Adding Terms & Conditions to the Quote Form
We have a client that would like to add their Terms & Conditions (T&C) text to the bottom of their GP Quotes. I've read that static text boxes in Report Designer can only be 80 characters, so that won't work as the T&C text is approximately 4-5 pages long. Does anyone have any suggestions on how to add this significant amount of text to a GP form? Thank you in advance. Scott
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No can do Scott - Report Writer is just not capable of this. The best solution is to purchase Accountable Software's Forms Printer - www.accountable.com. Frank Hamelly MCP-GP, MCT, MVP East Coast Dynamics www.eastcoast-dynamics.com blog: www.gp2themax.blogspot.com
fhamelly1if you don't mind writing some vba code (or in this case copying some) and going outside of supported methods, this blog post shows one way to do what you are asking. http://blogs.msdn.com/developingfordynamicsgp/archive/2008/09/29/purchasing-terms-conditions-example.aspx The method isn't very flexible and the Accountable code would be a lot cleaner - but on the other hand the above is 'free' assuming you have the VBA module. patrick dev support -- This posting is provided "AS IS" with no warranties, and confers no rights. "Scott S." <ScottS@discussions.microsoft.com> wrote in message news:CC4906FD-8860-4851-9736-7C489FADECE8@microsoft.com... > We have a client that would like to add their Terms & Conditions (T&C) > text > to the bottom of their GP Quotes. I've read that static text boxes in > Report > Designer can only be 80 characters, so that won't work as the T&C text is > approximately 4-5 pages long. > > Does anyone have any suggestions on how to add this significant amount of > text to a GP form? > > Thank you in advance. > Scott
prot1You can also use old fashioned Microsoft Word to create merge of the Quote document information with a standard Terms and Condition document. I will address this in a future blog article. Best regards, -- MG.- Mariano Gomez, MIS, MCP, PMP Maximum Global Business, LLC http://www.maximumglobalbusiness.com The Dynamics GP Blogster at http://dynamicsgpblogster.blogspot.com "Scott S." wrote: > We have a client that would like to add their Terms & Conditions (T&C) text > to the bottom of their GP Quotes. I've read that static text boxes in Report > Designer can only be 80 characters, so that won't work as the T&C text is > approximately 4-5 pages long. > > Does anyone have any suggestions on how to add this significant amount of > text to a GP form? > > Thank you in advance. > Scott
MarianoGomezOld Fashion method.... Terms and Conditions are usually standard and not customized per Quote or Customer.... Either print them out and attach before mailing or create a pdf and attach before emailing. Depends how they process their quotes and volume of the work. You can also use Crystal Reports to print the quotes with data and T&C and then replace the GP reportwriter form with the Rockton product the integrates GP with Crystal. Many options depending on process and level of effort. "Scott S." <ScottS@discussions.microsoft.com> wrote in message news:CC4906FD-8860-4851-9736-7C489FADECE8@microsoft.com... > We have a client that would like to add their Terms & Conditions (T&C) > text > to the bottom of their GP Quotes. I've read that static text boxes in > Report > Designer can only be 80 characters, so that won't work as the T&C text is > approximately 4-5 pages long. > > Does anyone have any suggestions on how to add this significant amount of > text to a GP form? > > Thank you in advance. > Scott >
datamnaGuys, Thanks for all the suggestions. While the VBA coding options sounds intriguing, I am not that comfortable with having to support a “non-supported” solution, especially after future upgrades, so that’s probably something I will only play with in my free time. I will review both the Accountable and Rockton software solutions and recommend one to my client. Thanks again for the assistance. "TravellingMan" wrote: > Old Fashion method.... > > Terms and Conditions are usually standard and not customized per Quote or > Customer.... > Either print them out and attach before mailing or create a pdf and attach > before emailing. > > Depends how they process their quotes and volume of the work. > > You can also use Crystal Reports to print the quotes with data and T&C > and then replace the GP reportwriter form > with the Rockton product the integrates GP with Crystal. > > Many options depending on process and level of effort. > > "Scott S." <ScottS@discussions.microsoft.com> wrote in message > news:CC4906FD-8860-4851-9736-7C489FADECE8@microsoft.com... > > We have a client that would like to add their Terms & Conditions (T&C) > > text > > to the bottom of their GP Quotes. I've read that static text boxes in > > Report > > Designer can only be 80 characters, so that won't work as the T&C text is > > approximately 4-5 pages long. > > > > Does anyone have any suggestions on how to add this significant amount of > > text to a GP form? > > > > Thank you in advance. > > Scott > > > > > >
Scott, Just to throw another option out there for you, we also have a product called GP Reports Viewer that lets you print Crystal Reports from GP: http://www.flex-solutions.com/gpreports.html. -- Victoria Yudin Dynamics GP MVP Flexible Solutions - home of GP Reports http://www.flex-solutions.com/gpreports.html blog: www.victoriayudin.com "Scott S." <ScottS@discussions.microsoft.com> wrote in message news:5DC8976F-A5FC-4B07-8526-D0E74AF41F2F@microsoft.com... > Guys, > Thanks for all the suggestions. While the VBA coding options sounds > intriguing, I am not that comfortable with having to support a > “non-supported” solution, especially after future upgrades, so that’s > probably something I will only play with in my free time. I will review > both > the Accountable and Rockton software solutions and recommend one to my > client. > > Thanks again for the assistance. > > > "TravellingMan" wrote: > >> Old Fashion method.... >> >> Terms and Conditions are usually standard and not customized per Quote or >> Customer.... >> Either print them out and attach before mailing or create a pdf and >> attach >> before emailing. >> >> Depends how they process their quotes and volume of the work. >> >> You can also use Crystal Reports to print the quotes with data and T&C >> and then replace the GP reportwriter form >> with the Rockton product the integrates GP with Crystal. >> >> Many options depending on process and level of effort. >> >> "Scott S." <ScottS@discussions.microsoft.com> wrote in message >> news:CC4906FD-8860-4851-9736-7C489FADECE8@microsoft.com... >> > We have a client that would like to add their Terms & Conditions (T&C) >> > text >> > to the bottom of their GP Quotes. I've read that static text boxes in >> > Report >> > Designer can only be 80 characters, so that won't work as the T&C text >> > is >> > approximately 4-5 pages long. >> > >> > Does anyone have any suggestions on how to add this significant amount >> > of >> > text to a GP form? >> > >> > Thank you in advance. >> > Scott >> > >> >> >> >>
victoria
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Conditional Formating based on Odd vs. Even
Hi If row in column A contains an even number, shade that row in Colum B-G Yellow, If odd Shade Gray, If blank No Shade. Can this be done i a formula in Conditional Formatting? If so, how? Help appreciated. Nathan Sargean -- Message posted from http://www.ExcelForum.com Sure. Select B:G Condition 1: Formula is =Len($A1)=0 (no format) Condition 2: Formula is =MOD($A1,2)=0 (yellow format) Condition 3: FOrmula is : =MOD($A1,2)=1 (grey format) Bob Umlas Excel MVP "natei6 >" <<natei6.1699y4@excelforum-nospam.com> wrote in message news:natei6.1699y4@excelforum-no...
multiple value choices for If range().value = "xxx"
The macro below runs on worksheet change and works properly. However, I have 5 values to examine in column H. The values are: Split, Payday 1, Payday 2, Payday 3, and Payday 4. Any of these choices should result in unlocking and clearing the cells in that row (first part of if statement). Otherwise, the range 'pasterage' is copied to that row and it is locked again. I can't find the proper syntax (if there is any) to say something like is possible in SQL (if ...value in ("Split","Payday 1",...)) Please advise on the best way to go about this. ...
Adding ActiveX to dialog with wrapper
When I add an ActiveX object to a dialog using the dialog editor - right click - insert activeX object, the help on the resulting activex selection tool states that a wrapper will not be added by using this method. If you need a wrapper, it suggests using the class view. This is using Visual Studio 2005. I'm having some problems with this on an existing project. To make sure I understand the process, I created a new MFC project, added a dialog, created a class for that dialog and added a Flexgrid object using the right click method in the dialog. I then added a variable for the flexgrid...
Validating data in a subform against data in main form
I have a main form with a subform. Each form is bound to its own table but are linked through a primary key (customerID). On the main form, I have a customer's date of birth (dob). On the subform, I have the customrer's date of order (doo). Basically, I want to validate that the date of order entered by the user is later than the date of birth. How can I do this? I tried to do it in the subform's BeforeUpdate event but it failed. It didn't seem to recognize dob (customer's date of birth). Perhaps, I was not referring to dob properly. I'm new to ...
Adding alternate columns
I work on a schedule where I record ticket count and ticket sales for each show, listed chronologically. Column A = week ending date Column B = # Tickets sold for April 5 show Column C = Ticket Revenue for April 5 show Column D = # Tickets sold for April 9 show Column E = Ticket Revenue for April 9 show Column F = # Tickets sold for April 12 show Column G = Ticket Revenue for April 12 show Column H = Total # Tickets sold for all shows Column I = Total Ticket Revenue for all shows In the Totals columns, the Total Tickets formula is "+B4+D4+F4", and the Total Revenue f...
Conditional Colors for Charts #2
Hello, I have on a sheet with several graphs and I would like to execute the procedure below automatically. In advance thank you for the assistance Yves Sub ColorColumns() Dim vntValues As Variant Dim intSeries As Integer Dim intPoint As Integer With ActiveChart For intSeries = 1 To .SeriesCollection.Count With .SeriesCollection(intSeries) vntValues = .Values For intPoint = 1 To .Points.Count If vntValues(intPoint) < 60 Then ..Points(intPoint).Interior.Color = vbRed ElseIf vntValues(intPoint) >= 60 And vntValues(intPoint) < 80 Then ..Points(intPoint).Interior.Color = vbYellow E...
Adding fields from a different query
I have a form built based on a main query. How do I add more fields on that form that come from a different query? Anne A couple possibilities... Change your first query to include the extra fields. Use your second query to "feed" a form, then embed that form as a subform on your main form. Good luck! Regards Jeff Boyce Microsoft Access MVP -- Disclaimer: This author may have received products and services mentioned in this post. Mention and/or description of a product or service herein does not constitute endorsement thereof. Any code or pseudoco...
Adding more than three Conditions to 'Conditional Formatting'
Can i add more than three conditions to the conditional formatting presets using code? Regards [Riz] -- Rizitsu ------------------------------------------------------------------------ Rizitsu's Profile: http://www.excelforum.com/member.php?action=getinfo&userid=15840 View this thread: http://www.excelforum.com/showthread.php?threadid=320382 Riz, as you have found out, only 3 conditions with conditional formatting. But yes you can use some code to get more than 3, try this it will change the cell color in column A when you put in one ,two, three, or four, right click on the she...
Copy Data From Main To Sub Form
Hi everyone! Using A02 on XP. I have a main form [ICSUpgrade2008MainForm] with some data on it that I would like to copy down to my subform [ICSUpgrade2008SubForm] when I click a button on the subform. The Main Form field is: [Forms]![ICSUpgrade2008MainForm]![Trustee] and the Sub Form field is [Forms]![ICSUpgrade2008SubForm]![ContactName]. I want to copy the name from [Trustee] to [ContactName]. I've played with me.contactname = and can't figure out the mainform field. Do I have to create an unbound field on my subform to = the mainform field and copy that way? Seems a b...
I don't have a "drop down" arrow to choose an email
I have Outlook 2000 (9.0.0.2711) Corporate or Workgroup I have 4 email addresses that I want to use. When sending an email, how do I have the opportunity to choose which account it is from? I don't have a drop down arrow, nor a "send email using" option.. HELP! If I recall correctly those options don't exist in Outlook 2000. Can you upgrade to a newer version? Outlook XP (2002) and 2003 both include a "Send Using" capability that is quite good. -- Aloha, -Ben- Ben M. Schorr, OneNote-MVP http://home.hawaii.rr.com/schorr **I apologize but I am unable ...
Printing conditional images
All, I am certain there's a simple answer to this but it has been baffling me so I'm throwing it open to the world after searching the archives with little success. In my worksheet, I have inserted images conditional on cells containing certain values. The code is as follows: ~~~~~~~~~~~~ Private Sub Worksheet_Calculate() Me.Shapes("Picture 1").Visible = (Range("C14") = 2) Me.Shapes("Picture 2").Visible = (Range("C23") = 5.76) End Sub ~~~~~~~~~~~~ The images appear without any problem and all is well on-screen. However, I...