ambleside

I can't find them to edit them. Of course they weren't available in Report Designer. So I went and looked in the usual folders in appdata - not there either...Any ideas?

RandyB

Originally Posted by ambleside

I can't find them to edit them. Of course they weren't available in Report Designer. So I went and looked in the usual folders in appdata - not there either...Any ideas?

Unfortunately, Sales and Work Order reports are not editable at this time. We will include this in a future version.

Sorry for the inconvenience,

Randy Bownds
Program Manager
D-Tools, Inc

casaplex

Hopefully this feature can be done soon?

It would be great to be able to add additional columns to the report. Also, all of our project managers would like to be able to add an additional field for description by location - similar to the client description, but installation notes instead of the client description.

At the very least we should be able to add columns.

RandyB

Can you give me an idea of what you're using the Sales Order reports for?

For our next major version, we're considering getting rid of Sales Orders in favor of Estimates, Invoices, and Purchase Orders, which are the things that people typically create from Sales Orders.

sburge

Are the Sales Order reports editable in 5.5 SP2?

NareshN

You can customize the Sales Order Reports. In Navigator click Tools | Report Designer | Order & Scheduling Reports. Here create a new report based on the existing Sales Order report.

sburge

Thanks, I sure appreciate it.