[nir@motekteam.com]

Hi

I am trying to set up and associate a different packing slip for each Sales Order form we have in our system, is it possible ?

If yes, can anyone please help me with this ?

Thank you

Nir
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[javier]

Hi Nir. This is fairly easy. Simply create all the custom packing slip forms you need. Then, create the custom sales order forms and in the form customization screen under the Linked Forms tab, select the appropriate packing slip forms.

[nir@motekteam.com]

HiJavier, thank you for the reply.

My main issue is that I cant find where to create a new packing slip, the Custom Transaction Form screen do not have a packing slip.

Am I looking at the wrong place ? Is it not under Customization > Forms > Transaction Forms ?

Thank you

Nir

[javier]

It should definitely be there. Sort by the type and scroll through or check for inactives as well.

[nir@motekteam.com]

Thank you Javier, it was inactive (which I do not understand since we do use packing slips).

[javier]

My pleausre Nir. Glad I could help.

[ChrisDenison]

I have a similar need, but would like to automate the Sales Order form per Sales Order using a Workflow. I have a Workflow set up to change the Form based on Saved Search results, but all of my test orders are using the Preferred Form.

I have a nearly identical Worklfow, the difference being that it checks a check box on the Sales Order form when an Order is placed. It works just fine.

Is what I am trying to do possible, or is the Preferred Form always going to override the Workflow?

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