Hi,
We are unable to add delivery date and due date on our sales quotes. How do we do that?
best regards,
Anton
Both fields are available by default. Can you show a screenshot of Sales Quote page.
Hi Bilal,
We can see it. I was a bit unclear in my question. The issue is it doesn't appear on the PDF you get out of the system that we send to our customers.
That's much clear. On Sales Quote report these fields are not available. You need to add them using customization.
Hi again Bilal,
And how do we add it? We have tried in the customization and haven't managed.
Thanks!
Create a copy of this report then you need to add required fields to the report dataset using VS Code and then add to the layout using Report Designer.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Rishabh Kanaskar 3,808
Sumit Singh 2,554
Nimsara Jayathilaka. 2,140
