A couple of problems I am having.
- I have setup security where a sales rep is req'd on each invoice. One of my reps starts an invoice using his rep code and saves the file (puts it on hold). He then recalls the file and adds to it but his rep code does not add onto the new items added to the invoice (even though he designated the proper rep code upon opening the invoice).
- I have read earlier that a different rep code can be assigned to each transaction line. How is this accomplished? Do I need a new invoice form and do I need to adjust my security settings? Thanks for your help.