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Enforce Rules Based on Lead Status
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Auto Set End Date
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Auto-populate Bill to Address Field
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Automatically set Partner Field on Customer
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Validate payment date and Credit Card Number
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Total Profit on Estimate
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Line Item Profit on Estimate
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Calculate QTY Sum
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Add Markup Price ($) to Item Line Amount
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Add Markup Percent (%) to Line Item Amount
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All Solutions
Computer Hardware
Enforce Rules Based on Lead Status
User needs to capture data based on lead status.
Auto Set End Date
User wants to automatically set the end date on a sales order.
Auto-populate Bill to Address Field
Needs to populate the partner's bill to address in the Bill to address field on the transaction.
Automatically set Partner Field on Customer
Need to automatically set the partner field on customer record if a partner with the same name as customer exists.
Validate payment date and Credit Card Number
Needs to validate that the payment date entered on an external form is on or after the current date and the credit card number is valid.
Total Profit on Estimate
To view the total profit at body level from the estimate, when each line item is added
Line Item Profit on Estimate
Display the profit in selling a unit quantity of an item.
Calculate QTY Sum
Need to display the total quantity of all the items ordered in the sales order.
Add Markup Price ($) to Item Line Amount
Sales often enters a markup on items during the order process but did not have a way to enter this as a currency amount and have that reflected in the total line item amount
Add Markup Percent (%) to Line Item Amount
Sales often enters a markup on items during the order process but did not have a way to enter this as a % of the item price and have that reflected in the total line item amount.
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