Sashap
4 years agoExperienced User
PROMISE DATE TO ETA ON TEMPLATES.
Hi all, Just wondering for sales orders and purchase orders I can not locate on the template a promise date that actually shows up on the sales and purchase orders when you are entering the infor...
- 4 years ago
Hi Sashap
Customise Forms in AccountRight (Desktop) can contain the Promise date - it is referred to as the Ship Date. This can be added to the customise form using the following process:- Navigating to Setup>>Customise Form
- Choose the desire form type i.e. Invoices
- Choose the form layout i.e. Item
- Choose the desired form
- Select Customise
- Once in the Customise form window, select the Fields option in the Customise>>Insert section.
- Choose the Ship Date
- Select OK
- Move to the desired position - click and drag the field to the desired location.
- Save the form
If you wanted to that have "ETA", you could enter a text field on the customise form with the text "ETA". When recording the invoice you could put any date into that promise date field - this date would not be shown on the invoice unless that Ship date field was added to the customise form.