Progressus Software

Next-Generation Professional Services Automation
Architected for the Microsoft Cloud

Need the ability to print a Sales Quote report from Advanced Projects that uses the Invoice Setup options

The Sales Quote report in Advanced Projects should print using the options designated in the Invoice Setup Template. Currently Advanced Projects does not have its own Sales Quote report format, so it uses the base BC version. When this prints it strips off/ignores the invoice setup options

  • Seth Woolley
  • Oct 22 2021
  • Already exists
Business Impact

Clients should have to ability to group and sort their sales quote in a manner that is meaningful to them to work with Advanced Projects

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  • David Embretsen commented
    14 Sep 06:47am

    This currently does not work with the standard BC reports, it only prints out correctly for Sales invoices and Sales Credit memos with the "summary only" option selected in the Project Setup.

    Would the use of standard reports not also be considered as part of the scope for this idea?