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Enforce Rules Based on Lead Status
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Auto Set End Date
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Validate payment date and Credit Card Number
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Make a Field Mandatory on an External Form
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Labor Cost based on hourly rate, time and quantity
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Calculate price for Labor on transaction line
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Service Bookings Total
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Multi Step Proposal Capture Form
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Resource Scheduler
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Duplicate PO Number Warning on Sales Order
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All Solutions
Legal Services
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.
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.
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
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.
