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Posted by Charles May on January 18, 2008, 11:11 am
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Richard,
Yes, I still view this forum from time to time. I just luckily stumbled upon
this and would be very glad to help.
I think the confusion lies in the "Other" field.
I will try to explain this in detail so that you can get it working.
I'm using 2006 Premier so the layout might be different.
Open any customer where you can edit their information
In the additional info area there is an area called Custom Fields
Click on the Define Fields button.
Create a custom field. I called my custom field Sales Location but I only
have 3 classifications. If you are wanting specific countries, you could
call it something like "Sold In" or "Sales Country" etc...
Once you have created this field. You will HAVE to go into each customer and
fill it in with the information you want it to be. Example: Like I said, I
use 3; USA FOREIGN and CANADA whatever you put will stay with that
particular customer.
Now... Once this is done, this is where it really happens
You have to edit the Sales Order and Invoice templates to use that field.
You can do this by editing the template and clicking on the fields tab.
You should now see your custom field in that list.
for my templates I select the screen but not the print. This is so I can see
that the field is filled in while generating the sales order/invoice but do
not want it to appear on the actual invoice. Of course you will have to
layout the template to place that new field on the document.
You should notice that if you have filled in the field for your test
customer that the value automatically appears when you create the
SO/Invoice. Save the invoice.
The rest is done at report level. Open your report and select Modify Report
(I use Sales by Customer Detail)
In the columns area scroll down and find the line that matches the name of
your custom field and place a check beside it.
You should now see the field in the report.
NOTE: I think it has to be a detail style report or you won't get the
columns area to add to the report.
If this is still unclear, you can email me at my spam address q u a r a n t
i n e 1 @ h o t m a i l . c o m with your email address and I will see if I
can't help in more detail.
Hope this helps
Charlie
> Way back on 17 October 2007 Charles May very kindly provided me with some
> helpful advise regarding modifying invoices so as to be able to run
> reports on which country one's sales are being made to. I have tried to
> follow the instructions but am a little at sea!
>
> I have used the spare field at the bottom of the fields list called
> "other" and moved both it and its associated field to a position under the
> address box. I have then completed a sample sales receipt, and then tried
> to run a sales report to pick up this but cannot see how to do it. Charles
> obviously has it "cracked" and I wonder if he is still here and could
> spare a moment to help me on the right road on or off list.
>
> Many thanks
> --
> Richard
>
>
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