Customizing SO Form
Customizing SO Form
CHECKBOX | DESCRIPTION |
Enable tax selection and calculation at line item level? | If user marks on checkbox, then tax is shown line- wise, otherwise tax is shown on total amount on service order form. |
Allow back date Service Orders? | If user marks the checkbox, then in SO form, Service Order date can also accept back date, otherwise it accepts current date. |
Allow future date Service Orders? | If user marks on the checkbox, then in Service Order form, date can also accept future dates, otherwise it accepts current date. |
Enable Discount selection and calculation at line item level? | If user marks on checkbox, then discount is shown line-wise, otherwise it is shown on total amount in Service Order form. |
Discount based on -% | If user marks the checkbox, then discount is deducted on percentage basis on Service Order form, otherwise on amount basis. |
Round Off on total amount | If user marks on the checkbox, then in SO form total amount is shown in rounded off form, otherwise not. |
FIELD NAME | DESCRIPTION | MANDATORY |
Default SO Number | SO Number | Yes |
Header | Header is used to as per company address. | Yes |
Terms and conditions | User can add multiple terms and conditions. | Yes |
Vendor Fields | Only checked fields will be visible here on Service Order generation page. | No |
Payment Terms | User can add multiple payment terms. | Yes |
Upload Signature | User can add multiple signatures. | No |
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