Documents are based on settings to determine its processing and UI behaviors. ProLine includes a list of settings that can allow documents to be customized for different systems.
Below are some related documents for specific needs.
To override filtering behavior for the Delivery To by contact groups, enable the Designer Mode and then go to System Setup->Document Setting->Label.
Please enter the behavior (SCC) under the “Deliver To” as below or refer to QCIS wiki page.
- C Can be Customer
- S Can be Supplier
- O Can be Outsourced Contractor
- P Can be Sales / Handler / Producer
- I Can be Introducer
- R Can be Referral
- T Can be Technician
- 1 Used for Internal Office Processing
- Z No Account Code, usually for Prospects