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Display One Price on Service Series Invoices Instead of Having All of the Costs Broken Out
My flat rate invoice through Service Series invoices come out with all of the costs broken out. How do I get it to only display the one price on the invoice? Background: Service Series Flat Rate Invoicing is useful for service organizations who want to bill their time and materials to their customers with one […]
Read MoreWhen I run the OM Sales Order report, why am I seeing $0 cost? Where does this cost come from?
That depends, mostly upon what the valuation method of the inventory item is that is being added to a shipper. When the item uses a Standard Cost valuation method (and when there is a Standard Cost set up on the Inventory Sites screen>Costs tab, it will use that Direct Standard Cost on the Shipper and […]
Read MoreCrystal Reports and Case-Sensitivity of Database Records
Sometimes, Crystal Reports developers are asking themselves a question: “Is the records’ register taken into consideration?” In other words, if a user requests records with a value of “USA” in the country field, whether the system returns records where country field contains characters in mixed case, for example, “Usa”? A register is generally not taken […]
Read MoreHow to Prevent the Account Codes and Descriptions From Displaying for Every Line of the Management Reporter Report
Within Management Reporter – Report Viewer go to View | Dimension Descriptions and deselect this option for the user seeing the account code and descriptions. This option, which is a per user selection, controls whether descriptions display on the generated reports for each dimension.
Read MorePlumbline Consulting Loan Management System – Pre-Loan Calculator Feature
Choose Module | Loan Management System | Utilities | Pre-Loan Calculator. Original Value Enter the Original Value of the loan. Less Deposit Enter any Deposit amount. Financed Amount Displays the Financed Amount: Original Value entered minus Deposit amount. Terms To Maturity Enter the number of terms to loan maturity. Payment Terms Select the frequency […]
Read MoreSystem Message 5045 Received Releasing Batches in Dynamics SL
‘System Message 5045 – File error 13 attempting to open process status file S:\SL\Applications\EVENTLOG.’ is received when attempting to release batches in Dynamics SL. This message typically indicates a lack of permissions to the SL EventLog directory specified in the message. Confirm the SL user attempting to release the batch has permissions to write to this […]
Read MorePlumbline Consulting’s Fixed Assets Service Module
The Fixed Assets Service module is designed to work with the Plumbline Fixed Assets module to track the maintenance schedules, maintenance types and maintenance history for Fixed Assets. One of the tracking features is Vehicle Mileage. Service Mileage Use the Service Mileage Screen to view or enter all Service Mileage information for an Asset. This […]
Read MoreSystem Message 6908 – ‘Another Process already added the itemxref item’ in Dynamics SL
System Message 6908 is received in Dynamics SL when receiving items in for a PO or changing something on any line in a purchase order and saving. The client has PO Setup configured to automatically insert itemxref records for items. There is one or more items in the PO that have a space in front of the […]
Read MorePlumbline Consulting Loan Management System – Loan Interest Change
Interest Rate Change Procedures In this Example, 6 payments have been made. Amortization Schedule shown here: Click on Interest button from the Loan screen. Change the Ending Date on the first line to the Due Date of the last payment in the Amortization Schedule (i.e. 07/01/2015). Choose the second line in the Interest grid. Enter […]
Read MoreMake Adjustments To Be More Nimble and Customer-centric – How Can Flexibility and Speed Give Your Professional Services Firm A Competitive Advantage
This blog is the fourth, and last, in a series of four in regards to how Progressus can help your professional services firm by injecting flexibility and speed. Professional Services firms need to be flexible in order to adapt to the ever-changing market and technology. In the first and second blogs, we discussed the six […]
Read MoreDynamics 365 Business Central Pricing Confusion?
Microsoft Dynamics 365 Business Central was released April 2nd! It is an exciting time to be not only a Microsoft Partner, but also a Dynamics user. Dynamics 365 Business Central is designed for businesses looking for an all-in-one business management solution that’s easy to use and adaptable. It connects your finances, sales, service, and operations to streamline […]
Read MoreIs Your Professional Services Firm At Risk? – How Can Flexibility and Speed Give Your Professional Services Firm A Competitive Advantage
This blog is the third in a series of four in regards to how Progressus can help your professional services firm by injecting flexibility and speed. Professional Services firms need to be flexible in order to adapt to the ever-changing market and technology. In the first blog, we discussed the first three disruptive trends in […]
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