledge Base 1. Find the relevant order on its List 2. Highlight the row 3. Right click your mouse 4. Select 'Duplicate' 5. Confirm by pressing OK 6. Make changes to the order as appropirate 7. Click Save
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Last Updated: 03/31/2021
in Knowledge Base The count screen will only show items that have a count (negative or positive). However you may find an item that is not listed. To add the item select Activities drop down (near the Help button) and then Add Item.
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Last Updated: 03/31/2021
in Knowledge Base Basically you must first check your QB preferences to make sure that the Integrated Applications, under All Orders and under Properties, have the allow personal information checkbox checked. In all orders, select a TERM or create a new TERM and as...
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Last Updated: 03/31/2021
in Knowledge Base You cannot delete HQ but you can rename it.
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Last Updated: 03/31/2021
in Knowledge Base There is a report of the same name "Inventory Status Details" that shows inventory quantities by bin and lot/serial numbers.
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Last Updated: 03/31/2021
in Knowledge Base Do as follows:
1. From the menu select Company - Preferences 2. Click Company Preferences tab 3. Click QuickBooks Synchronization on the Left. 4. CHECK "Sync manufacturers part no#. 5. Click OK to save your changes and close the preferences window...
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Last Updated: 03/31/2021
in Knowledge Base Invoice derive their classes from All Orders ship docs. By default the ship doc has one class for all the items. However you can enable a class per line by setting the appropriate preference. 1. Close the ship doc 2. Select Company --> preference...
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Last Updated: 03/31/2021
in Knowledge Base If you want to enter quantities and/or serial #s manually then go into Company Preferences - Shipping and UNCHECK 'Auto-fill open quantity'
When the ship doc appears and the item is serialized, click into the quantity box to show the serial # edit...
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Last Updated: 03/31/2021
in Knowledge Base The work order list filter is a multi-select. By default Waiting, Ready, In Production and Finished are selected. To change the filter you need to scroll through the selections and click it so that it turns to the highlight color to include or until...
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Last Updated: 03/31/2021
in Knowledge Base With certain regional setting, you may getting an error creating a step relating to converting string to datetime. The issue relates to how your regional setting show the date AM or PM. For example, 4/5/2007 12:45:10 a.m. will generate an error....