Miscellaneous Items in Designer

Hello,

I am trying to make a custom quote form for the Sales Order module. In particular, I have created three miscellaneous comment codes that I would like to use in the form to act as a type of specialized input for our business' needs. However, when I create the miscellaneous line items, the item's description and comment are not populated into the form. Do I need to use some specialized fields for miscellaneous items as compared to inventory items to get their data into to the populated form? Any suggestions are greatly appreciated. Cheers,

Ian

  • 0

    Check the Section Expert to make sure the section you placed the miscellaneous items are not being conditionally suppressed by item type.  Also, are you using more than one table in your report?  For example, if you added the CI_Item table and linked it by item number, using an equal join, that would result in a situation where only standard items would print on the form.

  • 0 in reply to BShockley

    CI_Item contains inventory items, misc items and comment codes.  The example I use for breaking forms with bad table links is the alias table.

    BShockley is right about the section suppression logic though.  It can be complex if you are not familiar with the Sage forms.  Pay special attention to item type.

  • 0 in reply to BShockley

    Thank you for the tip on Section Expert - these hints regarding where to look in Sage go a long way for a newcomer like me! I do see some conditional suppression for the Sale Order items, but I need to do some more digging in the resource section to see what changes I need to make to insert the miscellaneous items.  Cheers,

    Ian