Q – Can I create a new Customer while entering
A – Yes. While in the O/E Order Entry window, click the New symbol
In addition to the ability to add new customers, you can use the same
Q – What happens to Order Entry Quotes after the expiration
A – Once the session date is the same as the quote’s expiration
If you wish to retain quotations for a longer period of time, the setting
Q – Is it possible to include an extended description on
A – One way to include extended descriptions on Accounts Receivable
Q – Can I archive User Activity Records?
A – Yes, you can in CRM v5.8. To avoid storing a large number of user
Q – How do I add a Report to My Reports Category?
A – You can group reports that you work with regularly in your own personal
Q – Why, when printing a form, the Export radio
A – The Export option is only available when generating reports; not
When printing forms, such as purchase orders, this information cannot
Q – How do I determine the Number of User Licenses in Sage Pro
A – Follow the steps below to determine the number of Sage Pro user licenses
Versions prior to Sage Pro 5.0 do not have this information available
Q – Why the Currency Field does not appear in Order Entry screen?
A – This situation occurs if OE has not been linked to AR. This can be
The Currency ID field now appears in OE as well as in
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