Welcome
Directory
Legal Notice
Directory
>
Functional Areas
> Services Management >
Search
Search
Navigation
•
Directory
•
Functional Areas
•
Sales Automation
•
Marketing Automation
•
Customer Service
•
Partner Relationship Management
•
Website & Ecommerce
•
Order Management
•
Inventory Management
•
Services Management
•
Make a Field Mandatory on an External Form
•
Labor Cost based on hourly rate, time and quantity
•
Calculate price for Labor on transaction line
•
Validate Service Rep
•
Service Bookings Total
•
Multi Step Proposal Capture Form
•
Resource Scheduler
•
Duplicate PO Number Warning on Sales Order
•
Fulfillment
•
Billing, Time & Expense
•
Vendor Management
•
Employee Management
•
Financial Management
•
General Tools
•
Industries
•
All Solutions
Services Management
Make a Field Mandatory on an External Form
Need to make a "Contact Reason" field mandatory on an external "Contact Us" form.
Labor Cost based on hourly rate, time and quantity
Needs to Calculate the value of “Retainage” on an invoice.
Calculate price for Labor on transaction line
Need to Calculate Retainage Fee based on Retainage % and Sales Order subTotal
Validate Service Rep
Need to enforce that a Service Rep Employee is selected on orders for all item lines that are Professional Services items.
Service Bookings Total
Need to track service bookings seperately and expose it on clearly in the order's body.
Multi Step Proposal Capture Form
A proposal request capture from Website is needed to accommodate different qualification questions based on the services being requested.
Resource Scheduler
Project managers need to easily find resources based on skills and see availability in a graphical window.
Duplicate PO Number Warning on Sales Order Save
A Client SuiteScript that will check if the PO Number entered on a Sales Order has already been used on an existing Sales Order or Cash Sales for the given Customer. If such a duplicate PO Number exists, a Popup Alert is displayed warning the user.
