How to: Add Unreferenced Roll/Item in Quotes

Error:

Cause:

Solution:

Details:

From Order Entry

Go to File, Quotes, Green Plus to Add New, Insert Icon, Unreferenced Button

unreferenced

Allows you to enter your own product or service information on a customer order line. This screen is only available if the "Allow Unreferenced Lines" switch is set in Public Switches.

 

You may enter a cost amount or commission percentage (if line commissions are used) for an unreferenced service line.

 

Note: If  "Suppliers from Supplier File Only" system option is set to Yes, Supplier will be a required field on Un-Referenced lines.

 



Symptoms:

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