So, you’ve created a new custom form for your packing slips and assigned the Print or Email Template as a new Advanced PDF/HTML Template, but for some reason when you try to print the PDF it’s using the wrong PDF Template? There is actually one more step for you to check…
Tag Archives: Transactions
Custom Role: Transactions Sublist Missing on Vendor Records
After creating a custom role for users you may stumble across an issue where the user is unable to see the Transaction Sublist under the Financial Subtab. It just doesn’t exist at all! This can be a major problem if the users within the role are expected to view Sales Orders, Invoices, etc that haveContinue reading “Custom Role: Transactions Sublist Missing on Vendor Records”
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