Aaron Horn
I am a Consultant specializing in Inventory Control and endorsed by Flex. My services include a review of warehouse processes, warehouse layouts, SOP development, Flex on-boarding/customization/training, custom reports, and data analysis tools. Let me know if I can be of service.
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Recent activity by Aaron Horn Sort by recent activity-
jeffrey spaulding, another idea is to use the "Serialized Container Manifest" report. It can include scannable barcodes. Even if they're not really in a container, you can just make a fake contai...
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Let me know if I can be of assistance on your Flex journey. I'm endorsed by Flex, but I work directly for customers like you and your company. Aaron HornConsultant (endorsed by Flex)aaronjhorn@gma...
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Glad it worked out!- Aaron
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@..., it would be even better if the T&C Prompt could be built by Flex to be an available Report Group. Then you could add it to any Quote report as a Group when editing the Quote report's Prefere...
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Hey Bryan, You can do this with Report Groups, and add the "Default Financial Document" as an option to the T&C Prompt report. Do you know how to use Report Groups? Aaron HornConsultant (endorsed ...
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Hey Jo-anna, If you're an administrator, in the Flex4 app, go to System Settings > Custom Fields. In the right pane, click on "New Custom Field". I'll give a specific example that matches the exi...
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David, I don't believe there is. But it's a good feature request. I would post it under the Flex5 feature requests topic, or send it through the Help mechanism in Flex5. Aaron HornConsultant (end...
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Hey Tammy, Credit Memos are designed in Flex to be separate documents from the Invoices. You can place them as a child of an Invoice in a Project Tree if you want it associated with a particular j...
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Luke, the Default Bill To Contact setting actually works with the "Client Mailing Address" address block instead of the "Bill To Address" address block like you're expecting. (The quotations are w...
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Hey Luke, I don't believe there's a way to limit the contact selection list for a Custom Field for a Project Element. The only real mechanism for that in Flex is within an Element's settings under...