Tax Area
Tax Area on the Service quote and Parts quote is from the Warehouse
Tax Area on the Trailer quote is from the Sell-to or Ship-to
Click new to create a new sales quote .on the project
Customer and Project will be passed to the sales quote
New Fields
Serial No.
Assigned To
There are 3 record types.
Click the Change Record Type button to change it.
Users are not allowed to enter new sales orders on the project page
All orders are converted from sales quotes.
Record Type will be passed to Sales Order.
Users are not allowed to change Record Type on the SAles Order.
...