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Re: List of costumer services

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hello Sara ,

 

If my understanding is correct ,you are expecting below :-

 

1.You are having Customer Specific Price list "PQR" for Customer ABC and it has lets say 3 services i.e. Sevice "X" ,Service "Y" and Service "Z"..

 

2.Now ,you are expecting when you create New Sales Order for Account "ABC" ,it will by default pick all the 3 Services "X" ,"Y" and "Z" with VALUE in them automatically .

 

=>If this is what you are expecting ,this is not possible .

 

***The system behavior is as below :=>

1.Create New Sales Order for Account ABC ->Go to Items tab ->You need to manually select Service "X" , using Add row button .

 

=>Now system will pick the Price List of Service "X" from customer specific price list "PQR".

=>Similiarly when you add manually add Service "Y" and "Z" (their value from Price List PQR).

 

Hope this answer and explains the behavior.

 

Best Regards,

Ankush.


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